Allscripts Healthcare Solutions Inc

In September, after months of speculation that Rackspace could be acquired by CenturyLink, Inc. (CTL) and had interest from Hewlett-Packard, the company said it was no longer exploring merger and acquisition options. On the contrary, the company declared its commitment to remain independent.

Blue Harbour Group was founded in 2004. It manages capital on behalf of pension funds, endowments, and other institutional investors.

DeVry University has seen revenue fall in previous fiscal years due to a decrease in new and total student enrollments. The decline is expected to continue into fiscal year 2015.

Rowan Companies plc is a global provider of contract drilling services in the ultra-deepwater and shallow water jack-up market. It has a fleet of 34 offshore drilling units, including four ultra-deepwater drillships, all of which are currently under long-term contracts.

Allscripts provides clinical, financial, and population health management solutions to physicians, health systems, hospitals, and post-acute organizations.

The size of the fund’s 1Q14 portfolio was slightly increased to $6.17 billion from $5.6 billion in 4Q13.

Becton, Dickinson and Company (BDX), or BD, established itself as the leader in the medication management market with the acquisition of CareFusion in 2015.

Becton Dickinson (BDX) expects the CareFusion deal to result in cost synergies of $325.0 million to $350.0 million by 2018.

Becton Dickinson (BDX) is the leading player in the US dispensing business. Its Pyxis system sales contribute significantly to the company’s total revenues.

BD has accelerated its plans to shift from a product-centric to customer-centric end-to-end solutions provider through various collaborations and partnerships.

Blue Harbour raised its stakes in Allscripts Healthcare Solutions (MDRX) in 4Q14. The company accounts for 5.91% of the fund’s portfolio in 4Q14.