Changing demographics impact investors in many ways. The demand for bonds could increase, putting downward pressure on yields.
The NYSTRS decreased its position in Apache Corporation from 0.20% in 3Q14 to 0.12% in 4Q14—according to the latest SEC 13F filings.
The NYSTRS started a new position in Walgreens Boots Alliance (WBA). The fund bought 1,727,633 shares of Walgreens Boots Alliance—0.33% of its total 4Q14 portfolio.
D.E. Shaw exited a position in Rackspace Inc. (RAX), which accounted for 0.016% of the fund’s second-quarter portfolio.
D.E. Shaw revealed a new position in Alibaba in 3Q14 that accounts for 0.49% of the fund’s total 3Q14 portfolio.
Applied Materials Inc. provides manufacturing equipment, services, and software to the global semiconductor, flat panel display, solar photovoltaic (or PV), and related industries.
Glenview Capital added new positions in WellPoint Inc (WLP), Hertz Global Holdings Inc (HTZ), eBay Inc (EBAY) and Applied Materials Inc (AMAT).
Eminence Capital started a new position in Humana Inc. (HUM) that accounts for 1.97% of the fund’s portfolio. Humana is a healthcare company.
Molina Healthcare, Inc. (MOH): Revenue growth In general, Medicaid health plans grow revenue by increasing their membership or generating higher rates from state governments. The latter portion is often left up to negotiations between plans and states. States often have the final say, but given cost savings managed care can generate, they are loathe to bring […]
Molina Healthcare, Inc. (MOH): Market overview Medicaid is a rapidly growing segment within healthcare, which should directly benefit MOH. In addition to typical market growth of mid-single digits, there are several supplemental drivers. Healthcare reform (Obamacare) Under current reform provisions starting 2014, Medicaid would expand coverage to additional 11 thousand uninsured. Based on its presence within […]
As one of the leading Medicaid-focused HMOs, MOH enjoys a strong foothold in one of the healthcare sector’s fastest-growing markets.