The Perils of Hedge Fund Cloning
This article over at Barron's makes several good points about the difficulties in cloning a given hedge fund's holdings based strictly…
Carl Icahn Reduces Position in Commercial Metals Company
Carl Icahn has just released a new Schedule 13D disclosing ownership of 8,689,089 shares in CMC, a decrease of 2,835,911…
SAC Capital adds to positions in MDAS and OCZ
Steven Cohen's SAC Capital Advisors just released new Schedule 13G's (here and here) disclosing ownership of additional shares in MedAssets…
Glenview Capital adds to Mueller Water Products (MWA) holdings
Per a newly released Schedule 13G, Glenview Capital Management now owns 9,945,383 shares in MWA representing a 6.35% stake in…
Starboard Value LP calls for AOL to return all patent sale proceeds to shareholders
Starboard Value just released an amended Schedule 13D related to its 5.3% stake in AOL. In it Starboard expresses concerns…