Dell Inc. (DELL) is down around 18% today after reporting weaker than expected earnings and providing a disappointing 2nd quarter revenue outlook.  Below are just a few notable funds that held shares in Dell on March 31st.  Go here to get complete listings of all funds that bought or sold Dell this past quarter. A […]

While the Q4 2011 13f filing data is now stale, enough early Q1 2012 filings have come in as well as a couple of 13G filings that indicate possible winners and losers in today’s action. Winners in Arena Pharmaceuticals (ARNA) Arena Pharmaceuticals is up 61% today after experts recommended approval for the company’s obesity pill. […]

Green Mountain Coffee Roasters (GMCR) plunged 40% at the opening today after reporting slowing growth and slashing its fiscal 2012 outlook. Notable hedge fund losers include Tiger Consumer Management (4.06% of their total 13f portfolio) run by Patrick McCormack, Philippe Laffont’s Coatue Management (3.27%) and Brett Barakett’s Tremblant Capital (3.87%) among others.  It should be […]

As of 11:00 a.m. EDT Charming Shoppes (CHRS) was up 24%.  The company agreed to be bought by Ascena Retail Group Inc for $7.93 a share.  Chesapeake Energy Corp (CHK) was down 13%.  The company was downgraded to neutral by Robert W. Baird and Chesapeake also disclosed in a regulatory filing that it had ended […]

Julian Robertson’s Undervalued Picks [seekingalpha.com] Julian Robertson tells CBS News that contributing to Romney campaign was on the best investments he’s made. [businessinsider.com] Baupost’s Seth Klarman interesting Low P/E picks [seekingalpha.com] Why does Seth Klarman like Vivendi? [insidermonkey.com] Activists piled into Barnes & Noble [thestreet.com] Pershing Square’s Bill Ackman seeking new CEO at Canadian Pacific […]