Molina Healthcare (MOH) is down over 30% after withdrawing its earnings outlook and revealing that costs were outpacing revenues at its Texas Subsidiary. Below is a list of funds having at least 1% of their 13F portfolio in MOH (excludes corporate debt): Filer Shares Held Market Value % of Portfolio Prior % of Portfolio Ranking […]

Whalewisdom has added a new feature for filtering through certain 13f statistics for the latest quarter.  The Stock Statistics page gives you aggregate counts of various data points on an individual stock basis.  Data points include the total number of filers holding the stock, the number of filer’s that have the stock as one of […]

Research in Motion (RIMM) is continuing to sink today down around 7.4% after warning that its business is deteriorating and will likely lose money again this quarter.  Below are just a few notable funds that held shares in RIMM as recently as March 31.  Go here to see the complete 13f action in RIMM including […]

This article over at Barron’s makes several good points about the difficulties in cloning a given hedge fund’s holdings based strictly on 13F filings.  Problems include the 45-day delay in reporting the holdings and reported holdings being restricted to certain securities only.  Many international investments, short sells, and derivatives utilized by hedge funds are not included […]

Starboard Value just released an amended Schedule 13D related to its 5.3% stake in AOL.  In it Starboard expresses concerns that “the announced sale of the patents does little to address Starboard Value’s serious concerns with the Issuer’s poor operating performance and substantial losses in the Display business.”  Further Starboard calls for AOL to return […]