News and Views

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SAC Capital has just put out a new Schedule 13G disclosing ownership in 7,876,700 shares of ARIA as of April 17th.  This gives SAC 4.9% ownership in ARIA and is an increase of 5,325,375 shares over their last reported position on 12/31/2011.

ARIAD Pharmaceutials is an oncology company focusing on the discovery, development, and commercialization of medicines for cancer patients.

SAC Capital is a Connecticut based hedge fund found by Steven Cohen in 1992.

 

Ownership History in ARIA
Reported via Date Name Ticker Shares % of Portfolio
13F 2009-12-31 Ariad Pharmaceuticals Inc. ARIA 76,892 0.00
13F 2010-09-30 Ariad Pharmaceuticals Inc. ARIA 600 0.00
13F 2011-03-31 Ariad Pharmaceuticals Inc. ARIA 18,285 0.00
13F 2011-06-30 Ariad Pharmaceuticals Inc. ARIA 109,578 0.01
13F 2011-09-30 Ariad Pharmaceuticals Inc. ARIA 176,796 0.01
13F 2011-12-31 Ariad Pharmaceuticals Inc. ARIA 2,551,325 0.20
SC 13G 2012-04-27 Ariad Pharmaceuticals Inc. ARIA 7,876,700 N/A

Glenview Capital just released a new Schedule 13G disclosing ownership of 12,824,276 shares or 5% ownership in HMA.  This is an increase of 7,653,000 shares over their last publicly disclosed holdings in HMA or 5,171,276 shares on 12/31/2011.  The latest transaction took place on April 13th.

Glenview Capital Management is a privately owned hedge fund founded in 2000 by Larry Robbins.

Health Management Associates engages in the operation of general acute care hospitals and other health care facilities in non-urban communities in the United States.

Glenview Ownership History in HMA
Reported via Date Name Ticker Shares % of Portfolio
13F 2011-03-31 Health Management Associates Inc. HMA 3,592,356 0.58
13F 2011-06-30 Health Management Associates Inc. HMA 4,544,193 0.66
13F 2011-09-30 Health Management Associates Inc. HMA 6,044,193 0.77
13F 2011-12-31 Health Management Associates Inc. HMA 5,171,276 0.76
SC 13G 2012-04-23 Health Management Associates Inc. HMA 12,824,276 N/A

 

Soros Fund Management disclosed a new position in OPWV as of April 10th through a Schedule 13G filing.  Soros now owns 6,000,000 shares or 6.95% of the company.

Soros Fund Management is a privately held hedge fund founded in 1969 by George Soros.

According to their website, Openwave Systems “provides Communication Service Providers (CSPs), including wireless and wireline carriers, Internet Service Providers (ISPs), portals, and broadband providers worldwide, with the software and services they need to build boundary-free, multi-network communications services for their subscribers.” Read more on “Soros Opens New Position in Openwave Systems (OPWV)” »

Starboard Value just disclosed a 6.5% stake (9,200,000 shares) in IDTI through a newly released Schedule 13D. The transaction took place on April 9th.

Per the Schedule 13D, Starboard gives their reason for purchasing the stake based on their “belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity.”

According to their website, Integrated Device Technology “designs, develops, manufactures, and markets a wide range of integrated circuits for communications, computing, and consumer industries worldwide.”

Read more on “Starboard Value initiates new position in Integrated Device Technology (IDTI)” »