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Jana Partners Reduces Convergys Holdings

Market Folly submits: This particular update focuses on all things Jana Partners. Barry Rosenstein's hedge fund has been quite busy with numerous SEC filings. We'll start with the most recent and then work our way back.In a Form 4 filed with the SEC, hedge fund Jana Partners has disclosed sales...

Tags: US Market, Software, Market Folly, Immucor Inc., Convergys Corp.

External links 2009-06-24

Tiger Global Reduces Stake in Longtop Financial Technologies

Market Folly submits: Chase Coleman's hedge fund Tiger Global just recently amended their 13D filing on Longtop Financial Technologies LFT. A 13D filing signifies an activist investment in a company and must be filed when a firm or investor acquires 5% or more of a company's shares. Tiger made this...

Tags: Software, China, Market Folly

External links 2009-06-29

Soros Discloses EXAR Position

Market Folly submits: In a new 13G filing made with the SEC, George Soros' hedge fund firm Soros Fund Management has disclosed a brand new position in Exar EXAR. Soros has a 5.67% ownership stake in the company with 2,465,754 shares and the filing was made due to activity on...

Tags: US Market, Software, Chip, Market Folly, Exar Corp., Extreme Networks

External links 2009-07-15

Tiger Global Unloads More Shares of Longtop Financial Technologies

Market Folly submits: In an amended 13D filing with the SEC, Chase Coleman's hedge fund Tiger Global is now showing a 14.2% ownership stake in Longtop Financial Technologies LFT with 7,293,499 shares. The filing was made due to activity on July 1st, 2009 and signals that Tiger was selling even...

Tags: US Market, Software, Market Folly

External links 2009-07-22

Tiger Global Continues to Dump Longtop Financial Shares

Market Folly submits: Chase Coleman's hedge fund Tiger Global has recently amended its 13D filing on Longtop Financial Technologies LFT and the fund now shows a 6.8% ownership stake. Tiger Global is now left holding 3,491,928 shares as the filing was amended due to activity on September 22nd, 2009. This...

Tags: US Market, Software, Market Folly

External links 2009-10-08

Tiger Global Cuts Longtop Financial Stake Further

Market Folly submits: In an amended 13D filed with the SEC, Chase Coleman's hedge fund Tiger Global has disclosed a 5.0% ownership stake in Longtop Financial Technologies LFT with 2,540,566 shares. The filing was made due to activity on October 15th, 2009 and marks the fact that Tiger continues to...

Tags: US Market, Software, Financial, Market Folly

External links 2009-10-28

Convergys: Changes Ahead as Jana Partners Discloses 14% Ownership Stake?

Market Folly submits: Hedge fund Jana Partners, which is run by Barry Rosenstein has recently filed an amended 13D on Convergys CVG. The filing was made due to activity on February 5, 2009 and the firm is now showing a 14% ownership stake in it, and currently owns 17,035,512 shares....

Tags: Software, Market Folly, Convergys Corp.

External links 2009-02-13

Jana Partners Discloses 13.52% Stake in Convergys

Market Folly submits: In a 13D, filing made with the SEC on October 21, hedge fund Jana Partners disclosed that they have a 13.52% stake in Convergys CVG. They now own 16,468,399 shares of CVG, which is an increase from their 10.5 million shares they disclosed in the previous filing,...

Tags: Hedge Fund, Equity, Convergys Corp., Seeking Alpha, Jana Partner, Jana Partners, Investment, Financial Services, Finance, Market Folly, Software

External links 2008-10-23

Activision: A Bright Light in the Dark Consumer World?

Market Folly submits: I am long a specialty retail play. I had to slap myself out of the stupor for owning one in an environment I have dubbed as a consumer recession. What am I long - how about some Activision Blizzard ATVI? I was fortunate/unfortunate enough (we'll know later)...

Tags: Activision Inc., Seeking Alpha, Market Folly, Software

External links 2008-11-11

Shorting Treasuries: What's the Rationale?

Market Folly submits: Essentially, U.S. Treasuries are setting up to be a great short opportunity. Last week, I laid out a basic thesis for shorting treasuries. We may be early in this call, but present and future actions are sending us signals we simply cannot ignore. The presently increasing and...

Tags: Treasury, U.S. Department Of Treasury, Seeking Alpha, Government, Investment, Vertical Industries, Financial Accounting, Financial Services, Finance, Enterprise Software, Software, Market Folly, US Market, ETF

External links 2008-11-13

Tremblant Capital Ups to an Ownership Stake in Eclipsys

Market Folly submits: In a new 13G filed with the SEC after the close yesterday, Bret Barakett's hedge fund Tremblant Capital has added massively to their position and has disclosed a 6.01% ownership stake in Eclipsys ECLP with an aggregate amount of shares beneficially owned listed as 3,376,969. The filing...

Tags: US Market, Software, Healthcare, Market Folly, Chipotle Mexican Grill Inc., Eclipsys Corp.

External links 2009-04-16