TPG-Axon Shows New Stake in Express Scripts (ESRX), Buys More TD Ameritrade (AMTD); Liquidates Sprint (S) and Triquent (TQNT)


FREE Breaking News Alerts from StreetInsider.com!

E-mail Address
November 14, 2011 2:55 PM EST Send to a Friend
Get Alerts ESRX Hot Sheet
Price: $62.94 --0%

Overall Analyst Rating:
    BUY (Down Down)

Revenue Growth %: +115.4%
Trade ESRX Now!
Hedge fund TPG-Axon released its 13F for the quarter ended September 30, 2011.

Notably, the firm showed a new stake in Express Scripts, Inc. (NASDAQ: ESRX); raised its stake in TD Ameritrade Holding Corp (NASDAQ: AMTD); lowered stake in Mosaic Company (NYSE: MOS) and; sold out of DryShips, Inc. (Nasdaq: DRYS), Sprint Nextel (NYSE: S), and Triquint Semiconductor, Inc.(Nasdaq: TQNT),

New Stakes
Consol Energy, Inc. (NYSE: CNX) new 875,000 share position
Ensco PLC (NYSE: ESV) new 2,935,000 share position
Express Scripts, Inc. (NASDAQ: ESRX) new 1,915,000 share position
Fidelity National Financial, Inc. (NYSE: FNF) new 1,100,000 share position
Fiserv, Inc. (NASDAQ: FISV) new 560,000 share position
MasterCard Cl A (NYSE: MA) new 84,000 share position
Medco Health Solutions, Inc. (NYSE: MHS) new 260,000 share position
MetLife, Inc. (NYSE: MET) new 1,825,000 share position
Schlumberger Ltd. (NYSE: SLB) new 560,000 share position
Time Warner, Inc. (NYSE: TWX) new 1,686,000 share position
Union Pacific Corp. (NYSE: UNP) new 307,076 share position
Universal Health Services Inc. Cl B (NYSE: UHS) new 220,000 share position
Visa (NYSE: V) new 483,000 share position

Raised Stakes
W.R. Grace & Co. (NYSE: GRA) raised from 1,155,000 shares to 1,777,894 shares
TD Ameritrade Holding Corp (NASDAQ: AMTD) raised from 3,816,031 shares to 7,072,900 shares
Viacom (NYSE: VIA-B) raised from 2,490,000 shares to 2,690,745 shares

Lowered Stakes
Albemarle Corp. (NYSE: ALB) lowered from 1,455,000 shares to 419,625 shares
Coca-Cola Enterprises, Inc. (NYSE: CCE) lowered from 5,495,000 shares to 2,949,690 shares
Community Health Systems, Inc. (NYSE: CYH) lowered from 4,465,000 shares to 4,373,000 shares
Covidien (NYSE: COV) lowered from 1,984,884 shares to 159,877 shares
Equinix, Inc. (NASDAQ: EQIX) lowered from 1,710,700 shares to 1,695,000 shares
Joy Global, Inc. (NASDAQ: JOYG) lowered from 1,805,000 shares to 1,425,000 shares
Mosaic Company (NYSE: MOS) lowered from 2,845,000 shares to 1,089,000 shares
RF Micro Devices, Inc. (NASDAQ: RFMD) lowered from 7,870,000 shares to 4,250,000 shares
Sara Lee Corp. (NYSE: SLE) lowered from 2,080,724 shares to 899,000 shares
Sirius XM Radio, Inc. (NASDAQ: SIRI) lowered from 83,000,000 shares to 77,522,200 shares
Virgin Media, Inc. (NASDAQ: VMED) lowered from 4,110,000 shares to 3,725,000 shares

Liquidated Stakes
American International Group, Inc. (NYSE: AIG) liquidated
BHP Billiton plc (: BHPBF) liquidated
DryShips, Inc. (NASDAQ: DRYS) liquidated
Emerson Electric Co. (NYSE: EMR) liquidated
Expedia, Inc. (NASDAQ: EXPE) liquidated
Halliburton Co. (NYSE: HAL) liquidated
Harley-Davidson, Inc. (NYSE: HOG) liquidated
Invesco Limited (NYSE: IVZ) liquidated
Itau Unibanco Holding S.A. ADS (NYSE: ITUB) liquidated
NetApp, Inc. (NASDAQ: NTAP) liquidated
NYSE Euronext (NYSE: NYX) liquidated
Petrohawk Energy Corp. (NYSE: HK) liquidated
QEP Resources (NYSE: QEP) liquidated
Sprint Nextel (NYSE: S) liquidated
Time Warner Cable, Inc. (NYSE: TWC) liquidated
Triquint Semiconductor, Inc. (NASDAQ: TQNT) liquidated

Maintained Stakes
Skyworks Solutions, Inc. (NASDAQ: SWKS) maintained 3,200,000 share stake
Zhongpin, Inc. (NASDAQ: HOGS) maintained 3,600,000 share stake

Join StreetInsider.com FREE and get immediately alerted when news breaks on your stocks and other market items - JOIN NOW
*NEW - Download StreetInsider's FREE iPhone and iPad App - Click Here


You May Also Be Interested In


Related Categories

13Fs, Hedge Funds

Related Entities

TPG-Axon Capital, Hedge Funds, Petrohawk Energy BHP, Express Scripts/Medco Health Solutions

Add Your Comment