Hedge Fund Insider


Highlighted Trade

March 23, 2021 - eHealth (NASDAQ: EHTH) picked up a second activist investor just weeks after entering an agreement with the first activist investor, Hudson Executive Capital LP, to add two to the board. Now Starboard Value, which has amassed a 6.9% stake, wants to add another four to the 10 person board. Starboard disclosed in a 13D filing after the close Monday that it started to accumulate shares of the health insurance exchange in late January and put forth the following four names to be added to the board: Peter A. Feld, James E. Murray, Erin L. Russell, and Steven J. Shulman. CONTINUE


Daniel Loeb

Top Holdings

Ticker # of Shares Price Value
MU 1,550,000 $971.66 $1,506,073,000
7,319,727 $195.32 $1,429,689,078
NVDA 5,000,000 $225.16 $1,125,800,000
AMZN 4,100,000 $262.65 $1,076,865,000
TSM 2,450,000 $426.35 $1,044,557,500
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Daniel S. Loeb runs $4.5 billion New York-based hedge fund Third Point LLC, which he founded in 1995. Loeb is known for his scathing letters to companies, in which he often criticizes management and pushes for changes. He has focused on investments in biotech and oil/gas, among other areas. Loeb is considered an activist investor, but also has many passive investments.

Loeb graduated from Columbia University.

Loeb in known for collecting art, enjoying yoga and living large. Loeb spent $45 million for a 10,000 sq penthouse at 15 Central Park West.


Notable Hedge Fund Trades

Date Company Ticker Fund % Base Price Current Gain Disclosed $ Gain Since Disclosed
10/24/2023 OUTFRONT Media OUT Verde Capital Management 4.4% N/A $30.24 N/A $9.42 221%
10/24/2022 Immunic, Inc. IMUX Point72 Asset Management, L.P. 4.9% N/A $16.06 N/A $1.70 844.7%
12/11/2023 Amylyx Pharmaceuticals AMLX Point72 Asset Management, L.P. 5.1% N/A $21.63 N/A $14.25 51.8%
12/13/2023 PRA Group PRAA Engaged Capital LLC 5.1% N/A $20.60 N/A $20.15 2.2%
10/2/2023 Temoris Resources, Inc. MORF Point72 Asset Management, L.P. 5.2% N/A $56.99 N/A $21.01 171.3%
11/16/2023 Lyra Therapeutics LYRA Point72 Asset Management, L.P. 5.4% N/A $0.50 N/A $2.92 -82.9%
10/23/2023 Southwest Gas SWX Corvex Management LP 5.8% $57.14 $92.60 62.1% $0.00 0%
8/25/2023 Sleep Number SNBR STADIUM CAPITAL MANAGEMENT LLC 8.5% N/A $0.13 N/A $21.48 -99.4%
10/16/2023 E2open ETWO Elliott Management 9% N/A $3.30 N/A $2.45 34.7%
8/18/2023 BLOOMIN BRANDS BLMN Starboard Value LP 9.9% N/A $10.55 N/A $25.62 -58.8%

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