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
26,307,482 $1,141.93 $30,041,302,921
11,500,000 $1,141.93 $13,132,195,000
6,620,000 $1,141.93 $7,559,576,600
6,190,000 $1,141.93 $7,068,546,700
4,312,834 $1,141.93 $4,924,954,530
View Additional Portfolio Information »

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
2/28/2022 LivePerson, Inc. LPSN Starboard Value LP 8.5% N/A $17.05 N/A $20.28 -15.9%
1/24/2022 Amarin Corp Plc AMRN Sarissa Capital Management LP 6.06% N/A $1.44 N/A $2.99 -51.8%
1/10/2022 BellRing Brands BRBR Point72 Asset Management, L.P. 5.1% N/A $26.12 N/A $26.20 -0.3%
1/4/2022 Applied Therapeutics APLT Point72 Asset Management, L.P. 9.8% N/A $1.54 N/A $5.82 -73.5%
12/30/2021 MasterCraft Boat MCFT Coliseum Capital Management, LLC 5.8% N/A $23.25 N/A $29.00 -19.8%
11/8/2021 OraSure Technologies, Inc. OSUR Camber Capital Management LLC 5.9% N/A $4.35 N/A $9.67 -55%
10/28/2021 Oyster Point Pharma OYST Point72 Asset Management, L.P. 8.8% N/A $4.07 N/A $12.00 -66.1%
10/14/2021 Cidara Therapeutics CDTX Point72 Asset Management, L.P. 6.3% N/A $0.46 N/A $1.81 -74.6%
10/7/2021 US Foods Holding Corp USFD Sachem Head Capital Management LP 5.1% N/A $33.21 N/A $0.00 0%
10/7/2021 Praxis Precision Medicines PRAX Point72 Asset Management, L.P. 5.7% N/A $8.41 N/A $19.21 -56.2%

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