Barry Rosenstein

Activist investor and billionaire Barry Rosenstein’s JANA Partners hedge fund issued its fourth-quarter letter to investors this week. The JANA Master Fund finished up a lackluster 2017 with a 0.9-percent loss in Q4 and just a 5.6-percent overall gain on the year, well short of the 21.8-...

The latest round of 13-F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter....

Major activist hedge funds have formed a lobbying group called Council for Investor Rights and Corporate Accountability (CIRCA) to promote shareholder activism across the country. The announcement comes as presidential candidates Hillary Clinton and Bernie Sanders have been voicing against activist...

There has been a heated debate on Wall Street as to whether activist investors are beneficial to both shareholders and companies. Over the past few years, activist investing has taken off, with several big name players pushing for change at some of the world's largest companies. While some argue...

Shares of Hertz Global Holdings Inc (NYSE: HTZ) are down on Wednesday afternoon, ahead of the announcement of the company’s first-quarter financial results, scheduled for Thursday morning before the market open. According to Estimize, earnings are expected to be the lowest in at least...

JANA Partners revealed last month that it acquired $2 billion activist stake in QUALCOMM, Inc. (NASDAQ: QCOM) and is nudging management to make some changes, including a bid to separate its chip business and patent-licensing business. Barry Rosenstein, JANA Partners founder and co-portfolio...

Global X funds has long been known for their smart beta ETFs designed to focus on outperformance above a passive benchmark such as the S&P 500 Index.   This non-traditional approach has allowed the firm to expand their products to niche markets and unique indexes, which they...

If there's one investing strategy among hedge funds that has received the most amount of limelight, it has to be activism. This popularity has to do with the fact that in the last few years while other hedge funds struggled to perform, activist investors have reeled in massive wins. One of...

Barry Rosenstein, founder of Jana Partners LLC, recently wrote a letter to his investors revealing that he has had positive discussions with QUALCOMM, Inc. (NASDAQ: QCOM) regarding spinning off its chip business and patent-licensing business into two different units. Brian Colello, senior...

Walgreens Boots Alliance Inc (NYSE: WAG) is up almost 20 percent since last September when the company announced that it was giving activist hedge fund Jana Partners seats on its board. Barry Rosenstein, founder of Jana Partners, was on CNBC recently to discuss how things are improving at...

The Wall Street Journal reported on Monday that hedge fund Jana Partners LLC, in its quarterly letter to its investors, disclosed that it is asking QUALCOMM, Inc. (NASDAQ: QCOM) to spin off its chip unit from its patent-licensing business. The hedge fund also wants Qualcomm to cut costs and...

Institutional investors make millions -- if not billions -- of transactions each quarter. Some are bullish, others are bearish. Let's take a look at the latter, with data via Whale Wisdom. The 'Hateful' Eight The least popular stock in the fourth quarter was Halliburton Company...