ANTM News and Press, Anthem Inc. From 05/31/22

Blackstone (NYSE:BX), the giant private equity firm, is close to an agreement to acquire drug research services company Advarra from Genstar Capital through a transaction valued at ~$5B, Bloomberg News reported Tuesday, citing people with knowledge of the matter. No final decision has been ma...

Glenn Greenberg's 13F portfolio value increased from $3.14B to $3.39B this quarter. Brave Warrior Advisors added Lithia Motors and increased Apollo Global while decreasing UnitedHealth and dropping Berkshire Hathaway. The largest three positions are Anthem Inc., Fidelity National ...

Morgan Stanley says clients are asking what stocks to buy in the current market environment and also in case of a full market reset. "While we continue to prefer defensives for their relative outperformance on further downside, we ran a (growth at a reasonable price) screen to look for high q...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q1-2022 13F filings the consensus holdings were updated, 10 stocks were removed and 8 added from the univ...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. In the quarter ended March 31, 2022, Baron Health Care Fund (the “Fund”) declined 9.93% (Institutional Shar...

This portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management. After the Q4-2021 13F filings the consensus holdings were updated, 7 stocks were removed and 7 added from the unive...

Investors bailed out of tech and growth stocks even as tech insiders added more. Insider buying on the XLK ETF has surged to the highest in the last ten years. We discuss why the bottoming in tech and growth stocks could be forming. Subsequently, we believe the outperformance in growt...

Buying companies that steadily grow their revenue and earnings at reasonable valuations is the key to success as a long-term investor. Despite its $119 billion market capitalization and status as the world's third-largest publicly traded health insurer, Anthem (NYSE: ANTM) s...

Amid surging nursing expenses, some hospital chains are looking to introduce hefty increases to treatment costs that could lead to higher premiums for employers and workers, The Wall Street Journal reported on Sunday. HCA Healthcare Inc. (NYSE:HCA) and Universal Health Services...

Yacktman's 13F equity portfolio value remained almost steady at $11.21B this quarter. Yacktman Asset Management added eBay and increased Reliance Steel & Aluminum during the quarter. They also reduced Huntsman, Cisco, and Oracle. Yacktman's largest five stakes are at ~31% of t...