Large-cap Computer Hardware Group | Q4/2012 Consensus Picks’ By Guru Funds


    • Holdings Summary: (see Detailed Activity Table and Notes below).

      What can I do with the Table?

      • Sort columns to Id top buy/sell picks, most widely held stocks & the most attractive per GuruRank©
      • Search by name, ticker, or industry, or, e.g., “5B” to id stocks bought by 5 gurus during the qtr.
      • Print the Table for later research use

      How do I use the Information?

      • Evaluate stocks in your portfolio or research list
      • Discover new stock picks, based on top buys/sells
      • Hedge your portfolio
      • Construct a model portfolio, combining top buys & sells across multiple industries

    Name
    Ticker
    Guru Rank
    # Funds Buying, Selling & Holding
    Industry Group
    Apple Inc AAPL 1 $4,844.50 10,686,949 1,883,647 -3,981,595 17B-22S-37H -16% 1.14% PC|Mainframe
    Hewlett Packard Co HPQ 3.4 $3,021.24 135,360,119 19,038,064 -15,876,878 12B-9S-18H 2% 6.88% PC|Mainframe
    Dell Inc DELL 3.4 $3,180.05 224,897,235 39,646,883 -13,079,325 11B-8S-18H 13% 12.97% PC|Mainframe
    Cisco Systems Inc CSCO 1.6 $5,171.01 248,367,287 22,646,360 -14,656,662 9B-16S-23H 3% 4.68% Networking Devices
    Juniper Networks Inc JNPR 4.2 $203.39 10,767,197 4,294,645 -835,468 4B-2S-5H 47% 2.04% Networking Devices
    Canon Inc (ADR) CAJ 1.6 $111.10 3,020,679 30,702 -637,668 2B-4S-8H -17% 0.26% Computers|Other Peripherals
    Xerox Corp XRX 2.7 $795.71 93,065,712 4,575,201 -6,331,870 5B-6S-9H -2% 7.12% Computers|Other Peripherals
    LG Display Co Ltd (ADR) LPL 3.7 $11.99 864,730 800,616 -123,804 2B-2S-3H 360% 0.12% Computers|Other Peripherals
    EMC Corp EMC 4.8 $671.91 27,425,015 21,896,365 -10,471,134 10B-7S-16H 71% 1.31% Computers|Storage Devices
    Seagate Technology STX 1.5 $663.24 19,202,151 4,246,834 -8,569,921 4B-5S-9H -18% 4.90% Computers|Storage Devices
    Sandisk Corp SNDK 1.7 $405.59 7,405,268 4,173,026 -2,871,539 6B-8S-12H 21% 3.07% Computers|Storage Devices
    Netapp Inc NTAP 3.4 $827.89 24,493,872 8,898,261 -6,766,350 6B-8S-11H 10% 6.74% Computers|Storage Devices
    Western Digital Corp WDC 3.7 $840.56 17,438,969 2,115,471 -3,026,560 8B-7S-14H -5% 7.05% Computers|Storage Devices
    Teradata Corp /de/ TDC 3.8 $169.72 2,965,492 757,912 -160,803 4B-6S-9H 25% 1.76% Computers|Storage Devices


    • Detailed Activity: Find top Guru fund buyers, sellers, and holders for each stock in the group by entering the symbol in the search field at the top of the table (see Notes at the bottom of the page)

    Name
    Ticker
    Category
    Top Holder/ Buyer/ Seller
    Second Highest Holder/ Buyer/ Seller
    Third Highest Holder/ Buyer/ Seller
    Apple Inc AAPL Top Holders Grantham Mayo Van Otterloo:
    Holding 1,949,052 Shares (Added 34,440 Shares)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group    		 Greenlight Capital:
    Holding 1,307,006 Shares (Added 216,116 Shares)
    Access our 13-F report here
    Fund Summary: Long-Short Value-Oriented Shareholder-Activist Hedge Fund || Co-Founded by Billionaire David Einhorn in 1996 || $6.38 Billion 13-F Assets    		 Tiger Global Management:
    Holding 1,050,000 Shares (Sold 250,000 Shares)
    Access our 13-F report here
    Fund Summary: NY-based Tech-Focused Hedge Fund || Founded by Billionaire Tiger Cub Chase Coleman in 2001 || $5.39 Billion 13-F Assets
    Apple Inc AAPL Top Buyers Citadel Advisors:
    Bought 496,597 Shares (Held 545,293 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Appaloosa Management:
    Bought 391,473 Shares (Held 521,188 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Hedge Fund Focused on Distressed Companies || Founded in 1993 by David Tepper & Jack Walton || $7 Billion AUM & $4.62 Billion in 13-F Assets    		 Tudor Investment Corp.:
    Bought 376,924 Shares (Held 9,200 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Mutli-Strategy Hedge Fund || Founded by Paul Tudor Jones in 1980 || $10 Billion in AUM & $3.14 Billion 13-F (up from $2.94 Billion in Q2/2012)
    Apple Inc AAPL Top Sellers Viking Global Investors:
    Sold 1,094,000 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Global Long-Short Equity Hedge Fund || Founded in 1999 By Billionaire Tiger Cub Andreas Halvorsen || $14.44 Billion in 13-F Assets    		 Lone Pine Capital:
    Sold 805,269 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Long-Short Equity Hedge Fund || Founded in 1997 by Billionaire & Tiger Cub Stephen Mandel || $15.9 Billion in 13-F Assets    		 Third Point LLC:
    Sold 710,000 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: NY-based Value Investing & Shareholder Activist Hedge Fund || est. 1995 by Daniel Loeb || $5.46 Bill. in 13-F Assets (up from $3.27 Bill. in Q2/2012)
    Hewlett Packard Co HPQ Top Holders Grantham Mayo Van Otterloo:
    Holding 53,006,612 Shares (Added 5,439,086 Shares)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group    		 Pzena Investment Management:
    Holding 41,107,891 Shares (Added 6,234,572 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Manager6 est. by Richard Pzena || Ranks Co. Based on Price Related to Long-Term Earnings Power || $12.16 Bill. in 13-F Assets    		 Yacktman Asset Management:
    Holding 10,950,293 Shares (Sold 22,675 Shares)
    Access our 13-F report here
    Fund Summary: Austin, TX-based Asset Management Firm || Headed by Father and Son Team Donald & Stephen Yacktman || $16.68 Billion 13-F Assets
    Hewlett Packard Co HPQ Top Buyers Pzena Investment Management:
    Bought 6,234,572 Shares (Held 34,873,319 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Manager6 est. by Richard Pzena || Ranks Co. Based on Price Related to Long-Term Earnings Power || $12.16 Bill. in 13-F Assets    		 Grantham Mayo Van Otterloo:
    Bought 5,439,086 Shares (Held 47,567,526 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group    		 Glenview Capital Management:
    Bought 2,900,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: NY-based Multi-Strategy Hedge Fund that pursues a GARP Approach || Founded in 2000 by Larry Robbins || $7.08 Billion 13-F Assets
    Hewlett Packard Co HPQ Top Sellers Baupost Group:
    Sold 14,376,304 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Boston-based Value-Oriented Hedge Fund || Founded By Seth Klarman || $3.10 Billion in 13-F Assets || Belongs to Guru fund group    		 MFP Investors:
    Sold 815,000 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Hedge Fund Founded By Billionaire Michael Price || Value-Based Approach Targeting Smallcap & Out-of-favor stocks || $1 Bill. AUM & $705 Mill. 13-F Assets    		 Dreman Value Management:
    Sold 288,164 Shares (Held 403,115 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Mutual Fund Co. Headed By Contrarian David Dreman || $3.49 Billion in 13-F Assets || Belongs to Guru fund group
    Dell Inc DELL Top Holders Southeastern Asset Mgt.|Longleaf:
    Holding 123,325,558 Shares (Sold 6,771,912 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Firm That Manages Longleaf Partners Family of Mutual Funds & SMAs || Led by Mason Hawkins || $22.8 Billion in 13-F Assets    		 Harris Assoc|Oakmark Funds:
    Holding 28,739,667 Shares (Added 8,722,100 Shares)
    Access our 13-F report here
    Fund Summary: Chicago-based Value-Oriented Mutual Fund Co. || Well Known as the Manager of ‘Oakmark’ Funds And Its Manager Bill Nygren || $41.5 Billion 13-F Assets    		 Yacktman Asset Management:
    Holding 14,912,159 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Austin, TX-based Asset Management Firm || Headed by Father and Son Team Donald & Stephen Yacktman || $16.68 Billion 13-F Assets
    Dell Inc DELL Top Buyers Yacktman Asset Management:
    Bought 14,912,159 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Austin, TX-based Asset Management Firm || Headed by Father and Son Team Donald & Stephen Yacktman || $16.68 Billion 13-F Assets    		 Harris Assoc|Oakmark Funds:
    Bought 8,722,100 Shares (Held 20,017,567 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Chicago-based Value-Oriented Mutual Fund Co. || Well Known as the Manager of ‘Oakmark’ Funds And Its Manager Bill Nygren || $41.5 Billion 13-F Assets    		 Citadel Advisors:
    Bought 7,480,626 Shares (Held 2,642,386 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets
    Dell Inc DELL Top Sellers Southeastern Asset Mgt.|Longleaf:
    Sold 6,771,912 Shares (Held 130,097,470 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Firm That Manages Longleaf Partners Family of Mutual Funds & SMAs || Led by Mason Hawkins || $22.8 Billion in 13-F Assets    		 Bridgewater Assocaites:
    Sold 2,376,200 Shares (Held 3,806,005 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Global Multi-Strategy Hedge Fund || Founded by Billionaire Ray Dalio in 1975 || $122 Billion AUM including $9.82 Billion in 13-F Assets    		 Pzena Investment Management:
    Sold 1,738,375 Shares (Held 14,416,298 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Manager6 est. by Richard Pzena || Ranks Co. Based on Price Related to Long-Term Earnings Power || $12.16 Bill. in 13-F Assets
    Cisco Systems Inc CSCO Top Holders Grantham Mayo Van Otterloo:
    Holding 70,428,507 Shares (Added 6,196,339 Shares)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group    		 Yacktman Asset Management:
    Holding 52,443,161 Shares (Sold 52,225 Shares)
    Access our 13-F report here
    Fund Summary: Austin, TX-based Asset Management Firm || Headed by Father and Son Team Donald & Stephen Yacktman || $16.68 Billion 13-F Assets    		 First Eagle Investment Mgt.:
    Holding 46,147,106 Shares (Sold 540,834 Shares)
    Access our 13-F report here
    Fund Summary: Adviser to First Eagle Series Mutual Funds || Guru Jean-Marie Eveillard || $45 Bill. AUM & $28.1 Bill. in in 13-F Assets
    Cisco Systems Inc CSCO Top Buyers Citadel Advisors:
    Bought 9,585,118 Shares (Held 438,140 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Grantham Mayo Van Otterloo:
    Bought 6,196,339 Shares (Held 64,232,168 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group    		 Tweedy Browne Co.:
    Bought 5,970,013 Shares (Held 4,092,391 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Advisory & Mutual Fund Management Firm || Value Investor, Headed by William Browne || $13.9 Billion AUM & With $3.43 Billion 13-F Assets
    Cisco Systems Inc CSCO Top Sellers Renaissance Technologies:
    Sold 7,698,460 Shares (Held 13,676,765 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Fisher Asset Management:
    Sold 4,587,127 Shares (Held 37,784,052 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Founded In 1979 By Famous Value Investor And Wall Street Legend Ken Fisher || $36.0 Billion in 13-F Assets    		 First Eagle Investment Mgt.:
    Sold 540,834 Shares (Held 46,687,940 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Adviser to First Eagle Series Mutual Funds || Guru Jean-Marie Eveillard || $45 Bill. AUM & $28.1 Bill. in in 13-F Assets
    Juniper Networks Inc JNPR Top Holders Citadel Advisors:
    Holding 7,716,897 Shares (Added 2,315,979 Shares)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 SAC Capital Advisors:
    Holding 2,400,422 Shares (Added 1,895,811 Shares)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets    		 Fisher Asset Management:
    Holding 482,863 Shares (Sold 42,977 Shares)
    Access our 13-F report here
    Fund Summary: Founded In 1979 By Famous Value Investor And Wall Street Legend Ken Fisher || $36.0 Billion in 13-F Assets
    Juniper Networks Inc JNPR Top Buyers Citadel Advisors:
    Bought 2,315,979 Shares (Held 5,400,918 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 SAC Capital Advisors:
    Bought 1,895,811 Shares (Held 504,611 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets    		 Balyasny Asset Management (BAM):
    Bought 60,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Chicago-based Multi-Strategy Hedge Fund || Founded in 2001 By Dmitry Balyasny || $3.72 Billion in 13-F Assets || Belongs to Guru fund group
    Juniper Networks Inc JNPR Top Sellers Renaissance Technologies:
    Sold 792,491 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Fisher Asset Management:
    Sold 42,977 Shares (Held 525,840 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Founded In 1979 By Famous Value Investor And Wall Street Legend Ken Fisher || $36.0 Billion in 13-F Assets    		 None
    Canon Inc (ADR) CAJ Top Holders Brandes Investment:
    Holding 2,457,830 Shares (Sold 131,407 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 Renaissance Technologies:
    Holding 370,700 Shares (Sold 500,600 Shares)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Dreman Value Management:
    Holding 147,591 Shares (Added 29,502 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Mutual Fund Co. Headed By Contrarian David Dreman || $3.49 Billion in 13-F Assets || Belongs to Guru fund group
    Canon Inc (ADR) CAJ Top Buyers Dreman Value Management:
    Bought 29,502 Shares (Held 118,089 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Mutual Fund Co. Headed By Contrarian David Dreman || $3.49 Billion in 13-F Assets || Belongs to Guru fund group    		 Hussman Strategic Advisors:
    Bought 1,200 Shares (Held 1,200 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ellicott City, MD-based Value and Growth-Oriented Investment Advisory Firm || Founded in 2000 by John Hussman || $3.80 Billion in 13-F Assets    		 None
    Canon Inc (ADR) CAJ Top Sellers Renaissance Technologies:
    Sold 500,600 Shares (Held 871,300 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Brandes Investment:
    Sold 131,407 Shares (Held 2,589,237 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 SAC Capital Advisors:
    Sold 5,484 Shares (Held 12,384 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets
    Xerox Corp XRX Top Holders Glenview Capital Management:
    Holding 34,053,968 Shares (Sold 1,000,000 Shares)
    Access our 13-F report here
    Fund Summary: NY-based Multi-Strategy Hedge Fund that pursues a GARP Approach || Founded in 2000 by Larry Robbins || $7.08 Billion 13-F Assets    		 Greenlight Capital:
    Holding 25,997,417 Shares (No Change)
    Access our 13-F report here
    Fund Summary: Long-Short Value-Oriented Shareholder-Activist Hedge Fund || Co-Founded by Billionaire David Einhorn in 1996 || $6.38 Billion 13-F Assets    		 Brandes Investment:
    Holding 14,662,454 Shares (Sold 2,631,561 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets
    Xerox Corp XRX Top Buyers Citadel Advisors:
    Bought 2,615,562 Shares (Held 450,771 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Bridgewater Assocaites:
    Bought 1,579,007 Shares (Held 911,737 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Global Multi-Strategy Hedge Fund || Founded by Billionaire Ray Dalio in 1975 || $122 Billion AUM including $9.82 Billion in 13-F Assets    		 Tudor Investment Corp.:
    Bought 222,600 Shares (Held 345,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Mutli-Strategy Hedge Fund || Founded by Paul Tudor Jones in 1980 || $10 Billion in AUM & $3.14 Billion 13-F (up from $2.94 Billion in Q2/2012)
    Xerox Corp XRX Top Sellers Brandes Investment:
    Sold 2,631,561 Shares (Held 17,294,015 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 First Pacific Adv|Crescent Fund:
    Sold 2,095,200 Shares (Held 13,988,800 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Los Angeles, CA-based Contrarian Value Fund FPA Crescent || Led By Steven Romnick || $8.3 Billion 13-F Assets || Belongs to Guru fund group    		 Glenview Capital Management:
    Sold 1,000,000 Shares (Held 35,053,968 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: NY-based Multi-Strategy Hedge Fund that pursues a GARP Approach || Founded in 2000 by Larry Robbins || $7.08 Billion 13-F Assets
    LGL Group Inc LGL Top Holders GAMCO Investors:
    Holding 127,739 Shares (Added 6,400 Shares)
    Access our 13-F report here
    Fund Summary: Asset Management Firm Offering Also Mutual Funds || Founded in 1977 by Award Wining and Billionaire Mario Gabelli || $13.6 Billion in 13-F Assets    		 Renaissance Technologies:
    Holding 61,500 Shares (Added 100 Shares)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 None
    LGL Group Inc LGL Top Buyers GAMCO Investors:
    Bought 6,400 Shares (Held 121,339 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Asset Management Firm Offering Also Mutual Funds || Founded in 1977 by Award Wining and Billionaire Mario Gabelli || $13.6 Billion in 13-F Assets    		 Renaissance Technologies:
    Bought 100 Shares (Held 61,400 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 None
    LGL Group Inc LGL Top Sellers None None None
    EMC Corp EMC Top Holders Maverick Capital:
    Holding 6,368,390 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets    		 Farallon Capital Management:
    Holding 5,185,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: San Francisco-based Multi-Strategy Hedge Fund || Founded by Billionaire Tom Steyer in 1996 || $21.5 Billion AUM including $4.32 Billion in 13-F Assets    		 Viking Global Investors:
    Holding 4,626,300 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Global Long-Short Equity Hedge Fund || Founded in 1999 By Billionaire Tiger Cub Andreas Halvorsen || $14.44 Billion in 13-F Assets
    EMC Corp EMC Top Buyers Maverick Capital:
    Bought 6,368,390 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets    		 Farallon Capital Management:
    Bought 5,185,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: San Francisco-based Multi-Strategy Hedge Fund || Founded by Billionaire Tom Steyer in 1996 || $21.5 Billion AUM including $4.32 Billion in 13-F Assets    		 Viking Global Investors:
    Bought 4,626,300 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Global Long-Short Equity Hedge Fund || Founded in 1999 By Billionaire Tiger Cub Andreas Halvorsen || $14.44 Billion in 13-F Assets
    EMC Corp EMC Top Sellers Citadel Advisors:
    Sold 5,009,329 Shares (Held 5,203,504 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 SAC Capital Advisors:
    Sold 3,368,014 Shares (Held 3,481,140 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets    		 Balyasny Asset Management (BAM):
    Sold 1,100,000 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Chicago-based Multi-Strategy Hedge Fund || Founded in 2001 By Dmitry Balyasny || $3.72 Billion in 13-F Assets || Belongs to Guru fund group
    Seagate Technology STX Top Holders Greenlight Capital:
    Holding 8,370,896 Shares (Sold 8,217,244 Shares)
    Access our 13-F report here
    Fund Summary: Long-Short Value-Oriented Shareholder-Activist Hedge Fund || Co-Founded by Billionaire David Einhorn in 1996 || $6.38 Billion 13-F Assets    		 Brandes Investment:
    Holding 4,189,394 Shares (Added 3,049,571 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 Renaissance Technologies:
    Holding 2,495,300 Shares (Added 1,170,300 Shares)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets
    Seagate Technology STX Top Buyers Brandes Investment:
    Bought 3,049,571 Shares (Held 1,139,823 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 Renaissance Technologies:
    Bought 1,170,300 Shares (Held 1,325,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 First Eagle Investment Mgt.:
    Bought 26,200 Shares (Held 2,277,620 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Adviser to First Eagle Series Mutual Funds || Guru Jean-Marie Eveillard || $45 Bill. AUM & $28.1 Bill. in in 13-F Assets
    Seagate Technology STX Top Sellers Greenlight Capital:
    Sold 8,217,244 Shares (Held 16,588,140 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Long-Short Value-Oriented Shareholder-Activist Hedge Fund || Co-Founded by Billionaire David Einhorn in 1996 || $6.38 Billion 13-F Assets    		 Citadel Advisors:
    Sold 176,063 Shares (Held 180,766 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Navellier & Associates Inc:
    Sold 156,962 Shares (Held 1,597,839 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Reno, NV-based Navellier & Associates || Founded by famous guru Louis Navellier || $3.2 Billion in 13-F Assets || Belongs to Guru fund group
    Sandisk Corp SNDK Top Holders Viking Global Investors:
    Holding 4,482,305 Shares (Added 3,542,305 Shares)
    Access our 13-F report here
    Fund Summary: Global Long-Short Equity Hedge Fund || Founded in 1999 By Billionaire Tiger Cub Andreas Halvorsen || $14.44 Billion in 13-F Assets    		 Appaloosa Management:
    Holding 970,000 Shares (Added 301,179 Shares)
    Access our 13-F report here
    Fund Summary: Hedge Fund Focused on Distressed Companies || Founded in 1993 by David Tepper & Jack Walton || $7 Billion AUM & $4.62 Billion in 13-F Assets    		 Grantham Mayo Van Otterloo:
    Holding 436,286 Shares (Added 167,200 Shares)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group
    Sandisk Corp SNDK Top Buyers Viking Global Investors:
    Bought 3,542,305 Shares (Held 940,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Global Long-Short Equity Hedge Fund || Founded in 1999 By Billionaire Tiger Cub Andreas Halvorsen || $14.44 Billion in 13-F Assets    		 Appaloosa Management:
    Bought 301,179 Shares (Held 668,821 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Hedge Fund Focused on Distressed Companies || Founded in 1993 by David Tepper & Jack Walton || $7 Billion AUM & $4.62 Billion in 13-F Assets    		 Grantham Mayo Van Otterloo:
    Bought 167,200 Shares (Held 269,086 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group
    Sandisk Corp SNDK Top Sellers SAC Capital Advisors:
    Sold 1,347,773 Shares (Held 1,783,148 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets    		 Citadel Advisors:
    Sold 1,176,110 Shares (Held 1,309,296 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Soros Fund Management:
    Sold 150,000 Shares (Held 250,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Global Macro Hedge Fund Founded by Billionaire George Soros in 1969 || $25 Billion AUM and $8.36 Billion in 13-F Assets
    Netapp Inc NTAP Top Holders Maverick Capital:
    Holding 7,864,559 Shares (Sold 1,108,135 Shares)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets    		 Citadel Advisors:
    Holding 6,535,127 Shares (Added 5,771,479 Shares)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Soros Fund Management:
    Holding 4,050,033 Shares (Sold 1,975,000 Shares)
    Access our 13-F report here
    Fund Summary: Global Macro Hedge Fund Founded by Billionaire George Soros in 1969 || $25 Billion AUM and $8.36 Billion in 13-F Assets
    Netapp Inc NTAP Top Buyers Citadel Advisors:
    Bought 5,771,479 Shares (Held 763,648 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 First Eagle Investment Mgt.:
    Bought 1,574,425 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Adviser to First Eagle Series Mutual Funds || Guru Jean-Marie Eveillard || $45 Bill. AUM & $28.1 Bill. in in 13-F Assets    		 Elliott Management Corp.:
    Bought 1,460,000 Shares (Held 500,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: NY-based Deep-Value Hedge Fund || Founded in 1977 By Billionaire Paul Singer || $3.27 Billion 13-F Assets || Belongs to Guru & Billionaire fund groups
    Netapp Inc NTAP Top Sellers Farallon Capital Management:
    Sold 1,980,000 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: San Francisco-based Multi-Strategy Hedge Fund || Founded by Billionaire Tom Steyer in 1996 || $21.5 Billion AUM including $4.32 Billion in 13-F Assets    		 Soros Fund Management:
    Sold 1,975,000 Shares (Held 6,025,033 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Global Macro Hedge Fund Founded by Billionaire George Soros in 1969 || $25 Billion AUM and $8.36 Billion in 13-F Assets    		 Maverick Capital:
    Sold 1,108,135 Shares (Held 8,972,694 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets
    Western Digital Corp WDC Top Holders First Pacific Adv|Crescent Fund:
    Holding 6,662,900 Shares (Sold 1,393,600 Shares)
    Access our 13-F report here
    Fund Summary: Los Angeles, CA-based Contrarian Value Fund FPA Crescent || Led By Steven Romnick || $8.3 Billion 13-F Assets || Belongs to Guru fund group    		 Brandes Investment:
    Holding 4,620,895 Shares (Sold 499,946 Shares)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets    		 Citadel Advisors:
    Holding 2,312,654 Shares (Added 437,212 Shares)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets
    Western Digital Corp WDC Top Buyers Greenlight Capital:
    Bought 600,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Long-Short Value-Oriented Shareholder-Activist Hedge Fund || Co-Founded by Billionaire David Einhorn in 1996 || $6.38 Billion 13-F Assets    		 Capital Growth Management:
    Bought 515,000 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Top Rated Growth-Style Mutual Fund CGM Focus Fund || Headed By Ken Heebner || $3.83 Billion in 13-F Assets    		 Citadel Advisors:
    Bought 437,212 Shares (Held 1,875,442 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets
    Western Digital Corp WDC Top Sellers First Pacific Adv|Crescent Fund:
    Sold 1,393,600 Shares (Held 8,056,500 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Los Angeles, CA-based Contrarian Value Fund FPA Crescent || Led By Steven Romnick || $8.3 Billion 13-F Assets || Belongs to Guru fund group    		 Renaissance Technologies:
    Sold 791,400 Shares (Held 1,551,000 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Brandes Investment:
    Sold 499,946 Shares (Held 5,120,841 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Value-Oriented Investment Advisory Firm || Founded in 1974 by Billionaire Charles Brandes || $105 Billion AUM including $8.55 Billion in 13-F Assets
    Teradata Corp /de/ TDC Top Holders Maverick Capital:
    Holding 1,496,769 Shares (Sold 142,247 Shares)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets    		 Renaissance Technologies:
    Holding 929,200 Shares (Added 503,400 Shares)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Fisher Asset Management:
    Holding 178,183 Shares (Sold 1,560 Shares)
    Access our 13-F report here
    Fund Summary: Founded In 1979 By Famous Value Investor And Wall Street Legend Ken Fisher || $36.0 Billion in 13-F Assets
    Teradata Corp /de/ TDC Top Buyers Renaissance Technologies:
    Bought 503,400 Shares (Held 425,800 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Quantitative Hedge Fund That Uses Technical Trading Models || Founded in 1982 by Mathematician & Billionaire Jim Simons || $34.4 Billion 13-F Assets    		 Citadel Advisors:
    Bought 113,912 Shares (Held 3,761 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Ranked among the Largest Hedge Fund Managers || Founded in 1990 by Billionaire Kenneth Griffin || $65.3 Billion 13-F Assets    		 Soros Fund Management:
    Bought 75,600 Shares (New Position)
    Access our 13-F report here
    Fund Summary: Global Macro Hedge Fund Founded by Billionaire George Soros in 1969 || $25 Billion AUM and $8.36 Billion in 13-F Assets
    Teradata Corp /de/ TDC Top Sellers Maverick Capital:
    Sold 142,247 Shares (Held 1,639,016 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Hedge Fund Employing Bottom-Up Fundamental Approach || est. 1990 by Billionaire & Tiger Cub Lee Ainslie and Others || $6.76 Billion in 13-F Assets    		 SAC Capital Advisors:
    Sold 12,147 Shares (Sold Out Completely Prior Qtr. Position)
    Access our 13-F report here
    Fund Summary: Multi-Strategy Hedge Fund Founded in 1992 by Billionaire Steven Cohen || Cohen Called “Hedge Fund King” by WSJ In 2006 || $20.3 Billion 13-F Assets    		 Grantham Mayo Van Otterloo:
    Sold 3,579 Shares (Held 55,811 Shares in Prior Qtr.)
    Access our 13-F report here
    Fund Summary: Boston-based Asset Management Firm || Co-Founded by Famous Value Investor Jeremy Grantham || $33.6 Billion 13-F Assets || Belongs to Guru fund group

  • General Notes:

    • GuruRank© represents on a 1 to 5 scale the attractiveness of the stock to Guru Fund Managers, with 5 being the most attractive. It is based on a proprietary formula that ranks each stock relative to all other 5,200+ stocks in the database taking into account many key factors, including the amount of shares held, bought and sold, the number of funds buying and selling, the percentage of outstanding shares held, etc.
    • Dollar value of holdings are based on end-of-quarter values as reported in the actual 13-F filings.


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