There is really never any surprise in Carl Icahn’s 13f filing, given that the investor almost always discloses all his activist intentions well within the quarter. Icahn sold his position in WebMD Health Corp. (NASDAQ:WBMD) in the last quarter. The aggressive investor held 6.7 million shares of the health information portal in the third quarter, wrapping up his position in the company that he initiated in the third quarter of 2011. Icahn disclosed that he had exited WebMD through an amendment to 13d filing in last month. Shares of WebMD have gained a whopping 180% in this year.
Carl Icahn’s closed positions
Icahn also exited his entire position in The Hain Celestial Group, Inc. (NASDAQ:HAIN), a manufacturer of organic products. The hedge fund communicated the change through an earlier 13D filing in September. Icahn has held HAIN since 2010; shares of the company gained +50% this year.
Carl Icahn’s increased positions
Icahn also increased his position in Federal-Mogul Corp (NASDAQ:FDML) from 76 million shares to 121 million shares. His position in Apple Inc. (NASDAQ:AAPL) stood at 3.88 million shares, worth roughly $2 billion.
Third Point buys Google, FedEx
Meanwhile, Dan Loeb’s Third Point bought 2.6 million shares of Activision Blizzard, Inc. (NASDAQ:ATVI), seller of mobile entertainment in the last quarter. Loeb disclosed in Tuesday’s Dealbook conference that the he bought FedEx Corporation (NYSE:FDX), the filing shows that Third Point holds 2 million shares of the courier company.
Matching his buy with David Einhorn’s Greenlight Capital, Dan Loeb also initiated a position in Intrexon Corp (NYSE:XON), an advanced biotech company. Third Point bought 2.15 million shares of Intrexon in the past quarter.
Twenty-First Century Fox Inc (NASDAQ:FOXA) is becoming a popular stock, Third Point initiated a position in 2.75 million Class A shares of the production company. Loeb also bought new positions in Google Inc. (NASDAQ:GOOG); Third Point bought 110k Class A shares of the tech giant.
Third Point also bought 17,500 shares of Allergan, Inc. (NYSE:AGN), a pharmaceutical company.
Loeb’s hedge fund exited position in Williams Companies, Inc. (NYSE:WMB), that he had just bought in Q2.