Hedge funds flipped from short to long on these stocks that are beating the market, Jefferies says

People visit the Charging Bull Statue during Covid-19 pandemic in Lower Manhattan, New York City, United States on May 25, 2020. Tayfun Coskun | Anadolu Agency | Getty Images (This story is for CNBC Pro subscribers only).  Hedge funds switched … Continue reading Hedge funds flipped from short to long on these stocks that are beating the market, Jefferies says

JANA Partners pushes for changes at a government contractor with an activist-friendly chairman

Barry Rosenstein, founder of JANA Partners. Adam Jeffery | CNBC Company: Perspecta Inc. (PRSP) Business: Perspecta provides end-to-end information technology services and mission solutions to government customers. The company serves intelligence, defense, space, federal civilian, federal healthcare and state and local … Continue reading JANA Partners pushes for changes at a government contractor with an activist-friendly chairman

Activist Starboard pushes for change at a medical device company that could be a takeover candidate

Jeffrey Smith, chief executive officer and chief investment officer at Starboard Value LP. David Paul Morris | Bloomberg | Getty Images A successful activist is gently pushing for change at a medical device company that could be a takeout candidate.  … Continue reading Activist Starboard pushes for change at a medical device company that could be a takeover candidate