Jana sells out of Anthem, Microsoft and Adobe during first quarter - InvestingChannel

Jana sells out of Anthem, Microsoft and Adobe during first quarter

Barry Rosenstein’s Jana Partners disclosed in a regulatory filing its holdings as of March 31, 2019. Jana made no new buys during the first quarter. The Jana exited 21 positions during the quarter, including by size of previous position, Anthem (ANTM), Microsoft (MSFT), Boston Scientific (BSX), Adobe Systems (ADBE) and New Oriental Education (EDU). Jana increased its stake in two holdings, Conagra Brands (CAG) and SPDR S&P 500 ETF Trust (SPY). The fund reduced its stake in five holdings, HD Supply (HDS), Tiffany (TIF), Jack in the Box (JACK), Falcon Minerals (FLMN) and Zimmer Biomet (ZBH). Jana’s top holdings as of March 31, in order of size, were Conagra, Zimmer Biomet, HD Supply, Tiffany and SPDR S&P 500 ETF Trust.