Barry Rosenstein's Jana Partners, the activist fund that drove Whole Foods to sell itself to Amazon.com (AMZN) - Get Amazon.com, Inc. Report last year, has a number of interesting new big investments in the first quarter of this year, any of which could become activist targets in the coming months.
These include: Adobe Systems Inc. (ADBE) - Get Adobe Inc. Report , ADT Inc. (ADT) - Get ADT, Inc. Report , Agilent Technologies Inc. (A) - Get Agilent Technologies, Inc. Report , Allergan Plc (AGN) - Get Allergan plc Report , Anthem Inc. (ANTM) - Get Anthem, Inc. Report , Apple Inc. (AAPL) - Get Apple Inc. (AAPL) Report , Boston Scientific (BSX) - Get Boston Scientific Corporation Report , Cigna Corp. (CI) - Get Cigna Corporation Report , Discovery Communications (DISCA) - Get Discovery, Inc. Class A Report and Dr. Pepper Snapple Group Inc. (DPS) .
The new investments were revealed in Jana Partners' first-quarter 2018 13F securities filing, which is based on positions the activist fund held as of March 30.
According to the securities filing, Jana Partners held $51.7 million worth of shares in Adobe Systems, $2.5 million in ADT, $68 million in Agilent Technologies.
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