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JANA Partners - Investor Profile

Primary Address:

Investor Information:

767 Fifth AvenueTotal AUM ($MM):8,000
8th FloorEquity AUM ($MM):792
New York, NY 10153Investment Style:Event-Driven
United StatesOrientation:Shareholder Activist
Phone: 212-455-0920 Investor Type:Hedge Fund Manager

Institutional Investor Background

JANA Partners is an event-driven hedge fund created in 2001 by Co-Founders and Managing Directors Barry S. Rosenstein and Gary Claar. Prior to founding JANA, Mr. Rosenstein was a Principal of Sagaponack Partners, a private equity fund. From 1999 to 2001, Mr. Claar was a Principal of Marathon Advisors, an event-driven focused fund. JANA is headquartered in New York City.

Investor Regional and/or Country Focus: Global, North America, United States

Founders and Key Executives of JANA Partners: Barry S. Rosenstein; Gary Claar

Entities related to JANA Partners: JANA Capital LLC; JANA Master Fund LP; JANA Nirvana Fund LP; JANA Partners LP; JANA Piranha Fund LP

Relevant Firms***: Hylas Capital Management LP; LionEye Capital Management

*Denotes that the person or entity is no longer related to the firm. **If you would like to submit investor updates, please click here. ***Relevant firms may include firms where founders previously worked, funds that were spun-off from the firm, funds that were seeded by the firm and/or unrelated firms that were founded by veterans of the fund. For specific details, please review the Investor Background sections for each firm of interest.

JANA Partners's Top 10 Equity Holdings (as of 2013-03-31)

Company (Ticker) ($MM) Shares Change % Out
Agrium Inc (USA) (AGU) 1,091.99 11,199,881 1,751,288 7.09
Ashland Inc (ASH) 271.01 3,647,566 3,647,566 4.68
Qep Resources, Inc. (QEP) 237.47 7,458,253 -1,358,439 4.22
Verisign Inc (VRSN) 229.38 4,852,491 1,790,363 2.92
Copart Inc (CPRT) 218.16 6,365,920 239,644 5.03
Aetna Inc (AET) 195.82 3,829,777 1,248,128 1.10
BMC Software Inc (BMC) 164.76 3,556,313 3,556,313 2.21
Rockwood Holdings, Inc. (ROC) 163.79 2,502,977 -271,733 3.27
Groupon, Inc. (GRPN) 134.29 21,943,239 21,943,239 4.15
Boeing Co (BA) 133.22 1,551,734 1,551,734 0.21

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Articles Related to JANA Partners

Largest Commodities Focused Hedge Funds top $43 Billion in Assets

Date: November 22nd, 2013
The Top 50 Commodities Equity Focused Hedge Fund list has been released, revealing that the top funds now oversee $43.1 billion in equity assets.

Glenview Capital Management and Jana Partners push for Board Makeover at Health Management Associates

Date: June 26th, 2013
New York-Based hedge fund Glenview Capital Management LLC is insisting on wholesale changes to be made in the leadership of Health Management Associates...

Tim Hortons’ Investors Skeptical of Highfields Capital’s Activist Proposals

Date: May 6th, 2013
Another activist U.S. hedge fund is attempting a cross-border shakeup with a Canadian company. According to Reuters, Highfields Capital is using its 1.5...

Jana Partners LLC’s investments ready to bloom after Sales of Business Units

Date: April 24th, 2013
Share prices for two of JANA Partners LLC’s portfolio holdings– Rockwood Holdings Inc (ROC) and Fifth & Pacific (FNP) have risen based on recent bids...

Top 200 Equity Hedge Funds surge by 25.8%, Report Assets of more than $730 billion

Date: April 9th, 2013
The Top 200 U.S. Equity Hedge Fund list fared very well during the course of 2012, as their total US equity assets increased by more than $150 billion...

Jana Partners Reaps Healthy Profit with Short-term Barnes & Noble Trade

Date: September 14th, 2012
Jana Partners, a hedge fund known for its shareholder activist proclivities, turned a 7 million-share stake in Barnes & Noble into a short-term profit...

Barry Rosenstein’s Jana Partners buys 5.5% stake in Marathon Petroleum

Date: January 20th, 2012
Activist hedge fund manager Jana Partners LLC revealed this week that it owns a 5.5% stake in Marathon Petroleum Corp. According to a filing with the...

Shareholder Activist Update: JANA Partners and Neuberger Berman against Charles River acquisition

Date: June 23rd, 2010
Last week, activist investor JANA Partners sent a letter to Charles River Laboratories International (NYSE: CRL) highlighting the 35% of shareholders...

Hedge Fund Heavy Weights keep hiring: JANA Partners, SAC Capital, Och-Ziff Capital and BlueMountain

Date: April 22nd, 2010
In this week’s hedge fund hiring report, we look at recent additions made by hedge fund industry heavy weights JANA Partners LLC, SAC Capital Management,...

SEC Scrutinizes Shareholder Activists use of Swap Agreements

Date: June 24th, 2009
In a Congressional meeting early this week, Mary Schapiro, chairwoman of the SEC, stated that the agency is considering extending the regulatory rules...

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