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Acquirer’s Multiple Stocks Featuring In Dalio, Greenblatt, Simons Portfolios

Wednesday, February 28, 2018 · Johnny Hopkins

One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Ray Dalio, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks.

The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated 2017-12-31). This week we’ll take a look at pick #1 in our Large Cap Stock Screener:

United Therapeutics Corporation (NASDAQ:UTHR)

A quick look at the price chart for United Therapeutics shows us that the stock is down 21% in the past twelve months. We currently have the stock trading at an Acquirer’s Multiple of 3.79 which means that it remains undervalued.

Top investors who currently hold positions in United Therapeutics include:

Cliff Asness – 1,933,042 total shares

Jim Simons – 1,462,378 total shares

Steven Cohen – 191,999 total shares

Ray Dalio – 93,723 total shares

Joel Greenblatt – 66,270 total shares

Pioneer Investments – 15,066 total shares

Charles Brandes – 13,713 total shares

John Hussman 10,000 total shares

Paul Tudor Jones – 4,085 total shares

David Dreman – 3,466 total shares

Ken Fisher – 2,649 total shares