Big Activist Investors Driving Shareholder Revolution

Big Activist Investors Driving Shareholder Revolution – Activistmonitor

Activistmonitor Reveals Big Activist Investors Driving Shareholder Revolution by Mergermarket

According to Activistmonitor, a new Mergermarket Group platform for advisors and the investment community comprising predictive intelligence and behavioral data on shareholder activism, the top 20 shareholder activists in North America continue to boost their share of new campaigns with no sign of letting up.

TOP 20 Activist Investors 2011 to-date
Starboard Value
Carl Icahn
Elliott Management
JANA Partners
ValueAct Capital Management
Relational Investors
Third Point
Corvex Management
Engaged Capital
GAMCO Investors
Marcato Capital Management
Discovery Group
Pershing Square Capital Management
Blue Harbour Group
Sandell Asset Management
Clinton Group
FrontFour Capital Group
Land and Buildings Investment Management
Orange Capital
Trian Fund Management

 

Q1 2016 Activistmonitor research shows corporate boards are engaging earlier and taking these leading activist investors more seriously. Top tier activists are increasingly commanding board attention, while it is more difficult for second tier activists to push their proposals.

Big Activists Driving Shareholder Revolution

Activists are showing no sign of letting up too. The number of 13Ds filed by the top 20 activists in companies over USD 100m, has shown a steadily increasing trend over the last five years.
Take a look at some stats:

  • Nearly 45% of US campaigns targeting companies with market capitalizations above USD 100m were carried out by the top 20 busiest activists since 2011, data shows.
  • Larger cap companies have a higher likelihood of attracting one of the top 20. For companies with market caps above USD 300m, the top 20 activists launched 52% of all campaigns since 2011. This compares to just 17% of all campaigns targeting companies with market caps below USD 300m.
  • Some 27% of the total campaigns were carried out by activists who have appeared in just one campaign. This is significantly higher for smaller companies below the USD 300m mark, with 47% of these campaigns launched by ‘once-only’ funds.

Big Activist Investors Driving Shareholder Revolution

Activist Investors

LEAVE A COMMENT


X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0