Summary of Jana Partners 13F: Aetna, Expedia and Kinder Morgan All Raised Among Others

Barry Rosenstein's JANA Partners released its 13F for Q1 Wednesday. Value of fund increased from $3.5 billion to $4.8 billion. (All units are in millions of shares) Raised: • Aetna AET from 2.6 to 3.8 • Agrium AGU from 9.4 to 11.2 • Big Lots BIG from 0.35 to 3.75 • Copart CPRT from 6.1 to 6.3 • Expedia EXPE from 1.6 to 1.9 • Fifth & Pacific FNP 3.3 to 5.2 • Kinder Morgan KMI from 0.054 to 0.073 • Kinder Morgan warrants expiring 5/25/2013 from 3.5 to 4.1 • Ryman Hospitality GET from 2.36 to 2.76 • Teekay TK from 1.3 to 1.7 • Verisign VRSN from 3.0 to 4.8 • Visteon VC from 1.9 to 2.3 Lowered: • Coca Cola KO 5.2 to 3.4 • Convergys CVG from 0.596 to 0.535 • Iron Mountain IRM from 1.4 to 0.15 calls • QEP Resources QEP from 8.8 to 7.4 • Rockwood Holdings ROC from 2.77 to 2.5 • Spectra Energy SE from 0.45 to 0.12 New: • American Axle & Mfg Hldgs Intnl AXL 3.1 • Ashland common ASH 3.6 • Ashland calls 0.2 • BMC Software BMC 3.5 • Boeing BA 1.5 • Ctrip.com Intl ADR 1.4 • DirecTV DTV 2.0 • Groupon GRPN 21.9 • Hospira HSP 0.6 • IAC Interactive IACI 2.0 • LiveNation LYV 0.2 • Office Depot ODP 13.8 • SuperValu SVU 14.1 • Zynga ZNGA 25.4 Sold: • ADT ADT 2.5 • American Intl Group AIG 3.5 • Coventry Health Care CVH 3.1 • Diamondback Energy FANG 0.28 • KAR Auction Services KAR 0.25 • Liberty Media LMCA 0.8 • Liberty Interactive LINTA 2.5 • McGraw Hill MHFI 2.1 • Netflix NFLX 1.0 • Opko Health OPK 1.1 • Semgroup SEMG 0.5 • SPDR Gold Trust ETF 0.5 puts • Symantec SYMC 0.15 calls • Tripadvisor TRIP 2.3 • Waste Management WM 1.3