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| Jana Partners LLC
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| CRD # | 151318 |
| SEC # | 801-70627 |
| CIK # | 0001159159, 0001998597 |
| AUM | |
| Employees | 21 (43% Investors, 0% Brokers) |
| Phone | 212-455-0900 |
| Address | 767 5th Avenue New York, NY 10153 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Mercury Computer Systems Inc | 0.3 | ||
| Cooper Companies Inc | 0.3 | ||
| Fiserv Inc | 0.2 | ||
| Lamb Weston Holdings Inc | 0.2 | ||
| Markel Corp | 0.1 | ||
| Alkami Technology Inc | 0.1 | ||
| Six Flags Entertainment Corporation/New | 0.1 | ||
| Rapid7 Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | JSI Benchmark SPV I LP | 2018-08-24 | 73.4 M | |
| HF | Jana Strategic Investment Fund VII LP | 2017-08-21 | 18.3 M | |
| HF | Jana Strategic Investment Fund III LP | 2017-03-30 | 112.1 M | |
| HF | Jana Strategic Investment Fund II LP | 2017-03-30 | 219.6 M | |
| HF | Jana Strategic Investment Fund I LP | 2017-03-30 | 82.5 M | |
| HF | Jana Strategic Investment Fund VI LP | 2017-03-30 | 13.5 M | |
| HF | Jana Strategic Investment Fund V LP | 2017-03-30 | 7.9 M | |
| HF | Jana Investments Fund II | [2012-03-30] | 88.8 M | 170.0 M |
| Filed 2013-07-29 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Jana Investments Fund III | 2012-03-30 | 231.3 M | |
| HF | Jana Master Fund Ltd | [2012-03-30] | 736.5 M | 1,615.3 M |
| Filed 2018-12-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Jana Nirvana Fund LP | [2012-03-30] | 986.3 M | 238.9 M |
| Filed 2018-12-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Jana Nirvana Master Fund LP | [2012-03-30] | 425.1 M | 46.6 M |
| Filed 2018-12-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Jana Piranha Master Fund Ltd | [2012-03-30] | 6.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 1.3 |
| By Discretionary | ||
| Discretionary | 9 | 1.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 0.5 | |
| Total | 9 | 1.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Bree | Director | 428 | 100 | |
| Don Seymour | Director | 315 | 72 | |
| Michelle Wilson-Clarke | Director | 284 | 70 | |
| Kevin Williams | Director | 128 | 28 | |
| Charles Nightingale | Director | 44 | 28 | |
| James Rankin | Director | 84 | 21 | |
| Gary Claar | Director, Executive Officer | 13 | 3 | |
| Barry Rosenstein | Director, Executive Officer | 8 | 3 | |
| Jana Partners LLC | Promoter | 6 | 3 | |
| Charles Penner | Executive Officer | 5 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001159159] | |
| 13F-NT | [0001159159] | |
| 3 | [0001159159] | |
| 4 | [0001159159] | |
| SC 13D | [0001159159] | |
| SC 13G | [0001159159] | |
| 13F-HR | [0001998597] | |
| 3 | [0001998597] | |
| 4 | [0001998597] | |
| SC 13D | [0001998597] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $11.4B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300JJXI1YZJDAWK18 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Mercury Systems Inc MRCY
Common Stock
|
2026-03-04 | Sell | 100,899 | $89.68 | 9,048,622 |
|
Mercury Systems Inc MRCY
Common Stock
|
2026-03-03 | Sell | 168,648 | $90.12 | 15,198,558 |
|
Mercury Systems Inc MRCY
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2026-03-02 | Sell | 182,510 | $94.05 | 17,165,066 |
|
TreeHouse Foods Inc THS
Common Stock
|
2026-02-11 | Disposed to issuer | 7,727 | ||
|
TreeHouse Foods Inc THS
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2026-02-11 | Disposed to issuer | 3,862,116 | ||
|
TreeHouse Foods Inc THS
Common Stock
|
2026-02-11 | Option exercise | 7,727 | ||
|
TreeHouse Foods Inc THS
Restricted Stock Units · derivative
|
2026-02-11 | Option exercise | 7,727 | ||
|
TreeHouse Foods Inc THS
Common Stock, par value $0.01 per share
|
2026-02-10 | Sell | 1,959,221 | $24.48 | 47,961,730 |
|
TreeHouse Foods Inc THS
Notional Derivative Agreements (obligation to buy) · derivative
|
2026-02-09 | Other | 474,950 | ||
|
Mercury Systems Inc MRCY
Common Stock, par value $0.01 per share
|
2026-02-09 | Sell | 400,000 | $81.00 | 32,400,000 |
|
TreeHouse Foods Inc THS
Notional Derivative Agreements (obligation to buy) · derivative
|
2026-02-09 | Other | 22,028 | ||
|
TreeHouse Foods Inc THS
Notional Derivative Agreements (obligation to buy) · derivative
|
2026-02-06 | Other | 24,834 | ||
|
TreeHouse Foods Inc THS
Notional Derivative Agreements (obligation to buy) · derivative
|
2026-02-06 | Other | 133,790 | ||
|
Rapid7 Inc RPD
Common Stock, par value $0.01 per share
|
2025-11-28 | Buy | 41,545 | $15.71 | 652,672 |
|
Rapid7 Inc RPD
Common Stock
|
2025-11-25 | Buy | 50,000 | $15.01 | 750,500 |
|
Rapid7 Inc RPD
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2025-11-24 | Buy | 150,000 | $14.13 | 2,119,500 |
|
Mercury Systems Inc MRCY
Common Stock, par value $0.01 per share
|
2025-11-06 | Sell | 1,000,000 | $75.45 | 75,450,000 |
|
Mercury Systems Inc MRCY
Common Stock, par value $0.01 per share
|
2025-10-22 | Grant | 2,362 | $0.00 | |
|
Lamb Weston Holdings Inc LW
"Common Stock, par value $1.00 per share (""Common Stock"")"
|
2025-10-02 | Grant | 4,345 | $0.00 | |
|
Mercury Systems Inc MRCY
Common Stock, par value $0.01 per share
|
2025-08-13 | Sell | 797,000 | $65.42 | 52,139,740 |
| showing 20 of 200 most recent transactions | |||||