Jana Partners 13-F: New stake in FISV; Raises COO and Exits TRMB

• New: Fiserv (FISV).
• Raises: Cooper Companies (COO), Alkami Technology (ALKT), Rapid7 (RPD), Six Flags (FUN).
• Cuts: Markel Group (MKL), Mercury Systems (MRCY), Freshpet (FRPT), Enhabit (EHAB).
• Exits: Trimble (TRMB).
• Top: Mercury Systems (MRCY), Cooper Companies (COO), Lamb Weston (LW), Markel Group (MKL.

Jana Partners has taken a new stake in Fiserv (FISV) while raising positions in several companies like Cooper Companies (COO). Exiting Trimble (TRMB) suggests a strategic shift, potentially indicating where they see better growth opportunities. This reallocation could influence investor sentiment in the relevant sectors, particularly technology and healthcare.