Jeff Ubben

The hedge fund firm, headed by Jeff Ubben, did not suffer the same fate as other major shareholders of the ailing pharmaceutical concern.

Year-to-date results at individual funds run by firms including TCI, ValueAct, Pershing Square, and others are mixed.

Jeff Ubben’s ValueAct Capital is, for the first time, calling for the sale of a company after Gardner Denver’s CEO Barry Pennypacker unexpectedly quit.

Most investors adopted a wait-and-see approach during the market turbulence. Not ValueAct’s Jeff Ubben, who bought as much as $100 million of stock on some days in the past couple of weeks.

ValueAct Capital’s Jeff Ubben is turning up the heat on Moody’s. Ubben disclosed in a regulatory filing Wednesday, after the stock market closed, that he has raised his stake in the debt rating agency’s common stock to 6.1 percent.

Jeff Ubben’s ValueAct Partners has upped its stake in Motorola Solutions to 5.9 percent. It is now his largest position. In the past month Carl Icahn, who owns 9 percent of the Motorola stock, and Ubben have spoken at least three times on the telephone.

Motorola Solutions seems to be squarely in the cross-hairs of activist investors. Interestingly, the company’s stock is one of the largest holdings of Carl Icahn, while at the end of the first quarter it was one of just 14 stocks held by ValueAct’s Jeff Ubben. So what will happen next?

Unlike activist hedge fund managers who love to mix it up publicly, ValueAct’s Jeff Ubben prefers to act behind the scenes with the Sara Lee spinoff.