Jana Partners Took Stake in DirecTV, Exited Google Last Quarter

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Jana Partners LLC, run by Barry Rosenstein, bought a new stake in DirecTV, the largest U.S. satellite-TV provider, while selling its position in Google Inc., according to a regulatory filing today.

The hedge fund acquired 3.2 million shares of DirecTV valued at about $158 million as of March 31, according to a filing with the U.S. Securities and Exchange Commission. That makes the El Segundo, California-based company Jana’s third-largest holding as of the first quarter behind oil refiner Marathon Petroleum Corp. and pipeline firm El Paso Corp., according to data compiled by Bloomberg.