Qorvo ‘most suspicious’ new buy in Barclays 13F, says Gordon Haskett

Gordon Haskett’s head of event-driven research Don Bilson notes that Barclays kicked off 13F season yesterday and the analyst calls out Qorvo (QRVO) as “the most suspicious ‘increase’ we noticed in Barclay’s filing.” The firm notes it had “heard some rumblings” during Q3 that rival Skyworks (SWKS) “might have drawn out an activist and its possible this chatter was in the right neighborhood but was parked outside the wrong house.” In terms of the three names with new buying, the two others aside from Qorvo “would be repeats, if Elliott is the one behind Barclay’s Q3 buying,” the analyst added.