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Dutch watchdog says Goldman had short position in Philips

Published 09/11/2023, 06:34 PM
Updated 09/12/2023, 04:42 PM
© Reuters. FILE PHOTO: People walk in the Goldman Sachs global headquarters in Manhattan, New York, U.S., November 15, 2021. REUTERS/Andrew Kelly/File Photo
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AMSTERDAM (Reuters) -The Dutch financial markets watchdog said on Monday an investigation had revealed that Goldman Sachs held a large gross short position in healthcare equipment maker Philips (AS:PHG) on Aug. 14, counterbalancing a previously disclosed long position.

There was no suggestion of any wrongdoing.

The additional disclosure is part of a review by the Financial Markets Authority (AFM) into how investment firm Exor NV (AS:EXOR) managed to acquire a 15% stake in Philips in a surprise move on Aug. 14 without triggering disclosures that it had been building a stake.

Goldman Sachs, which acted on behalf of Exor, declined comment.

The review "has led to the additional disclosures of gross short positions by Goldman Sachs in the AFM register", the agency said in an e-mailed statement.

Dutch newspaper FD first reported on the new disclosures, which were added to the register on Friday.

While Philips and most shareholders welcomed Exor's investment, shareholder groups questioned how the stake had been acquired so quickly. Dutch market rules require disclosures when an investor passes ownership thresholds of more than 3%, 5% and 10% in a public company.

Philips said at the time a bank had acted on behalf of Exor and built much of the stake using a derivatives structure, but it could not comment further. A Philips spokesperson said on Monday the company had no additional comment.

A spokesperson for Exor on Tuesday repeated that the Aug. 14 acquisition had respected all market rules.

U.S. Securities and Exchange Commission filings showed Exor had obtained a 2.99% stake in Philips by June 30, just below the Dutch disclosure threshold.

An AFM filing first published on Aug. 17 had showed Goldman Sachs holding a long position of 12.17% in Philips as of Aug. 14, mostly in call options.

That filing has now been revised to show Goldman also was holding an indirect short position of 12.04% on Aug. 14.

© Reuters. FILE PHOTO: People walk in the Goldman Sachs global headquarters in Manhattan, New York, U.S., November 15, 2021. REUTERS/Andrew Kelly/File Photo

That would set the investment bank up to execute either side of the trade, in this case the "buy" side, on behalf of its client, although it is not certain what Goldman did.

The AFM said it was now in talks with "market parties and relevant stakeholders" to see where guidance, or perhaps new rules, are needed about transaction structures by which large stakes can be taken in publicly listed companies in a very short period of time."

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