The Ten Most Popular Stocks Among Hedge Funds
Our database of 13F filings allows us to track the long equity positions of hedge funds and other notable investors when these filings occur about seven weeks after the end of...
Author Archive - Matt Doiron
Billionaire Nelson Peltz’s Latest Stock Picks
Trian Partners is an activist hedge fund headed by Nelson Peltz and his partner Peter May.
Billionaire T. Boone Pickens’ Latest Stock Picks Include Halliburton
T. Boone Pickens became a billionaire through his operations in oil, and now manages a fund which primarily invests in energy.
Billionaire Glenn Dubin Bought Apple Inc (AAPL) and Google
Highbridge Capital Management, which has about $29 billion in AUM, was founded in 1992 by Glenn Dubin and Henry Swieca.
Billionaire Bill Ackman’s Latest Stock Picks
Bill Ackman doesn’t do much turnover in Pershing Square’s portfolio: a small number of concentrated positions, with little change from quarter to quarter (see Pershing Square...
Billionaire David Tepper’s Latest Stock Picks
Appaloosa Management is a value hedge fund managed by billionaire David Tepper (whose name might sound familiar to any recent attendees of Carnegie Mellon’s Tepper School of...
Billionaire George Soros’s Latest Stock Picks
George Soros is best known for the fortune he made shorting the British pound in 1992, but he currently invests a considerable amount of money in equities and so is required to...
Billionaire David Einhorn’s Latest Stock Picks
David Einhorn of Greenlight Capital is one of the most widely followed investors in modern finance.
Billionaire Marc Lasry’s Latest Stock Picks
Marc Lasry was one of the highest paid hedge fund managers in 2010.
Billionaire Kerr Neilson’s Latest Stock Picks
Billionaire Kerr Neilson is the founder and manager of Platinum Asset Management, a large Australia-based investment firm which invests globally.
Billionaire Stanley Druckenmiller’s Latest Stock Picks
Stanley Druckenmiller shut down his hedge fund in 2010, but continues to manage money and his investments are reported on 13F filings.
Billionaire Steyer’s Farallon Is Selling Apple Inc (AAPL) and Google
Farallon Capital Management, which is managed by billionaire Thomas Steyer and his team, engages in just about any investment strategy dependent on fundamental analysis: pure ...
Billionaire Michael Price’s Latest Stock Picks
Billionaire Michael Price’s MFP Investors is a value and activist hedge fund which Price founded in 1998 after earning considerable money from the sale of Heine Securities.
Seth Klarman’s Latest Stock Picks
Seth Klarman’s book Margin of Safety sells at prices up to $1,500- that’s how much the investing community thinks it’s worth just to read his thoughts on investing that ...
Billionaire Ray Dalio’s Latest Stock Picks
Ray Dalio’s Bridgewater Associates is an extremely large, and extremely successful, hedge fund.
Billionaire Leon Cooperman’s Latest Stock Picks
Leon Cooperman, former head of Goldman Sachs Asset Management and current manager of Omega Advisors, has had his net worth estimated at about $2 billion.
Carlson Capital’s Top Stock Picks
Clint Carlson’s Carlson Capital is a multi-strategy hedge fund located in Texas which takes pride in a contrarian approach to investing.
Apple Inc (AAPL) Is Among This Hedge Fund’s Top Stock Picks
Driehaus Capital Management was founded by Richard Driehaus in 1982 and has since become a widely followed investment manager.
Mohnish Pabrai’s Top Stock Picks
Mohnish Pabrai once paid over half a million dollars for lunch with Warren Buffett.
Should You Join Carl Icahn in Greenbrier?
Shares in The Greenbrier Companies (NYSE:GBX) rose about 15% on November 13th after billionaire Carl Icahn’s money management group reported that it had acquired 10% of the ...
Will Google Inc (GOOG) Do Better Next Year?
2012 has been a wild year for Google Inc (NASDAQ:GOOG).
Tontine Asset Management’s Top Stock Picks
Jeffrey Gendell’s Tontine Asset Management took large losses due to the financial crisis, but after shutting several funds the firm- which operates as an investor in stocks ...
An Insider Bought This Oilfield Services Company
According to a filing with the SEC, Board member Thomas Moore Jr. bought 12,000 shares of Basic Energy Services, Inc. (NYSE:BAS) on November 8th at an average price of $9.35.
Harvard’s Top Stock Picks
Harvard Management filed its 13F earlier this month, reporting many of its long equity positions as of the end of September.
Southeastern Asset Management Dumps Some Cement
Southeastern Asset Management, which has been one of the major investors in cement company CEMEX SAB de CV (NYSE:CX), has recently filed with the SEC to disclose that it owns ...
Is It Too Late to Buy Citigroup?
Citigroup Inc. (NYSE:C) investors don’t seem concerned by the departure of Vikram Pandit, with the stock up 10% since the beginning of October, and up 27% for the year.
North Run Capital’s Top Stock Picks
North Run Capital, which is managed by Thomas Ellis and Todd Hammer, filed its 13F for the third quarter of 2012 with the SEC earlier this month.
Should You Really Avoid Apple Inc (AAPL) ?
Since topping out around $700 per share in September, Apple Inc.
How Does Microsoft Need To Do Vs. Apple Inc (NASDAQ:AAPL)?
It’s a special time of the software cycle for Microsoft Corporation (NASDAQ:MSFT): new versions of Windows and Office are set to roll out, and while the company has survived...
Steadfast Capital Management Bought This Stock
According to a filing with the SEC, Steadfast Capital Management has acquired a total of 7.2 million shares of PetroLogistics LP (NYSE:PDH), representing just over 5% of the total...
Ariel Revs Its Engine In International Speedway
At the end of August, Ariel Investments reported a position of 2.8 million shares in International Speedway Corporation (NASDAQ:ISCA), which gave it 11% of the shares outstanding...
Bronson Point’s Top Stock Picks
Bronson Point Partners, a hedge fund founded in 2009 by Larry Foley and Paul Farrell (who had previously worked at SAC Capital Advisors and Pequot Capital, respectively), has ...
Taconic Capital’s Latest Top Stock Picks
Six to seven weeks after the end of every fiscal quarter, hedge funds and many other notable investors are required to file 13Fs that disclose many of their long equity positions...
First Pacific Advisors’ Top Stock Picks
First Pacific Advisors, a large investment fund managed by Robert Rodriguez and Steven Romick, recently filed its 13F with the SEC.
Groupon Failed Again, But It Is Igniting?
Groupon Inc (NASDAQ:GRPN) missed earnings again in its report for the third quarter.
Don’t Panic Over Low Sales At McDonald’s
McDonald’s Corporation (NYSE:MCD) dipped slightly on higher than normal volume after the restaurant- which had topped our rankings of the most popular restaurant stocks among...
Insiders Have Been Snapping Up These Stocks
Why would an insider ever buy additional shares of their company’s stock? Why not diversify their exposure to the market by instead investing in other businesses? Our answer...
Third Avenue Nears 10% Stake In Tellabs
Third Avenue Management, a value investing fund which was founded by Marty Whitman in 1990 and has over $10 billion in assets under management, has acquired a total of 35 million...
This $26 Billion Stock Has a Beta of Zero
Well, we guess that people buy Cheerios no matter what. General Mills, Inc.
Jim Cramer Likes These Growth Stocks
If a stock has a high trailing price-to-earnings multiple, that generally indicates that it is a growth stock- that the market expects its earnings to grow quickly enough over...
An Insider Put $380,000 On This Company
According to a filing with the SEC, Brady Parish Jr., Vice President of Investor Relations at Apache Corporation (NYSE:APA), directly acquired about 4,800 shares of the company...
What Does Polaris See In Marathon Petroleum?
Recently, we were reviewing the top picks in Polaris Capital Management’s 13F portfolio from the end of September (read more about the fund's top five picks).
Polaris Capital Management’s Top Stock Picks
Polaris Capital Management has filed its 13F with the SEC.
Hedge Funds Are Buying These Stocks
Usually, we have to wait until six to seven weeks after the end of a quarter to see what hedge funds have been buying.
Is It Smart To Stock Up On Gun Stocks?
Sometimes, journalists’ explanations of movements in asset prices are easily mocked: “stocks rise as investors become more confident about Europe” one day, followed the ...
Company Insiders Bought These Stocks Recently
One of the core principles of finance is that of diversification: a market participant shouldn’t be too exposed to any one particular company.
A Billionaire Bought This Cloud Computing Stock
Lone Pine Capital has filed with the SEC to disclose that it owns 5.6 million shares of Informatica Corporation (NASDAQ:INFA).
Billionaire Stephen Mandel Likes This Pipeline Stock
According to a filing with the SEC, Lone Pine Capital has acquired a total of 2.2 million shares of SemGroup Corp (NYSE:SEMG), an oil and gas pipeline and storage company with...
Icahn Moving Back To Take-Two
At the beginning of 2011, Carl Icahn owned nearly 10 million shares of Take-Two Interactive Software, Inc.
