Five Auto Parts Suppliers That Hedge Funds Love
The fortunes of the US auto industry might be in doldrums with sales having peaked and falling on a year-on-year basis, but this hasn't had any impact on auto parts suppliers.
Author Archive - Ritesh A.
HG Vora Bullish On Media, Entertainment Stocks
Parag Vora's event-driven and value-oriented private investment firm HG Vora Capital Management currently manages regulatory assets of over $2 billion.
Five Cheap Healthcare Stocks Poised to Explode
The healthcare sector has witnessed a significant correction in the last 15 months, with many prominent names in the industry losing a noteworthy chunk of their market capitalization...
Short-Sellers Are Busy Covering Their Bets Against These Stocks
With the third quarter coming to an end and companies gearing up for the next quarterly results season, there has been a rush among short sellers to cover their positions in several...
Gates Capital Loves Material Stocks, Especially These Five
Well-known event-driven hedge fund Gates Capital Management recently disclosed its long US equity portfolio worth $2.95 billion at the end of June via a 13F filing submitted with...
Quant Fund Two Sigma Advisors Most Important Moves Involve Amazon.com, Inc. (AMZN), Facebook Inc (FB) & More
New York-based famed quant fund Two Sigma Advisors recently disclosed its US equity portfolio worth $19.68 billion at the end of second quarter, via a 13F filing submitted with...
Ultra-High Dividend Small-Cap Stocks to Buy Now: Pier 1 Imports, Abercrombie & Fitch, More
With equity markets near their lifetime highs and the Federal Reserve on the verge of hiking interest rates, it has become extremely difficult in the current environment to find...
Glenhill Advisors’ Top Consumer Stocks For This Quarter
Founded by Glenn J. Krevlin in 2001, Glenhill Advisors is a New York-based long/short equity hedge fund that's known for placing most of its bets in the small-cap space.
Energy Guru Wexford Capital’s Top Oil & Gas Picks
Wexford Capital is a Connecticut-based investment management firm that primarily invests in the energy sector.
Tontine Asset Management’s Bets on Small-Caps Help Offset Losses
Founded in 1997 by Jeffrey Gendell, Tontine Asset Management was once among the most revered names in the hedge fund Universe.
Billionaire James Dinan’s York Capital Initiated Stakes in These Companies
Though billionaire James Dinan's York Capital Management manages regulatory assets worth over $25 billion, its latest 13F filing reveals that less than 16% of it or only $4 billion...
Billionaire Wilbur Ross Maintains Top Bets; Swaps Etsy Inc (ETSY) for Fitbit Inc (FIT)
Restructuring specialist and billionaire Wilbur Ross' Invesco Private Capital is known for making concentrated bets on a few public companies and holding those bets for a long...
Billionaire David Abrams Maintains Stakes in The Western Union Company (WU), Microsoft Corporation (MSFT)
Abrams Capital Management, the Boston-based hedge fund headed by reclusive billionaire David Abrams, recently submitted its 13F filing with the SEC for the reporting period ending...
Five Cheap Energy Stocks Poised to Explode
The fall in crude oil and natural gas prices starting in mid-2014 took a heavy toll on stocks of energy companies with some of them losing more than half of their market capitalization...
Arrowstreet Capital Gets Hype for Tech, Materials Stocks
While most hedge funds are going through a turbulent time amid a decline in their performance and rising redemptions by investors, Boston-based quant hedge fund Arrowstreet Capital...
AEW Capital Knows Real Estate and These Are Its Top Picks
Founded in 1981, AEW Capital Management is one of the oldest real estate-focused money management firm in the world.
Blue Jay Capital Betting On Big Returns From These Healthcare Stocks
Founded by Paul Sinclair in August 2014, Blue Jay Capital Management is a healthcare-focused hedge fund based in California.
KeyCorp (KEY), McDonald’s Corporation (MCD): Clinton Group Makes Huge Moves On These 5 Finance and Consumer Stocks
Founded in 1991 by George Hall, New York-based activist hedge fund Clinton Group has been in the asset management business for 25 years now, but its reputation today is nowhere...
Billionaire Alan Howard’s Brevan Howard Fund Sold All but Two Stocks in Q2
Brevan Howard, considered one of the largest macro hedge funds in the world till sometime ago, has been witnessing a steady decline in its assets since the past few quarters.
Five Cheap Tech Stocks Poised to Gain
While the biotech industry still undergoing a correction that started in the second half of 2015, the technology sector has once again replaced it as the top destination for growth...
5 Unheralded Finance Picks of Billionaire Michael Price
Founded by value investor and billionaire Michael Price in 1998, MFP Investors is one of the hidden gems of the activist investing world.
5 Stocks That Healthcare Fund Deerfield Management Was Buying in Q2
Founded by James E. Flynn in 2000, Deerfield Management has grown to become one of the premier healthcare-focused investment management companies today.
Hedge Funds Still Like These Brazilian Stocks
The economic and political turmoil that Brazil has witnessed in the last few quarters has been extremely frightening.
Billionaire Joshua Friedman’s Canyon Capital is Betting Big on These Stocks
Billionaire Joshua Friedman and Mitchell Julis' Canyon Capital Advisors recently submitted its latest 13F filing with SEC for the reporting period ended June 30, revealing a long...
Billionaire Michael Platt’s BlueCrest Grows More Bullish on Energy
BlueCrest Capital Management, founded by billionaire Williams Reeves and Michael Platt in 2000, is one of the largest hedge fund firm in Europe.
Billionaire David Einhorn’s Top Dividend Stocks
Having generated annualized returns of 19.5% since its inception in 1996 till 2013, David Einhorn's Greenlight Capital was considered one of the best long/short equity hedge fund...
Hedge Funds’ Favorite Advertising Stocks
The advertising industry is going through a paradigm shift. Erstwhile prominent platforms like print and television are losing their appeal and new platforms such as mobile...
Perry Capital’s Top Bets As It Keeps Losing Money
Founded by Richard Perry in 1988, Perry Capital was considered one of the best event-driven hedge funds on the Street for more than two decades.
Five Tobacco Stocks to Buy Right Now
Though cigarette consumption is on a decline within the developed world for the past many years, the profits of the tobacco industry has grown significantly all this time.
How Hedge Funds Were Passing Around Marijuana Stocks in Q2
Even to people who are against the legalization of marijuana, it is common knowledge now that the legal marijuana industry is growing at a rapid pace and this growth should continue...
With Moody’s Turning Positive On Consumer Durables Stocks, Here Are 5 That Billionaires Are Bullish On
Ratings firm Moody's recently revised its outlook for the U.S.
Billionaires Showing Increased Interest in Aerospace & Defense Stocks
Over the past several decades, stocks from the aerospace and defense sector have proven to be among the safest bets for investors during times of economic uncertainty.
Billionaire Mason Hawkins’ Bullish Moves Involve Ralph Lauren, Vipshop Holdings & More
The recently-submitted 13F filing by billionaire Mason Hawkins' Southeastern Asset Management seems to suggest that the famed value-focused hedge wasn't much upbeat about the ...
Will Tairen Capital’s Bullish Moves In Yelp, Alibaba, And Others Help Turn It Around?
While the first-half of 2016 was dismal for the hedge fund industry overall, it was particularly disastrous for Larry Chen and Terry Zhang's Asia-focused long/short equity hedge...
Kopernik Global’s Bets On Gold Keep Paying Off
Contrarian investing is not for the faint-hearted.
Billionaire Larry Robbins’ Biggest Q2 Moves in Healthcare Stocks
Billionaire Larry Robbins' famed hedge fund Glenview Capital recently has submitted its 13F filing with SEC for the reporting period ended June 30, revealing a US equity portfolio...
Andreas Halvorsen’s Biggest Energy and Utilities Purchases of Q2
Following a dismal 8.2% loss posted by its flagship fund Viking Global Equities in the first quarter, Connecticut-based prominent hedge fund Viking Global made a number of changes...
Famed Short Seller Jim Chanos’ Was Bullish On These Stocks in Q2
Kynikos, the New York-based hedge fund founded by revered short seller Jim Chanos, recently submitted its 13F filing with the SEC for the reporting period of June 30.
Allergan, Humana, Biogen: Billionaires’ Favorite Healthcare Stocks For Q3
The healthcare sector had one of its worst years in almost a decade last year when several big names from the space saw their stocks plunge dramatically.
Tiger Global Discusses Priceline, Charter, Q2 Performance
Billionaire Chase Coleman's Tiger Global Management LLC recently released its 2016 second quarter investor letter, revealing the performance of its funds during that period.
Kerrisdale Capital Betting On A Turnaround With 5 New Tech Positions
In a recent letter to its investors, Sahm Adrangi's Kerrisdale Capital disclosed its performance during the second quarter and first-half of 2016.
RenTech Loaded Up On Mastercard, Nike, More in Q2
The world's most successful quant hedge fund, Renaissance Technologies (RenTech), recently submitted its 13F filing with the SEC for the reporting period of June 30, revealing...
Infoblox, Depomed, Insperity: Inside Starboard Value’s 5 Biggest Moves of Q2
Founded by Jeffrey Smith in 2002 via a spin-off from Ramius, Starboard Value LP has grown to become one of the most feared activist hedge funds in the corporate world.
A Look at Billionaire Paul Singer’s Long-Term Investments
Activist investor and billionaire hedge fund manager Paul Singer was awarded this year's Manager Lifetime Achievement Award by the Institutional Investor magazine in New York ...
Buckingham Capital Loads Up On Its Top Consumer Stock Picks
David Keidan-led Buckingham Capital Management recently submitted its 13F filing with the SEC for the reporting period of June 30, revealing a U.S.
Real Estate Stocks Dominate Tricadia Capital’s Top-5 Holdings
New York-based Tricadia Capital Management recently disclosed the contents of its U.S. equity portfolio via a 13F filing submitted with the SEC.
What Billionaires Think About Semiconductor Stocks
After experiencing a strong rally between November 2013 and June 2015, which caused the PHLX Semiconductor Index to double in value, semiconductor stocks took a harsh beating...
First Eagle Investment Has A Material Fondness for These 5 Materials Stocks
Mehdi Mahmud-led First Eagle Investment Management recently disclosed its U.S. equity portfolio as of the end of June via a 13F filing submitted with the SEC.
Apple, Alphabet Among Welch Capital’s Favorite Tech Stocks for Q3
New York-based long/short equity hedge fund Welch Capital Partners recently submitted its 13F filing with the SEC for the reporting period of June 30, revealing a U.S.
