4 Stocks Former Billionaire Barry Rosenstein Bought in Q3 (and 1 He Dumped)
Barry Rosenstein and his event-driven, activist hedge fund JANA Partners haven't had it easy over the past few years.
Author Archive - Tim Frederick
4 Stocks “the World’s Most Feared Investor” Bought in Q3 (and 1 He Dumped)
Billionaire Paul Singer of Elliott Management has been described by Bloomberg as "the world's most feared investor".
3 Stocks Feared Activist Keith Meister Bought in Q3 (and 2 He Dumped)
The former right-hand man of Carl Icahn, Keith Meister of Corvex Management has become a feared activist in his own right since starting up his own hedge fund in 2011 with the...
Billionaire Steve Cohen Bought These 4 Stocks in Q3, Predicts Bear Market by 2020
Steve Cohen's Point72 Asset Management began managing outside capital in 2018 after operating for several years as a family office following Cohen's former hedge fund SAC Capital...
3 Stocks Billionaire Ken Griffin Bought in Q3 (and 2 He Dumped)
Billionaire Ken Griffin is the founder and chief executive of $30 billion hedge fund Citadel Advisors, which manages one of the largest 13F portfolios in the world, a $223 billion...
3 Stocks Value Investing Legend Seth Klarman Bought in Q3 (and 2 He Dumped)
Billionaire investing legend, author and philanthropist Seth Klarman founded Baupost Group in 1982 and has grown it into one of the largest and most successful hedge funds in ...
5 Quality Dividend Growth Stocks With Huge Upside Potential
Investors in the market for large-cap dividend-paying companies that nonetheless have huge growth potential need look no further than the following five stocks, which are heavily...
4 Stocks Billionaire Warren Buffett and Insiders Love (and 1 They Hate)
Berkshire Hathaway, the holding company of billionaire investing legend Warren Buffett, owns a very small selection of very large positions.
10 Stocks Hedge Funds Ditched in Q3 Just Before the Market Crushed Them
Because of the massive amount of capital they manage (over $3 trillion), hedge funds' collective buying and selling activity can have a significant effect on the direction of ...
20 Dividend Stocks That Billionaires Are Piling On
Numerous billionaire money managers, including the likes of Warren Buffett and Ken Fisher, absolutely love dividend stocks (check out a list of Ken Fisher's favorite dividend ...
Lakewood Capital Management Investor Letter: Short Theses on Axon Enterprise (AAXN), AeroVironment (AVAV)
Anthony Bozza's Lakewood Capital Management suffered a net loss of 1.2% in Q2, being dragged down by its short positions in particular, including in electric automaker Tesla, ...
Corsair Capital Management Investor Letter: Concerns About Trump Tariffs, Tech Valuations
Jay Petschek (pictured below) and Steven Major's Corsair Capital Management has delivered market-beating returns since its founding over 25 years ago, with annualized net returns...
Kerrisdale Capital Investor Letter: The Bullish Thesis That Lead to 80% Q3 Returns
Sahm Adrangi's Kerrisdale Capital was the top performing hedge fund tracked by our database in Q3 according to our returns methodology.
2 Stocks Billionaire Carl Icahn Bought in Q3 (and 3 He Dumped)
Billionaire Carl Icahn is the founder and manager of Icahn Capital, one of the most feared activist hedge funds in the world.
3 Stocks Billionaire George Soros Bought in Q3 (and 2 He Dumped)
Controversial billionaire George Soros is the founder of Soros Fund Management, a family office which manages his immense personal wealth, which is currently estimated by Forbes...
Harbor Spring Capital Investor Letter: Why Activision Blizzard (ATVI), Entercom (ETM) Look Undervalued
Amit Nitin Doshi's Harbor Spring Capital has been a strong performer since its mid-2013 inception, with annualized gross returns of 14.5% through the middle of 2018, outpacing...
4 Stocks Billionaire David Tepper Bought in Q3 (and 1 He Dumped)
Billionaire David Tepper is the founder and manager of $14 billion hedge fund Appaloosa Management.
Trapeze Asset Management Q3 Investor Letter: Bull Market to Keep Roaring; Gold & Oil Undervalued
Trapeze Asset Management, which will undergo a name change to Generation Portfolio Management Corp.
5 Best Dental Insurance Stocks To Buy Heading Into 2019
It's been a good year for dental insurance stocks and that doesn't figure to change in 2019 or beyond.
Pershing Square 2018 Q3 Investor Letter: The Latest on Every Bill Ackman Stock Pick
Billionaire Bill Ackman of hedge fund Pershing Square is in the midst of a strong rebound in 2018 as he seeks to put his recent investing woes behind him.
3 Stocks Billionaire Warren Buffett Bought in Q3 (and 2 He Dumped)
The latest stock moves made by billionaire investing legend Warren Buffett of Berkshire Hathaway have been revealed through his holding company's 13F filing this week with the...
30 Most Popular Stocks Among Hedge Funds in Q3 of 2018
We have been compiling hedge fund filings and publishing the list of most popular stocks among hedge funds since 2012.
4 Stocks Billionaire Ray Dalio Bought in Q3 (and 1 He Dumped)
Billionaire money manager and author Ray Dalio founded Bridgewater Associates in 1973 and has made a lot of people a lot of money since then, including himself.
Billionaire Ken Fisher is Bullish About These Dividend Stocks
Fisher Investments was founded in 1979 by billionaire Ken Fisher.
5 Stocks Early Hedge Fund 13F Filers Love The Most
We're a day away from the 13F deadline for the September 30 reporting period, when institutional investment managers with at least $100 million in equity holdings must file ...
Tiger Global Throws Support Behind Struggling Chinese Stocks
Billionaire Chase Coleman's Tiger Global Management is stressing patience when it comes to the $25 billion investment firm's Chinese stock holdings.
25 Best Dividend Stocks for Retirement
Investors looking to transition towards a stable, income generating stock portfolio as they enter their retirement years should give serious consideration to any of the 25 Best...
Billionaire Ken Fisher’s Top Stock Picks Heading Into 2019
Fisher Investments is a fee-only investment adviser that was founded by billionaire Ken Fisher in 1979.
Hedge Funds Are Powering Up Their Portfolios With This Energy Stock
Legendary investors such as Leon Cooperman and Ken Griffin earn enormous amounts of money for themselves and their investors by doing in-depth research on small-cap stocks that...
Hedge Funds Like What’s on the Menu at Darden Restaurants (DRI)
Concerns over rising interest rates and expected further rate increases have hit several stocks hard since the end of the third quarter.
Hedge Funds Think This Drugmaker is on the Verge of a Breakout
Concerns over rising interest rates and expected further rate increases have hit several stocks hard since the end of the third quarter.
Jim Simons and Billionaires Anticipate Healthy Returns from WellCare Health Plans (WCG)
Looking for stocks with high upside potential? Just follow the big players within the hedge fund industry. Why should you do so? Let’s take a brief look at what statistics ...
First Data Corp (FDC) vs. Square (SQ): The Smart Money Has A Clear Favorite
Hedge funds run by legendary names like Nelson Peltz and David Tepper make billions of dollars a year for themselves and their super-rich accredited investors (you’ve got to...
Paul Singer and Billionaires Don’t Think the Bull Run is Over for Citrix Systems, Inc. (CTXS) Just Yet
Before we spend days researching a stock idea we like to take a look at how hedge funds and billionaire investors recently traded that stock.
Hedge Funds Are Growing Extremely Bullish on Tiffany & Co. (TIF)
The government requires hedge funds and wealthy investors with a certain portfolio size to file a report that shows their equity positions at the end of every quarter.
Smart Money’s Sagging Confidence in Synchrony Financial (SYF) Hits A New Low
Insider Monkey has processed numerous 13F filings of hedge funds and famous investors to create an extensive database of hedge fund holdings.
Hedge Funds Are Happily Collecting Comerica Incorporated (CMA)’s Dividends Every Quarter
"Value has performed relatively poorly since the 2017 shift, but we believe challenges to the S&P 500’s dominance are mounting and resulting active opportunities away from the...
Domino’s Pizza, Inc. (DPZ): Still A Hot Investment or Have We Hit Peak Pizza?
Hedge funds are not perfect. They have their bad picks just like everyone else.
Smart Money is Losing Faith in DISH Network Corporation (DISH)
"Market conditions are changing.
Have Hedge Funds Discovered a Hidden Gem in The Hartford Financial Services Group, Inc. (HIG)?
The market has been volatile as the Federal Reserve continues its rate hikes to normalize interest rates.
Carl Icahn and Billionaires Love Freeport-McMoRan Inc. (FCX)
The market has been volatile as the Federal Reserve continues its rate hikes to normalize interest rates.
Hedge Funds Are Sure This Struggling IT Company Will Rebound
Insider Monkey has processed numerous 13F filings of hedge funds and famous investors to create an extensive database of hedge fund holdings.
Billionaires Are Big Fans of Alliance Data Systems Corporation (ADS)
Is Alliance Data Systems Corporation (NYSE:ADS) a good investment right now? We check hedge fund and billionaire investor sentiment before delving into hours of research.
Hedge Funds Keep Buying Vistra Energy Corp. (VST), Should You?
The market has been volatile as the Federal Reserve continues its rate hikes to normalize interest rates.
The Liberty SiriusXM Group (LSXMK) Has the Full Backing of Warren Buffett
Insider Monkey finished processing more than 700 13F filings made by hedge funds and prominent investors. These filings show these funds' portfolio positions as of June 30.
Hedge Funds Have Unexpectedly Fled Verisign, Inc. (VRSN) in Droves
Is Verisign, Inc. (NASDAQ:VRSN) a good bet right now? We like to analyze hedge fund sentiment before doing days of in-depth research.
IAC/InterActiveCorp (IAC): Hedge Funds Think It’s A Perfect Match for Their Portfolios
Does IAC/InterActiveCorp (NASDAQ:IAC) represent a good buying opportunity at the moment? Let’s briefly check the hedge fund interest towards the company.
Is Lennar Corporation (LEN) A Good Stock To Buy?
Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios.
Hedge Fund Ownership of Lululemon Athletica Inc. (LULU) Hits 15-Month High
Before we spend many hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first.
