50 Stocks That Matter Most To Hedge Funds

In the following table we restricted our list to the top 2 stock ideas of hedge funds. We think this list makes more sense because these stocks are more likely to be the best ideas of hedge funds. Other than the obvious merger arbitrage related plays, three stocks attracted our attention in this list. First, Apple is the most popular stock. Twenty-two hedge funds have Apple as their #1 or #2 position. That’s a huge vote of confidence. The other stock is Yahoo! Inc. (NASDAQ:YHOO), which is now one of the top 10 stocks. Yahoo also ranks higher than Alibaba. We don’t have any positions in either stock but we believe buying Yahoo is better than investing directly in BABA. Here is the list:

Company Name Ticker Top 2 Holding Value (x1000)
Apple Inc. AAPL 22 12658141
Allergan Inc. AGN 20 12236195
Covidien plc. COV 18 4546456
Actavis Inc. ACT 16 3078718
Valeant Pharmaceuticals International Inc. VRX 14 5848431
Liberty Global plc LBTYK 13 2572827
Berkshire Hathaway Inc. BRK-B 12 15277954
American Airlines Group Inc. AAL 12 2013716
Ally Financial Inc. ALLY 11 2685155
Yahoo! Inc. YHOO 11 2089587
Delta Air Lines Inc. DAL 11 1311821
Macquarie Infrastructure Company LLC MIC 10 777544
Facebook Inc. FB 10 382359
Microsoft Corporation MSFT 9 5987292
Alibaba Group Holding Limited BABA 9 3017700
Baidu Inc. BIDU 9 2722915
Micron Technology Inc. MU 9 1719056
Citigroup Inc. C 9 1625949
Constellation Brands Inc STZ 9 1344996
DIRECTV DTV 8 2900968
Teva Pharmaceutical Industries Limited TEVA 8 1635065
General Motors Company GM 8 844649
Google Inc. GOOG 8 749718
Assured Guaranty Ltd. AGO 8 327585
SunEdison Inc. SUNE 7 358781
Williams Companies Inc. (The) WMB 6 3507315
Spirit Aerosystems Holdings Inc. SPR 6 1980898
Cheniere Energy Inc. LNG 6 1779608
Sealed Air Corporation SEE 6 965128
FleetCor Technologies Inc. FLT 6 780516
Liberty Interactive Corporation QVCA 6 464620
Visteon Corporation VC 6 401537
Wells Fargo & Company WFC 5 26266208
Tribune Media Company TRCO 5 1872661
Loral Space and Communications Inc. LORL 5 1018619
United Therapeutics Corporation UTHR 5 805727
SanDisk Corporation SNDK 5 772054
Gilead Sciences Inc. GILD 5 726917
Pfizer Inc. PFE 5 453656
Google Inc. GOOGL 5 341874
DISH Network Corporation DISH 5 237136
Northstar Realty Finance Corp. NRF 5 159799
NorthStar Asset Management Group Inc. NSAM 5 113272
Oracle Corporation ORCL 4 4437517
Mastercard Incorporated MA 4 3263741
Walgreens Boots Alliance Inc. WBA 4 2792708
Time Warner Cable Inc TWC 4 2589684
Bank of America Corporation BAC 4 2531060
Comcast Corporation CMCSA 4 2164327
Charter Communications Inc. CHTR 4 1816423