Is Nielsen Hldg NV (NYSE:NLSN) a good investment?
To the average investor, there are a multitude of gauges shareholders can use to track publicly traded companies. A couple of the most under-the-radar are hedge fund and insider trading movement. At Insider Monkey, our studies have shown that, historically, those who follow the best picks of the best investment managers can outpace the S&P 500 by a healthy margin (see just how much).
Equally as useful, bullish insider trading activity is a second way to analyze the financial markets. Obviously, there are plenty of motivations for a bullish insider to get rid of shares of his or her company, but only one, very clear reason why they would initiate a purchase. Various empirical studies have demonstrated the market-beating potential of this method if you understand where to look (learn more here).
Thus, we’re going to discuss the newest info about Nielsen Hldg NV (NYSE:NLSN).
How have hedgies been trading Nielsen Hldg NV (NYSE:NLSN)?
In preparation for the third quarter, a total of 25 of the hedge funds we track were bullish in this stock, a change of 25% from the previous quarter. With hedge funds’ sentiment swirling, there exists a few notable hedge fund managers who were boosting their holdings substantially.
As industrywide interest increased, certain bigger names have jumped into Nielsen Hldg NV (NYSE:NLSN) headfirst. Eton Park Capital, managed by Eric Mindich, assembled the largest position in Nielsen Hldg NV (NYSE:NLSN). Eton Park Capital had 268.7 million invested in the company at the end of the quarter. David Blood and Al Gore’s Generation Investment Management also initiated a $202.5 million position during the quarter. The other funds with brand new NLSN positions are J Kevin Kenny Jr’s Emerging Sovereign Group, Daniel S. Och’s OZ Management, and Lee Ainslie’s Maverick Capital.
How are insiders trading Nielsen Hldg NV (NYSE:NLSN)?
Insider buying made by high-level executives is most useful when the company we’re looking at has seen transactions within the past six months. Over the last half-year time period, Nielsen Hldg NV (NYSE:NLSN) has seen zero unique insiders purchasing, and zero insider sales (see the details of insider trades here).
We’ll also review the relationship between both of these indicators in other stocks similar to Nielsen Hldg NV (NYSE:NLSN). These stocks are Morningstar, Inc. (NASDAQ:MORN), Dun & Bradstreet Corp (NYSE:DNB), FactSet Research Systems Inc. (NYSE:FDS), Thomson Reuters Corporation (USA) (NYSE:TRI), and IHS Inc. (NYSE:IHS). This group of stocks are the members of the information & delivery services industry and their market caps match NLSN’s market cap.
| Company Name | # of Hedge Funds | # of Insiders Buying | # of Insiders Selling |
| Morningstar, Inc. (NASDAQ:MORN) | 5 | 0 | 0 |
| Dun & Bradstreet Corp (NYSE:DNB) | 16 | 0 | 0 |
| FactSet Research Systems Inc. (NYSE:FDS) | 17 | 0 | 0 |
| Thomson Reuters Corporation (USA) (NYSE:TRI) | 8 | 0 | 0 |
| IHS Inc. (NYSE:IHS) | 12 | 0 | 0 |
Using the results demonstrated by the previously mentioned tactics, regular investors should always watch hedge fund and insider trading sentiment, and Nielsen Hldg NV (NYSE:NLSN) shareholders fit into this picture quite nicely.
