Hedge Fund News: Mick McGuire, Paul Singer, Warren Buffett
Nearly three years after taking a substantial stake in the auto supplier Lear, the activist hedge fund Marcato Capital Management is agitating for a breakup.
Posts Tagged ‘Stephen Mandel Lone Pine Capital’
Stay Away From Stephen Mandel’s Top Stock Picks
The 13F filings of Stephen Mandel, who manages Lone Pine Capital, reveal that his large-cap stock picks (those with market caps between above $20 billion) returned, on average...
Avoid These Stock Picks of John Griffin
By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps between $10 and $20 billion...
Hedge Fund Week in Review: Activist Action
Here are the eleven most important moves made in the hedge fund world this week.
Bill Ackman reduced his Herbalife short significantly, replacing it with long-term put options.
Dan Loeb ups his activist campaign at Sotheby’s, snatching 9.
Wal-Mart Stores, Inc. (WMT), Lowe’s Companies, Inc. (LOW) & More: The Smart Money’s Top 10 Retail Plays
In August, hundreds of hedge funds and other major investors filed their 13Fs for the second quarter of 2013 (disclosing many of their long equity positions as of the end of June...
American International Group Inc (AIG), Citigroup Inc. (C) & JPMorgan Chase & Co. (JPM) Lead The Most Popular Financial Stocks In The Hedge Fund Industry
There are a number of things we look for when hedge funds and other major investors release their quarterly 13F filings.
Exxon Mobil Corporation (XOM), Anadarko Petroleum Corporation (APC) Among The 10 Most Popular Energy Stocks Among Hedge Funds
Several weeks after the end of each quarter, hedge funds and other major investors file 13Fs with the SEC to disclose many of their long equity positions as of the end of the ...
Warren Buffett and Insiders are Betting On General Motors Company (GM) & More
Quarterly filings from Warren Buffett’s Berkshire Hathaway are highly anticipated in the financial community- many investors and market watchers are at least somewhat curious...
Cognizant Technology Solutions Corp (CTSH), Mead Johnson Nutrition CO (MJN): Billionaire Stephen Mandel Likes These Bulls
Earlier in August, billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital filed its 13F for the second quarter of 2013 with the SEC, disclosing many of its long equity...
This Hedge Fund Is Bullish On Outerwall Inc (OUTR), Equinix Inc (EQIX) & More
John C. Walker is the manager of Stonerise Capital Management.
Comcast Corporation (CMCSA), Time Warner Inc (TWX), Intuitive Surgical, Inc. (ISRG) Are On Billionaire Andreas Halvorsen’s ‘Top Pick’ List
In August, billionaire Andreas Halvorsen’s Viking Global filed its 13F for the second quarter of 2013 with the SEC, disclosing many of its long equity positions as of the end...
Sprint Corporation (S), QUALCOMM, Inc. (QCOM): Billionaire Leon Cooperman Bought More Communications Tech Last Quarter
Our research shows that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy...
Why Tiger Global Traded Groupon Inc (GRPN) For Priceline.com Inc (PCLN)
Tiger Global, whose co-founders and managers include billionaire and Tiger Cub Chase Coleman, recently filed its 13F for the second quarter of 2013.
$20B Farallon Capital Is Betting Big On Yahoo! Inc. (YHOO), Charter Communications, Inc. (CHTR)
Andrew J.M. Spokes is the manager of Farallon Capital Management, after the retirement of Thomas Steyer (below) in 2012.
The Biggest Hedge Fund in the World Loves QUALCOMM, Inc. (QCOM), Hates Microsoft Corporation (MSFT)
Most of billionaire Ray Dalio’s Bridgewater Associates’s capital is invested in macro instruments such as currencies and commodity futures, but a portion of the fund invests...
Insiders Have Been Buying Valeant Pharmaceuticals Intl Inc (VRX), Time Warner Inc (TWX), and More
Studies show that stocks bought by insiders narrowly outperform the market (read our analysis of studies on insider trading).
Hedge Fund Buying Alerts: Michael Kors Holdings Ltd (KORS), J.C. Penney Company, Inc. (JCP) & More
The most comprehensive picture of what hedge funds own comes in the form of quarterly 13F filings with the SEC, and these filings provide the core of the information we use to...
Billionaire Richard Chilton’s Top Stock Picks Include Dollar General Corp. (DG)
Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Richard Chilton’s Chilton Investment Company- whose most recent filing discloses...
Monsanto Company (MON) Is a Top Pick of Bain Capital’s Brookside
In late July, Brookside Capital, which serves as a long/short equity hedge fund within the larger Bain Capital asset management organization, filed its 13F for the second quarter...
Recent Insider Buys: eBay Inc (EBAY), Ingersoll-Rand PLC (IR), and Nabors Industries Ltd. (NBR)
According to Insider Monkey’s analysis of studies on the subject, stocks bought by insiders tend to slightly outperform the market on average.
Billionaire Stephen Mandel’s Small Cap Picks Include WABCO Holdings Inc. (WBC)
Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Stephen Mandel’s Lone Pine Capital.
Billionaire Leon Cooperman’s “Best Ideas” Include QUALCOMM, Inc. (QCOM) and More
One of the most anticipated market players from this year’s Delivering Alpha conference on July 17th was billionaire Leon Cooperman of Omega Advisors.
Billionaire Stephen Mandel’s Long Term Stock Picks Include Priceline.com Inc (PCLN)
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our...
Billionaire Julian Robertson’s Long Term Stock Picks Include Google Inc (GOOG)
In May, billionaire Julian Robertson filed his 13F with the SEC, disclosing many of his long equity positions as of the end of March.
David Blood and Al Gore’s Top Picks Include QUALCOMM, Inc. (QCOM)
In May, Generation Investment Management, a hedge fund co-managed by David Blood and former Vice President Al Gore, filed its 13F for the first quarter of 2013 with the SEC.
Warren Buffett Adds More DaVita HealthCare Partners Inc (DVA) to Berkshire’s Portfolio
According to a filing with the SEC, Warren Buffett’s holding company Berkshire Hathaway has continued to buy shares of DaVita HealthCare Partners Inc (NYSE:DVA), a $12 billion...
Billionaire Andreas Halvorsen’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)
The PEG ratio takes into account both a stock’s P/E multiple and analyst expectations for future earnings growth, and therefore serves as one way to measure its upside potential...
Insiders Have Bought Chesapeake Energy Corporation (CHK), Dollar Tree, Inc. (DLTR), and More
Our analysis of studies on insider trading has led us to conclude that stocks bought by insiders slightly outperform the market.
Insiders Have Bought Cognizant Technology Solutions Corp (CTSH), Ryman Hospitality Properties, Inc. (REIT) (RHP), and More
Our analysis of studies on insider trading has concluded that stocks bought by insiders exhibit a small outperformance effect, which makes sense as insiders should be reluctant...
Billionaire Andreas Halvorsen’s Cheap Stock Picks Include Capital One Financial Corp. (COF)
Viking Global, a hedge fund managed by billionaire and Tiger Cub Andreas Halvorsen, filed its 13F for the first quarter of 2013 with the SEC in May.
The Chairman of the Board Bought Shares of Cognizant Technology Solutions Corp (CTSH)
A Form 4 filed with the SEC has disclosed that John Klein, who is the Chairman of Cognizant Technology Solutions Corp (NASDAQ:CTSH)’s Board of Directors, directly purchased ...
Billionaire Stephen Mandel’s High Upside Potential Picks Include QUALCOMM, Inc. (QCOM)
One way to estimate a stock’s upside potential is by using the PEG ratio, which incorporates both the P/E multiple favored by value investors and analyst expectations for future...
Insiders Have Bought Chesapeake Energy Corporation (CHK), Copart, Inc. (CPRT), and More
Our analysis of studies on insider trading shows that while insider selling is generally not informative, stocks bought by insiders tend to narrowly outperform the market (read...
An Insider And His Wife Are Buying Valeant Pharmaceuticals Intl Inc (VRX)
According to a filing with the SEC, between June 11th and 12th Valeant Pharmaceuticals Intl Inc (NYSE:VRX) Board member Lloyd Segal directly purchased 2,800 shares of the stock...
Billionaire Stephen Mandel and Insiders Like American International Group Inc (AIG) And More
Company insiders should be unlikely to buy the company’s stock unless they are particularly confident in the business’s prospects; otherwise, economic theory holds that it...
Insiders and Billionaire Richard Chilton Like Dollar General Corp. (DG) and More
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Richard Chilton’s Chilton Investment Company.
Dollar General Corp. (DG), The Gap Inc. (GPS): Billionaire Stephen Mandel’s Consumer Stock Picks Include Gap
We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital, as part of our work developing investment...
What Does Billionaire Andreas Halvorsen See In Michael Kors Holdings Ltd (KORS)?
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire and Tiger Cub Andreas Halvorsen’s Viking Global.
Billionaire Julian Robertson’s New Stock Picks Include Monsanto Company (MON), McGraw Hill Financial Inc (MHFI)
In May, billionaire Julian Robertson- well known as the founder of Tiger Management and mentor to several “Tiger Cubs” who have since become successful hedge fund managers...
Hedge Funds Are Buying J.B. Hunt Transport Services, Inc. (JBHT)
To the average investor, there are tons of gauges market participants can use to monitor publicly traded companies.
Billionaire James Dinan’s New Stock Picks Include News Corp (NWSA), Virgin Media Inc. (VMED)
Several weeks after the end of each quarter, hedge funds such as billionaire James Dinan’s York Capital Management file 13Fs with the SEC to disclose many of their long equity...
Should You Avoid NetEase, Inc (ADR) (NTES)?
According to most market participants, hedge funds are perceived as slow, outdated financial vehicles of years past.
Hedge Funds Are Betting On Workday Inc (WDAY)
In the 21st century investor’s toolkit, there are a multitude of gauges market participants can use to analyze the equity markets.
Is WABCO Holdings Inc. (WBC) Going to Burn These Hedge Funds?
WABCO Holdings Inc. (NYSE:WBC) was in 33 hedge funds' portfolio at the end of March. WBC investors should pay attention to an increase in hedge fund interest lately.
This Metric Says You Are Smart to Buy Dollar General Corp. (DG)
In today’s marketplace, there are a multitude of indicators shareholders can use to watch publicly traded companies.
Insiders Have Bought American International Group Inc (AIG) and More of Billionaire Dan Loeb’s Picks
Studies show that stocks bought by insiders tend to narrowly outperform the market (read our analysis of studies on insider trading) which we’d attribute to insiders tending...
Google Inc (GOOG), Priceline.com Inc (PCLN): Billionaire Stephen Mandel’s Top Stocks
Billionaire Stephen Mandel has some $17 billion in assets under management.
Insiders and Billionaire George Soros Like American International Group Inc (AIG) and More
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire George Soros.
Visa Inc (V): Insiders Aren’t Crazy About It
To the average investor, there are a multitude of metrics market participants can use to monitor the equity markets.
Here is What Hedge Funds Think About Charter Communications, Inc. (CHTR)
Is Charter Communications, Inc. (NASDAQ:CHTR) a healthy stock for your portfolio? Prominent investors are in an optimistic mood.
