Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Hedge Fund Analysis

TIGER GLOBAL Investor Letter

Five Dividend Stocks from Billionaire Chase Coleman’s Tiger Global Portfolio

Many small retail and larger-scale investors invest in dividend-paying stocks to take advantage of dividend checks, as well as the opportunity to reinvest......(read more)
Dirtiest Countries in Europe

Five Environmental Solutions Stocks Hedge Funds Are Bullish on

While the boundaries of the environment industry are unknown and not easily defined, Insider Monkey decided to compile a list of five environmental solutions......(read more)
bank, banking, building, borrow, icon, text, loan, borrow money, banking background, financing, tilt, banking and finance, save, business, concept, sign, symbol, finance

Hedge Funds Might Be Losing Interest in Banks Despite High Prospects of Rate Hike

How are banking stocks usually reacting to an interest-rate hike? While one rule of thumb says most bank stocks tend to outperform following an interest......(read more)
AVENUE CAPITAL

Billionaire Marc Lasry’s Favorite Stock Picks

Marc Lasry co-founded Avenue Capital in 1995 and has enjoyed great success investing in distressed and undervalued debt and equity. The fund’s......(read more)
london, england, bus, uk, kingdom, landmark, big, ben, britain, parliament, travel, british, tower, red, retro, tourist, transport, english, famous, tourism, urban, place, scene, building, spire, capital, history, big ben, palace, traditional, architecture, outdoors, thames, vintage, exterior, united kingdom, historical, houses, national, red bus, culture, government, united, icon, city, great britain, grunge, bridge, clock, westminster

4 Long Ideas From the London Value Investor Conference

Insider Monkey readers and other stock market participants are surely on the lookout for good investment ideas at all times. Indeed, there is no easy......(read more)
Steven Tananbaum - GoldenTree Asset Management

Steven Tananbaum Added These 5 Stocks to GoldenTree’s Portfolio in Q1

Steven Tananbaum has earned a reputation as a maverick investor by betting on bonds of companies that are in trouble. However, few people know that his......(read more)
Sarawut Aiemsinsuk/Shutterstock.com

Hedge Funds’ Favorite Education Stocks

Most education-related stocks, particularly for-profit education stocks, have been weighted by declining enrollment and increased regulatory scrutiny......(read more)
Brian A Jackson/Shutterstock.com

Hedge Funds Aren’t Overly Bullish on Publishing Stocks

The U.S. newspaper publishing industry has been considered a dying industry in recent years amid fast-declining print readership. Constantly changing......(read more)
dna, bio, clone, helix, medical, health, research, cell, gene, microscopic, render, tech, chemistry, molecular, liquid, life, biotechnology, technology, medicine, molecule,

Redmile Group Sticking With Healthcare Picks After Rough Q1

Redmile Group is a San Francisco-based, healthcare-focused hedge fund founded and managed by Jeremy Green, an Oxford alum with more than 20 years of experience......(read more)
electricity, pylon, network, lines, tower, steel, caution, high, grid, power, engineering, watt, infrastructure, cable, light, supply, distribution, voltage, technology, energy, volt,

Luminus Management Trying to Light the Way to Big Returns With These Utilities Stocks

Luminus Management is a long/short hedge fund that focuses mainly on power and utility stocks. Established in 2002, the fund is currently run by Jonathan......(read more)
John Burbank PASSPORT CAPITAL

Wary of Forthcoming U.S Recession, John Burbank Sold Off These 5 Stocks in Q1

John Burbank, head of San Francisco-based global investment firm Passport Capital, sounded the alarm concerning a possible contraction of the U.S and......(read more)
shoes-428608_1280

RIMA Senvest Grows Even More Bullish On Top Holdings

New York-based long/short equity hedge fund RIMA Senvest Management recently disclosed its U.S equity holdings as of the end of the first quarter via......(read more)
MILLENNIUM MANAGEMENT

Five Noteworthy Moves by Billionaire Israel Englander’s Millennium Management

Millennium Management is a global investment firm founded by Israel Englander in 1989. It employs a global multi-strategy investment approach, and manages......(read more)
oil, rig, gas, drilling, drill, platform, petroleum, petrol, sea, spill, background, plant, fuel, coast, ocean, gulf, liquid, black, fossil, environmental, derrick, abstract, sky, water,

Most Popular Energy Stocks Under $5

Crude oil prices have been enjoying a great run since reaching a 12-year low in February, thanks to mounting signs that the global crude oil supply glut......(read more)
Most Expensive Countries to Buy Beer and Alcohol in the World

The Smart Money Is Fond of These Five Alcohol Stocks

With the S&P 500 near all-time highs, it isn’t surprising that many alcohol names have done very well. Alcohol stocks combine the stability ......(read more)
Most Profitable Franchises to Buy in 2015

Five Fast-Food Stocks Hedge Funds Are Bullish On

Although fast-food and quick-service stocks probably won’t wow you with their performance in any given year, they are pretty dependable over the......(read more)
Google Inc (NASDAQ:GOOGL), homepage, search, laptop screen, display, browse, network, isolated

The 5 Most Popular Stocks Among Hedge Funds Going Into Q2

The U.S stock market had a tough first quarter. The S&P 500 Index, which had tumbled more than 10.5% by February 11, did manage to recuperate, ending......(read more)
information, microchip, system, background, tech, network, transistor, closeup, dust, power, processor, old, digital, circuit, technology, computer, macro, microprocessor,

Hedge Funds Are Betting on These Five Cheap Tech Stocks

Stock market watchers have surely noticed that the start of 2016 has been unkind to the technology sector. Signs of weakening economic conditions and......(read more)
power, generator, green, yellow, transition, sunny, sunflower, change, light, sun, energy, panel, wind, sustainable, collector, renewable, ecological, eco, future, flower,

SunEdison’s Bankruptcy Does Not Scare Hedge Funds Away From Solar

SunEdison, once the fastest-growing U.S. renewable energy company, filed for bankruptcy protection in April after its multi-billion-dollar acquisition......(read more)
Most Profitable Small Businesses To Start in 2015

Are Cybersecurity Stocks Falling Out of Favor With Hedge Funds?

A high number of companies and governments across the globe have been channeling vast amounts of capital into their corporate technology budgets in an......(read more)
FAIRHOLME (FAIRX) Bruce Berkowitz

Bruce Berkowitz’s Noteworthy Q1 Moves in Financial Stocks

Bruce Berkowitz was recently in the spotlight for his strong criticism of how the U.S government has managed the Fannie Mae and Freddie Mac situation,......(read more)
Ellica / Shutterstock.com

Apple Attracts More Hedge Funds, but Other Tech Giants Keep Up

It is one of the market’s great paradoxes. Although today’s tech giants are some of the largest companies in the world, many of them are growing......(read more)
Office REIT Stocks SLG NSAM building business new york dawn vivid

Five REITs That Hedge Funds Love

Given the low interest rate environment where the 10 year yield is under 1.9%, it isn’t surprising that REITs are a popular investment choice for......(read more)
soda-686984_1280

Hedge Fund Sentiment Unshaken by Sugar Taxes on Soda

Big soda will soon be taxed more and more. In April, the British government levied a new tax to be enacted in April 2018 of around $0.25 to $0.34 per......(read more)
cowardlion/shutterstock.com

Five Cheap Finance Stocks With Big Hedge Fund Support

With many investors expecting the Federal Reserve to raise interest rates during the next FOMC meeting, it’s no surprise that many hedge funds are......(read more)
games, arts, lucca, comics, italy, videogames, people, toscany, expo, visual, graphic, young, novel

Hedge Funds’ Favorite Gaming Stocks amid Robust-Growing Video Gaming Industry

According to the Entertainment Software Association, the U.S. gaming industry generated revenues of $23.5 billion in 2015, an increase of 5% over 2014......(read more)
stock, exchange, trade, ipo, market, london, share, rate, sales, price, new, york, profit, index, broker, chart, rising, falling, street, frankfurt, wall, world, cash, points, display,

Hedge Funds’ Favorite Recently-Public Companies amid Atrophied IPO Market

There was not a single initial public offering in January and the U.S. IPO market has almost evaporated in 2016. However, this week will most likely be......(read more)
apple-inc-508812_1280

Five Stocks Capturing a Lot of Attention from Hedge Funds

While the likes of Allergan plc Ordinary Shares (NYSE:AGN) and Alphabet Inc (NASDAQ:GOOGL), constantly make the headlines and especially after the release......(read more)
Prem Watsa

Canadian Billionaire Prem Watsa’s Top Picks and New Bets for Current Quarter

Billionaire Prem Watsa, one of Canada’s most prominent investors, is the founder, Chairman and Chief Executive Officer of Toronto-based Fairfax Financial......(read more)
Jeff Smith

Activist Jeff Smith’s Five Favorite Stock Picks

For almost a decade and a half, Jeffrey Smith‘s billion dollar activist hedge fund, Starboard Value, has struck fear in the management suite of......(read more)
TUDOR INVESTMENT CORP

Billionaire Paul Tudor Jones Trims His Fund’s Fee Structure Amid Underperformance, Bets On These Stocks Heading Into Q2

Amid a raging debate on the excessive fees charged by hedge funds despite their recent poor performance, Tudor Investment Corp, run by legendary billionaire......(read more)
dna, bio, clone, helix, medical, health, research, cell, gene, microscopic, render, tech, chemistry, molecular, liquid, life, biotechnology, technology, medicine, molecule,

Biotech-Focused VHCP Management’s Bullish Moves and New Picks

Biotech stocks pop and drop on the smallest whims and whispers, which makes the biotechnology sector one of the most rewarding and volatile sectors out......(read more)
Paul Singer ELLIOTT MANAGEMENT

Billionaire Paul Singer’s Top Picks and New Bets for Q2

While 2016 hasn’t been a banner year for many hedge funds, for billionaire activist investor Paul Singer it is proving to be one of the most rewarding......(read more)
INVESCO PRIVATE CAPITAL Wilbur Ross

Billionaire Wilbur Ross’ Top Stock Picks and Notable Moves

Billionaire Wilbur L. Ross Jr., known as a connoisseur of failed companies, has built his net worth betting on distressed assets. The billionaire distressed......(read more)
Steven Cohen

Billionaire Steve Cohen’s Big New Bets On Netflix (NFLX), ConocoPhillips (COP) Plus Other Top Holdings

Famous for being an avid art collector, Steven Cohen was crowned the Hedge Fund King by the Wall Street Journal in 2006, only to fall out of grace several......(read more)
Defense Stocks UTX GD LMT carriers, aircraft, nuclear, prowler, warfare

A Look at Hedge Funds’ Favorite Defense Stocks Amid U.S. Decision to Lift Arms Ban on Vietnam

President Barack Obama announced Monday that the United States is lifting a long-lasting ban on the sale of military equipment to Vietnam. The U.S. president......(read more)
Groupon, Alibaba, is GRPN a good stock to buy, is BABA a good stock to buy, Leon Cooperman, Omega Advisors,

Billionaire Leon Cooperman’s Top Picks and Two Positions He Doubled

Billionaire Leon G. Cooperman, the founder and Chief Executive Officer of multi-billion-dollar hedge fund Omega Advisors, has been an exceptional stock......(read more)
VALUEACT CAPITAL

Billionaire Jeffrey Ubben Trims 13F Portfolio, but Remains Bullish on These Stocks

In an interview with CNBC in March, ValueAct Capital‘s founder and chief investment officer, Jeffrey Ubben, revealed that his fund was reducing......(read more)
hedge fund research

Billionaire Warren Buffett’s Top Dividend-Paying Stock Picks

Billionaire Warren Buffett is considered one of the greatest value investors of our time, which is why Berkshire Hathaway‘s equity portfolio contains......(read more)
Jorge Paulo Lemann

Billionaire Jorge Paulo Lemann’s Top Five Energy Picks: From Pioneer To Enbridge

3G Capital is a Brazilian investment firm founded in 2004 by Jorge Paulo Lemann, and currently managed by Alexandre Behring. The fund is focused on long......(read more)
GLENVIEW CAPITAL

Billionaire Larry Robbins’ Top Healthcare Picks for Q2

Larry Robbins‘ Glenview Capital has been underperforming the broader market and the overall hedge fund industry for over a year now. However, this......(read more)
coca-cola-462776_1280

Billionaire Jacob Rothschild’s RIT Capital Three New Picks & Two Stocks It Dumped

RIT Capital Partners was founded as Rothschild Investment Trust in 1961 by Jacob Rothschild to manage investments outside of the Rothschild family......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel is Betting Big on Internet and Tech Stocks

Billionaire Stephen Mandel, one of the many “Tiger Cubs” who worked under Julian Robertson at Tiger Management for a time, founded Lone Pine......(read more)
OAKTREE CAPITAL MANAGEMENT

Distressed-Debt Specialist Howard Marks Adds Yahoo! Inc. (YHOO), Other Equities to His Portfolio, Ditches Top Holding

Billionaire investor Howard Marks, famous for his investor memos, co-founded Oaktree Capital Management in 1995. The Los Angeles-based investment firm......(read more)
best gold ETF

Billionaire John Paulson Boosts Stakes in Endo Pharmaceuticals, Akorn; Plus Top Three New Positions

Famous for his bet against subprime mortgages at the height of the US housing bubble, John Paulson was just another hedge fund manager prior to that.......(read more)
Bill Ackman, Pershing Square Capital Management, Herbalife

Billionaire Bill Ackman Divulges Major Q1 Equity Moves

Billionaire William A. Ackman, the founder of hedge fund Pershing Square Capital Management LP, has experienced an uncharacteristic rough patch over......(read more)
D. E. Shaw

Billionaire David Shaw’s Fund Boosts Exposure to Yahoo, Allergan & Others

D. E. Shaw & Co. was founded in 1988 by David E. Shaw, who was a pioneer in the field of computational finance. The firm makes extensive use of ......(read more)
Thomas Sandell

Swedish-Born Tom Sandell Focuses on Equity Special Events Opportunities

Sandell Asset Management Corporation is a New York-based alternative asset management firm that predominantly focuses on equity special events and credit......(read more)
Microsoft, is MSFT a good stock to buy, Bill Gates, Janicki OmniProcessor, human waste, drinking water

Bill & Melinda Gates Foundation Trust’s Top Stock Positions Remain Intact, Save for Berkshire Hathaway Inc. (BRK.B) Stake

The Bill & Melinda Gates Foundation, which is believed to be the largest philanthropic organization in the world, was formally launched in 2000 by......(read more)
David Abrams

Mysterious Billionaire David Abrams Reveals Top Picks; Western Union Company (WU) Retains Top Spot

Billionaire David Abrams currently manages Abrams Capital Management LP, a Boston-based hedge fund he founded in 1999. Mr. Abrams has never been seen......(read more)
X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!