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 Highlights: John Paulson, Ray Dalio, Apple Inc. (AAPL)

Page 1 of 2

Editor’s Note: Hampden Bancorp, Inc. (NASDAQ:HBNK), Visa Inc (NYSE:V), Apple Inc. (NASDAQ:AAPL), General Motors Company (NYSE:GM)

Paulson Merger Fund Said to Fall 0.9% as Advantage, Credit Gain (Businessweek)
Billionaire hedge-fund manager John Paulson posted a 0.9 percent decline in his Paulson Partners Enhanced fund last month as stock markets fell, according to a person briefed on the matter. The loss reduces gains this year in the fund to 21 percent, according to the person, who asked not to be identified because the information is private. Paulson Partners Enhanced is the leveraged version of the firm’s merger-arbitrage strategy, Paulson’s largest fund group by assets. Paulson & Co., based in New York with $18 billion in assets, posted gains last month in its Advantage and credit funds and a loss in its Recovery fund.

Paulson, Dalio

Hedge fund chief says Japan needs another ‘big round’ of stimulus (Reuters)
Hedge fund titan Ray Dalio said on Friday the Japanese economy will need another big round of stimulus to boost sluggish growth, and some emerging markets are on the path to crisis. Dalio, chairman and chief investment officer of $150 billion firm Bridgewater Associates, one of the world’s largest hedge funds, was speaking at the Japan Society in midtown Manhattan. In April the Bank of Japan pledged to inject about $1.4 trillion into its flagging economy in an effort to end two decades of stagnation. The monetary easing, coupled with reflationary, pro-growth policies championed by Japan’s Prime Minister Shinzo Abe, sent stocks rallying and the yen tumbling. Japan emerged from recession in 2012.

We Know David Einhorn & George Soros Love Apple Inc. (AAPL)’s Value. What Else? (Insider Monkey)
In August, billionaire David Einhorn’s Greenlight Capital and billionaire George Soros’s Soros Fund Management filed their 13Fs for the second quarter of 2013 with the SEC, disclosing many of their long equity positions as of the end of June. Greenlight’s largest 13F position as of the end of Q2 was its 2.4 million shares of Apple Inc. (NASDAQ:AAPL), and Soros’s fund had a position as well. While the fund did not change its position in the stock, other hedge funds were selling the consumer technology company causing Apple Inc. (NASDAQ:AAPL) to fall to third on our list of the most popular stocks among hedge funds. Another common pick between the two funds was General Motors Company (NYSE:GM), which was also one of Einhorn’s favorite stocks per the filing.

August Blows Have Hedge Funds Reeling (FINalternatives)
August was a minor bloodbath for the hedge fund industry, with the average fund falling 0.86%, according to Hedge Fund Research, and only one substrategy managing a positive return for the month. The HFRX Global Hedge Fund Index is up 3.03% on the year after August’s decline. Fifteen of the suite’s 16 strategy and substrategy indices also suffered losses on the month, with only distressed restructuring in the black—and barely so, at just 0.09% (4.14% year-to-date).

Visa Inc (V): 13 Hedge-Fund Billionaires Bought This Global Leader (iStockAnalyst)
Recent 13-F filings, quarterly reports hedge-fund are required to file on their holdings, reveal that a total of 13 hedge funds owned Visa Inc (NYSE:V) at the end of the second quarter. That makes the company the second-most popular stock amongst hedge funds, with only General Motors Co (GM) more widely held, owned by 17 hedge funds at the end of the second quarter. That institutional interest has fueled big gains for Visa, with shares up 36% in the last year and 105% in the last two.

Page 1 of 2

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...

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!