Hedge Funds Are Dumping Nielsen Hldg NV (NLSN)

Page 1 of 2

Is Nielsen Hldg NV (NYSE:NLSN) undervalued? Investors who are in the know are turning less bullish. The number of bullish hedge fund positions stayed the same which is a slightly negative development in our experience

Nielsen Hldg NV (NYSE:NLSN)

At the moment, there are tons of metrics investors can use to monitor the equity markets. Some of the most innovative are hedge fund and insider trading sentiment. At Insider Monkey, our studies have shown that, historically, those who follow the top picks of the top investment managers can outpace the market by a solid amount (see just how much).

Equally as beneficial, bullish insider trading activity is another way to parse down the financial markets. Obviously, there are lots of stimuli for an executive to downsize shares of his or her company, but only one, very simple reason why they would buy. Several empirical studies have demonstrated the valuable potential of this strategy if piggybackers know what to do (learn more here).

Keeping this in mind, let’s take a peek at the recent action encompassing Nielsen Hldg NV (NYSE:NLSN).

How are hedge funds trading Nielsen Hldg NV (NYSE:NLSN)?

At the end of the first quarter, a total of 20 of the hedge funds we track held long positions in this stock, a change of 0% from one quarter earlier. With hedgies’ capital changing hands, there exists a select group of key hedge fund managers who were increasing their stakes significantly.

When looking at the hedgies we track, Eric Mindich’s Eton Park Capital had the most valuable position in Nielsen Hldg NV (NYSE:NLSN), worth close to $286.6 million, accounting for 5.7% of its total 13F portfolio. On Eton Park Capital’s heels is David Blood and Al Gore of Generation Investment Management, with a $250.4 million position; 5.1% of its 13F portfolio is allocated to the stock. Remaining hedgies with similar optimism include Daniel S. Och’s OZ Management, J Kevin Kenny Jr’s Emerging Sovereign Group and Ken Griffin’s Citadel Investment Group.

Seeing as Nielsen Hldg NV (NYSE:NLSN) has experienced declining sentiment from the entirety of the hedge funds we track, it’s easy to see that there lies a certain “tier” of fund managers that elected to cut their full holdings last quarter. Intriguingly, Kenney Y. Oh’s SeaStone Capital Management cut the largest stake of the 450+ funds we monitor, totaling close to $29.2 million in stock., and Jean-Marie Eveillard of First Eagle Investment Management was right behind this move, as the fund said goodbye to about $27.5 million worth. These moves are important to note, as total hedge fund interest stayed the same (this is a bearish signal in our experience).

Insider trading activity in Nielsen Hldg NV (NYSE:NLSN)

Insider trading activity, especially when it’s bullish, is most useful when the primary stock in question has seen transactions within the past half-year. Over the latest six-month time period, Nielsen Hldg NV (NYSE:NLSN) has experienced zero unique insiders purchasing, and 22 insider sales (see the details of insider trades here).

Let’s also review hedge fund and insider activity 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 in the information & delivery services industry and their market caps are closest to NLSN’s market cap.

Page 1 of 2
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The 10 Largest Pharmaceutical Companies In the World

The 10 Most Expensive Android Apps

The 9 Most Expensive Designer Bags in the World

The 7 Most Expensive Real Estate in the World

The 10 Most Expensive eBay Items Ever Sold

The 10 Most Expensive iPhone Apps

The 9 Most Expensive Designer Shoes in the World

The 10 Most Expensive Cigarette Brands

The 10 Most Expensive Law Schools in the US

The 10 Best Wall Street Movies

The 10 Most Expensive Golf Clubs Ever Sold

The 10 Most Expensive Golf Memberships

The 10 Best Disney Characters Ever Created

The 8 Best Foods for Gaining Weight

The 10 Most Expensive Colleges in the World

The 7 Most Memorable Ad Campaigns of All Time

The 7 Most Expensive High Schools in the World

The 10 Electric Vehicles with the Longest Range

The 10 Cities with the Worst Drivers in the World

The 10 Most Expensive Dresses Ever Created

10 Islands to Visit Before You Die

10 Famous Celebrities Who Needed Rehab

The 15 Countries with the Largest Oil Reserves

The 10 Most Overused Excuses in the World

The 5 Best iOS Apps You Can’t Get on Android

5 Companies Damaged By Social Media Blunders

The 10 Most Legendary Blues Songs

The 10 Most Lawless Places in the World

4 Reasons China is a Threat to the US

The 17 Most Sugary Drinks in the World

The 10 Most Ruthless Rulers in History

The 10 Greatest Generals in History

Top 8 Travel Destinations for 2015

The 10 Safest Dog Breeds for Children

The 10 Most Stolen Vehicles in the US

The 7 Most Expensive Celebrity Weddings

The 10 Best LoL Teams in the World

Top 10 Worst Marketing Campaigns Ever Produced

Top 5 Diets that Help You Lose Weight

The 10 Best Ways to Stay Awake

7 Artists That Switched Musical Genres

The 10 Most Expensive Cities to Live in New Jersey

The 10 Best High Schools in New York

The 10 Countries With the Least Gender Inequality

The 6 Biggest Musician-Manager Feuds

The 10 Countries with the Cheapest Gas Prices

The 7 Most Theatrical Bands of All Time

The 8 Worst Band Breakups of All Time

The 10 Most Important South American Leaders

The 7 Most Successful Casting Show Winners

Subscribe

Enter your email:

Delivered by FeedBurner

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 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!