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.

Is KEYW Holding Corp. (KEYW) a Good Buy?

Page 1 of 2

Like everyone else, elite investors make mistakes. Some of their top consensus picks, such as Micron and Anadarko Petroleum, have not done well during the last 12 months ending in October due to various reasons. Nevertheless, the data show elite investors’ consensus picks have done well on average. The top 30 S&P 500 stocks among hedge funds at the end of September 2014 yielded an average return of 9.5% during the last four quarters ending in October and sixty three percent of these 30 stocks outperformed the market. S&P 500 Index returned only 5.2% during the same period and less than 49% of its constituents managed to beat this return. Because their consensus picks have done well, we pay attention to what elite funds think before doing extensive research on a stock. In this article, we take a closer look at KEYW Holding Corp. (NASDAQ:KEYW) from the perspective of those elite funds.

KEYW Holding Corp. (NASDAQ:KEYW) shareholders have witnessed an increase in support from the world’s most elite money managers in recent months. KEYW was in 8 hedge funds’ portfolios at the end of the third quarter of 2015. There were 7 hedge funds in our database with KEYW positions at the end of the previous quarter. The level and the change in hedge fund popularity aren’t the only variables you need to analyze to decipher hedge funds’ perspectives. A stock may witness a boost in popularity but it may still be less popular than similarly priced stocks. That’s why at the end of this article we will examine companies such as Limoneira Company (NASDAQ:LMNR), NVE Corporation (NASDAQ:NVEC), and P.A.M. Transportation Services, Inc. (NASDAQ:PTSI) to gather more data points.

Follow Keyw Holding Corp (NASDAQ:KEYW)
Trade (NASDAQ:KEYW) Now!

Now, let’s analyze the fresh action surrounding KEYW Holding Corp. (NASDAQ:KEYW).

What does the smart money think about KEYW Holding Corp. (NASDAQ:KEYW)?

At the end of the third quarter, a total of 8 of the hedge funds tracked by Insider Monkey were long this stock, a change of 14% from the second quarter. With hedge funds’ capital changing hands, there exists a select group of noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).

According to publicly available hedge fund and institutional investor holdings data compiled by Insider Monkey, Raging Capital Management, managed by William C. Martin, holds the most valuable position in KEYW Holding Corp. (NASDAQ:KEYW). Raging Capital Management has a $2.9 million position in the stock, comprising 0.4% of its 13F portfolio. The second most bullish fund manager is Brian Ashford-Russell and Tim Woolley of Polar Capital, with a $1 million position; less than 0.1% of its 13F portfolio is allocated to the company. Some other peers with similar optimism comprise Israel Englander’s Millennium Management, Jeffrey Bronchick’s Cove Street Capital and Joseph Mathias’s Concourse Capital Management.

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...
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!