Posts Tagged ‘Andreas Halvorsen Viking Global’

Lone Pine Capital 2015 Q2 Investor Letter

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......(read more)
Steve Cohen SAC CAPITAL ADVISORS

Stay Clear of Steve Cohen’s Large Cap Stock Picks

By looking at the historical 13F filings of Steven Cohen’s SAC Capital, we calculate that his large-cap stock picks (those with market caps between......(read more)
Andreas Halvorsen

Andreas Halvorsen is Rolling With Time Warner, Capital One & Comcast

Andreas Halvorsen‘s Viking Global has revealed in a filing with the SEC their top equity positions. According to the latest 13F filing, Viking&#......(read more)
insider trading

Insider Trading Alert: Michael Kors Holdings Ltd (KORS), Southwestern Energy Company (SWN) & More

There are a number of reasons why company insiders might choose to sell some of their stock. Buying additional stock in the company, and therefore increasing......(read more)
hedge funds vs. mutual funds

Warren Buffett & His Billionaire Buddies Going Bonkers On General Motors Company (GM), Visa Inc (V)

Our research shows that the most popular small cap stocks among hedge funds (as determined by quarterly 13F filings) outperform the S&P 500 by 18......(read more)
Steven Cohen

Hedge Funds Are Buying J.C. Penney Company, Inc. (JCP) And More

There are a number of methods for tracking investment activity from hedge funds and other major investors. These market players file 13Fs on a quarterly......(read more)
Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR)

Insider Buying Alert: Valeant Pharmaceuticals Intl Inc (VRX), Green Mountain Coffee Roasters Inc. (GMCR), TASER International, Inc. (TASR)

Our research on insider trading activity has highlighted the fact that studies generally show a small outperformance effect for stocks bought by insiders......(read more)
Andreas Halvorsen

Equinix Inc (EQIX), J.C. Penney Company, Inc. (JCP)–Hedge Fund Battleground Stocks: What Should You Do?

A popular misconception among investors is that the rounds of 13F filings released by hedge funds and other notable investors several weeks after the......(read more)
Ken Fisher - FISHER ASSET MANAGEMENT

Pfizer Inc. (PFE), Gilead Sciences, Inc. (GILD), Merck & Co., Inc. (MRK) Among Hedge Funds’ Favorite Pharma Stocks

We maintain a database of quarterly 13F filings from hundreds of hedge funds and other notable investors. Our research has shown that this information......(read more)
APPALOOSA MANAGEMENT LP

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. Of course, any new picks from......(read more)
Andreas Halvorsen

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......(read more)
Richard Driehaus

General Motors Company (GM), Taiwan Semiconductor Mfg. Co. Ltd. (TSM): The Legendary Richard Driehaus Is Bullish Here

Richard Driehaus is a legendary hedge fund manager with the motto: “Everyone wants to be rich, but few want to work for it.” The manager and......(read more)
BRIDGEWATER ASSOCIATES

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......(read more)
Time Warner Inc (NYSE:TWX)

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). We think that this is because......(read more)
Marathon Petroleum Corp (NYSE:MPC)

Insider Trading Alerts: Marathon Petroleum Corp (MPC) and More

Insider trading activity has been heating up a bit as earnings season winds down. While insiders sell shares for a number of reasons, we like to pay attention......(read more)
AQR CAPITAL MANAGEMENT

Cliff Asness’s 3%+ Yield Investments Include AT&T Inc. (T)

In May, Cliff Asness’s AQR Capital Management filed its 13F for the first quarter of 2013 with the SEC. While the information on the specific number......(read more)
Chase Coleman Tiger Global Management

Tiger Global Management’s Long Term Stock Picks Include Visa Inc (V)

In May, Tiger Cub hedge fund Tiger Global Management (Tiger Cub funds are those founded by former employees of billionaire Julian Robertson’s Tiger......(read more)
MAVERICK CAPITAL

Tiger Cub Lee Ainslie’s Low P/E Stock Picks Include Apple Inc. (AAPL)

It’s been some time since Tiger Cub Lee Ainslie’s Maverick Capital filed its 13F for the first quarter of 2013, disclosing many of its long equity......(read more)
TIGER MANAGEMENT

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. Obviously this information......(read more)
David Blood

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......(read more)
Andreas Halvorsen

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......(read more)
AQR CAPITAL MANAGEMENT

Cliff Asness’s Cheap Stock Picks Include Apple Inc. (AAPL)

When we went through the most recent 13F filing for Cliff Asness’s AQR Capital Management (we track 13Fs from hundreds of hedge funds and other notable......(read more)

Billionaire Israel Englander’s +3% Yielders Include LyondellBasell Industries NV (LYB)

Israel Englander founded Millennium Management in 1989 and the hedge fund has since grown to over $10 billion in assets under management. Thanks to its......(read more)
MAVERICK CAPITAL

Tiger Cub Lee Ainslie’s Small Cap Picks Include Community Health Systems (CYH)

By going through quarterly 13F filings from hundreds of hedge funds and other notable investors, we’ve found that their most popular small cap stocks......(read more)
Top 4 Strengths a Successful Entrepreneur Needs

Warren Buffett’s High-Upside Picks Include General Motors Company (GM) & National-Oilwell Varco, Inc. (NOV)

Warren Buffett’s holding company Berkshire Hathaway filed its 13F for the first quarter of 2013 with the SEC in May. While the information in this filing......(read more)
David Shaw

Billionaire David Shaw’s High Upside Potential Picks Include Apple Inc. (AAPL)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire David Shaw’s large hedge fund D.E. Shaw......(read more)
Andreas Halvorsen

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. These......(read more)
Third Point 2014 Q3 Investor Letter

Billionaire Dan Loeb’s Cheap Stock Picks Include Hess Corp. (HES)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Dan Loeb’s Third Point. By processing......(read more)
Steven Cohen

Billionaire Steve Cohen’s High Upside Potential Picks Include Michael Kors Holdings Ltd (KORS)

While the price-to-earnings multiple is a common value metric, one drawback is that it does not account for future earnings growth. A way to correct for......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

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......(read more)
CITADEL INVESTMENT GROUP

What Does Billionaire Ken Griffin’s Citadel See In Visa Inc (V)?

We track quarterly 13F filings from hundreds of hedge funds, including billionaire Ken Griffin’s Citadel Investment Group (see Griffin’s stock......(read more)
Andreas Halvorsen

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......(read more)
T Boone Pickens

Billionaire T. Boone Pickens’s New Stock Picks Include Apache Corporation (APA), Tesoro Corporation (TSO)

Success in the oilfield made T. Boone Pickens a billionaire, and he currently manages a good deal of his own money alongside that of clients in his hedge......(read more)
RENAISSANCE TECHNOLOGIES

Renaissance Technologies’ New Stock Picks Include The Boeing Company (BA)

Jim Simons, the founder of Renaissance Technologies, has since become a multi-billionaire due to the combination of the hedge fund’s large size, strong......(read more)
Apache Corporation (NYSE:APA)

Billionaire Israel Englander’s Energy Stock Picks Include Apache Corporation (APA)

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Israel Englander’s hedge fund Millennium......(read more)
Andreas Halvorsen

Why Does Billionaire Andreas Halvorsen Love The Boeing Company (BA)?

We track quarterly 13F filings from hundreds of hedge funds and other notable investors, using the included information to develop investment strategies......(read more)
Community Health Systems (NYSE:CYH)

Here is What Hedge Funds Think About Community Health Systems (CYH)

Community Health Systems (NYSE:CYH) was in 37 hedge funds’ portfolio at the end of March. CYH investors should be aware of an increase in support......(read more)
BlackBerry Ltd (NASDAQ:BBRY)

Hedge Funds Are Selling Research In Motion Ltd (BBRY)

Is Research In Motion Ltd (NASDAQ:BBRY) a healthy stock for your portfolio? Hedge funds are becoming less confident. The number of long hedge fund positions......(read more)
Xilinx, Inc. (NASDAQ:XLNX)

Xilinx, Inc. (XLNX): Hedge Funds Are Bullish and Insiders Are Bearish, What Should You Do?

Is Xilinx, Inc. (NASDAQ:XLNX) the right pick for your portfolio? Money managers are in an optimistic mood. The number of bullish hedge fund bets improved......(read more)
Biggest IPOs in US History

Visa Inc (V): Insiders Aren’t Crazy About It

Is Visa Inc (NYSE:V) a buy right now? Prominent investors are buying. The number of bullish hedge fund bets improved by 7 lately. To the average investor......(read more)
Catamaran Corp (USA) (CTRX)

This Metric Says You Are Smart to Sell Catamaran Corp (USA) (CTRX)

Catamaran Corp (USA) (NASDAQ:CTRX) was in 20 hedge funds’ portfolio at the end of March. CTRX investors should be aware of a decrease in activity......(read more)
NXP Semiconductors NV (NXPI)

NXP Semiconductors NV (NXPI): Insiders Aren’t Crazy About It

NXP Semiconductors NV (NASDAQ:NXPI) was in 41 hedge funds’ portfolio at the end of the first quarter of 2013. NXPI investors should be aware of......(read more)
Steven Cohen

Billionaire Steve Cohen’s Favorite Small Cap Stocks Include Carter’s, Inc. (CRI)

Our research on hedge fund investing strategies has shown that imitating hedge funds’ small cap picks can be profitable, with our reasoning for this......(read more)
largest hedge funds in the world

Billionaire John Paulson And Insiders Are Bullish On Capital One Financial Corp. (COF) and More

In mid May, billionaire John Paulson’s Paulson & Co. filed its 13F with the SEC, disclosing many of its long equity positions in U.S. stocks as......(read more)
Lone Pine Capital 2015 Q2 Investor Letter

Billionaire Stephen Mandel’s New Stock Picks Include H&R Block, Inc. (NYSE:HRB)

We track quarterly 13F filings from hundreds of hedge funds, including billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital. There are multiple......(read more)
Marsh & McLennan Companies, Inc. (NYSE:MMC)

Here is What Hedge Funds Think About Marsh & McLennan Companies, Inc. (MMC)

Marsh & McLennan Companies, Inc. (NYSE:MMC) was in 24 hedge funds’ portfolio at the end of the first quarter of 2013. MMC has experienced a......(read more)
Elan Corporation, plc (ADR) (NYSE:ELN)

Hedge Funds Are Buying Elan Corporation, plc (ADR) (ELN)

Elan Corporation, plc (ADR) (NYSE:ELN) has seen an increase in enthusiasm from smart money of late. In the 21st century investor’s toolkit, there are......(read more)
Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN)

Hedge Funds Are Buying Alexion Pharmaceuticals, Inc. (ALXN)

Is Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) going to take off soon? The best stock pickers are taking an optimistic view. The number of bullish hedge......(read more)
H&R Block, Inc. (NYSE:HRB)

Do Hedge Funds and Insiders Love H&R Block, Inc. (HRB)?

H&R Block, Inc. (NYSE:HRB) shareholders have witnessed an increase in hedge fund sentiment of late. If you’d ask most traders, hedge funds are......(read more)
The Allstate Corporation (NYSE:ALL)

Here is What Hedge Funds Think About The Allstate Corporation (ALL)

The Allstate Corporation (NYSE:ALL) was in 32 hedge funds’ portfolio at the end of March. ALL has seen an increase in activity from the world’......(read more)
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