We can judge whether Graham Holdings Co (NYSE:GHC) is a good investment right now by following the lead of some of the best investors in the world and piggybacking their ideas. There’s no better way to get these firms’ immense resources and analytical capabilities working for us than to follow their lead into their best ideas. While not all of these picks will be winners, research shows that these picks historically outperformed the market when we factor in known risk factors.
Graham Holdings Co (NYSE:GHC) shareholders have witnessed a decrease in support from the world’s most elite money managers in recent months. GHC was in 28 hedge funds’ portfolios at the end of September. There were 36 hedge funds in our database with GHC positions at the end of the previous quarter. At the end of this article we will also compare GHC to other stocks including VWR Corp (NASDAQ:VWR), SYNNEX Corporation (NYSE:SNX), and WEX Inc (NYSE:WEX) to get a better sense of its popularity.
Now, let’s view the fresh action regarding Graham Holdings Co (NYSE:GHC).
Hedge fund activity in Graham Holdings Co (NYSE:GHC)
At Q3’s end, a total of 28 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -22% from the previous quarter. With hedge funds’ sentiment swirling, there exists an “upper tier” of noteworthy hedge fund managers who were increasing their holdings substantially (or already accumulated large positions).
Of the funds tracked by Insider Monkey, Mason Hawkins’s Southeastern Asset Management has the largest position in Graham Holdings Co (NYSE:GHC), worth close to $402.3 million, amounting to 3.4% of its total 13F portfolio. Sitting at the No. 2 spot is AQR Capital Management, led by Cliff Asness, holding an $66.3 million position; 0.1% of its 13F portfolio is allocated to the company. Other members of the smart money that hold long positions comprise Warren Buffett’s Berkshire Hathaway, Scott Wallace’s Wallace Capital Management and David Harding’s Winton Capital Management.