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Insider Monkey Blog

Hedge Fund and Insider Trading News: Bill Ackman, Stanley Druckenmiller, Ken Griffin, Caxton Associates, Braidwell LP, Rokos Capital Management, ResMed Inc (RMD), Accel Entertainment Inc (ACEL), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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March 11 - Hedge Funds, Insider Trading

Salesforce (CRM) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know

Salesforce, Inc. (NYSE:CRM) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Salesforce, Inc.

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March 11 - News

Here’s What Bernstein Think About Nvidia (NVDA)

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China

Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc.

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March 11 - News

Here’s What Jefferies Think About Microsoft (MSFT)

Microsoft Corporation (NASDAQ:MSFT) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Here’s What Aletheia Has to Say About Broadcom (AVGO)

Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc.

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March 11 - News

Oracle (ORCL) and OpenAI Drop Plans to Expand Data Center in Texas

Oracle Corporation (NYSE:ORCL) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Palantir (PLTR) An Outlier as the Iran War Continues

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Advanced Micro Devices (AMD) Enters a Multi-Year Partnership With Adeia

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Technology Stocks to Buy for the Long Term. On March 9, Advanced Micro Devices, Inc.

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March 11 - News

Cisco Systems (CSCO) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know

Cisco Systems, Inc. (NASDAQ:CSCO) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Cisco Systems, Inc.

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March 11 - News

International Business Machines (IBM) Develops a Novel Molecule, Here’s What You Need to Know

International Business Machines Corporation (NYSE:IBM) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

SAP SE (SAP) Partners With Uptycs

SAP SE (NYSE:SAP) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Intel Corporation (INTC) Gains 9% on the Release of Core Series 2 Processors

Intel Corporation (NASDAQ:INTC) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Texas Instruments Incorporated (TXN) Partners With Nvidia for Safe Deployment of Robots

Texas Instruments Incorporated (NASDAQ:TXN) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Analog Devices (ADI) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know

Analog Devices, Inc. (NASDAQ:ADI) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Analog Devices, Inc.

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March 11 - News

Hedge Fund Investor Letters Q4 2025

We will be sharing Q4 2025 hedge fund investor letters in this article.

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March 11 - Hedge Fund Investor Letters, News

Guidewire Software (GWRE) Traded Lower Along with Peers

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

What Makes Tradeweb Markets (TW) an Attractive Investment?

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

Here’s Why BBH Select Series – Mid Cap ETF Sold NVR (NVR) in Q4

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

Shift4 Payments (FOUR) Fell 18.6% in Q4. Here’s Why

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

Keysight Technologies (KEYS) Surged on AI-Related Demand

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

Strong Results Lifted Darling Ingredients (DAR) Higher in Q4

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF.

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March 11 - Hedge Fund Investor Letters, News

BBH Select Series – Mid Cap ETF’s Q4 2025 Investor Letter

Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the "BBH Select Series – Mid Cap ETF".

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March 11 - Hedge Fund Investor Letters, News

Freedom Holding Corp. to Acquire 99.32% Stake in Turkish Bank A.Ş.

Freedom Holding Corp.

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March 11 - Press Releases

RedotPay Strengthens Compliance Infrastructure for Digital Asset Across Argentina, Canada, and the U.S.

Leverages U.S.

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March 11 - Press Releases

Soft Job Market Hurt Paycom (PAYC) Despite Delivering Above-Market Revenue Growth

Spheria Asset Management, an investment management company, released its December 2025 “Spheria Global Opportunities Fund” investor letter.

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March 11 - Hedge Fund Investor Letters, News

What Makes Jack Henry & Associates (JKHY) a Robust Investment Choice?

Spheria Asset Management, an investment management company, released its December 2025 “Spheria Global Opportunities Fund” investor letter.

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March 11 - Hedge Fund Investor Letters, News

Spheria Global Opportunities Fund’s Q4 2025 Investor Letter

Spheria Asset Management, an investment management company, released its December 2025 “Spheria Global Opportunities Fund” investor letter.

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March 11 - Hedge Fund Investor Letters, News

Here’s What Gives Liberty Broadband (LBRDK) a Solid Valuation Support

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Concerns of Slow Demand and Competition Hurt Trex Company (TREX) in Q4

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Trimmed Amphenol (APH) Due to Elevated Valuation

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

MKS (MKSI) Gained from End Markets Picking Up

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Ross Stores (ROST) is Benefitting from a Better Value Offering

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

What Makes Bio-Techne Corporation (TECH) a Good Investment?

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Brown & Brown (BRO) Fell as Management Suggested Continued Decline in Organic Growth

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Does ServiceTitan (TTAN) Have a Long Runway for Growth?

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

A.O. Smith (AOS) is Poised to Benefit from Upcoming Energy Regulations

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

MSA Safety (MSA) Derives Value from Leading Market Positions and Strong Brand Recognition

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Exited Microchip Technology Incorporated (MCHP) Following Valuation Recovery

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund’s Q4 2025 Investor Letter

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Here’s Third Avenue Small-Cap Value Fund’s Updates on Cintas Corporation’s (CTAS) Unifirst Takeover Offer

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 11 - Hedge Fund Investor Letters, News

10 Best Casino Stocks to Buy in 2026

The internet has been the single greatest pacemaker of change in the world economy over the past several decades.

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March 11 - Hedge Funds, News

Here’s an Analysis of the Ongoing Case of Unifirst Corp (UNF)

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 11 - Hedge Fund Investor Letters, News

Jim Cramer Highlights the Possible Struggles of Lamb Weston Holdings

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Explains Why Match Group Was Expelled from the S&P 500

Match Group, Inc. (NASDAQ:MTCH) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Says “The Market Dramatically Underappreciated the Value of EchoStar’s Spectrum Assets”

EchoStar Corporation (NASDAQ:SATS) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Discusses the Massive Rally and S&P 500 Addition of Lumentum

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer on Coherent Corp.: “I Think This Company’s Just Terrific”

Next, a week ago, we learned that NVIDIA was investing $2 billion apiece in a pair of fiber optic plays, Coherent and Lumentum.

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March 11 - News

Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”

Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer on Molina Healthcare: “Lots of Exposure to Medicare and Medicaid, the Weakest Part of a Weak Business”

Next, Molina Healthcare is a managed care play with lots of exposure to Medicare and Medicaid, the weakest part of a weak business.

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March 11 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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20 Countries with the Most Beautiful Women in the World

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20 US Cities with the Highest Homeless Population Per Capita

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20 Countries with the Highest Homeless Population

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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16 Highest Quality Chocolate Brands in the US

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Top 13 English Speaking Countries in Asia

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20 States with Highest Female to Male Ratio in the US

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30 Cities with the Highest Weed Consumption in the US

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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20 Countries with the Best Economy in the World in 2024

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30 Cheapest Countries in the World in 2024

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15 Healthiest Countries in Europe

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15 Healthiest Countries In Africa

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15 Most Underrated States in the US

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