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Author Archive - Marshall Hargrave

Coca-Cola, Pepsi, Monster: 5 Beverage Stocks Hedge Funds Are Drinking Up

After identifying the most popular stocks among hedge funds (see our Top Ten here) according to their third quarter 13F filings, we have decided to break down the top five stocks...

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December 6 - Hedge Funds

Wyndham, Starwood, Hyatt: 5 Hotel Stocks Loved by Hedge Funds

After identifying the most popular stocks among hedge funds (see our entire Top Ten here) according to their third quarter 13F filings, we have decided to break down the top ...

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December 6 - Hedge Funds

Coors, Anheuser-Busch Among The 5 Alcohol Stocks Hedge Funds are Getting Drunk On

After identifying the most popular stocks among hedge funds (see our entire Top 10 list here) according to their third quarter 13F filings, we have decided to break down the ...

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December 6 - Hedge Funds

Insider Selling at Delphi Automotive PLC (DLPH)

We believe that insiders have the greatest insight into the fundamental health of a company, and so we follow closely insider transactions.

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December 6 - Insider Trading

PENN, MGM, WYNN, LVS, MPEL: 5 Casino Stocks The Smart Money is Betting On

After identifying the most popular stocks among hedge funds (see our entire Top 10 list here) according to their third quarter 13F filings, we have decided to break down the ...

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December 5 - Hedge Funds

Coach, Michael Kors, Ralph Lauren Among The Top 10 Apparel Stocks Loved by Hedge Funds

After identifying the most popular stocks among hedge funds (see our epic top 10 list) according to their third quarter 13F filings, we have decided to break down this analysis...

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December 5 - Hedge Funds

Insider Trading at Mastercard Inc (MA), Are Shares Too Rich?

We track insider transactions because we believe that no one knows a company better than the people who work there.

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December 4 - Insider Trading

Insider Trading At Molycorp (MCP) Shows There Is Value In Rare Earth Minerals

We track insider transactions because we believe that no one knows a company better than the people who work there.

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December 4 - Insider Trading

Time Warner, Viacom, Comcast, Disney Among The Top 10 Media Picks of the Hedge Fund Industry

After identifying the most popular stocks among hedge funds (see our entire Top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten...

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December 4 - Hedge Funds

FTE, ENL, TI, AGNC, CIM: Billionaire Activist Investor’s New Dividend Picks

Billionaire Paul Singer founded Elliott Associates in 1977 and manages over $15 billion in assets.

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December 3 - Hedge Funds

Is Union Pacific Corporation (UNP) a Good Investment After This Insider Sale?

We track insider transactions because we believe that no one knows a company better than the people who work there.

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December 3 - Insider Trading

MSFT, BP, INTC, CVX Among Our 10 Cheap Dividend Stocks Loved by the Hedge Fund Industry

We have found ten cheap dividends stocks that hedge funds were in love with during the third quarter.

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December 3 - Hedge Funds

News Corp (NWSA), Dollar General (DG) Among Billionaire Louis Bacon’s Bullish Bets

Billionaire Louis Bacon is the founder of Moore Capital Management and manages more than $15 billion in assets.

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November 30 - Hedge Funds

General Motors, Ford, Toyota: 10 Auto Stocks Loved by Hedge Funds

After identifying the most popular stocks among hedge funds (see our top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten stocks...

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November 30 - Hedge Funds, Lists

Insider Trading in Salesforce.com, Inc. (CRM) Shares

Craig Ramsey, long-time director at salesforce.com, inc. (NYSE:CRM), recently sold off nearly 25% of his shares per a Form 4 filing earlier this week.

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November 30 - Insider Trading

Tractor Supply, Wabco, Colfax Among This Billionaire’s Heavy Bets

Billionaire Stephen Mandel, founder of Lone Pine Capital, is one of the most notable tiger cubs. Mandel left Julian Robertson and Tiger Management in 1997 to start Lone Pine.

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November 30 - Hedge Funds

Monsanto, Mosaic, Potash: 10 Ag Stocks Loved by Hedge Funds

After identifying the most popular stocks among hedge funds (see our top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten stocks...

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November 30 - Hedge Funds

This Hedge Fund Loves Abercrombie & Fitch Co. (ANF) and Tiffany & Co. (TIF), Should You?

Paul Tudor Jones founded Tudor Investment in 1980 and has a net worth over $3 billion.

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November 30 - Hedge Funds

Why Does This Tiger Cub Love Google Inc (GOOG) and Priceline.com Inc (PCLN)?

Billionaire and Tiger cub Stephen Mandel manages nearly $17 billion of assets under management.

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November 29 - Hedge Funds

Microsoft Corporation (MSFT), Intel Corporation (INTC) Among This Mega-Hedge Fund’s Top Picks

Earlier this month billionaire Jim Simons and his firm Renaissance Technologies filed its third quarter 13F, where notable investors and hedge funds are required to disclose their...

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November 29 - Hedge Funds

General Mills, Ralcorp, Mead Johnson: Top 10 Food Stocks Held by Hedge Funds

After identifying the most popular stocks among hedge funds (see our top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten stocks...

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November 29 - Hedge Funds

Netflix, Inc. (NFLX), Research In Motion Limited (RIMM): 5 Takeover Targets Loved By Hedge Funds

The technology revolution is forcing some industries to consolidate while making others obsolete.

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November 29 - Hedge Funds

THC, UHS, CYH, HCA, HMA: How to Bet on Baby Boomers

Just like our list of top 10 retailers hedge funds love, the world's most successful money managers are beginning to buy up many of the publicly traded hospital chains in anticipation...

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November 28 - Hedge Funds

Facebook Inc (FB), Groupon, Yelp: How Are Hedge Funds Trading These Post-IPO Stocks?

Facebook Inc (NASDAQ:FB)’s IPO was nothing short of a disaster, with the stock down over 35% since going public in May.

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November 28 - Hedge Funds

Ray Dalio: Electronic Arts, Kroger Among This Billionaire’s Top Bets

Ray Dalio founded Bridgewater Associates in 1973, but gave up his official CEO title in 2011. Now Dalio serves as a “mentor” and continues to serve as co-CIO.

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November 27 - Hedge Funds

Dollar General, Wal-Mart, Best Buy: Top 10 Retail Stores Hedge Funds Love

After identifying the most popular stocks among hedge funds (see our top 10 here) according to their third quarter 13F filings, we have decided to break down the top ten stocks...

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November 27 - Hedge Funds

5 Dividend Picks From Billionaire Stanley Druckenmiller

Stanley Druckenmiller founded Duquesne Capital in 1981, but closed his fund in 2010.

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November 27 - Hedge Funds

Delphi, Visteon, Autoliv: These Hedge Funds Still Love the Auto Parts Industry

According to recent 13F filings by hedge funds and notable investors, it appears that the overall interest in the auto parts industry is robust, especially for Delphi Automotive...

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November 26 - Hedge Funds

Google Inc (GOOG), Microsoft (MSFT), Yahoo: Search Companies Start Your Engines

The verb usage of the word Google - according to the Merriam-Webster Dictionary - is to use the tech giant's search engine to obtain information.

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November 26 - Stock Analysis

Q3 Recap: News Corp (NWSA), eBay (EBAY) Among This Hedge Fund’s Bearish Bets

Eton Park Capital recently filed its 3Q 13F with the SEC, which gives individual investors remarkable insight into the holdings of the New York-based hedge fund.

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November 26 - Hedge Funds

JNJ, RIMM, WFC, USB: Prem Watsa’s Top Stock Picks From Q3

Fairfax Financial recently filed its 3Q 13F with the SEC, which reveals the holdings of hedge funds and other notable investors.

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November 26 - Hedge Funds

Cisco, Dell, McDonald’s and More: Dirt Cheap Dividend Stocks

In the eight decades prior to 2010, dividends accounted for a whopping 44% of the total return of the stock market.

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November 26 - Dividend Stocks

Pfizer, Johnson & Johnson, Merck: 10 Pharma Stocks Hedge Funds Love

After identifying the ten most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds...

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November 26 - Hedge Funds

Priceline, Mastercard, Express Scripts Among Maverick Capital’s Bullish Bets

Maverick Capital recently filed its 3Q 13F with the SEC.

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November 23 - Hedge Funds

Insider Trading in Lamar (LAMR) Shares

Lamar Advertising Co (NASDAQ: LAMR) saw director Wendell Reilly selling over 200,000 shares over a period of two days this past week.

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November 23 - Insider Trading

Is Chesapeake Energy (CHK) a Good Investment?

In a 13D filing earlier with the SEC earlier this week, billionaire Carl Icahn put more pressure on Chesapeake Energy Corporation (NYSE:CHK) by increasing his previous stake in...

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November 21 - Stock Analysis

Exxon Mobil (XOM), Chevron (CVX) Among This Billionaire’s Top Picks

Billionaire Stanley Druckenmiller founded Duquesne Capital in 1981, but closed his fund in 2010.

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November 21 - Hedge Funds

Cigna, CVS, Humana, and More: 10 Healthcare Stocks Hedge Funds Love

After identifying the ten most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds...

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November 21 - Hedge Funds

Starbucks, Citigroup, JPMorgan Chase, Whole Foods: Jim Chanos’s Major Shakeups

Kynikos Associates, managed by Jim Chanos, recently filed its 3Q 13F with the SEC.

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November 21 - Hedge Funds

Schlumberger, VeriSign, Dunkin: Tiger Cub Stephen Mandel’s Newest Stock Picks

Billionaire and Tiger cub Stephen Mandel, with nearly $17 billion of assets under management, left his mentor Julian Robertson in 1997 to launch Lone Pine Capital.

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November 21 - Hedge Funds

JC Penney Among Glenview Capital’s Big Bets Last Quarter

Glenview Capital recently filed its 3Q 13F with the SEC, revealing some shakeups in its top investments and also showing some strong conviction in various industries.

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November 20 - Hedge Funds

Jana Partners Just Bought Even More Agrium, Should You?

Per a 13D filing with the SEC this week, Jana Partners has increased its stake in Agrium Inc. (NYSE:AGU) by 25%.

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November 20 - Hedge Funds

Q3 Recap: Apple Inc. (AAPL) Was One of This Billionaire’s Big Sells

Apple Inc.

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November 19 - Hedge Funds

Bill Gates Still Loves Warren Buffett’s Berkshire

Bill Gates's Bill & Melinda Gates Foundation Trust is a $17+ billion portfolio that manages assets to fund the billionaire's charitable works.

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November 19 - Hedge Funds

AIG, Bank of America, Wells Fargo: Bruce Berkowitz Finding Value in Financials

Bruce Berkowitz founded Fairholme in 1997, and is a former senior portfolio manager for Lehman Brothers and managing director for Smith Barney.

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November 19 - Hedge Funds

Tiger Cub John Griffin Sells Out of Netflix, JPMorgan, Lowe’s

John Griffin, former president of Tiger Management, founded Blue Ridge Capital in 1996.

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November 19 - Hedge Funds

Billionaire Israel Englander is Behaving Quite Bullishly

Billionaire Israel Englander was making an overall bullish statement with equity purchases in 3Q, shaking up his top twenty holdings with various increases and new additions across...

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November 16 - Hedge Funds

Mega-Billionaire Bill Gates Bought a Ton of This Stock Last Quarter

In a Form 4 filed earlier this week, Cascade Investments announced it increased its ownership of Republic Services, Inc.

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November 16 - Hedge Funds

How Yelp Could Help Yahoo

Yelp Inc (NYSE:YELP) is down over 30% year to date and is looking attractive. We believe the user review site could be a key acquisition for Yahoo! Inc. (NASDAQ:YHOO).

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November 16 - Stock Analysis

This Billionaire Has Confidence in Google Inc (GOOG), Microsoft (MSFT) and Oracle, Should You?

Billionaire D.E. Shaw and his firm D.E. Shaw & Co., L.P. filed their 13F with the SEC in mid-November, revealing Shaw's renewed interest in tech and financial stocks. D.E.

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November 16 - Hedge Funds

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