Is Johnson & Johnson (JNJ) Worthy of Being in Your Portfolio?
The SEC requires hedge funds and wealthy investors with over a certain portfolio size to file a report that shows their positions at the end of every quarter.
Author Archive - Syed Jawad Haider
Is American International Group Inc (AIG) a Good Stock To Buy?
The market has been volatile due to elections and the potential of another Federal Reserve rate increase.
Pfizer Inc. (PFE): Are Hedge Funds Right About This Stock?
The elite funds run by legendary investors such as Dan Loeb and David Tepper make hundreds of millions of dollars for themselves and their investors by spending enormous resources...
What Smart Money Thinks about Comcast Corporation (CMCSA)?
Insider Monkey has processed numerous 13F filings of hedge funds and famous investors to create an extensive database of hedge fund holdings.
Is Facebook Inc (FB) a Good Stock to Invest In?
Like everyone else, elite investors make mistakes.
Is Microsoft Corporation (MSFT) a Good Stock to Buy Now?
Is Microsoft Corporation (NASDAQ:MSFT) a good bet right now? We like to analyze hedge fund sentiment before doing days of in-depth research.
Do Hedge Funds Love Charter Communications, Inc. (CHTR)?
Hedge funds are not perfect. They have their bad picks just like everyone else.
Here Is What Hedge Funds Think About Bank of America Corp (BAC)
Insider Monkey has processed numerous 13F filings of hedge funds and famous investors to create an extensive database of hedge fund holdings.
Should You Follow Ionic Capital Management’s Lead And Cut Exposure To Allergan (AGN) & Three Other Stocks?
Bart Baum started Ionic Capital Management in 2006 together with Dan Stone and Adam Radosti.
Castine Capital’s Profitable Q3 Bets On QCR Holdings, Inc. (QCRH), U.S. Bancorp (USB), More
Castine Capital Management is a Boston-based investment firm managed by Paul Magidson, Jonathan Cohen and Ostrom Enders.
Was Leon Cooperman Right to Unload Alphabet Inc (GOOGL), Navient Corp (NAVI), More?
Omega Advisors is a Florida-based investment firm run by Leon Cooperman.
Ashe Capital Is Optimistic About Liberty Media Corp (LMCK), Morningstar, Inc. (MORN), and 2 Other Stocks
Ashe Capital is a New Jersey-based private equity fund run by William Crowley, William Harker, and Stephen Blass.
Should You Follow Coatue Management’s Lead Into Facebook (FB), Alphabet (GOOG) And Two Other Tech Stocks?
Coatue Management was founded in 1999 by Philippe Laffont, a former understudy of Julian Robertson at Tiger Management.
Bristol Myers Squibb Co. (BMY), Alkermes Plc (ALKS) & More: How Opus Point’s Bet on Healthcare Sector Paid Off?
Opus Point Partners Management is a New York-based fund led by Michael S. Weiss and Lindsay A. Rosenwald.
Did Williams Partners L.P. (WPZ), Continental Resources, Inc. (CLR), and More Live Up to the Hype?
Columbus Hill Capital Management is a New Jersey-based hedge fund run by Kevin D. Eng.
Did Marvell Technology Group Ltd. (MRVL), Stewart Information Services Corp (STC), and Others Live Up to the Hype?
Should you be bullish on Stewart Information Services Corp (NYSE:STC), Marvell Technology Group Ltd. (NASDAQ:MRVL), L-3 Communications Holdings, Inc.
Should You Follow Sachem Head’s Stock Picks: CDK Global Inc (CDK), FleetCor Technologies, Inc. (FLT) & More
Sachem Head Capital is a New York-based hedge fund founded by Scott Ferguson.
Should You Pay Attention to Chipotle Mexican Grill, Inc. (CMG), Workday Inc (WDAY), & Two Other Stocks?
Tybourne Capital Management is a fund managed by Eashwar Krishnan, which has an equity portfolio worth over $2.00 billion as of the end of September compared to $1.93 billion...
A Closer Look at Stockbridge Partners Top Bets: TransDigm Group Incorporated (TDG), SBA Communications Corporation (SBAC) & More
Stockbridge Partners, founded in 2007, is a subsidiary of Berkshire Partners Stockbridge Partners. The fund is run by Robert J. Small and based in Boston, Massachusetts.
Cantel Medical Corp. (CMN), ShoreTel, Inc. (SHOR): Are These And Other Stocks Poised for Big Gains?
Should you be bullish on Cantel Medical Corp. (NYSE:CMN), Monro Muffler Brake Inc (NASDAQ:MNRO), ShoreTel, Inc.
Should You Buy Shares of American Airlines Group Inc (AAL), Valeant Pharmaceuticals Intl Inc (VRX) & Two Other Stocks?
Philip Rosenstrach's Pomelo Capital is a New York-based investment fund that started its operations in 2012 after spinning off from Barclays’s capital arbitrage arm.
Is Redmile Group Right to Bet on Array Biopharma Inc (ARRY), Amicus Therapeutics, Inc. (FOLD) & Two Other Stocks?
Despite of all the negative sentiment looming around them, hedge funds had a pretty solid run for much of this year, generating positive returns for seven or eight consecutive...
Was This Fund Right to Bet on Amber Road Inc (AMBR), Euronet Worldwide, Inc. (EEFT) & Two Other Stocks?
G2 Investment Partners Management is a New York-based hedge fund run by Josh Goldberg.
Did Atalan Capital’s Bets on Equity Commonwealth (EQC), Ball Corporation (BLL) & Two Other Companies Pay Off?
Atalan Capital is a New York-based investment fund founded by David Thomas.
Why You Should Pay Attention to LinkedIn Corp (LNKD), GrubHub Inc (GRUB)?
Immersion Capital is a London-based hedge fund founded by Michael Sidhom, who previously oversaw a long-short stock fund at Ziff Brothers.
Should You Follow Orbis Investment Management into XPO Logistics Inc (XPO)?
Orbis Investment Management was founded by William B. Gray in 1989.
Was This Investor Right about Baidu.com, Inc. (BIDU), Cisco Systems, Inc. (CSCO) & Two Other Stocks?
Platinum Asset Management is an Australia-based edge fund founded by billionaire Kerr Neilson. The fund specializes in global equities.
Here’s Why You Should Pay Attention to KeyCorp (KEY), Assured Guaranty Ltd. (AGO) & Two Other Stocks
Should you be bullish on Assured Guaranty Ltd. (NYSE:AGO), Air Lease Corp (NYSE:AL), Capital One Financial Corp.
Should You Buy Yelp Inc (YELP), Expedia Inc (EXPE), Shutterfly, Inc. (SFLY) or Scientific Games Corp (SGMS)?
Should you buy Shutterfly, Inc.
Should You Buy Select Medical Holdings Corporation (SEM), Healthways, Inc. (HWAY) & Two Other Healthcare Stocks?
Should you invest in Select Medical Holdings Corporation (NYSE:SEM), Kindred Healthcare, Inc. (NYSE:KND), Almost Family, Inc. (NASDAQ:AFAM), and Healthways, Inc.
Apache Corporation (APA), Johnson Controls, Inc. (JCI) & More: What Edinburgh Partners and Its Peers Think about These Stocks?
At Insider Monkey we believe that a retail investor can beat the market by following the activity of the best hedge funds and other smart money investors.
Kennedy-Wilson Holdings Inc (KW), General Electric Company (GE) & More: Should You Invest in These Companies?
What smart money investors think about Kennedy-Wilson Holdings Inc (NYSE:KW), White Mountains Insurance Group Ltd (NYSE:WTM), The Dow Chemical Company (NYSE:DOW), and General...
Are AT&T Inc. (T), Amazon.com, Inc. (AMZN) & Two Other Stocks Worth Adding to Your Portfolio?
Should you add AT&T Inc. (NYSE:T), Amazon.com, Inc.
Why We Expect Big Things From Netflix, Inc. (NFLX), Palo Alto Networks Inc (PANW), More
Our research shows that hedge funds' underperformance is often the result of their hedged positions and high fees.
Why We’re Watching Microsoft Corporation (MSFT), Intel Corporation (INTC), And 2 Other Stocks
Hedge funds have been underperforming the market for years in aggregate, as many in the media are only all too happy to pound home.
Why You Should Get Hyped About Ameris Bancorp (ABCB), Citizens Financial Group Inc (CFG), And These Other Finance Stocks
Our data culled from the 659 funds in our database which filed 13Fs for the June quarter, and whose portfolios contained at least 5 long positions in companies valued at $1 billion...
Was Keywise Capital Management Right to Invest in NVIDIA Corporation (NVDA), Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (TSM), Others?
Fang Zheng's Keywise Capital Management is a Hong Kong-based fund that uses a fundamental, bottom-up approach.
Shopify Inc (SHOP), Amazon.com, Inc. (NASDAQ:AMZN) & More: Should You Follow Light Street Capital Into Its Top Picks?
Glen Kacher's Light Street Capital disclosed an equity portfolio worth around $547.6 million as of the end of June.
How Did Cannell Capital’s Investments in Callon Petroleum Company (CPE), Cardionet Inc (BEAT) & Two Other Stocks Performed?
There were 659 hedge funds in our system whose 13F portfolios on June 30 consisted of at least five long positions in billion-dollar companies.
Are Leucadia National’s Bets On Harbinger Group (HRG) & Gold Worth Considering?
Our data culled from the 659 funds in our database which filed 13Fs for the June quarter, and whose portfolios contained at least 5 long positions in companies valued at $1 billion...
Should You Follow SCGE Management Into Its Top Picks?
There were 659 hedge funds in our database, whose 13F portfolios on June 30 contained at least five long positions in billion-dollar companies.
Was Quentec Asset Management Right to Bet on Micron Technology, Inc. (MU), Fabrinet (FN), & Others
Quentec Asset Management LLC is a New York-based investment firm run by Ken Hahn. Quentec’s portfolio was valued at $804.84 million at the end of the second quarter.
Hillhouse Capital’s Q3 Returns Lifted by SINA Corp (SINA), JD.Com Inc (JD), More
Hillhouse Capital Group is an investment fund founded by Chinese businessman Zhang Lei in 2005 with $20 million in seed capital from the Yale Endowment.
Tamarack Capital Management’s Ariad Pharmaceuticals, Inc. (ARIA) Holding Carries It To Strong Q3 Gains
Our data culled from the 659 funds in our database which filed 13Fs for the June quarter, and whose portfolios contained at least 5 long positions in companies valued at $1 billion...
Palo Alto Investors’s Bets on ABIOMED, Inc. (ABMD), United Therapeutics Corporation (UTHR) and Other Stocks Lift Its Q3 Returns
Palo Alto Investors was founded by William Leland Edwards in 1989. The fund usually invests in companies with market capitalization less than $3 billion.
Contrarian Capital’s Stock Picks Like American Airlines Group Inc (AAL) Have a Positive Impact on Its Returns
Contrarian Capital Management is a Greenwich-based hedge fund established in 1995 by Jon Bauer, Janice Stanton and Gil Tenzer.
Arbiter Partners Registers Staggering Q3 Returns from Investments in Greif, Inc. (GEF), Other Stocks
Arbiter Partners Capital Management is a New York based investment fund founded by Paul J. Isaac in 2007. The firm invests in public equity and fixed income markets.
George Soros’ Stock Picks Got Whupped By His Son’s In Q3
Jonathan Soros, the son of legendary investor (and divisive political figure George Soros) also manages investor money through a hedge fund, dubbed JS Capital.
