In the following table we restricted our list to the top 2 stock ideas of hedge funds. We think this list makes more sense because these stocks are more likely to be the best ideas of hedge funds. Other than the obvious merger arbitrage related plays, three stocks attracted our attention in this list. First, Apple is the most popular stock. Twenty-two hedge funds have Apple as their #1 or #2 position. That’s a huge vote of confidence. The other stock is Yahoo! Inc. (NASDAQ:YHOO), which is now one of the top 10 stocks. Yahoo also ranks higher than Alibaba. We don’t have any positions in either stock but we believe buying Yahoo is better than investing directly in BABA. Here is the list:
| Company Name | Ticker | Top 2 Holding | Value (x1000) |
|---|---|---|---|
| Apple Inc. | AAPL | 22 | 12658141 |
| Allergan Inc. | AGN | 20 | 12236195 |
| Covidien plc. | COV | 18 | 4546456 |
| Actavis Inc. | ACT | 16 | 3078718 |
| Valeant Pharmaceuticals International Inc. | VRX | 14 | 5848431 |
| Liberty Global plc | LBTYK | 13 | 2572827 |
| Berkshire Hathaway Inc. | BRK-B | 12 | 15277954 |
| American Airlines Group Inc. | AAL | 12 | 2013716 |
| Ally Financial Inc. | ALLY | 11 | 2685155 |
| Yahoo! Inc. | YHOO | 11 | 2089587 |
| Delta Air Lines Inc. | DAL | 11 | 1311821 |
| Macquarie Infrastructure Company LLC | MIC | 10 | 777544 |
| Facebook Inc. | FB | 10 | 382359 |
| Microsoft Corporation | MSFT | 9 | 5987292 |
| Alibaba Group Holding Limited | BABA | 9 | 3017700 |
| Baidu Inc. | BIDU | 9 | 2722915 |
| Micron Technology Inc. | MU | 9 | 1719056 |
| Citigroup Inc. | C | 9 | 1625949 |
| Constellation Brands Inc | STZ | 9 | 1344996 |
| DIRECTV | DTV | 8 | 2900968 |
| Teva Pharmaceutical Industries Limited | TEVA | 8 | 1635065 |
| General Motors Company | GM | 8 | 844649 |
| Google Inc. | GOOG | 8 | 749718 |
| Assured Guaranty Ltd. | AGO | 8 | 327585 |
| SunEdison Inc. | SUNE | 7 | 358781 |
| Williams Companies Inc. (The) | WMB | 6 | 3507315 |
| Spirit Aerosystems Holdings Inc. | SPR | 6 | 1980898 |
| Cheniere Energy Inc. | LNG | 6 | 1779608 |
| Sealed Air Corporation | SEE | 6 | 965128 |
| FleetCor Technologies Inc. | FLT | 6 | 780516 |
| Liberty Interactive Corporation | QVCA | 6 | 464620 |
| Visteon Corporation | VC | 6 | 401537 |
| Wells Fargo & Company | WFC | 5 | 26266208 |
| Tribune Media Company | TRCO | 5 | 1872661 |
| Loral Space and Communications Inc. | LORL | 5 | 1018619 |
| United Therapeutics Corporation | UTHR | 5 | 805727 |
| SanDisk Corporation | SNDK | 5 | 772054 |
| Gilead Sciences Inc. | GILD | 5 | 726917 |
| Pfizer Inc. | PFE | 5 | 453656 |
| Google Inc. | GOOGL | 5 | 341874 |
| DISH Network Corporation | DISH | 5 | 237136 |
| Northstar Realty Finance Corp. | NRF | 5 | 159799 |
| NorthStar Asset Management Group Inc. | NSAM | 5 | 113272 |
| Oracle Corporation | ORCL | 4 | 4437517 |
| Mastercard Incorporated | MA | 4 | 3263741 |
| Walgreens Boots Alliance Inc. | WBA | 4 | 2792708 |
| Time Warner Cable Inc | TWC | 4 | 2589684 |
| Bank of America Corporation | BAC | 4 | 2531060 |
| Comcast Corporation | CMCSA | 4 | 2164327 |
| Charter Communications Inc. | CHTR | 4 | 1816423 |
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