RiverPark Advisors, LLC recently published its Q3 2020 RiverPark Large Growth Fund commentary – a copy of which can be downloaded here. During the third...
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December 10 - Hedge Fund Investor Letters, News - Comments
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (...
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November 30 - Hedge Funds, News - Comments
Polen Capital Management recently released its Q3 2020 Investor Letter, a copy of which you can download here. During the third quarter of 2020, the Polen...
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October 22 - Hedge Fund Investor Letters, News - Comments
Is Autodesk, Inc. (NASDAQ:ADSK) a good place to invest some of your money right now? We can gain invaluable insight to help us answer that question by...
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October 20 - Hedge Funds, News - Comments
If you are looking for the best ideas for your portfolio you may want to consider some of RiverPark Advisors top stock picks. RiverPark Advisors, an investment...
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September 23 - Hedge Fund Investor Letters, News - Comments
The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 823 13F filings that hedge funds and well-known value investors...
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August 28 - Hedge Funds, News - Comments
Rhizome Partners recently released its Q2 2020 Investor Letter, a copy of which you can download here. The fund posted a return of 18.3% for the second...
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August 24 - Hedge Fund Investor Letters, News - Comments
Forager Funds recently released its Q2 2020 Investor Letter, a copy of which you can download here. The International Fund’s 23.3% gain for the quarter...
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August 11 - Hedge Fund Investor Letters, News - Comments
Brown Advisory recently released its Q2 2020 Investor Letter, a copy of which you can download here. The Large-Cap Sustainable Growth Fund posted a return...
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July 23 - Hedge Fund Investor Letters, News - Comments
Polen Capital Management recently released its Q2 2020 Investor Letter, a copy of which you can download here. During the second quarter of 2020, the...
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July 20 - Hedge Fund Investor Letters, News - Comments
We at Insider Monkey have gone over 821 13F filings that hedge funds and prominent investors are required to file by the SEC The 13F filings show the...
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July 2 - Hedge Funds, News - Comments
Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings...
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May 26 - Hedge Funds, News - Comments
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy...
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April 29 - Hedge Fund Investor Letters - Comments
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy...
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April 28 - Hedge Fund Investor Letters - Comments
We hate to say this but, we told you so. On February 27th we published an article with the title Recession is Imminent: We Need A Travel Ban NOW and predicted...
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April 22 - Hedge Funds, News - Comments
Coronavirus is probably the #1 concern in investors’ minds right now. It should be. We estimate that COVID-19 will kill around 5 million people...
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March 7 - Hedge Funds, News - Comments
Last year’s fourth quarter was a rough one for investors and many hedge funds, which were naturally unable to overcome the big dip in the broad...
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December 25 - Hedge Funds, News - Comments
After several tireless days we have finished crunching the numbers from nearly 750 13F filings issued by the elite hedge funds and other investment firms...
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November 28 - Hedge Funds, News - Comments
At Insider Monkey, we pore over the filings of nearly 750 top investment firms every quarter, a process we have now completed for the latest reporting...
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October 9 - Hedge Funds, News - Comments
Before we spend days researching a stock idea we’d like to take a look at how hedge funds and billionaire investors recently traded that stock....
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June 10 - Hedge Funds, News - Comments
Autodesk, Inc. (NASDAQ:ADSK) investors should pay attention to a decrease in support from the world’s most elite money managers in recent months...
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March 29 - Hedge Funds, News - Comments
2019 will be a year of uncertainties. The US-China trade war, which seemed to be behind us following the Buenos Aires G20 verbal agreement between presidents...
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December 12 - Hedge Funds, News - Comments
The Insider Monkey team has completed processing the quarterly 13F filings for the September quarter submitted by the hedge funds and other money managers...
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December 9 - Hedge Funds, News - Comments
Mick Hellman’s HMI Capital is a San Francisco-based, private investment management firm established during the Great Recession, in November 2008 with...
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December 7 - Hedge Fund Analysis, Hedge Funds, News - Comments
Even though the overall hedge fund industry has been lagging and underperforming passive investors and the broader market in general, some groups within...
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June 19 - Hedge Funds, News - Comments
Commvault Faces Proxy Battle with Activist Hedge Fund Elliott Management (CNBC) Commvault, a provider of backup and recovery software, will soon find...
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April 2 - Hedge Funds, Insider Trading - Comments
Spectrum Pharmaceuticals, Inc. (NASDAQ:SPPI) (The Motley Fool) What happened: Shares of Spectrum Pharmaceuticals, Inc. (NASDAQ:SPPI) are losing ground...
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March 7 - Market Movers, News - Comments
You can access the original SEC filing by clicking here. Ownership Summary Table Page 1 of 9 – SEC Filing UNITED STATES SECURITIES AND EXCHANGE...
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June 20 - Hedge Funds - Comments
1. U.S. Stock Market: “U.S. equities traded higher on Friday as concerns about Donald Trump’s presidency recede for the time being. The Dow...
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May 19 - Commodities, Futures/Forex, Gold, Market Movers, News, Tech - Comments
You can access the original SEC filing by clicking here. Ownership Summary Table Page 1 of 8 – SEC Filing UNITED STATES SECURITIES AND EXCHANGE...
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March 22 - Hedge Funds - Comments
Julian Robertson is an iconic hedge fund manager who started Tiger Management in 1980. Not only is he famous for his own hedge fund, but he also seeded...
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February 27 - Hedge Funds, News - Comments
Is Autodesk, Inc. (NASDAQ:ADSK) a good equity to bet on right now? We like to check what the smart money thinks first before doing extensive research....
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November 24 - Hedge Funds, News - Comments
It’s a good day to be a bull on Wall Street as all three major indexes are considerably higher. The Dow is up by over 140 points, the NASDAQ is...
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October 10 - Market Movers, News, Tech - Comments
A new 13G filing with the Securities and Exchange Commission revealed that Eric W. Mandelblatt‘s Soroban Capital Partners has raised its stake...
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October 4 - Hedge Funds, News - Comments
Although the S&P 500 and Dow Jones index have stumbled in recent weeks, sentiment has remained extremely bullish for iRobot Corporation (NASDAQ:...
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September 21 - Market Movers, News - Comments
John Griffin is a “Tiger Cub.” After years working as billionaire Julian Robertson’s right hand at Tiger Management, Griffin decided to open his...
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August 31 - Hedge Fund Analysis, Hedge Funds, News - Comments
Mid-cap stocks offer the best of both worlds to investors. When investing for the long-term, their upside potential is better than that of large-cap stocks...
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March 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
Ricky Sandler‘s Eminence Capital and Sachem Head Capital, led by Scott Ferguson have disclosed reaching an agreement with Autodesk, Inc. (NASDAQ...
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March 11 - Hedge Funds, News - Comments
It is my view that shareholder activism is widely misunderstood and overly criticized by the masses; many tend to think that activist hedge funds target...
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December 14 - Hedge Funds, News - Comments
The equity market returns were very disappointing in the third quarter, “thanks” to the slowdown of China’s economy and the weaker-than-expected...
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December 1 - Hedge Funds, News - Comments
Blue Ridge Capital is a renowned New York-based hedge fund founded by ‘Tiger Cub’ John Griffin in 1996. Prior to founding Blue Ridge, Mr....
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November 29 - Hedge Fund Analysis, Hedge Funds, News - Comments
Hedge funds and other money managers have now filed their quarterly 13Fs for the September quarter, so one can investigate these public filings in order...
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November 17 - Hedge Fund Analysis, Hedge Funds, Market Movers, News - Comments
Founded in 1988, Giovine Capital, managed by Thomas Giovine, holds a relatively small equity portfolio, worth around $130.4 million as of the end of September...
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November 7 - Hedge Funds, News, Tech - Comments
The masses may already know that 13D filings are required to be submitted when hedge funds or other money managers have ownership stakes of 5% or more...
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November 5 - Hedge Fund Analysis, Hedge Funds, News - Comments
Both AT&T Inc. (NYSE:T) and Autodesk, Inc. (NASDAQ:ADSK) were up by less than 1% each in after after-hours trading as the two companies provided updates...
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September 30 - News, Tech - Comments
After institutional investors had submitted their 13F filings with the U.S. Securities and Exchange Commission for the quarter ended June 30, we analyzed...
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August 31 - Hedge Funds, News, Tech - Comments
Barry Wittlin’s WCG Management appears to be more bullish on the U.S equity markets again following a big downturn in the fund’s exposure to equities...
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April 30 - Hedge Funds, News - Comments
Ricky Sandler‘s Eminence Capital has lost some confidence in its former second largest portfolio holding, Men’s Wearhouse Inc (NYSE:MW),...
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March 2 - Hedge Funds, News - Comments
Stephen Mandel‘s Lone Pine Capital made a number of significant changes to its portfolio heading into 2015, the most notable of those moves being...
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March 1 - Hedge Funds, News - Comments
Successful investing is about anticipating news and acting before everybody else. One of the most important news that moves stocks is takeover rumors....
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February 26 - Hedge Funds, News - Comments