Jim Cramer Highlighted 25 Stocks Like Apple, UnitedHealth, and the Rotation into Defensive Sectors
In this article, we will look at the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,912,790 | $1,165,087,112 | +3% | 0.63% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 5,809,150 | $855,345,055 | -19% | 1.44% |
| 3. | Impax Asset Management Ian Simm | 3,637,890 | $535,647,414 | +72% | 3.73% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,713,190 | $399,492,809 | -21% | 1.42% |
| 5. | 2,000,000 | $294,482,007 | -50% | 0.49% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $301.03 | 377 | $113,486.43 | 12,017 | 2021-05-11 | Filing | |
| $101.57 | 107 | $10,868.10 | 6,815 | 2018-04-27 | Filing | |
| $107.09 | 204 | $21,845.95 | 6,708 | 2018-02-14 | Filing | |
| $64.44 | 67 | $4,317.21 | 19,610 | 2015-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2,213.37 | 4,512 | $9,986,725.44 | 71,383 | 2026-06-11 | Filing | |
| $1,794.00 | 4,512 | $8,094,528.00 | 75,895 | 2026-05-12 | Filing | |
| $1,879.02 | 297 | $558,068.94 | 1,957 | 2026-05-11 | Filing | |
| $1,874.71 | 550 | $1,031,088.30 | 3,551 | 2026-05-11 | Filing | |
| $1,237.01 | 2,254 | $2,788,220.54 | 32,154 | 2025-12-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 125,962,070 | $18,546,782,522 | 0.32% | |
| 2. | 85,193,740 | $12,544,011,471 | 0.31% | |
| 3. | 61,535,030 | $9,060,479,352 | 0.31% | |
| 4. | 44,014,870 | $6,480,792,548 | 0.34% | |
| 5. | 40,840,690 | $6,011,503,102 | 0.82% |