Ferrari N.V. (RACE): A Bull Case Theory
We came across a bullish thesis on Ferrari N.V. (RACE) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on RACE. Ferrari N.V.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,128,598 | $479,232,565 | -17% | 0.61% |
2. | Balyasny Asset Management Dmitry Balyasny | 234,251 | $100,231,318 | +43% | 0.17% |
3. | Point72 Asset Management Steve Cohen | 213,839 | $91,497,540 | 0.21% | |
4. | Two Sigma Advisors John Overdeck And David Siegel | 200,400 | $85,747,152 | +38% | 0.19% |
5. | Ilex Capital Partners Jonas Diedrich And David Sutton | 194,474 | $82,389,774 | 3.37% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,071,130 | $2,165,683,222 | 0.04% | |
2. | 4,623,463 | $1,958,750,627 | 1.71% | |
3. | 3,574,757 | $1,529,567,237 | 0.12% | |
4. | 2,805,852 | $1,209,967,560 | 0.44% | |
5. | 2,179,615 | $932,613,509 | 0.15% |