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. | Viking Global Andreas Halvorsen | 19,934,762 | $1,217,814,611 | -12% | 3.47% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,420,349 | $147,859,120 | +200% | 0.12% |
| 3. | Gates Capital Management Jeffrey Gates | 1,821,430 | $111,271,159 | -13% | 2.67% |
| 4. | Renaissance Technologies Jim Simons | 1,327,400 | $81,090,866 | +18% | 0.11% |
| 5. | Select Equity Group Robert Joseph Caruso | 1,215,882 | $74,278,231 | -30% | 0.37% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.03 | 21,300 | $1,001,739.00 | 94,622 | 2025-08-01 | Filing | |
| $58.54 | 11,100 | $649,794.00 | 98,861 | 2022-05-02 | Filing | |
| $57.73 | 6,300 | $363,699.00 | 87,761 | 2022-05-02 | Filing | |
| $50.47 | 13 | $630.88 | 46,990 | 2020-03-25 | Filing | |
| $55.22 | 20,000 | $1,104,460.00 | 71,278 | 2020-05-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $61.59 | 8,662 | $533,492.58 | 79,118 | 2026-08-10 | Filing | |
| $60.81 | 47,557 | $2,891,941.17 | 87,780 | 2026-05-04 | Filing | |
| $58.34 | 7,131 | $416,022.54 | 31,775 | 2026-02-18 | Filing | |
| $51.28 | 58,133 | $2,981,060.24 | 80,075 | 2025-11-10 | Filing | |
| $50.35 | 2,192 | $110,367.20 | 59,488 | 2025-10-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,979,772 | $2,686,724,271 | 1.41% | |
| 2. | 26,624,052 | $1,626,463,357 | 0.02% | |
| 3. | 19,936,606 | $1,217,927,261 | 0.03% | |
| 4. | 13,620,472 | $832,874,633 | 0.02% | |
| 5. | 12,793,060 | $781,528,035 | 0.04% |