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Archive for the “Hedge Fund News” Category

Berkshire Hathaway’s Surprising New Addition to its Portfolio

Posted on November 18th, 2019 by daniel

Berkshire Hathaway Inc.’s latest 13F filing for the third quarter didn’t reveal many surprises, except for one. The firm is run by legendary investor Warren Buffett, who is known for taking big stakes in companies like Apple Inc. (AAPL), Bank of America Corp. (BAC), and Coca-Cola Co. (KO). However, the latest filing reveals a new surprise showing the purchase of RH (RH).

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The Tiger Cubs Love Microsoft, Facebook, and Amazon

Posted on November 4th, 2019 by daniel

Microsoft Corp. (MSFT), Facebook Inc. (FB), and Amazon.com Inc. (AMZN) all have one thing in common, that they are the three largest holdings among the Tiger Cubs in aggregate. The Tiger Cubs are a group of investment firms that can trace their origins back to famed money manager Julian Robertson and Tiger Global Management LLC.  According to data compiled by WhaleWisdom, the Tiger Cubs own more than 5% of each of the three companies in their respective portfolios.

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The Baker Brothers Are Having One Amazing Year

Posted on October 28th, 2019 by daniel

One has to think that Baker Brothers Advisors have put together one heck of a year. Two of their top three holdings are up by 80% or more in 2019, helping to make their top three holdings worth a combined $7.9 billion. It represents nearly 45.8% of the firm’s total assets under management, according to data compiled by WhaleWisdom.

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Hedge Funds May Be Piling into AMD Ahead of Results

Posted on July 29th, 2019 by daniel

Advanced Micro Devices’ (AMD) stock has rocketed higher in 2019, rising by over 84% through July 26. The strong performance is more than quadruple the pace of the S&P 500’s gain of just 20%. The stock had been a favorite among institutions and hedge funds in the first quarter of 2019.

Hedge Funds Have Been Piling into Microsoft’s Cheap Stock

Posted on July 15th, 2019 by daniel

Microsoft Corp. (MSFT) has been one of the hottest stocks in the market during 2019, rising by more than 36%. That is 16 percentage points higher than the S&P 500 return of 20%. The strong stock returns have been driven by the company’s healthy cloud and software as a service product and are likely one reason why investors have been flocking into the stock.

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