In an 8-page report released yesterday to our Mini-Institutional clients, we examined various aspects of the US equity portfolios of the fifty largest hedge funds, highlighting such aspects as which stocks hedge funds are the most heavily weighted in, and the stocks where hedge fund positions increased (or decreased) the most.
Below is one such table from the report, which shows the stocks where hedge fund positions had the highest rate of increase:
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Below we highlight the sector weighting of the fifty funds and compare this to the weighting in the S&P 500:
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