Predicting Biotech Stock Moves Using Top Consensus Picks By Legendary Fund Managers [View article]
All but 56,500 shares were bought by Klarman.
It doesn't distort the analysis, though. It is merely a statement of fact. The lower rank (2.4 on a scale of 5.0) reflects that fact, i.e., the rating would have been much higher, based on our proprietary calculation of Guru Rank, if the ownership was wider.
That being said, our Consensus Picks' tables can be searched and sorted on all fields, including by # funds buying, selling, and holding, and also give the top funds that are holders, buyers and sellers and the amounts of shares they hold, bought or sold.
We give guidelines on our website, GuruFundPicks.com, on how this information may be used to enhance your portfolio returns, but ultimately we believe this is placing powerful data in your hands, in the form of top buy & sell picks from a MasterMind of Wall St. top hedge & mutual fund managers.
Many will use it as an additional reference point in their own due diligence, while others may use it to 'discover' new stock picking ideas, while some may build a hedged portfolio based on their top buys & sells, etc.
Gold And Silver Stock Picks From Billionaire Precious Metals Guru Eric Sprott's Q4/2012 Filing [View article]
Hi, just to note here, esp. for MVG shareholders,
Sprott just filed a SEC Form SC 13D/G yesterday, noting that they held 2.95 million shares as of January 31, 2013, thus reinstating the position (of an even larger size) from last quarter, when as we noted above, they completely sold out of their 2.71 million share position in the company.
Vanguard's December Quarter Top High Conviction Buy And Sell Picks In Basic Materials [View article]
The full summary of the latest 13-F filings for Vanguard, and 24 other of the world's largest or mega funds, and for funds in five additional fund groups (for a total of 245 of Wall Street's leading funds), are available for free on our website, upon registration.
Also, for a limited time, you can take advantage of a seven-day trial to access Consensus (or collective) picks from guru and mega funds, and four other fund groups including sector-focused funds.
Gold And Silver Stock Picks From Billionaire Precious Metals Guru Eric Sprott's Q4/2012 Filing [View article]
The full summary of the latest 13-F filings for Sprott, and five other gold-focused funds (and a total of 245 of Wall Street's leading funds), are available for free on our website, upon registration.
Also, for a limited time, you can take advantage of a seven-day trial to access Consensus (or collective) picks from sector-focused funds (including gold-focused funds), and for five other fund groups (including guru and mega funds).
Predicting Biotech Stock Moves Based On Consensus Picks By Legendary Fund Managers [View article]
Good point.
Consensus (or collective) picks from those three, and 18 others, are including on our website, http://bit.ly/WsoJwv, under sector-focused healthcare funds. You can access the list and their latest filings for free by registering on our website. This also includes the latest December Quarter filing (filed last Friday) for Tekla Capital Management (formerly known as Hambrecht & Quist Capital Management) that has 97% of its funds focused on the healthcare sector, including biotechs.
Consensus picks from sector-focused and five other fund groups (including guru funds and mega funds) are available as a membership offering, and we are currently running a limited time seven-day trial, to help users evaluate the service.
Mega Fund Managers Are Buying And Selling These Stocks In The Metals Mining Group [View article]
The filings are for Q1, ending March, the latest period available for all mega funds. That said, the accumulation is from anywhere between three to six months old, but given that the average holding periods span several years for these mega funds, I would say that the information is still relevant. Be on the lookout for our articles on Q2 filings, as they become available after the middle of next month.
Micro Cap Biotech Stocks Being Accumulated By The World's Largest Money Managers [View article]
BlackRock, with over $3.5 trillion in AUM runs a full array of fund types, including index funds, and so does Vanguard, with over $1.7 trillion in AUM. However, these do not constitute a significant portion of their portfolios. Refer: http://bit.ly/NiNgz0 AND http://bit.ly/O9F5AX
World's Largest Money Managers Bullish On Alternative Energy: Their Top Picks And Pans [View article]
The holding periods for these mega funds averages between two and five years, so looking at the performance of their picks over the short-term may not be as informative. More than anything, due to their large portfolios, $100b - $1t+, the moves of mega funds, especially in the cumulative, tells you that 'big money' is moving into AONE, portending perhaps a turn in the next couple of quarters.
Biotech-Focused Baker Bros. $3.7B Fund Bought These 3 Big Winners And Sold Others In Q1 [View article]
Once again, and for the last time, dates of purchases and sales are not available as they are not required. Only end-of-quarter positions reporting is required, i.e., when a decrease is reported from say Q4 2011 to Q1 2012, the sale could have occurred anytime between January 1st, 2012 and March 31st, 2012.
Insider Bought 3 Plummeting Consumer Growth Stocks Last Week, And Other Noteworthy Sells [View article]
nashjesse: I will respond anyway. This is an article, as clearly stated in the title, on "last week's" insider trades - there were no insider trades on SIRI last week - the large buy the week prior to that was covered in an earlier article by us (see link below) http://seekingalpha.co...
Biotech-Focused Baker Bros. $3.7B Fund Bought These 3 Big Winners And Sold Others In Q1 [View article]
Responding to CAUTION1st:
The numbers presented, including for THLD, are the best available. Let me explain.
Investment managers (above a certain threshold) are required to file their end-of-quarter positions once every quarter, so what we know from their filings is just that - end-of-quarter positions - in this case, we know that 1.27 million shares of THLD were sold sometime in Q1. We don't know when they were sold in Q1, because that's not required as part of the filing.
CAUTION1st contention that only $4.47 million was sold assumes that they were sold on 12/30/11, which means that they should not have appeared in their Q4 filing, which they did as they were sold sometime in the next Q1.
Importantly, the take-away, I think most people are looking for is what did they buy/sell, and if so, then was it a major buy/sell, i.e., did they dump most of their position, was it a new buy, did they add significantly to their position. Using the same price for current holding and buy/sell ensures that this comparison is possible.
6 High Growth Undervalued Hardware Stocks Being Accumulated By Smart Money [View article]
The guru's in these articles are carefully whetted and selected based on their long-term outstanding performance, squarely beating market averages as well as their peers by significant margins. You can selectively look at any slice of their holdings, or time period, committing statistical errors along the way, to reach a conclusion you want to reach. But the guru records stand on their own. We have summarized many of their outstanding records in our prior articles that can be accessed from our author page or by clicking on the relevant hyperlinks in each article. They are summarized here for your benefit, if you wish to avail yourself of that opportunity.
Predicting Biotech Stock Moves Using Top Consensus Picks By Legendary Fund Managers [View article]
It doesn't distort the analysis, though. It is merely a statement of fact. The lower rank (2.4 on a scale of 5.0) reflects that fact, i.e., the rating would have been much higher, based on our proprietary calculation of Guru Rank, if the ownership was wider.
That being said, our Consensus Picks' tables can be searched and sorted on all fields, including by # funds buying, selling, and holding, and also give the top funds that are holders, buyers and sellers and the amounts of shares they hold, bought or sold.
We give guidelines on our website, GuruFundPicks.com, on how this information may be used to enhance your portfolio returns, but ultimately we believe this is placing powerful data in your hands, in the form of top buy & sell picks from a MasterMind of Wall St. top hedge & mutual fund managers.
Many will use it as an additional reference point in their own due diligence, while others may use it to 'discover' new stock picking ideas, while some may build a hedged portfolio based on their top buys & sells, etc.
Gold And Silver Stock Picks From Billionaire Precious Metals Guru Eric Sprott's Q4/2012 Filing [View article]
Sprott just filed a SEC Form SC 13D/G yesterday, noting that they held 2.95 million shares as of January 31, 2013, thus reinstating the position (of an even larger size) from last quarter, when as we noted above, they completely sold out of their 2.71 million share position in the company.
Vanguard's December Quarter Top High Conviction Buy And Sell Picks In Basic Materials [View article]
Also, for a limited time, you can take advantage of a seven-day trial to access Consensus (or collective) picks from guru and mega funds, and four other fund groups including sector-focused funds.
Gold And Silver Stock Picks From Billionaire Precious Metals Guru Eric Sprott's Q4/2012 Filing [View article]
Also, for a limited time, you can take advantage of a seven-day trial to access Consensus (or collective) picks from sector-focused funds (including gold-focused funds), and for five other fund groups (including guru and mega funds).
Predicting Biotech Stock Moves Based On Consensus Picks By Legendary Fund Managers [View article]
Consensus (or collective) picks from those three, and 18 others, are including on our website, http://bit.ly/WsoJwv, under sector-focused healthcare funds. You can access the list and their latest filings for free by registering on our website. This also includes the latest December Quarter filing (filed last Friday) for Tekla Capital Management (formerly known as Hambrecht & Quist Capital Management) that has 97% of its funds focused on the healthcare sector, including biotechs.
Consensus picks from sector-focused and five other fund groups (including guru funds and mega funds) are available as a membership offering, and we are currently running a limited time seven-day trial, to help users evaluate the service.
One Stock To Buy, Two Avoids, And A Swing Trade From Last Week's Big Biotech News Movers [View article]
Mega Fund Managers Are Buying And Selling These Stocks In The Metals Mining Group [View article]
Mega Fund Managers Are Buying And Selling These Stocks In The Metals Mining Group [View article]
http://bit.ly/P7ClFy
Micro Cap Biotech Stocks Being Accumulated By The World's Largest Money Managers [View article]
http://bit.ly/NiNgz0 AND
http://bit.ly/O9F5AX
World's Largest Money Managers Bullish On Alternative Energy: Their Top Picks And Pans [View article]
Biotech-Focused Baker Bros. $3.7B Fund Bought These 3 Big Winners And Sold Others In Q1 [View article]
Insider Bought 3 Plummeting Consumer Growth Stocks Last Week, And Other Noteworthy Sells [View article]
http://seekingalpha.co...
Biotech-Focused Baker Bros. $3.7B Fund Bought These 3 Big Winners And Sold Others In Q1 [View article]
The numbers presented, including for THLD, are the best available. Let me explain.
Investment managers (above a certain threshold) are required to file their end-of-quarter positions once every quarter, so what we know from their filings is just that - end-of-quarter positions - in this case, we know that 1.27 million shares of THLD were sold sometime in Q1. We don't know when they were sold in Q1, because that's not required as part of the filing.
CAUTION1st contention that only $4.47 million was sold assumes that they were sold on 12/30/11, which means that they should not have appeared in their Q4 filing, which they did as they were sold sometime in the next Q1.
Importantly, the take-away, I think most people are looking for is what did they buy/sell, and if so, then was it a major buy/sell, i.e., did they dump most of their position, was it a new buy, did they add significantly to their position. Using the same price for current holding and buy/sell ensures that this comparison is possible.
Legendary Fund Managers' Top High-Yield Shipping Picks [View article]
FYI: Safe Bulkers Inc. (SB) has no ownership by legendary or guru funds as the end of Q4.
6 High Growth Undervalued Hardware Stocks Being Accumulated By Smart Money [View article]