Top Undervalued Outperforming Fabless Semiconductor Stock Picks By Mega Funds [View article]
Good point. That's the reason why we also mention the specific gurus in each stock, and in most cases, when available, hyperlink to a prior article on the guru/fund so that one can determine whose philosophy is more aligned with theirs to make a more informed judgment.
Undervalued Semiconductor Manufacturing Stocks Accumulated By Legendary Fund Managers [View article]
Hi, New Low Observer: The stocks listed in the Table are an excerpt, including only the most significant moves in the group, of the full analysis of the entire semiconductor manufacturing group that includes over 50 companies. So if you are adding the table amounts (for the select significant moves), they should rightfully not match the overall numbers for the whole group in the article (para 3).
Micro Cap Biotech Stocks Accumulated By The World's Largest Money Managers [View article]
Hi, Shakazoid: You can definitely do a Boolean search to get the info, but it may not show up until the next 13-F filing. Funds report their 13-F's once a quarter, 45 days after the end of the quarter, and the 13d and 13g filings are required only when they have or are exiting their 5% ownership of the company.
Top Micro Cap Biotech Stocks Being Accumulated By Legendary Fund Managers [View article]
The discussion below should address comments on process:
General Methodology and Background Information: The latest available institutional 13-F filings of over 85+ legendary or guru hedge fund and mutual fund managers, such as Warren Buffet, George Soros, Carl Icahn, Steven Cohen and Mario Gabelli, were analyzed to determine their capital allocation from among different industry groupings, and to determine their favorite picks and pans in each group. The hedge fund and mutual fund managers included in this select group include only high profile names who by virtue of their long-term market-beating returns have earned their standing in the investment community and are worthy of our attention. They include well-known names such as those mentioned above, as well as perhaps relatively lesser-known names that also have a stellar long-term history of beating the markets, such as Seth Klarman, John Griffin, Prem Watsa, Robert Karr and Lee Ainslie. Each guru has been carefully selected based on their long-term performance and standing in the investment community. Furthermore, the credentials of most of the 85-odd guru funds that justify their inclusion in this elite group were detailed in our previous articles that can be accessed from our author page These legendary or guru fund managers number less than one percent of all funds and yet they control over ten percent of the U.S. equity discretionary fund assets. The argument is that institutional investors have the resources and the access to information, knowledge and expertise to conduct extensive due diligence in informing their investment decisions. When high alpha generating or guru Institutional Investors by virtue of their fund performance, low volatility and elite reputation in the investment community, invest and maybe even converge on a specific investment idea, the idea deserves consideration for further investigation. The savvy investor may then leverage this information either as a starting point to conduct his own due diligence or even go as far as constructing a model diversified portfolio based on the guru funds best picks. This article is part of a series on institutional holdings in various industry groups and sectors, and other articles in the series for this and prior quarters can be accessed from our author page.
Top Undervalued Large-Cap Gold Mining Buys And Sells Of Legendary Fund Managers [View article]
Venerability: Thanks for your comments, but the part about "Guru" fund managers having a terrible record is not true. In fact, they have among the best "long-term" track records, overall. Retail investors in fact lose money on average, hence the utility of following gurus. And yes, they may get some positions wrong; that is part of the 'game', if you want to play it. But overall, we have hand-picked the gurus to include those that have among the most enviable long-term track records in the industry.
Top Undervalued Large-Cap Gold Mining Buys And Sells Of Legendary Fund Managers [View article]
Whitehawk: That's not true. The ones quoted here, mega fund managers, and in our series on legendary or guru fund managers, have average holding periods stretching into many years.
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
Hi, David: I see your point. I think it would definitely apply if you were say talking about broader sectors like basic materials, technology, where there would be portfolio allocation targets. However, when you get to the group or sub-group level, and you are also talking about it in the aggregate for all mega funds taken together, I am not sure it would be as contradictory. To me, rather, it illustrates more about money flow towards specific groups/ sub-groups in the market, maybe based on macro or group-level news. In this case, one interpretation could be that the hype around the Facebook IPO is resulting in money flow towards the social media group, and the increased awareness around that in part is maybe pushing funds to allocate money to that group on a more equal-weighted basis.
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
Hi, David: Maybe I can offer a bit more clarity here. By bullish, I mean that they accumulated more shares in Q4, adding to their aggregate position from the prior quarter. By under-weight, I mean that they have invested a smaller percentage of their portfolio in the group compared to the weighting of the group in the overall market. Hence, it is possible for them to remain under-weight, while also accumulating shares. And it is also true conversely, say in another case, that they could be over-weight while also bearish or distributing shares in the current quarter. Hope that clarifies it a bit, that the two statements are independent and not contradictory as can be easily misunderstood.
Invesco's High Conviction Q4 Undervalued Buys And Sells In Its $174 Billion 13-F Portfolio [View article]
A 'bearish bet' would be the fund liquidating a significant portion (by at least 25%-30%) of a significant position in its portfolio, with the assumption being that the sell was motivated by its belief that the upside had played out (or was unlikely to play out, as the case may be) and furthermore that the risks were now to the downside (in its view). Since funds are not required to reveal their short positions, this is the best indication we have of their bearish stance on select equities.
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
Thanks for the correction.. you are courageous to admit that.. many would have just disappeared... anyway, what you mention is an honest mistake. Take care..
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
This is my last comment on this: Here are the two links again, http://1.usa.gov/wbumoE and http://1.usa.gov/wlxXW9 -- The first one shows the sale on 2/24 of 500,000 shares at $66.6846/share, The second one shows the sale on 2/15 of 500,000 shares at $65.9393/share Both are actual sales reported on SEC Forms 4, and that is exactly what the article refers to.
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
Nulhegan: check facts properly before posting - Mr. Stiller filed 144's twice, both in advance of the two sales of 0.5 million shares each mentioned in the article, both of which are hyperlinked above. We are discussing here only selling, as reported on SEC Forms 4, not intent to sell, as reported on 144's.
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
Generally, many of these 'mega' and 'guru' funds we have been writing about have long holding periods, in the many years; in that sense, the Q3 information is still relevant.
The information on Q3 is the latest available for the collection of funds, since they have until 45 days after the end of the quarter (i.e., mid-Feb) to submit Q4.
Also, since this and other 'guru' and 'mega' fund articles are about over 70 and 30 funds respectively taken collectively, the impact of one fund moving in and out of a part of their position, often will not change the conclusions reached in this article.
Since funds have started submitting Q4, you can tap into those articles that we write for more current information; but for Q4 data for the collection of 'mega' and 'guru' funds, you will have to wait until after mid-Feb at least, when we begin summarizing the impact on funds on particular sectors and group of stocks.
Top Undervalued Outperforming Fabless Semiconductor Stock Picks By Mega Funds [View article]
Undervalued Semiconductor Manufacturing Stocks Accumulated By Legendary Fund Managers [View article]
The stocks listed in the Table are an excerpt, including only the most significant moves in the group, of the full analysis of the entire semiconductor manufacturing group that includes over 50 companies. So if you are adding the table amounts (for the select significant moves), they should rightfully not match the overall numbers for the whole group in the article (para 3).
Micro Cap Biotech Stocks Accumulated By The World's Largest Money Managers [View article]
Micro Cap Biotech Stocks Accumulated By The World's Largest Money Managers [View article]
enter the fund name, and it will give you the latest filings for that fund.
Top Micro Cap Biotech Stocks Being Accumulated By Legendary Fund Managers [View article]
General Methodology and Background Information: The latest available institutional 13-F filings of over 85+ legendary or guru hedge fund and mutual fund managers, such as Warren Buffet, George Soros, Carl Icahn, Steven Cohen and Mario Gabelli, were analyzed to determine their capital allocation from among different industry groupings, and to determine their favorite picks and pans in each group. The hedge fund and mutual fund managers included in this select group include only high profile names who by virtue of their long-term market-beating returns have earned their standing in the investment community and are worthy of our attention. They include well-known names such as those mentioned above, as well as perhaps relatively lesser-known names that also have a stellar long-term history of beating the markets, such as Seth Klarman, John Griffin, Prem Watsa, Robert Karr and Lee Ainslie. Each guru has been carefully selected based on their long-term performance and standing in the investment community. Furthermore, the credentials of most of the 85-odd guru funds that justify their inclusion in this elite group were detailed in our previous articles that can be accessed from our author page
These legendary or guru fund managers number less than one percent of all funds and yet they control over ten percent of the U.S. equity discretionary fund assets. The argument is that institutional investors have the resources and the access to information, knowledge and expertise to conduct extensive due diligence in informing their investment decisions. When high alpha generating or guru Institutional Investors by virtue of their fund performance, low volatility and elite reputation in the investment community, invest and maybe even converge on a specific investment idea, the idea deserves consideration for further investigation. The savvy investor may then leverage this information either as a starting point to conduct his own due diligence or even go as far as constructing a model diversified portfolio based on the guru funds best picks.
This article is part of a series on institutional holdings in various industry groups and sectors, and other articles in the series for this and prior quarters can be accessed from our author page.
Top Undervalued Large-Cap Gold Mining Buys And Sells Of Legendary Fund Managers [View article]
Top Undervalued Large-Cap Gold Mining Buys And Sells Of Legendary Fund Managers [View article]
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
Invesco's High Conviction Q4 Undervalued Buys And Sells In Its $174 Billion 13-F Portfolio [View article]
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
http://1.usa.gov/wbumoE and
http://1.usa.gov/wlxXW9 --
The first one shows the sale on 2/24 of 500,000 shares at $66.6846/share,
The second one shows the sale on 2/15 of 500,000 shares at $65.9393/share
Both are actual sales reported on SEC Forms 4, and that is exactly what the article refers to.
Analyzing Monday's Noteworthy Insider Buys And Sells [View article]
Mr. Stiller filed 144's twice, both in advance of the two sales of 0.5 million shares each mentioned in the article, both of which are hyperlinked above. We are discussing here only selling, as reported on SEC Forms 4, not intent to sell, as reported on 144's.
Top Solar Picks From Legendary Fund Managers [View article]
Top Social Media Stock Picks By The World's Largest Fund Managers [View article]
The information on Q3 is the latest available for the collection of funds, since they have until 45 days after the end of the quarter (i.e., mid-Feb) to submit Q4.
Also, since this and other 'guru' and 'mega' fund articles are about over 70 and 30 funds respectively taken collectively, the impact of one fund moving in and out of a part of their position, often will not change the conclusions reached in this article.
Since funds have started submitting Q4, you can tap into those articles that we write for more current information; but for Q4 data for the collection of 'mega' and 'guru' funds, you will have to wait until after mid-Feb at least, when we begin summarizing the impact on funds on particular sectors and group of stocks.