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Goldman Sachs Hedge Fund Monitor Report: Top Hedge Fund Holdings

|Includes: Apple Inc. (AAPL), AMZN, ANTM, BAC, C, COMS, CVS, GOOG, JPM, LUK, MA, MSFT, PFE, T, WFC
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It’s a little late, but I felt it was necessary to share some important aspects (thanks to Market Folly) from the Goldman Sachs “Hedge Fund Trend Monitor” released on February 22, 2010. It is a compilation of analysis for 627 hedge funds with a fundamental strategy. Below is a listing of the Ten Stocks That Most Frequently Appear In Hedge Funds’ Top Holdings & the Top Ten Stocks Added Most By Hedge Funds. Why is this important? Hedge fund returns are largely dependant on the performance of just a few holdings. These holdings are usually their top holdings.
Ten Stocks That Most Frequently Appear In Hedge Funds’ Top Holdings
  1. Apple – AAPL
  2. Pfizer- PFE
  3. Bank of America- BAC
  4. Google- GOOG
  5. JPMorgan Chase- JPM
  6. Microsoft- MSFT
  7. Mastercard- MA
  8. DirectTV- DTV
  9. Wells Fargo- WFC
  10. CVS Caremark- CVS
Top Ten Stocks Added Most By Hedge Funds
  1. Mead Johnson- MJN
  2. Wells Fargo- WFC
  3. Citigroup- C
  4. Amazon- AMZN
  5. 3Com- COMS
  6. Hewlett Packard- HPQ
  7. Wellpoint- WLP
  8. Black & Decker- BDK
  9. CVS Caremark- CVS
  10. Jeffries- JEF


Disclosure: Long BAC, Long C, Long AAPL, Long GOOG,