Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Hedge funds 'doubling down' on AI are fleeing software stocks: Goldman
Hedge funds and mutual funds are going 'all In on AI,' moving toward semiconductor stocks and away from software, according to Goldman Sachs. 'The weight of Semis in the hedge fund long portfolio is the highest on record while the weight of…
Hedge Funds Temper Steep RBNZ Rate Rise Bets as Economy Cools
Hedge funds are betting that a weak economic backdrop will force the Reserve Bank of New Zealand to undershoot expectations of five quarter point rate increases priced in the swaps market. Leveraged funds have begun receiving fixed rates and paying…
Hedge Fund Adds to RXO Position, According to Recent SEC Filing
RXO (RXO +0.04%) saw MFN Partners Management, LP disclose a buy of 532,276 shares, with an estimated transaction value of $7.81 million based on quarterly average pricing, in its May 14, 2026, SEC filing. According to a May 14, 2026, SEC filing…
UnitedHealth Group (UNH) - Among the 12 Best Dividend Stocks to Invest in According to Hedge Funds
With an annual dividend yield of 2.31%, UnitedHealth Group Incorporated (NYSE: UNH) is included among the 12 Best Dividend Stocks to Invest in According to Hedge Funds. UnitedHealth Group Incorporated (NYSE:UNH) is a health care and well-being…
Is Bristol-Myers Squibb (BMY) One of the Best Dividend Stocks to Invest in According to Hedge Funds?
With an annual dividend yield of 4.25%, Bristol-Myers Squibb Company (NYSE: BMY) is included among the 12 Best Dividend Stocks to Invest in According to Hedge Funds. Bristol-Myers Squibb Company (NYSE:BMY) discovers, develops, licenses…
Market Insights on Merlin Labs (MRLN)
Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has…
Piper Sandler Sees Pressure on Tractor Supply (TSCO) from Weak Pet Spending Trends
With a 5-year dividend growth rate of 22.7%, Tractor Supply Company (NASDAQ: TSCO) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 5, Piper Sandler analyst Peter Keith downgraded Tractor Supply Company…
GlobalFoundries' (GFS) Robust Results Validated the Inflection in Growth and Margins
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Growth Fund”. A copy of the letter can be downloaded here. The US equity market started 2026 with elevated volatility amid…
What Gives Curtiss-Wright Corp. (CW) a Strategic Position in Geopolitical Tension?
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Growth Fund”. A copy of the letter can be downloaded here. The US equity market started 2026 with elevated volatility amid…
Parker-Hannifin to Acquire Circor Aerospace from KKR, Reuters Says
With a 5-year dividend growth rate of 15.06%, Parker-Hannifin Corporation (NYSE: PH) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 21, Reuters reported that US investment firm KKR had agreed to sell the…
Argus Research Sees Long-Term Growth Ahead for Applied Materials (AMAT)
With a 5-year dividend growth rate of 16.24%, Applied Materials, Inc. (NASDAQ: AMAT) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 19, Argus Research analyst Jim Kelleher raised the firm's price…
Is The Cigna Group (CI) One of the Best Dividend Growth Stocks to Buy and Hold for 3 Years?
With a 5-year dividend growth rate of 42.40%, The Cigna Group (NYSE: CI) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 22, UBS raised its price recommendation on The Cigna Group (NYSE:CI) to $400 from…
The TJX Companies (TJX) - Among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years
With a 5-year dividend growth rate of 27.54%, The TJX Companies, Inc. (NYSE: TJX) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 21, Telsey Advisory analyst Dana Telsey raised the firm's price…
CNBC Reports Strong Phase 3 Results for Eli Lilly's Retatrutide
With a 5-year dividend growth rate of 15.23%, Eli Lilly and Company (NYSE: LLY) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. In a CNBC report published on May 21, Eli Lilly and Company (NYSE:LLY) said its…
Telsey Advisory Group Says Lowe's Continues to Execute Despite Housing Weakness
With a 5-year dividend growth rate of 15.35%, Lowe's Companies, Inc. (NYSE: LOW) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 21, Telsey Advisory Group lowered its price recommendation on Lowe's…
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