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.

bloomberg.com - Natalia Kniazhevich - Hedge Funds Pile Into Health Stocks Leading Market in Rotation
Hedge Funds Pile Into Health Stocks Leading Market in Rotation
Bloomberg

As investors reconsider massive bets on artificial intelligence stocks, a rotation toward more defensive corners of the US equity market has left a clear winner this month: health-care companies. The S&P 500 Health Care Index is up 10% through…

seekingalpha.com - Monica L. Correa - SA Quant ranks Goldman's top 20 ETFs with the largest hedge fund ownership
SA Quant ranks Goldman's top 20 ETFs with the largest hedge fund ownership
Seeking Alpha

Goldman Sachs analysts last week highlighted the top 20 exchange-traded funds that are most owned by hedge funds, a list that included four of the world's five biggest ETFs by market cap. According to the brokerage, the SPDR S&P 500 ETF - which…

247wallst.com - Joey Frenette - Bill Ackman's Legendary Hedge Fund Could IPO in 2026-Should You Buy?
Bill Ackman's Legendary Hedge Fund Could IPO in 2026-Should You Buy?
24/7 Wall St

It might not take all too long before public market investors can finally punch a ticket to Bill Ackman's Pershing Square Holdings, as it looks to IPO potentially in the early quarters (perhaps as soon as Q1) of next year, at least according to FT.

businessinsider.com - Bradley Saacks - Healthcare investor Catalio Capital, which counts KKR and Brevan Howard as backers, just hired a new partner
Healthcare investor Catalio Capital, which counts KKR and Brevan Howard as backers, just hired a new partner
Business Insider

Catalio Capital Management is adding to its team. The $2.3 billion healthcare investor has hired Ajay Mantha as a partner within its hedge fund, Catalio Public Equities, according to a note to investors seen by Business Insider. Mantha previously…

businessinsider.com - Lloyd Lee - Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' - and he's betting against it and Palantir
Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' - and he's betting against it and Palantir
Business Insider

Michael Burry has doubled down on his critique of Nvidia and other AI giants, and revealed he's betting against both it and Palantir. In a Tuesday post on his new Substack, the investor of 'The Big Short' fame called out Nvidia's recent memo to…

yahoo.com - Brighthouse Financial, Inc. (BHF) Stock Forecasts
Brighthouse Financial, Inc. (BHF) Stock Forecasts
Yahoo!

Brighthouse Financial provides life insurance and annuity products in the U.S. The company was spun off from MetLife in August 2017. It has approximately 1500 employees. Exclusive reports, detailed company profiles, and best-in-class trade insights…

ibtimes.co.uk - Niloy Chakrabarti - Steve Cohen's Point72 Buys $156M Worth of Bill Holdings Shares Ahead of Potential Sale
Steve Cohen's Point72 Buys $156M Worth of Bill Holdings Shares Ahead of Potential Sale
International Business Times UK

New York Mets owner and billionaire investor Steven Cohen is known for his swift and agile approach to investing. His high-risk, high-reward strategy has earned him a personal wealth of $23 billion (£17.4 billion), according to Forbes. Cohen…

businessinsider.com - Samuel O'Brient - Meme stock favorite Kohl's is surging again, but it's not just Reddit hype driving the rally this time
Meme stock favorite Kohl's is surging again, but it's not just Reddit hype driving the rally this time
Business Insider

A handful of random stocks embarked on a meme rally this summer, with Krispy Kreme, Opendoor, Rocket Companies, and Kohl's—collectively known as the DORKs—rallying for no particular reason. Many months later, Kohl's has the…

nytimes.com - Alan Rappeport - As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
The New York Times

Before Scott Bessent became Treasury secretary, he told his hedge fund investors that President Trump's tariff gun would be rarely discharged if he won a second term. Mr. Bessent labeled tariffs “inflationary” and argued that a weak…

cnbc.com - Alex Harring - Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk
Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk
CNBC

Alphabet shares rose to all-time highs, the latest sign of investor excitement following the release of its upgraded Gemini 3 model. The stock market's recovery rally continued, with the Dow jumping more than 600 points. Nearly 85,000 U.S. sellers…

seekingalpha.com - Steven Cress - Alphabet Gives Thanks For Gemini: AI Breakthrough Fuels Gains
Alphabet Gives Thanks For Gemini: AI Breakthrough Fuels Gains
Seeking Alpha

After a volatile week, the AI trade appears to be back on, with leading tech companies clawing back much of last week's losses. Alphabet has been central to this resurgence, as its latest Gemini release awes users across the broader tech landscape.

marketbeat.com - Telsey Advisory Group Reaffirms Market Perform Rating for Kohl's (NYSE:KSS)
Telsey Advisory Group Reaffirms Market Perform Rating for Kohl's (NYSE:KSS)
MarketBeat

Kohl's (NYSE:KSS - Get Free Report)'s stock had its 'market perform' rating reaffirmed by analysts at Telsey Advisory Group in a research report issued to clients and investors on Tuesday, MarketBeat.com reports. They presently have a $23.00 price…

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