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.

afr.com - Alex Gluyas - Regal leads major hedge funds profiting from blue-chip stock woes
Regal leads major hedge funds profiting from blue-chip stock woes
Australian Financial Review

The collapse in some of the sharemarket's largest stocks is creating a windfall for the country's most prominent hedge funds, which are betting that the wave of passive money has created a bubble that is primed to pop. Phil King's Regal Partners…

fool.com - Jonathan Ponciano - Why This Hedge Fund Added $29 Million to a Cancer Stock Already Up 700%
Why This Hedge Fund Added $29 Million to a Cancer Stock Already Up 700%
The Motley Fool

New York-based Siren disclosed a purchase of 2,486,997 Erasca (ERAS 1.39%) shares in its May 14, 2026, SEC filing, an estimated $29.39 million trade based on quarterly average pricing. According to a May 14, 2026, SEC filing, Siren added 2,486,997…

fool.com - Jonathan Ponciano - Why This Hedge Fund Made a $3 Million Bet on Carter's Despite Retail Headwinds
Why This Hedge Fund Made a $3 Million Bet on Carter's Despite Retail Headwinds
The Motley Fool

Aristides Capital increased its position in Carter's (CRI +0.70%) by 90,533 shares in the first quarter, an estimated $3.29 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. According to an SEC filing dated…

fool.com - Jake Lerch - Hedge Fund Takes New Position in Logistics Stock, According to Recent SEC Filing
Hedge Fund Takes New Position in Logistics Stock, According to Recent SEC Filing
The Motley Fool

On May 11, 2026, Long Corridor Asset Management Ltd disclosed a new position in Pitney Bowes (PBI +1.43%), acquiring 1,120,000 shares in an estimated $11.75 million trade based on the quarterly average price. According to a U.S. Securities and…

wsj.com - Kevin T. Dugan - The Mayor's Video, Ken Griffin's Threat and the Future of New York
The Mayor's Video, Ken Griffin's Threat and the Future of New York
Wall Street Journal

Wall Street by and large laid low in its criticisms of Zohran Mamdani's first few months as New York City's mayor. While many loathed the “tax the rich” rhetoric that colored his campaign, there were brief glimmers that the democratic…

businessinsider.com - Theron Mohamed - Billionaire Bill Ackman reveals he's betting on Microsoft to be an AI winner
Billionaire Bill Ackman reveals he's betting on Microsoft to be an AI winner
Business Insider

Bill Ackman is betting big on Microsoft's success in the AI era. 'In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation,' the…

yahoo.com - Soumya Eswaran - Aon (AON) Slid on Slowing Organic Revenue Outlook
Aon (AON) Slid on Slowing Organic Revenue Outlook
Yahoo!

Investment management company First Pacific Advisors recently released its “FPA Crescent Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund (Institutional Class) returned -1.55% in the…

cnbc.com - Fred Imbert - Bill Ackman says he built Microsoft position in first quarter
Bill Ackman says he built Microsoft position in first quarter
CNBC

'In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation.' While Ackman didn't note the size of his stake in the tech giant, he…

wsj.com - Caitlin McCabe - Bill Ackman's Pershing Square Takes a Stake in Microsoft
Bill Ackman's Pershing Square Takes a Stake in Microsoft
Wall Street Journal

Bill Ackman announced on social media that his hedge fund Pershing Square will disclose a new position in Microsoft in a 13F filing with regulators today. The tech giant is 'now offered at a compelling valuation,' he said. Microsoft has been an…

yahoo.com - Soumya Eswaran - Argan (AGX) is Gaining from the Growing Backlog of Power Plant Construction
Argan (AGX) is Gaining from the Growing Backlog of Power Plant Construction
Yahoo!

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter is available to download here. Polen 5Perspectives Small Growth…

yahoo.com - Soumya Eswaran - Alphatec Holdings (ATEC) Slid on Investors' Reaction Towards Company and Sector Factors
Alphatec Holdings (ATEC) Slid on Investors' Reaction Towards Company and Sector Factors
Yahoo!

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter is available to download here. Polen 5Perspectives Small Growth…

yahoo.com - Soumya Eswaran - CME Group (CME) Gained from Higher Trading Volume
CME Group (CME) Gained from Higher Trading Volume
Yahoo!

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined…

yahoo.com - Soumya Eswaran - GeneDx (WGS) Fell Despite Continued Execution Improvement
GeneDx (WGS) Fell Despite Continued Execution Improvement
Yahoo!

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter is available to download here. Polen 5Perspectives Small Growth…

yahoo.com - Soumya Eswaran - What Makes Amphenol Corporation (APH) a Total Solution Provider For Data Center Connectivity?
What Makes Amphenol Corporation (APH) a Total Solution Provider For Data Center Connectivity?
Yahoo!

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined…

yahoo.com - Sajjl Nooranne - Here is Why X4 Pharmaceuticals (XFOR) is Among the Unrivaled Penny Stocks to Buy Now
Here is Why X4 Pharmaceuticals (XFOR) is Among the Unrivaled Penny Stocks to Buy Now
Yahoo!

With a stock price of $4.41, X4 Pharmaceuticals, Inc. (NASDAQ: XFOR) is among the 10 Unrivaled Penny Stocks to Buy Now. X4 Pharmaceuticals, Inc. (NASDAQ:XFOR) reported first-quarter revenue of $2.71 million on May 6, compared with analyst consensus…

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