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 Eye Exotic Options to Play Huge Cross-Asset Swings
The wild swings led by oil since the start of the Iran war have institutional investors turning to exotic hybrid options to trade cross-market gyrations. Oil prices swung almost $36 a barrel on March 9, the biggest one-day range on record…
Hedge Fund Boone Capital Initiated a Stake in HealthEquity. Is the Stock a Buy?
According to a U.S. Securities and Exchange Commission (SEC) filing dated February 17, 2026, Boone Capital Management established a new position in HealthEquity by purchasing 212,856 shares. The reported value of the transaction was $19,499,738, as…
A Healthcare Hedge Fund Just Added $24.5 Million in Immunovant Stock. Should you?
On February 17, 2026, Logos Global Management LP disclosed in a Securities and Exchange Commission filing that it bought 1,100,000 shares of Immunovant (IMVT 2.32%), an estimated $24.53 million trade based on quarterly average pricing. Logos bought…
Telecom Stock Up 25% Over the Past Year Draws $21 Million Bet From Hedge Fund
Kerrisdale Advisers initiated a new position in Telephone and Data Systems (TDS 0.78%), acquiring 506,067 shares in the fourth quarter, valued at $20.75 million based on quarter-end pricing, according to a February 17, 2026, SEC filing. According…
Thermo Fisher Scientific Inc. (TMO) Positioned for Robust Growth on AI Integration and Acquisition Boost
Thermo Fisher Scientific Inc. (NYSE: TMO) is one of Goldman Sachs top healthcare stocks. On March 3 at the 47th Annual Raymond James Institutional Investor Conference, CEO Marc Casper outlined a strong strategic outlook for Thermo Fisher Scientific…
Is Pfizer Inc. (PFE) One of Goldman Sachs Top Healthcare Stocks?
Pfizer Inc. (NYSE: PFE) is one of Goldman Sachs top healthcare stocks. On March 9, analysts at BMO reiterated an Outperform rating on Pfizer Inc. (NYSE:PFE) and a $30 price target. The bullish stance follows positive phase 2 data on the company's…
Is Boston Scientific Corp. (BSX) Pull Back Overdone as Financial Results Impress?
Boston Scientific Corp (NYSE: BSX) is one of Goldman Sachs top healthcare stocks. On March 4, TD Cowen reiterated that Boston Scientific Corp (NYSE:BSX) stock's year-to-date decline appears overdone in the market. The stance follows a fireside chat…
Abbott Laboratories (ABT) Unveils XIENCE Skypoint to Advance Cardiovascular Treatment in India
Abbott Laboratories (NYSE: ABT) is one of Goldman Sachs top healthcare stocks. On March 10, Abbott Laboratories (NYSE:ABT) confirmed the launch of its most advanced generation stent, XIENCE Skypoint, in India. The launch is designed to equip…
This is What Merck & Co. (MRK) is Doing to Mitigate Against KEYTRUDA Exclusivity Loss
Merck & Co., Inc. (NYSE: MRK) is one of Goldman Sachs top healthcare stocks. On March 3 at the TD Cowen 46th Annual Health Care Conference, Merck & Co., Inc. (NYSE:MRK) unveiled strategic initiatives to mitigate the loss of exclusivity of its…
Gilead Sciences, Inc. (GILD): Growth Prospects Backed by Analyst Upgrades
Gilead Sciences Inc. (NASDAQ: GILD) is one of Goldman Sachs top healthcare stocks. On March 10, Jefferies initiated coverage of Gilead Sciences Inc. (NASDAQ:GILD) with a Buy rating and a $180 price target. The research firm has touted the company's…
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Nelson Peltz: Influential Activist Investor and Trian Fund Co-Founder
Nelson Peltz co-founded Trian Fund Management in 2005. Peltz has impacted major companies like Snapple and Procter & Gamble. Peltz is known for strategic investments using leveraged buyouts. Peltz identifies as a 'constructivist' investor. Get…
Opinion | The High Cost of 'Affordability'
With oil prices flying, you can surely hear someone screaming, “$120 to fill my Ford F-150 pickup? Who's to blame?” The answer is government, but that won't stop the affordability screechers from turning the volume up to 11. They have…
L1 Capital shoots towards $1b for new gold LIC, founders tip in $100m
L1 Capital's founders Mark Landau and Raphael Lamm will pour at least $100 million of their own cash into the hedge fund's new gold-focused listed investment company, as their broker army prepares to bring home an eye-watering $1 billion for the…
Palantir Billionaire Peter Thiel Sells 3 AI Stocks in a $74 Million Warning to Wall Street. History Says This Will Happen Next.
Billionaire Peter Thiel was a co-founder of Palantir Technologies, and he still owns a substantial stake in the company (about 100 million shares). However, he also runs a hedge fund, called Thiel Macro, that recently sold every stock in its…
Billionaires David Tepper and Michael Platt Sold Nvidia Shares and Bought This AI Stock That's Climbed 40,000% Since its IPO.
There are many paths to a billion-dollar portfolio, meaning billionaires don't always agree when it comes to investment opportunities. Even if it's clear that the area of artificial intelligence (AI) has a bright future, billionaire hedge fund…
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