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.

cnbc.com - Sarah Min - Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman
Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman
CNBC

Amazon emerged as the clear Magnificent Seven favorite among major hedge funds at the end of last year, right before the stock went on to slide 10% in about the first six weeks of the new year. Leading institutional investors, from Bill Ackman of…

nytimes.com - River Akira Davis - The Sleepy Market for Japanese Government Bonds Is Now a 'Battlefield'
The Sleepy Market for Japanese Government Bonds Is Now a 'Battlefield'
The New York Times

For two decades, few corners of global finance were lonelier than the market for Japanese government bonds. Under the Bank of Japan's longstanding regime of keeping borrowing costs pinned at zero, yields on the securities, known as J.G.B.s, largely…

yahoo.com - Soumya Eswaran - Robinhood (HOOD) Gained from the Continued Introduction of New Products
Robinhood (HOOD) Gained from the Continued Introduction of New Products
Yahoo!

Gator Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, Gator Capital Management's Gator Financial Partners, LLC returned 4.14%, Gator…

yahoo.com - Soumya Eswaran - Clearwater Analytics Holdings (CWAN) Soared Following an Acquisition Announcement
Clearwater Analytics Holdings (CWAN) Soared Following an Acquisition Announcement
Yahoo!

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions…

yahoo.com - Soumya Eswaran - Will Coherent Corp. (COHR) Benefit from Transition?
Will Coherent Corp. (COHR) Benefit from Transition?
Yahoo!

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered…

bloomberg.com - Swetha Gopinath - Elliott Pushes for Divestments, £5 Billion Buyback at LSE Group
Elliott Pushes for Divestments, £5 Billion Buyback at LSE Group
Bloomberg

Elliott Investment Management is pressing London Stock Exchange Group Plc to launch a review of its portfolio and pursue a £5 billion ($6.8 billion) share buyback over the next 12 months, according to people familiar with the matter. Paul…

yahoo.com - Soumya Eswaran - Chubb Limited (CB) Hit All-Time High in Q4
Chubb Limited (CB) Hit All-Time High in Q4
Yahoo!

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the…

yahoo.com - Soumya Eswaran - Here's Why Gator Capital Sold PayPal (PYPL)
Here's Why Gator Capital Sold PayPal (PYPL)
Yahoo!

Gator Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, Gator Capital Management's Gator Financial Partners, LLC returned 4.14%, Gator…

yahoo.com - Soumya Eswaran - London Company Large Cap Strategy Views NewMarket Corporation (NEU) as a Strong Investment Despite Near-Term Pressure
London Company Large Cap Strategy Views NewMarket Corporation (NEU) as a Strong Investment Despite Near-Term Pressure
Yahoo!

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the…

yahoo.com - Attiya Zainib - Oracle Corporation (ORCL) Slips Amid Concerns Over Debt-Fueled AI Data Center Expansion
Oracle Corporation (ORCL) Slips Amid Concerns Over Debt-Fueled AI Data Center Expansion
Yahoo!

Impax Asset Management 's 'Impax US Sustainable Economy Fund' released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated…

yahoo.com - Soumya Eswaran - London Company Large Cap Strategy Increased Its Holdings in Norfolk Southern Corporation (NSC)
London Company Large Cap Strategy Increased Its Holdings in Norfolk Southern Corporation (NSC)
Yahoo!

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the…

yahoo.com - Soumya Eswaran - Do You Think Hims & Hers Health (HIMS) is Positioned for Long-Term Growth?
Do You Think Hims & Hers Health (HIMS) is Positioned for Long-Term Growth?
Yahoo!

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered…

yahoo.com - Soumya Eswaran - Slowdown in Its Small Business POS Platform Weighed on Fiserv's (FISV) Shares
Slowdown in Its Small Business POS Platform Weighed on Fiserv's (FISV) Shares
Yahoo!

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the…

seekingalpha.com - Steven Cress - Top Small-Cap Stocks Leading The Market Rotation
Top Small-Cap Stocks Leading The Market Rotation
Seeking Alpha

Small-cap stocks are crushing the market amid a major rotation away from mega tech as market breadth strengthens, boosted by declining interest rates, solid earnings, and a resilient economy. Every member of the Magnificent 7 has underperformed in…

afr.com - Jonathan Shapiro - Magellan CEO says lowly share price doesn't reflect Barrenjoey value
Magellan CEO says lowly share price doesn't reflect Barrenjoey value
Australian Financial Review

Follow our live coverage of the February 2026 ASX reporting season Magellan Financial chief executive Sophia Rahmani says the market is failing to recognise the value of its stakes in fast-growing investment bank Barrenjoey and quantitative hedge…

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