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Archive for the “13F” Category

Qualcomm’s Surging Growth Attracts the Smartest Hedge Funds

Posted on August 26th, 2019 by daniel

Qualcomm Inc. (QCOM) saw its stock rise sharply in the second quarter and is having a big 2019, with shares up 29.7% versus an S&P 500 that is up by 13.5%. The strong start to 2019 has landed the stock on the WhaleWisdom heat map in the third position from a previously unranked position.

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Roku’s Hot Stock Is a Favorite Among Investors

Posted on August 19th, 2019 by daniel

Roku (ROKU) Inc.’s stock has risen by more than fourfold so far in 2019, easily making it one of the best performing stocks in the equity market. The streaming media company had seen institutional investors aggressively buying its shares throughout the second quarter. The strong performance helped the stock to land on the WhaleWisdom WhaleIndex […]

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Hedge Funds May Be Piling into AMD Ahead of Results

Posted on July 29th, 2019 by daniel

Advanced Micro Devices’ (AMD) stock has rocketed higher in 2019, rising by over 84% through July 26. The strong performance is more than quadruple the pace of the S&P 500’s gain of just 20%. The stock had been a favorite among institutions and hedge funds in the first quarter of 2019.

Starboard Value Wins Big with Symantec

Posted on July 8th, 2019 by daniel

Symantec Corp.’s (SYMC) stock rose by over 18% the week of July 1, after Broadcom Inc. (AVGO) said it would buy the software company for $15.5 billion. This was Broadcom’s second big purchase of a software company in the past year. The biggest winner in all of this may have been Starboard Value LP. Symantec […]

The Baker Brothers’ Future Performance Rides on 5 Stocks

Posted on July 1st, 2019 by daniel

The Baker Brothers Advisors LP have become one of the most followed biotech investors around. As of the end of the first quarter of 2018, it has become incredibly clear that the firm has placed massive bets on just a handful of companies.

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