Michael Burry's Scion Asset Management released its 13F showing the hedge fund's holdings at year end. Gamestop Corp (GME) remained the fund's top holding, though Scion's Q4 2019 13F showed Burry had reduced his GME position by 21% during the quarter. Maxar Technologies Ltd (MAXR), a new...
Leading health care-focused hedge fund Perceptive Advisors increased its Neptune Wellness (NEPT) stake by 37%, buying 5,000,000 shares. The fund made the disclosure via a 13G/A "passive" filing yesterday. Perceptive's purchase comes days after the Quebec-based cannabis extraction company announced a new partnership that will pay Neptune...
Acuta Capital Partners, LLC rode a surge in health care stock prices to the top spot in 2nd quarter hedge fund performance.
If you had to choose one fund to follow, Tiger Global might be it. Chase Coleman's Tiger Global has been the best large hedge fund over the last 3 years. At least based on long-only positions disclosed via 13F filings. Copying or "cloning" Tiger Global's long positions...
Sun Valley Gold led all hedge funds in Q2 of 2019 with a 56% 13F-based return. But the eye-popping performance by the Ketchum, Idaho-based fund comes with an asterisk, as explained below. Ketchum-based Sun Valley is a materials-focused hedge fund managed by Peter F....
What do Abdiel Capital, Citadel Advisers, Dragoneer Investment Group, Melvin Capital, Point 72 Asset Management, Tiger Global and Whale Rock Capital have in common? Aside from being among the world's leading hedge funds, Bill.com 13F holdings reveal all the above bought shares of Bill.Com (BILL) in Q4...
A.H. Belo (AHC) was the target Wednesday afternoon of a 13D filing by Minerva Advisors LLC. The hedge fund disclosed a 5.1% activist ownership position in the publisher of the Dallas Morning News, and said the company should go private. From the 13D filing:
Howard Mark's Oaktree Capital navigated a volatile Q2 2019, returning 9.03%. That's based on an equal-weighted portfolio of the fund's top 20 holdings. It was the best quarterly return for large Hedge Funds -- those with greater than $5 billion in 13F securities. Oaktree's...
On June 28, Archon filed a 13G on AquaBounty Technologies Inc (AQB) , disclosing a passive 8.39% position. In 2020 AquaBounty is set to sell the only genetically engineered (GE) animal in the world that’s been deemed safe to eat: Atlantic salmon modified to grow faster.
On June 17, EcoR1 Capital filed a 13G on Xencor Inc. (XNCR), disclosing the purchase of over 2M shares. EcoR1 now owns 8% of Xencor. The purchase makes XNCR the #1 position in EcoR1's $957M 13F portfolio. Xencor is a clinical-stage biopharmaceutical company...