The Motley Fool

OCTOBER 17, 2024

This date marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. Laffont's hedge fund, which is primarily focused on game-changing tech stocks, closed out June with approximately $25.7

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The Motley Fool

MARCH 27, 2025

But for institutional investors with at least $100 million in assets under management (AUM), Valentine's Day marked the deadline to file Form 13F with the Securities and Exchange Commission. With Coatue being a relatively active hedge fund, this move may have been more than enough of an impetus for Laffont to cut bait and cash in his chips.

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Stakes Hedge Funds Initial Public Offering Asset Management 237

The Motley Fool

NOVEMBER 25, 2023

Some of the most successful hedge fund billionaires are looking to capture their fair share of the profits wrought by the accelerating adoption of AI. In a prescient move, he bet heavily on the recovery of distressed financial institutions, becoming the highest-earning hedge fund manager of 2009. million.

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Hedge Funds Stakes Financial Institutions Legal 246

Private Equity Wire

SEPTEMBER 5, 2024

Goldman Sachs’ private equity investment firm, Petershill Partners, has sold an 18% stake in hedge fund LMR Partners for up to $258m in a move aimed at addressing investor concerns about the accuracy of the firm’s asset valuations, according to a report by The Times.

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Hedge Funds Stakes Private Equity Firms Private Equity Firms 98

The Motley Fool

MAY 26, 2024

Taking profits in chip giant Nvidia (NASDAQ: NVDA) was a popular move among billionaire hedge fund managers in the first quarter, with a number of notable ones reducing their stakes in the company. Alphabet is drawing investor interest One of the first things that tends to grab hedge fund managers' attention is valuation.

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Hedge Funds Stakes Asset Management Funds 245

The Motley Fool

JUNE 16, 2024

Several hedge fund billionaires trimmed their positions in Nvidia (NASDAQ: NVDA) during the first quarter, and patched the holes in their portfolios by purchasing the Invesco QQQ Trust (NASDAQ: QQQ) and/or the iShares Bitcoin Trust (NASDAQ: IBIT), two index funds with significant growth prospects. David Shaw of D.E. Shaw sold 1.4

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Hedge Funds Funds Stakes Exchange-Traded Funds 246

The Motley Fool

OCTOBER 22, 2024

August 14 marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. During the second quarter, Yass's fund jettisoned 52,497,275 shares of Nvidia's stock, which reduced its stake by 73% from the March-ended quarter.

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Stakes Hedge Funds Buyout Asset Management 246

The Motley Fool

OCTOBER 16, 2024

This was the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. 11, Cohen's aggressive selling might represent nothing more than profit-taking and asset reallocation.

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Stakes New York Stock Exchange Hedge Funds Asset Management 246

The Motley Fool

SEPTEMBER 24, 2024

14, institutional investors with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission. David Tepper slashed his fund's stake in AI colossus Nvidia -- and probably for good reason Tepper's Appaloosa closed out the March-ended quarter with 4.42

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Stakes Hedge Funds Assets Funds 233

The Motley Fool

SEPTEMBER 23, 2024

The hedge fund managers listed below sold shares of Nvidia in the first half of 2024, and they started positions in the iShares Bitcoin Trust (NASDAQ: IBIT) , an exchange-traded fund that tracks Bitcoin (CRYPTO: BTC). Steven Cohen at Point72 Asset Management sold 3.4 He also bought 1.6 He also bought 10.8 Shaw & Co.

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Hedge Funds Funds Stakes Exchange-Traded Funds 246

The Motley Fool

JULY 21, 2024

Several successful hedge fund managers sold shares of Nvidia during the first quarter, while simultaneously buying shares of the iShares Bitcoin Trust (NASDAQ: IBIT) , one of the recently approved spot Bitcoin ETFs. million shares of Nvidia in the first quarter, reducing his stake 68%. Ken Griffin at Citadel Advisors sold 2.4

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Hedge Funds Funds Stakes Assets 246

The Motley Fool

APRIL 28, 2024

He manages Pershing Square Capital Management, the hedge fund he founded, which has nearly $11 billion in assets under management. What sets Ackman apart from his hedge fund colleagues is that Pershing Square owns large stakes in just eight to 12 companies and generally holds them for years.

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Hedge Funds Portfolios Investors Stakes 246

The Motley Fool

OCTOBER 21, 2024

Every quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. While Berkshire Hathaway CEO Warren Buffett is easily the most-watched of all asset managers , other billionaire investors have garnered quite the following.

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Stakes Hedge Funds Public Companies Asset Management 246

The Motley Fool

SEPTEMBER 30, 2024

This was the last day to for institutional investors and wealthy asset managers to file Form 13F with the Securities and Exchange Commission. Laffont's hedge fund, which is primarily focused on higher-growth tech stocks, oversees more than $25 billion in assets spread across 74 holdings. the June-ended quarter).

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Stakes Hedge Funds Assets Accounting 246

The Motley Fool

JULY 12, 2024

It's important to note that this is not an IPO of Bill Ackman's well-known Pershing Square hedge fund, which owns stakes in companies such as Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Chipotle (NYSE: CMG). Rather, Pershing Square USA will be a new closed-end fund. annualized) since its Jan 2004 inception.

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

MAY 17, 2024

When it comes to investing, hedge funds generally have a bad reputation -- and for good reason. An analysis of hedge fund returns between 2011 and 2020 found that the S&P 500 beat the average hedge fund's return every single year , and usually by a wide margin. The hedge fund holds 9.4

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Hedge Funds Portfolios Stakes Funds 240

The Motley Fool

SEPTEMBER 7, 2024

Half of the top 20 billionaire hedge fund managers now own Bitcoin. In fact, hedge funds have emerged as some of the biggest buyers of these ETFs. For example, earlier this summer, two high-profile billionaire hedge fund managers -- David Shaw of D.E. But that seems to be changing in 2024.

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Hedge Funds Assets Asset Management Stakes 246

The Motley Fool

AUGUST 18, 2023

Even some of Wall Street's most prominent hedge fund billionaires are scooping up shares of AI-related stocks, intent on capitalizing from the current AI boom. Last year, Citadel became the most successful hedge fund ever , generating a windfall of $16 billion in profits in 2022 -- while most others suffered from the downturn.

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Hedge Funds Stakes Funds Assets 245

The Motley Fool

JUNE 16, 2023

Even some of Wall Street's most notable hedge funds and billionaires are scooping up shares of AI-related stocks, intent on not missing out on the current AI boom. He manages Pershing Square Capital Management -- the hedge fund he founded -- which has over $10.2 billion in assets under management.

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Hedge Funds Stakes Assets Funds 246

The Motley Fool

MAY 10, 2024

When it comes to hedge fund managers, Bill Ackman is in a class by himself. He etched his name into Wall Street history by going against hedge fund norms, acquiring significant stakes in just a few companies, and holding them for the long term. billion in assets under management. Image source: Getty Images.

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Hedge Funds Portfolios New York Stock Exchange Stakes 245

The Motley Fool

MAY 26, 2024

And it shouldn't come as a surprise that billionaire hedge fund managers and other investors are among the beneficiaries from the breakthrough technology. Microsoft is still a relatively small holding for Bridgewater, the world's biggest hedge fund, but Dalio seems to like what he sees in the stock.

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Hedge Funds Stakes Asset Management Funds 245

The Motley Fool

DECEMBER 4, 2024

A 13F is a required filing for institutional investors with at least $100 million in assets under management (AUM) that effectively lifts the hood for investors so they can see which stocks Wall Street's top money managers purchased and sold in the latest quarter. Image source: Getty Images.

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Stakes Asset Management Hedge Funds Assets 246

The Motley Fool

NOVEMBER 19, 2024

No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. This includes gauging sentiment on Wall Street's hottest innovation, artificial intelligence (AI).

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Stakes Hedge Funds Prospects Accounting 233

The Motley Fool

JANUARY 5, 2024

Below, I'll look at three stocks that hedge fund billionaires were piling into as 2023 drew to a close. Citadel had amassed a stake of 5 million shares of Microsoft stock, representing 1.7% of the fund, worth roughly $1.87 of the fund's holdings, worth roughly $1.43 The fund owns 9.38

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Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

FEBRUARY 20, 2025

No later than 45 days following the end of a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. But over the trailing-12-month period, Ackman's fund sent close to 16.6 Where to invest $1,000 right now?

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Stakes Initial Public Offering Hedge Funds Shareholders 130

The Motley Fool

SEPTEMBER 12, 2024

Thanks to the tremendous success of his Pershing Square Capital Management hedge fund, Ackman's net worth currently totals close to $9 billion. Ackman's two Q2 additions Ackman increased his stake in one existing Pershing Square holding in Q2, buying another 381,000 shares of Restaurant Brands International.

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Hedge Funds Asset Management Stakes Assets 246

The Motley Fool

JANUARY 20, 2024

Hedge funds don't get the same level of attention among investors as publicly traded funds like Cathie Wood's Ark Invest exchange-traded funds (ETFs) or Warren Buffett's Berkshire Hathaway , but it's worth following the moves of these privately held funds that cater to wealthy individuals and institutional investors.

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Hedge Funds Funds Exchange-Traded Funds Leveraging 130

The Motley Fool

DECEMBER 3, 2023

Not wanting to be left out in the cold, some of the world's most successful hedge fund billionaires have been sharpening their pencils, pouring over the prospects of rebounding growth stocks, and looking to profit from the recovery. billion in assets under management. This brings its total stake to 11.7

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Hedge Funds Stakes Amortization Depreciation 246

The Motley Fool

AUGUST 17, 2024

He heads up Pershing Square Capital Management -- the hedge fund he founded -- which has more than $10 billion in assets under management. One of the more noteworthy aspects of Ackman's investment strategy is that Pershing Square generally owns large stakes in just eight to 12 companies and generally holds them for years.

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Portfolios Stakes Hedge Funds Investors 244

The Motley Fool

SEPTEMBER 12, 2023

News that the next generation of generative AI was ready to go started a stampede by big tech to profit from this fast-evolving technology, and the stakes are massive. Amazon: Jumping on the generative AI bandwagon Billionaire hedge fund manager and philanthropist Seth Klarman is something of a legend among value investors.

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Hedge Funds Investors Stakes Assets 246

The Motley Fool

SEPTEMBER 2, 2024

The billionaire is the money manager for Third Point, the hedge fund he founded nearly thirty years ago. billion in seed money into a financial powerhouse with nearly $12 billion in assets under management. Loeb has been consistently increasing Third Point's stake in TSMC since initiating the position in May of 2023.

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The Motley Fool

SEPTEMBER 19, 2023

The successful hedge fund manager recommended four things for investors to do in today's volatile market -- and one thing to absolutely avoid. A portfolio that's well-diversified will include different asset types. Where is Dalio's hedge fund, Bridgewater Associates, invested the most? What should investors do?

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Hedge Funds Investors Exchange-Traded Funds Assets 243

The Motley Fool

JULY 9, 2023

Meta Platforms is harnessing AI across its ecosystem Philippe Laffont made his name by building Coatue Management into the world's best-known tech-centric hedge fund, parlaying a $50 million investment in 1999 into $15 billion in assets under management. Coleman founded Tiger Global Management. The billionaire added another 4.6

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Hedge Funds Stakes Assets Funds 246

The Motley Fool

NOVEMBER 24, 2024

Billionaire hedge fund manager Israel Englander co-founded Millennium Management in 1989 with $35 million. Today, Millennium has over $70 billion in assets under management and is one of the world's largest hedge funds. Millennium sold 13% of its stake in Nvidia in the third quarter, although it still owns 11.15

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Securities and Exchange Commission (SEC) Hedge Funds Stakes Debt 245

The Motley Fool

APRIL 20, 2024

Griffin founded Citadel, the most successful hedge fund ever. Griffin's Citadel also has a stake in the Vanguard S&P 500 ETF. In addition, the hedge fund owns a large number of options on the fund. Warren Buffett and Ken Griffin stand out as two of the most prominent billionaire investors on the planet.

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Hedge Funds Exchange-Traded Funds Conglomerates Stock Exchanges 246

Private Equity Professional

JANUARY 8, 2025

In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove. In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. trillion by 2030. [2]

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Mergers and Acquisitions Finance Financing Banks 100

The Motley Fool

DECEMBER 4, 2024

Philippe Laffont is a billionaire investor best known for founding the hedge fund Coatue Management. Today, Coatue boasts roughly $27 billion in assets under management (AUM) across 81 different stocks. According to Coatue's most recent 13F, the fund trimmed its exposure in Nvidia by 26% during the third quarter.

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