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2021-05-21
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Stocks rise after hedge funds latch on, and these companies were just snapped up, according to Goldman Sachs
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Of course it's better to know the answers yourself, but if not","content":"<p>Copying is a tried-and-true strategy. Of course it's better to know the answers yourself, but if not, just find someone smarter who does. It's the very essence of momentum trading -- buying what others just bought. In fact the great investing trend of the last 50 years, passive investing, is just copying what some index provider put together. So here's to mimicry. The parrot should be the official bird of Wall Street.</p>\n<p>Another copying strategy is doing what hedge funds do. Thanks to Securities and Exchange Commission disclosure rules, you can discover most of what these investors do, albeit on a delay, but without exorbitant fees or million-dollar minimum investments.</p>\n<p><img src=\"https://static.tigerbbs.com/0cee2152f7afcfebe58af51529e53475\" tg-width=\"1260\" tg-height=\"1212\"></p>\n<p>According to Goldman Sachs, during the last 18 years, stocks with the largest increase in the number of hedge-fund investors have typically gone on to outperform sector peers during the quarters following their rise in popularity. Similarly, stocks with the largest decline in number of owners have subsequently underperformed peers by a similar magnitude.</p>\n<p><img src=\"https://static.tigerbbs.com/f1e2bb2e4b38bfa3fecfe3d47537fd18\" tg-width=\"1260\" tg-height=\"644\"></p>\n<p>Analysts at Goldman put together the list of the stocks with the largest increase in hedge-fund owners in the first quarter after analyzing 807 hedge funds with $2.7 trillion of positions. Left unsaid by the analysts is that the top and third-most purchased stocks, media giants ViacomCBS <a href=\"https://laohu8.com/S/VIAC\">$(VIAC)$</a> and Discovery <a href=\"https://laohu8.com/S/DISCA\">$(DISCA)$</a>, were dumped by Goldman itself as a result of the margin call that Archegos Capital Management couldn't meet. But the other stocks on the list weren't part of the Archegos affair, including social-media service <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) and laser-equipment maker <a href=\"https://laohu8.com/S/COHR\">Coherent</a> (COHR).</p>\n<p><img src=\"https://static.tigerbbs.com/cf41b0a86d88d8cd29f9d74462075249\" tg-width=\"1260\" tg-height=\"644\"></p>\n<p>Payment-services provider Fidelity National Information Service <a href=\"https://laohu8.com/S/FIS\">$(FIS)$</a>, home-improvement retailer Home Depot <a href=\"https://laohu8.com/S/HD\">$(HD)$</a> and payments company Fiserv <a href=\"https://laohu8.com/S/FISV\">$(FISV)$</a> head the list of companies with the largest decrease of hedge-fund owners.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) overtook Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> as the company most held as a top-10 holding, according to Goldman.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks rise after hedge funds latch on, and these companies were just snapped up, according to Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks rise after hedge funds latch on, and these companies were just snapped up, according to Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 19:43 GMT+8 <a href=https://www.marketwatch.com/story/stocks-get-a-boost-after-hedge-funds-latch-on-these-companies-were-snapped-up-in-the-first-quarter-according-to-goldman-sachs-11621592524?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Copying is a tried-and-true strategy. Of course it's better to know the answers yourself, but if not, just find someone smarter who does. It's the very essence of momentum trading -- buying what ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stocks-get-a-boost-after-hedge-funds-latch-on-these-companies-were-snapped-up-in-the-first-quarter-according-to-goldman-sachs-11621592524?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/stocks-get-a-boost-after-hedge-funds-latch-on-these-companies-were-snapped-up-in-the-first-quarter-according-to-goldman-sachs-11621592524?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137693909","content_text":"Copying is a tried-and-true strategy. Of course it's better to know the answers yourself, but if not, just find someone smarter who does. It's the very essence of momentum trading -- buying what others just bought. In fact the great investing trend of the last 50 years, passive investing, is just copying what some index provider put together. So here's to mimicry. The parrot should be the official bird of Wall Street.\nAnother copying strategy is doing what hedge funds do. Thanks to Securities and Exchange Commission disclosure rules, you can discover most of what these investors do, albeit on a delay, but without exorbitant fees or million-dollar minimum investments.\n\nAccording to Goldman Sachs, during the last 18 years, stocks with the largest increase in the number of hedge-fund investors have typically gone on to outperform sector peers during the quarters following their rise in popularity. Similarly, stocks with the largest decline in number of owners have subsequently underperformed peers by a similar magnitude.\n\nAnalysts at Goldman put together the list of the stocks with the largest increase in hedge-fund owners in the first quarter after analyzing 807 hedge funds with $2.7 trillion of positions. Left unsaid by the analysts is that the top and third-most purchased stocks, media giants ViacomCBS $(VIAC)$ and Discovery $(DISCA)$, were dumped by Goldman itself as a result of the margin call that Archegos Capital Management couldn't meet. But the other stocks on the list weren't part of the Archegos affair, including social-media service Twitter (TWTR) and laser-equipment maker Coherent (COHR).\n\nPayment-services provider Fidelity National Information Service $(FIS)$, home-improvement retailer Home Depot $(HD)$ and payments company Fiserv $(FISV)$ head the list of companies with the largest decrease of hedge-fund owners.\nFacebook (FB) overtook Amazon $(AMZN)$ as the company most held as a top-10 holding, according to Goldman.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/139184876"}
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