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Andreas Halvorsen Bets On A Healthy Comeback For UnitedHealth
Friday, May 16, 2025 - 3:24pm | 428While many investors have been backing away from healthcare stocks amid regulatory overhangs and earnings pressure, Ole Andreas Halvorsen of Viking Global Investors is leaning in. In the first quarter, Halvorsen added to his position in UnitedHealth Group Inc. (NYSE:UNH), snapping up additional...
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Viking Goes Industrial: Andreas Halvorsen Takes Big Swing On Beaten-Down Regal Rexnord
Monday, April 21, 2025 - 10:46am | 399Milwaukee-based manufacturer Regal Rexnord Corp (NYSE:RRX) may be down, but Andreas Halvorsen's Viking Global Investors is clearly not out. What Happened: An April 18 13G filing revealed the $30.9 billion hedge fund scooped up 2.68 million shares of the industrial components maker on April 11 —...
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Viking Bails On Apple, Tesla And Trims Nvidia: Is This A Big Tech Rethink?
Tuesday, February 18, 2025 - 4:02pm | 406Hedge fund Viking Global Investors, led by Andreas Halvorsen, made some bold moves in the fourth quarter of 2024, dumping its entire stakes in Apple Inc (NASDAQ:AAPL) and Tesla Inc (NASDAQ:TSLA). The firm offloaded nearly 4.86 million Apple shares and over 436,000 Tesla shares, exiting both...
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What To Expect This 13F Season (And Which Hedge Funds To Watch)
Friday, May 13, 2016 - 6:50am | 808Institutional investment firms with more than $100 million in assets under management and relevant long stakes in U.S. listed equities are required to disclose their long positions with the SEC once per quarter via 13F filings. Filings for the first quarter of 2016 are due by Monday and, while...
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7 Stocks Institutional Investors Bought Like Crazy In Q3
Friday, November 20, 2015 - 3:19pm | 664With the third quarter 13F season over, it’s time to look at some statistics. Some of the most popular stocks among institutional investors have been measured by the number of firms that started new stakes over the quarter. Among the top popular names are Kraft Heinz Co (NASDAQ: KHC) and...
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Cheniere Energy Spikes After Carl Icahn Goes Long
Friday, August 7, 2015 - 3:08pm | 286Shares of Cheniere Energy, Inc. (NYSE: LNG) were up more than 5 percent on Friday, after Carl Icahn disclosed late Thursday a new activist position in the company. According to the 13D filing, Icahn owns 19,353,530 shares of the company’s Common Stock, which represent 8.18 percent of the...
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Hedge Fund Giants Mario Gabelli, Stephen Mandel & Andreas Halvorsen Are Getting Active
Sunday, July 19, 2015 - 1:32pm | 342Many investors consider tracking hedge fund moves central to their strategy. Let’s take a look at the past week’s most relevant hedge fund moves. GAMCO Investors Mario Gabelli’s GAMCO Investors was quite active this week. On Tuesday, the fund disclosed a new position, with...
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A Look At 12 Of Alibaba's Largest Investors
Wednesday, May 6, 2015 - 4:53pm | 342Many investors find tracking a stock’s institutional ownership effective as a strategy. Investment firms usually count with resources and research that individual investors don’t. Thus, their stock picks are not random. A look at Alibaba Group Holding Ltd (NYSE: BABA)’s...
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Hedge Funds And Alibaba: Who's Been Bullish?
Friday, December 26, 2014 - 9:49am | 341Alibaba Group Holding Ltd (NYSE: BABA) was down about 2.5 percent on December 23. Despite this dip, the average shareholder has done well to invest in the stock post-IPO, with shares up about 12.3 percent since that time. So, who's likely benefited in the hedge fund space...
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The Nine Stocks Tiger Cubs Love
Tuesday, September 4, 2012 - 8:52am | 1208The story of the so-called Tiger Cubs is well-known in hedge fund circles, and this group includes some of the best investors in the world. The "Tiger Cubs" refers to the group of hedge fund managers who learned their craft under the tutelage of legendary investor Julian Robertson, the founder of...