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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 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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Viking Global's Top Five Stock Bets
Friday, April 21, 2023 - 9:21am | 995Viking Global Investors is an elite hedge fund run by former Tiger Cub Andreas Halvorsen. The Norwegian billionaire has a nearly unparalleled track record of success in the often fickle stock-picking game. Undoubtedly, much of this can be attributed to his tutelage under Julian Robertson at Tiger...
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Viking Global's Top Five Stock Bets
Friday, April 21, 2023 - 9:21am | 995Viking Global Investors is an elite hedge fund run by former Tiger Cub Andreas Halvorsen. The Norwegian billionaire has a nearly unparalleled track record of success in the often fickle stock-picking game. Undoubtedly, much of this can be attributed to his tutelage under Julian Robertson at Tiger...
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CEOs Vs. Hedge Fund Managers: Who Gets Paid Better?
Thursday, May 26, 2016 - 10:49am | 715Do you want to become a billionaire? What about running a company? Ever wondered if you’d get richer making it to CEO or as a money manager? Well, Benzinga’s got some pointers for you. The Associated Press and Equilar, an executive data firm, recently published a list of the 10 highest-...
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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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Funds Are Running From Baidu, Valeant, Mondelez And Time Warner
Thursday, August 20, 2015 - 8:26am | 386Baidu Inc (ADR) (NASDAQ: BIDU) was one of the most unpopular stocks of the second quarter. According to an analysis of top hedge funds’ aggregate holdings and top purchases and sales from S&P Capital IQ, the Chinese-language Internet search provider was the stock institutional investors...
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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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Viking Global's Shareholder Letter Talks New Positions In Google, Cheniere, Biggest Winners & Losers
Friday, May 1, 2015 - 12:15pm | 403Viking Global Investors released a quarterly update to its investors on April 27, noting new positions in Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Cheniere Energy, Inc. (NYSE: LNG). The letter, written by CEO and co-founder Ole Andreas Halvorsen, noted that despite the recent stake,...
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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...
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Apple: Hedge Fund Ownership Makes It the King Kong of Crowded Trades
Friday, February 24, 2012 - 5:59pm | 1041When examining the investment merits of Apple (NASDAQ: AAPL), it is not hard to see why the company has become THE darling of Wall Street. Everyone is making money in this name. Furthermore, it looks like this story is far from over. Everything continues to line up for the stock and it looks like...
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Viking Global Investors Betting On Credit Cards (V, IVZ, MA, BAC, ESRX)
Thursday, May 13, 2010 - 8:13pm | 268Viking Global Investors is one of the largest hedge funds in the world with assets under management of around $12.4 billion. The firm was founded by three former "Tiger Cubs," who worked at Julian Robertson's Tiger Management before striking off on their own. A look at Viking's portfolio as of 12/...