Friday, June 05, 2020

30 Most Popular Stocks Among Hedge Funds: 2020 Q1 Rankings

1 Amazon (AMNZ)

2 Microsoft (MSFT)

3 Facebook (FB)

4 Alibaba (BABA: $219)

5  Alphabet (goog)



 6. Visa Inc. (NYSE:V): $189
Number of Hedge Funds: 157
Total Dollar Amount of Long Hedge Fund Positions:$14.4 billion
Percent of Hedge Funds with Long Positions: 19.1%
Second Quarter Return (through May 19th): 17.7%
Popularity Ranking (Q4): 7
Noteworthy Hedge Fund Shareholders: Ken Fisher, Warren Buffet

 7. Alphabet Inc. (NASDAQ:GOOG): $1,373
Number of Hedge Funds: 147
Total Dollar Amount of Long Hedge Fund Positions:$15.3 billion
Percent of Hedge Funds with Long Positions: 17.9%
Second Quarter Return (through May 19th): 18.1%
Popularity Ranking (Q4): 6
Noteworthy Hedge Fund Shareholders: Boykin Curry, David Blood and Al Gore

 8. Mastercard Incorporated (NYSE:MA): $291
Number of Hedge Funds: 139
Total Dollar Amount of Long Hedge Fund Positions:$11.9 billion
Percent of Hedge Funds with Long Positions: 16.9%
Second Quarter Return (through May 19th): 20.5%
Popularity Ranking (Q4): 9
Noteworthy Hedge Fund Shareholders: Tom Russo, Charles Akre

 9. Bristol-Myers Squibb (NYSE:BMY): $63
Number of Hedge Funds: 126
Total Dollar Amount of Long Hedge Fund Positions:$6.9 billion
Percent of Hedge Funds with Long Positions: 15.3%
Second Quarter Return (through May 19th): 13.4%
Popularity Ranking (Q4): 10
Noteworthy Hedge Fund Shareholders: Jim Simons, Cliff Asness

10. Apple Inc. (NASDAQ:AAPL): $313
Number of Hedge Funds: 123
Total Dollar Amount of Long Hedge Fund Positions:$74.8 billion
Percent of Hedge Funds with Long Positions: 15.0%
Second Quarter Return (through May 19th): 23.5%
Popularity Ranking (Q4): 11
Noteworthy Hedge Fund Shareholders: Warren Buffett, Ken Fisher

11. PayPal Holdings, Inc. (NASDAQ:PYPL): $145
Number of Hedge Funds: 118
Total Dollar Amount of Long Hedge Fund Positions:$4.7 billion
Percent of Hedge Funds with Long Positions: 14.4%
Second Quarter Return (through May 19th): 51.9%
Popularity Ranking (Q4): 8
Noteworthy Hedge Fund Shareholders: Philippe Laffont, Gabriel Plotkin
 


12. Salesforce.com Inc (NYSE:CRM): $176
Number of Hedge Funds: 117
Total Dollar Amount of Long Hedge Fund Positions:$7.1 billion
Percent of Hedge Funds with Long Positions: 14.3%
Second Quarter Return (through May 19th): 22.3%
Popularity Ranking (Q4): 15
Noteworthy Hedge Fund Shareholders: Ken Fisher, Al Gore


13. Berkshire Hathaway Inc. (NYSE:BRK-B): $172
Number of Hedge Funds: 115
Total Dollar Amount of Long Hedge Fund Positions:$18.1 billion
Percent of Hedge Funds with Long Positions: 14%
Second Quarter Return (through May 19th): -5.7%
Popularity Ranking (Q4): 14
Noteworthy Hedge Fund Shareholders: Michael Larson, Boykin Curry

14. Adobe Inc. (NASDAQ:ADBE): $372
Number of Hedge Funds: 115
Total Dollar Amount of Long Hedge Fund Positions:$8.2 billion
Percent of Hedge Funds with Long Positions: 14%
Second Quarter Return (through May 19th): 17%
Popularity Ranking (Q4): 16
Noteworthy Hedge Fund Shareholders: Stephen Mandel,

 15. JP Morgan Chase & Co (NYSE:JPM): $89
Number of Hedge Funds: 112
Total Dollar Amount of Long Hedge Fund Positions:$9.7 billion
Percent of Hedge Funds with Long Positions: 13.6%
Second Quarter Return (through May 19th): -0.5%
Popularity Ranking (Q4): 19
Noteworthy Hedge Fund Shareholders: Warren Buffett, Ken Fisher

16. Netflix, Inc. (NASDAQ:NFLX): $451
Number of Hedge Funds: 109
Total Dollar Amount of Long Hedge Fund Positions:$13.6 billion
Percent of Hedge Funds with Long Positions: 13.3%
Second Quarter Return (through May 19th): 20.1%
Popularity Ranking (Q4): 13
Noteworthy Hedge Fund Shareholders: Karthik Sarma, Andreas Halvorsen


 17. Fidelity National Information Services (FIS): $135
Number of Hedge Funds: 105
Total Dollar Amount of Long Hedge Fund Positions:$8.4 billion
Percent of Hedge Funds with Long Positions: 12.8%
Second Quarter Return (through May 19th): 11.3%
Popularity Ranking (Q4): 17
Noteworthy Hedge Fund Shareholders: Ken Griffin, Gabriel Plotkin

18. Charter Communications, Inc. (NASDAQ:CHTR): $520
Number of Hedge Funds: 104
Total Dollar Amount of Long Hedge Fund Positions:$9.9 billion
Percent of Hedge Funds with Long Positions: 12.7%
Second Quarter Return (through May 19th): 19.3%
Popularity Ranking (Q4): 64
Noteworthy Hedge Fund Shareholders: Warren Buffett, John Armitage


19. UnitedHealth Group (NASDAQ:UNH): $289
Number of Hedge Funds: 104
Total Dollar Amount of Long Hedge Fund Positions:$6.7 billion
Percent of Hedge Funds with Long Positions: 12.7%
Second Quarter Return (through May 19th): 15.9%
Popularity Ranking (Q4): 22
Noteworthy Hedge Fund Shareholders: Stephen Mandel, Boykin Curry
Ken Wolter/Shutterstock.com


20. Walt Disney Company (The) (NYSE:DIS): $114
Number of Hedge Funds: 102
Total Dollar Amount of Long Hedge Fund Positions:$4.7 billion
Percent of Hedge Funds with Long Positions: 12.4%
Second Quarter Return (through May 19th): 18.4%
Popularity Ranking (Q4): 12
Noteworthy Hedge Fund Shareholders: Donald Yacktman, Daniel Sundheim

21. Activision Blizzard Inc. (NASDAQ:ATVI): $73
Number of Hedge Funds: 101
Total Dollar Amount of Long Hedge Fund Positions:$3.1 billion
Percent of Hedge Funds with Long Positions: 12.3%
Second Quarter Return (through May 19th): 23.6%
Popularity Ranking (Q4): 40
Noteworthy Hedge Fund Shareholders: Panayotis Takis Sparaggis, Ken Griffin


22. Uber Technologies (NYSE:UBER): $33
Number of Hedge Funds: 97
Total Dollar Amount of Long Hedge Fund Positions:$5.1 billion
Percent of Hedge Funds with Long Positions: 11.8%
Second Quarter Return (through May 19th): 19.6%
Popularity Ranking (Q4): 21
Noteworthy Hedge Fund Shareholders: Brad Gerstner, Andreas Halvorsen, Chase Coleman

 23. Bank of America Corporation (NYSE:BAC): $22
Number of Hedge Funds: 95
Total Dollar Amount of Long Hedge Fund Positions:$21.7 billion
Percent of Hedge Funds with Long Positions: 11.6%
Second Quarter Return (through May 19th): 4.6%
Popularity Ranking (Q4): 18
Noteworthy Hedge Fund Shareholders: Warren Buffett, Richard S. Pzena

24. Allergan plc. (NYSE:AGN): NA
This was a merger arbitrage play for hedge funds. Abbvie acquired Allergan for $63 billion earlier this month.
Noteworthy Hedge Fund Shareholders: Dan Loeb, John Paulson

 25. NVIDIA Corporation (NASDAQ:NVDA): $352
Number of Hedge Funds: 95
Total Dollar Amount of Long Hedge Fund Positions:$4.1 billion
Percent of Hedge Funds with Long Positions: 11.6%
Second Quarter Return (through May 19th): 33.6%
Popularity Ranking (Q4): 35
Noteworthy Hedge Fund Shareholders: Rajiv Jain, Philippe Laffont


26. Micron (NASDAQ:MU): $45
Number of Hedge Funds: 94
Total Dollar Amount of Long Hedge Fund Positions:$4.0 billion
Percent of Hedge Funds with Long Positions: 11.4%
Second Quarter Return (through May 19th): 7.3%
Popularity Ranking (Q4): 24
Noteworthy Hedge Fund Shareholders: David Tepper, David Goel



27. JD.com Inc (NASDAQ:JD): $54
Number of Hedge Funds: 90
Total Dollar Amount of Long Hedge Fund Positions:$7.9 billion
Percent of Hedge Funds with Long Positions: 11%
Second Quarter Return (through May 19th): 34%
Popularity Ranking (Q4): 74
Noteworthy Hedge Fund Shareholders: Chase Coleman, Lei Zhang


28. Booking Holdings Inc (NASDAQ:BKNG): $1548
Number of Hedge Funds: 90
Total Dollar Amount of Long Hedge Fund Positions:$4.9 billion
Percent of Hedge Funds with Long Positions: 11%
Second Quarter Return (through May 19th): 15%
Popularity Ranking (Q4): 46
Noteworthy Hedge Fund Shareholders: Paul Reeder and Gabriel Plotkin


29. Home Depot (NYSE:HD): $238
Number of Hedge Funds: 87
Total Dollar Amount of Long Hedge Fund Positions:$3.6 billion
Percent of Hedge Funds with Long Positions: 10.6%
Second Quarter Return (through May 19th): 27.5%
Popularity Ranking (Q4): 23
Noteworthy Hedge Fund Shareholders: Tom Gayner



30. HCA Healthcare Inc (NYSE:HCA): $104
Number of Hedge Funds: 87
Total Dollar Amount of Long Hedge Fund Positions:$2.2 billion
Percent of Hedge Funds with Long Positions: 10.6%
Second Quarter Return (through May 19th): 15.6%
Popularity Ranking (Q4): 76
Noteworthy Hedge Fund Shareholders: Michael Castor (watch the video below to understand why HCA is Michael Castor’s favorite hospital stock)

Trades

1/26/2024 Sold 68 shares of NVDA at $616. going up too quick and chips may delay.