What stocks are hedge funds michael kors bags holding Our
latest hedge fund"Vip list"Is shown below(Only the top positions).These are the
most widely held stocks by the managers covered in our quarterly report.The
table is sorted descending by total number of hedge funds(In our list)That held
that stock in q4.The second table shows what the average"Conviction"Size was
across our group of funds. For example, last quarter 10 hedge funds reported a
position in aapl and it was(On average)7.7% of each of their total reported long
positions: While aapl has been a big bet in a lot of portfolios for several
quarters, Google(Goog)Saw in increase in both the number of holders as well as
the ave.Position size from 3.9% to 6%: Gilead sciences(Gild)Was a name that saw
a pretty substantial increase in the number of holders but really no change in
the ave.Conviction level so it looks like a bunch of hf's cheap
michael kors handbags initiated"Starter"Positions and just in time:
Oracle corp(Orcl)Saw a similar increase in the number of filers without a
dramatic change in ave.Conviction level which given the sell off at the very end
of the year was probably just value hunters finally dipping a toe in the water:
Delphi automotive(Dlph)Was a popular post reorganization equity among our group
of filers with an average conviction level at over 3%: The spdr gold etf(Gld)Is
interesting because although the number of holders has declined, the average
conviction among them is very high at 6.9%. Microsoft(Msft)Is another name that
has seen the number of holders decline but among ichaelorag those still holding the
bet is getting bigger and is paying off in 2012: The last position we'll
highlight is michael Kors holdings(Kors)Which despite going public on dec 15th,
still saw 3 funds in our group start small positions:
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