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Fundville » Popular Stocks


It’s quite interesting that Viking Global dedicated a whole paragraph on this issue in its most recent investor letter. Courtesy of DealBreaker,

We are often asked by investors how we think about owning stocks that are widely held by other hedge funds. There is no categorical answer to this question, but I would like to discuss some of the factors we consider when establishing and maintaining positions in companies known to be popular with our peers. First and foremost, the critical issue is whether we are ultimately proven right in our analysis.

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As we said in our introduction blog of VPStock tool, we will have a lot of fun finding out the popular stocks among institutional investors, the “big guys” who move the market. Table 1 shows the top 100 most popular stocks chosen from the top 10 holdings of all 2720 institutional investors who filed 13F to SEC last quarter. This list is extremely important, in our view, it’s a much better representation of institutional investors’ view toward the stock market than Goldman Sach’s hedge fund “VIP 50″. Don’t forget that institutional money managers and mutual fund managers are also a significant part of the market, in addition to hedge fund managers. A recent academic study shows that top 25% holdings of mutual fund managers significantly outperformed the market in 15 years from 1990.

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