The stock moves that the biggest hedge fund managers made in the third quarter are being revealed today.
Hedge funds of a certain minimum size are required to disclose their long stock holdings in filings to the SEC known as 13-Fs. Of course, the filings only provide a partial picture since they do not show short positions or wagers on commodities and currencies. What’s more is these filings come out 45 days after the end of each quarter, so it’s possible they could have traded in and out of the positions.
Still, it does provide a partial look into where some of the top money managers have been placing money in the stock market.
Below is a roundup of some of the quarter’s portfolio highlights:
Baupost Group (Seth Klarman)
New: McKesson (MCK), AMC Entertainment (AMC)
Boosted: Allergan, Cardinal Health (CAH), Antero Resources (AR)
Trimmed: Dell Technologies (DVMT), Avis Budget (CAR)
Exited: Qualcomm (QCOM)
Julia La Roche is a finance reporter at Yahoo Finance. Follow her on Twitter.
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