13f Filings

Soros Fund Management is structured as a family office, formerly a hedge fund, and is reported to be one of the most profitable hedge funds in the industry. By 2011, the Quantum Fund which is a subsidiary run by Soros Fund Management earned an average annual rate of return of 20% over four decades...

Cathie Wood’s ARK Innovation ETF (ARCA: ARKK) is down roughly 63% year-to-date, compared to the NASDAQ which is down at least 29% year-to-date and the S&P 500 down over 16% year-to-date. After the Federal Reserve began raising interest rates on March 16, the ARK Innovation ETF experienced...

Steven Cohen is the owner of the New York Mets and is also the founder and hedge fund manager of Point72 Asset Management. Cohen purchased the Mets in 2020 for roughly $2.4 billion, which was a record-breaking sale price for an MLB team at the time. Cohen is also an avid art collector, owning...

Dan Loeb and Bill Ackman are billionaire activist investors who own hedge funds Third Point Management and Pershing Square Capital Management, respectively. Both have been outspoken in the media this year, as Loeb wanted Disney to sell its unprofitable ESPN segment. After that, Loeb directed his...

Bill Gates has been known for buying up farmland as well as investing in disruptive companies to better combat climate change such as solid-state battery producer QuantumScape (NYSE: QS). Over the course of the third quarter, the Bill and Melinda Gates Foundation Trust increased its portfolio from...

Carolina Panthers owner David Tepper, who also manages the hedge fund Appaloosa Management, decreased the number of stocks in his portfolio from 30 to 22 throughout the third quarter. His holdings now hover at around $1.36 billion. Tepper has also reduced his stake in the majority of energy...

The Massachusetts Institute of Technology (MIT) has made two changes in its holdings during the third quarter of this year that includes the purchase of Procept Biorobotics Corp (NASDAQ: PRCT) — a surgical robotics company focused on advancing patient care. According to its 13F filings, MIT...

Rockefeller Capital Management L.P. has loaded up on shares of retail giant Amazon.com Inc. (NASDAQ: AMZN) and financial services company Intercontinental Exchange Inc. (NYSE: ICE) during the third quarter, according to SEC filings. What Happened: The New York-based hedge fund bought over 873,...

Edinburgh-based investment management company Baillie Gifford has sold over 7 million shares of Chinese EV-maker Li Auto Inc (NYSE: LI) during the third quarter while lapping up over 50,000 shares of peer Nio Inc (NYSE: NIO), according to 13 F filings of the company. The fund also loaded up on...

Jim Simons is the founder of Renaissance Technologies, which uses a quantitative strategy when buying and selling out of positions. The story of the secretive mathematician who amassed a net worth of over $28 billion as an algorithm pioneer was told in the book, "The Man Who Solved the...

Activist investor Dan Loeb is the Chief Executive Officer and founder of hedge fund Third Point Management, which has recently opened a stake in The Walt Disney Company (NYSE: DIS) of 1,000,000 shares. Besides acquiring growth stocks, Third Point Management is also diversified in...

Neil Jubaili-led Cedar Wealth Management added stakes worth around $1.48 million in U.S.-based tech giants during the second quarter, regulatory filings revealed on Monday. What Happened: The San Francisco, California-based investment firm that focuses on managing wealth for affluent...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...

Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) trimmed its stake in Apple Inc. (NASDAQ: AAPL) by 37 million shares in the fourth quarter of 2019, according to its 13F filing with the Securities and Exchange Commission revealed Friday. What Happened The investment firm led by Warren Buffett is the...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season Investors who follow particular fund managers can easily look up what each was buying...