Hedge fund managers are in the business of making money – plain and simple – but, unlike other money managers and investors, these people have far more resources at their disposal. They have teams of analysts studying the markets constantly. Fund managers also have access to top executives and enough weight to request (and get) a tour of a business or a meeting whenever they want. In other words, they have the inside scoop...These are the positions that investors should take notice of:
Wells Fargo: WFC is one of the top picks amongst fund managers. The eminent Warren Buffett had almost 15% of his Berkshire Hathaway invested in WFC at the end of the third quarter while Lee Ainslie’s Maverick Capital had almost 4% of its portfolio in WFC, and John Paulson’s Paulson & Co. had 2.78% of its portfolio in the company...
Microsoft: Fund managers also like MSFT. Seth Klarman’s Baupost Group had nearly 10% of its portfolio in MSFT at the end of September while David Einhorn’s Greenlight Capital had just over 8% of its portfolio invested in the company. Whitney Tilson’s T2 Partners also had a large portion of its portfolio in MSFT.
Johnson & Johnson: JNJ is on the top of many fund managers’ lists. Warren Buffett had over 4% of his Berkshire Hathaway portfolio invested in JNJ at the end of the third quarter while Ken Fisher’s Fisher Asset Management had 2.28% of its portfolio invested in the company.
Pfizer: PFE holds a top position in several fund managers’ portfolios. Lee Ainslie’s Maverick Capital had 1.56% of its portfolio invested in PFE at the end of the third quarter, while Ken Fisher’s Fisher Asset Management had 1.29% and David Dreman’s Dreman Value Management had 0.71%....
For the rest go to http://seekingalpha.com/article/314629-hedge-fund-managers-love-these-9-stocks
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