Ray Dalio talks at the Alpha Exchange panel at the CNBC Institutional Investor Delivering Alpha conference September 13th in NYCHeidi Gutman / CNBC
- WalletHub analyzes financial disclosures for 400 of the largest hedge funds every quarter to help other investors replicate their success.
- The firm put together a list of the funds’ favorite stocks, including which moved up or down from previous quarters.
Each quarter, hedge funds must disclose their holdings of publicly traded companies.
WalletHub, a personal finance site, analyzes the filings of top 400 hedge funds each quarter to see what stocks they were buying up and which they were selling.
Their monitoring includes famous investors and funds like Warren Buffett’s Berkshire Hathaway; Ray Dalio’s Bridgewater Associates, the world’s largest hedge fund; David Tepper’s Appaloosa Management; and Daniel Loeb’s Third Point Capital.
“It makes sense that people pay attention to what hedge fund managers are buying, selling and holding,” the firm said. “We want to replicate their success. Hedge funds’ quarterly public disclosures, mandated by the Securities and Exchange Commission, give us a window into their recent activity.”
Scroll through to see the he 400 largest hedge funds’ favorite stocks in the second quarter of 2018:
25. Boeing
Ticker: BA
Change in ranking from last quarter: Down
Year-to-date performance: +17%
24. Booking Holdings
Ticker: BKNG
Change in ranking from last quarter: Down
Year-to-date performance: +9%
Merck & Co
Ticker: MRK
Change in ranking from last quarter: Unchanged
Year-to-date performance: +21.7%
22. Salesforce
Ticker: CRM
Change in ranking from last quarter: Unchanged
Year-to-date performance: +45.7%
21. Intel
Ticker: INTC
Change in ranking from last quarter: Down
Year-to-date performance: +0.6%
20. Verizon
Ticker: VZ
Change in ranking from last quarter: Unchanged
Year-to-date performance: +2.2%
19. Berkshire Hathaway
Ticker: BRKB
Change in ranking from last quarter: Up
Year-to-date performance: +6.41%
18. Adobe
Ticker: ADBE
Change in ranking from last quarter: Up
Year-to-date performance: +50.0%
17. Home Depot
Ticker: HD
Change in ranking from last quarter: Up
Year-to-date performance: +6.1%
16. Coca-Cola
Ticker: KO
Change in ranking from last quarter: Up
Year-to-date performance: -1.3%
15. Citigroup
Ticker: C
Change in ranking from last quarter: Down
Year-to-date performance: -3.9%
14. Johnson & Johnson
Ticker: JNJ
Change in ranking from last quarter: Up
Year-to-date performance: -3.3%
13. Comcast
Ticker: CMCSA
Change in ranking from last quarter: Up
Year-to-date performance: -10.5%
12. Netflix
Ticker: NFLX
Change in ranking from last quarter: Down
Year-to-date performance: +86.5%
11. Mastercard
Ticker: MA
Change in ranking from last quarter: Up
Year-to-date performance: +41.0%
10. Bank of America
Ticker: BAC
Change in ranking from last quarter: Down
Year-to-date performance: +2.7%
9. Visa
Ticker: V
Change in ranking from last quarter: Up
Year-to-date performance: +28.4%
8. UnitedHealth
Ticker: UNH
Change in ranking from last quarter: Unchanged
Year-to-date performance: +21.1%
7. JPMorgan Chase
Ticker: JPM
Change in ranking from last quarter: Down
Year-to-date performance: +5.8%
6. Wells Fargo
Ticker: WFC
Change in ranking from last quarter: Up
Year-to-date performance: -4.4%
5. Alphabet
Ticker: GOOGL
Change in ranking from last quarter: Unchanged
Year-to-date performance: +16.4%
4. Facebook
Ticker: FB
Change in ranking from last quarter: Unchanged
Year-to-date performance: -3.1%
3. Apple
Ticker: AAPL
Change in ranking from last quarter: Unchanged
Year-to-date performance: +32.7%
2. Amazon
Ticker: AMZN
Change in ranking from last quarter: Unchanged
Year-to-date performance: +70.7%
1. Microsoft
Ticker: MSFT
Change in ranking from last quarter: Unchanged
Year-to-date performance: +31.1%
