СУПЕР инфа. 50 хэдж фондов и состав их портфелей.

Для понимания.
Top new buys-Топ новых покупок
Top exits-Из каких акций вышли
Boosted stakes in-В каких постепенно наращивают долю
Cut stakes in-В каких сокращают долю

ADAGE CAPITAL PARTNERS GP

Top new buys: RTN, DUK, ABBV, CF, TEL, COMM, MDU, GRA, COP, SAP
Top exits: IFRX, EXP, BRKMY, LNG, BLD, TAK, WMB, CE, BMY, CMI
Boosted stakes in: CELG, AMZN, UTX, MPC, DE, DIS, EVRG, KEY, MOS, VLO
Cut stakes in: ROST, WMT, PVH, FTV, NBL, EMR, LLY, GOOG, OC

APPALOOSA

Top new buys: HUM, I, CNC
Top exits: BABA, XLE
Boosted stakes in: GOOG, AMZN, CRM, XOP, UNH, ADBE
Cut stakes in: MU, AGN, PCG, ET, VST, COOP, LNG, AMLP, TMUS, CWEN

ARROWGRASS

Top new buys: UBER, LQD, AGN, HYG, CY, DIS, UTX, CP, BERY, NOC
Top exits: CCC, VRRM, NRG, LIN, MA, JPM, VST, URI, INTU, DISCA
Boosted stakes in: ILMN, CELG, WBC, LOW, V, NKE, UAL, DOCU, AKAM, UNP
Cut stakes in: CRM, GOOGL, BKNG, VZ, AMZN, IQ, BA, VIAB, BABA, BMRN

BALYASNY ASSET MANAGEMENT

Top new buys: AIG, KMB, DE, STI, PNC, WSM, SKX, XLP, KHC, PAYC
Top exits: QQQ, AAP, LEN, MAN, XLI, CAG, RRC, JKHY, ECA, PANW
Boosted stakes in: UTX, C, WMT, DLTR, NSC, RTN, GM, BAX, LH, GS
Cut stakes in: DIS, FITB, TJX, MS, ETFC, PFE, ALGN, ZBH, MSFT, AZO

BAUPOST GROUP

Top new buys: XPO
Top exits: CELG, PXD, DIS
Boosted stakes in: BMY, CBS, TBIO, NXST, TMQ, ATRA
Cut stakes in: QRVO, EBAY, SYF, LNG, SBGI, AGN, TAK, ABC, MCK

BERKSHIRE HATHAWAY

Boosted stakes in: BAC, USB, AMZN
Cut stakes in: CHTR

BLUEMOUNTAIN CAPITAL MANAGEMENT

Top new buys: BJ, SWI, AVTR, VICI, ARR, CRWD, INVH, HCM, PSN, CHWY
Top exits: INSW, MLNX, NCLH, CELG, EA, PSTG, BBY, MCD, VAR, M
Boosted stakes in: OAS, SAEX, JELD, TEVA
Cut stakes in: PCG, SOI, C, ESI, XOP, USCR, GT, ANH

BRIDGEWATER

Top new buys: FXI, MCHI, SWK, BK, SLB, ENDP, CNP, BWA, CLB, SPLK
Top exits: BMY, MOS, DISH, AN, MHK, STZ, GS, RF, BA, KEY
Boosted stakes in: INDA, GLD, XEC, KR, CCL, BABA, HYG, SWN, ADS, EWZ
Cut stakes in: EEM, VWO, IEMG, SPY, FDX, T, EMN, URI, AMTD, DVA

COATUE MANAGEMENT

Top new buys: UBER, SQ, ISRG, GPN, NTES, ZM, GH, SMAR, GDOT, TW
Top exits: MU, COUP, IQ, TCS, EXPR, GRPN, FLWS, SFLY, LE, BGFV
Boosted stakes in: MSI, PLAN, MSFT, OKTA, NOW, V, TWLO, INTU, PYPL, HTZ
Cut stakes in: NVDA, AMZN, CRM, MNK, ATVI, EA, FOSL, LB, CMG, AAL

CORSAIR CAPITAL MANAGEMENT

Top new buys: REPH, BID, NVGS, STMP, CASH, FSK, CLF, ADT
Top exits: ARMK, HUN, CHL, NOMD, TOL, MU, SRI, SRG, GPRE, JEF
Boosted stakes in: KRA, LAUR, TROX, BH, FLEX, GSL, CUBI
Cut stakes in: SPXC, CHDN, AXTA, HDS, RHP, SPY, IPI, BLL, HGV, FCAU

CORVEX MANAGEMENT

Top new buys: CNC, NFLX, RTLR, AYX, TSS, FSCT, WORK, WCG, PACK, GPN
Top exits: GOOGL, TTWO, GWRE, ZAYO, ZEN, CELG
Boosted stakes in: MGM, FANG, MSG, WTRH
Cut stakes in: ADBE, TMUS, DIS, CMCSA, FB, AMZN

D1 CAPITAL PARTNERS

Top new buys: BABA, FIS, BA, TWLO, AMZN, LIN, CHWY, SNAP, CCC, QTT
Top exits: LEN, DHR, AMAT, LRCX, IQ
Boosted stakes in: NFLX, JD, MU, LVS, IQV, FB, OC, GWRE, BILI
Cut stakes in: DIS, DHI, WYNN, GOOGL, RACE, HLT, ADBE

DE SHAW

Top new buys: ZAYO, AMCR, SMH, UBER, CACI, WHR, NI, DNKN, EQNR, OLLI
Top exits: IVV, TNDM, HYG, TSM, FITB, GWPH, NIO, GSK, HEXO, XLF
Boosted stakes in: BABA, NVDA, AMZN, COP, JNJ, MSFT, BIIB, UNP, PG, V
Cut stakes in: QCOM, FB, AAPL, CELG, PFE, EBAY, ORCL, LOW, AVGO, CI

DUQUESNE FAMILY OFFICE

Top new buys: UBER, CRM, PCG, GOLD, JD, I, AEM, SQ, PANW, ZEN
Top exits: IBB, GOOGL, ISRG, QCOM, A, XLNX, ADI, POST, HOLX, SPLK
Boosted stakes in: MSFT, SNAP, SE, AMZN, ATVI, MELI, NOW, HD, MRK, FIS
Cut stakes in: EEM, TMUS, ABT, LNG, PYPL, SPOT, ADBE, DOCU, MU, MPC

EMINENCE CAPITAL

Top new buys: ASH, BABA, RP, MS, BSX, GDDY, NTNX, CFG, SPOT, WW
Top exits: QSR, ZAYO, NCLH, LIN, DHR, SAFM, LYFT
Boosted stakes in: MIDD, HAE, PCG, RCL, SCHW, BERY, PSTG, CF, SYY, USFD
Cut stakes in: IQV, GPK, TMO, PYPL, INXN, DHI, LEN, TSN, CNC, ICE

ELLIOTT MANAGEMENT

Top new buys: MPC, XLV, HYG, TRK, COMM, USWS
Top exits: SRE, BMY, CVLT, CARB, SYMC, HR, KREF, RYAAY, MITK, EPEG
Boosted stakes in: ISCA, DELL, RRTS
Cut stakes in: HES, DVN, SHO, CXP, MAC

ENGAGED CAPITAL

Top exits: BHE, MED
Boosted stakes in: HAIN, MGLN

FIR TREE

Top new buys: CNC, AGN, ACHC, TRNE, SATS, TMUS, LCA, LHC, PVT
Top exits: SM, AMR
Boosted stakes in: TPGH, LAUR
Cut stakes in: MSFT, FE, C, BKNG, I, MHK, NAVI, SNE, RWGE, MOSC

FRONTFOUR CAPITAL GROUP

Top new buys: HGV, ANF
Top exits: CZR, CTL, LPX, SXT
Boosted stakes in: CLNY, OBE
Cut stakes in: VAC, GRP/U, ASH, BERY, JASN, MDCA

GLENVIEW CAPITAL

Top new buys: UNH, TMUS, URI
Top exits: HTZ, TSG
Boosted stakes in: DIS, HCA, HUM, DVA, CI, CNC, BKD, UNVR, BHC, WCG
Cut stakes in: GOOGL, MSFT, TMO, BAX, NXPI, HOLX, ANTM, UHS, ABC, FLEX

GREENLIGHT CAPITAL

Top new buys: SGMS, DDS
Top exits: SDRL
Boosted stakes in: ADNT, TGP
Cut stakes in: GM, VAL, VOYA, AER, HGV, TPX, MDCO, SATS

ICAHN

Top new buys: OXY
Top exits: FANG
Boosted stakes in: IEP, CNDT
Cut stakes in: FCX, LNG

IMPALA ASSET MANAGEMENT

Top new buys: GD, KEX, ANF, VMC, BLDR, NAV, FLT, ITT
Top exits: CSX, BC, HD, GUSH, VLO, LSTR, BTG, SWK, MSFT, FLR
Boosted stakes in: DHI, URI, QCOM, NSC, RIO, LEA, HRI, HOG
Cut stakes in: TECK, CAT, HES, MHK, NVR, HCC, KNX, KTOS

JANA PARTNERS

Top new buys: AXTA, ELY
Top exits: TIF
Boosted stakes in: JACK, ZBH
Cut stakes in: SPY, FLMN

LANSDOWNE

Top new buys: LRCX, UBER, EGO, PSX, IQ
Top exits: JPM, BAC, C, AGR, RIG, URI, CYTK, GOOGL, AMZN, DBX
Boosted stakes in: ETN, UAL, TSM, GRUB, UTX, VXX, DHT, BABA, HCC
Cut stakes in: MU, AMAT, IR, TXN, CVE, MANU, AGI, CNQ, AAL, FSLR

LONE PINE

Top new buys: ATVI, DPZ, UBER, CHWY, COUP, TEAM
Top exits: STZ, CSX, GOOG, TRU
Boosted stakes in: SHOP, UNP, DHI, SQ, WWE, CRM, ADSK, UNH, STNE, BABA
Cut stakes in: AMZN, FB, MA, SPGI, IQV, ADBE, TIF, MSFT, NOW, MELI

LONG POND

Top new buys: JLL, LSI, OHI, SHO, LPT, DRE, UE, VICI, DIA, FR
Top exits: LOW, AMH, CCS, COLD, WYNN, KBH, CWK, CZR, CVCO, CLI
Boosted stakes in: HGV, H, SLG, PGRE, EXP, WLH, FPH, PLYA, DRH
Cut stakes in: HLT, HPP, LEN, MGM, DHI

MAGNETAR FINANCIAL

Top new buys: CY, CZR, ADSW, MDSO, LTXB, AQ, CHNG, WAGE, HCAC, CRSA
Top exits: CCC, ELAN, WHD, GG, AVA
Boosted stakes in: TSS, AGN, WBC, WCG, BDX, BAX, AZN, CI, CNC, CTLT
Cut stakes in: MLNX, ONCE, ET, MCK, PACB, CELG, EXTN, TRCO, FNSR, LKSD

MAVERICK CAPITAL

Top new buys: MGM, WLK, STNE, SBUX, NFLX, CASY, SKX, LITE, TXRH, HAE
Top exits: ANTM, SSNC, SCHW, WCG, FLT, CMG, WCN, TPX, MCD, HLT
Boosted stakes in: HUM, CNC, BABA, OC, BKNG, COMM, TMUS, MDCO, JBLU, HBI
Cut stakes in: MSFT, FISV, USFD, EXP, WYNN, BURL, NKE, ADBE, LOW, GPK

MELVIN CAPITAL MANAGEMENT

Top new buys: PLAN, LH, EL, TTWO, VEEV, WDAY, FIS, VRSN, ETSY, LK
Top exits: DE, EA, DRI, INTU, NKE, RCL, DOCU, HDS, LB, GOOS
Boosted stakes in: AMZN, MCD, BABA, CSGP, RACE, LVS, AAP, V, DPZ, WWE
Cut stakes in: NFLX, IQV, QSR, WYNN, COO, PYPL, TWTR, EDU, CVNA, AWI

MOORE CAPITAL MANAGEMENT

Top new buys: FIS, WEX, COLD, NOC, COUP, TPX, DIS, SE, CTXS, QTWO
Top exits: FBP, GCP, CAT, ZAYO, SNV, TWTR, LNG, ULTA, INTC, ITB
Boosted stakes in: PGR, AMZN, MA, FB, JD, PYPL, NFLX, AMP, BURL, BG
Cut stakes in: FXI, BABA, SIVB, EA, TECK, GDS, EEM, EDU, AXTA, SPOT

OAKTREE CAPITAL MANAGEMENT

Top new buys: PBR, HUYA, CCO, PVAC, BGNE, TV, LOMA, IEA
Top exits: BABA, YUMC, VICI, HKRSQ, BXEFF
Boosted stakes in: BRY, EGLE, VST, AZUL, PAM, TGS, TEO, VRS, SMCI, CX
Cut stakes in: IBN, CTRA, NMIH, BCEI, YETI, FPI, YNDX, ITUB, BRFS, AU

OMEGA ADVISORS

Top new buys: FANG, WFC, CCL, DOW, VICI, CRWD, FLMN, TPCO
Top exits: CVS, DAL, ENT, RESI, CCC, FSK
Boosted stakes in: NAVI, UNH, NEWM, NBR, CNC, OCN, HES, WPX, SLV, MGY
Cut stakes in: LORL, PFSI, MPC, EFC, NLSN, ABR, CIM

PAULSON & CO

Top new buys: BID, ONCE, PCG, UTX, SSRM, ZAYO
Top exits: CNC, KMDA, WBC, NXPI, ON, DIS
Boosted stakes in: AGN, WCG, S, PCRX, TMQ, CELG
Cut stakes in: INSW, STC, QEP

POINT72

Top new buys: VICI, REGN, UBER, HUM, HYG, F, UPS, MMM, V, DNKN
Top exits: GOOGL, FISV, ANTM, EA, TSN, SLB, SO, UAL, ADP, SYY
Boosted stakes in: AVGO, NXPI, FB, HCA, RTN, GPN, BABA, NBL, UTX, GWPH
Cut stakes in: DIS, NFLX, MPC, MRVL, AAP, ECA, BMY, GDDY, CMI, EL

POINTSTATE CAPITAL

Top new buys: HUM, NXPI, EEM, EWZ, GLD, MDB, NOC, LHX, OKTA, SMAR
Top exits: MSFT, LOW, CELG, BMY, MRK, SWK, BKNG, MT, VST, LIN
Boosted stakes in: CRM, AMZN, PCG, COUP, CNC, COF, BA, NOW, BABA, NFLX
Cut stakes in: DLTR, TEAM, UTX, GOOGL, ADSK, ANTM, MA, JD, URI, TMUS

PERSHING SQUARE

Top new buys: BRK/B
Top exits: UTX
Cut stakes in: LOW, QSR, CMG, SBUX

RAGING CAPITAL

Top new buys: KEM, QCOM, CHWY, BBW, HCHC, HIIQ, PD
Top exits: GS, LNTH, ORBC, AAL, ALK, XLNX, HIMX, AXTI, INSYQ, RUBI
Boosted stakes in: AGN, AMBC, MITK, AGO, PKE, CLDR, UAN, WATT, MNKD, MR
Cut stakes in: HLIT, DSPG, BLDR, SBGI, BPOP, UPLD, TWTR, TDW, FND, FB

SACHEM HEAD CAPITAL

Top new buys: CRM, SE
Top exits: BERY, MSFT, ZAYO, TAK, AGN, WCG, CNC
Boosted stakes in: EXP, PCG, USFD

SANDELL ASSET MANAGEMENT

Top new buys: WCG, ADSW, TSS, AGN, CY, CRAY, OXY, MAXR
Top exits: GG, DIS, ELAN, CZR, VOD
Boosted stakes in: CELG, ZAYO, TRCO, ONCE
Cut stakes in: AAL, URI, RACE

SENATOR INVESTMENTS:

Top new buys: ADPT, VICI, PANW, AVTR, DIS, MRVL, AXTA, LIN, EMR, VRTX
Top exits: ZAYO, UNP, WMB, ICE, AGN, STZ, FISV, DHI, LVS, ETFC
Boosted stakes in: FB, CBOE, SE
Cut stakes in: COLD, BA, CHTR, GOOG, LYFT, DHR, MRK, SRPT, SHW, V

SOROBAN CAPITAL

Top new buys: RTN, WIX, STZ
Top exits: SAP, LIN
Boosted stakes in: GOOGL, UNP, MAR, SNE, BABA, LRCX
Cut stakes in: AXTA, NSC, UTX, GRA

SOROS

Top new buys: QQQ, GOOGL, EBAY, SYMC, VMC, NLY, EPC, CL, WORK, ZAYO
Top exits: CDAY, COUP, CRM, CMCSA, TMUS, ADBE, RNG, WWE, MRVL, INTU
Boosted stakes in: CELG, DHI, DIS, VICI, UNH, KDP, SYF, ETFC, SC, MS
Cut stakes in: IWB, CAG, TIVO, MKC, SPY, WCG, ETSY, WBC, FLMN, OIBR/C

STARBOARD

Top exits: ZAYO
Boosted stakes in: GCP, IWR, SYMC
Cut stakes in: MRVL, DLTR, EBAY, IWN, NTUS, RPM, MGM, CERN

TEMASEK HOLDINGS

Top new buys: DOW, TW, STNE, WORK
Top exits: MSFT
Boosted stakes in: AMRS, AYX
Cut stakes in: FTCH

TIGER GLOBAL MANAGEMENT

Top new buys: UBER, GDS, ZM, LINX, CHWY, CRWD, FSLY, PD, LK, REAL
Top exits: BKNG, DPZ, QSR, UXIN
Boosted stakes in: MSFT, FB, RNG, RUN, SMAR, CVNA, NFLX, MDB, TEAM, TWLO
Cut stakes in: SPOT, STNE, JD, SVMK, DESP, RDFN, 1650847D

THIRD POINT

Top new buys: CNC, BURL, GTT, TW, COLD, CCO, PINS, TWLO, ZM, PSN
Top exits: STZ, CELG, AXP
Boosted stakes in: BSX, NFLX, ADBE, MSFT, ROST, MPC, CRM
Cut stakes in: BAX, CPB, UTX, SHY, IQV

TRIAN

Top new buys: LM
Boosted stakes in: SYY, MDLZ
Cut stakes in: PPG, BK, PG

TUDOR INVESTMENT

Top new buys: CSCO, WORK, ETSY, SSFN, LHX, LLY, MDSO, MS, MU, NEWR
Top exits: TAK, NOC, CVX, ILMN, ALB, AME, CL, MDT, DTE, TSLA
Boosted stakes in: EEM, STI, AGN, CRAY, CRM, CNC, DIS, MSFT, ENFC, DRE
Cut stakes in: SPY, INTC, HNGR, CELG, COP, MITK, BMY, FIS, ADSK, WSM

VALUEACT

Top new buys: TSG, PSN, BKNG, XPO, EIX
Top exits: PCG, AWI
Boosted stakes in: STX, AES, CBRE, LIND, DAR, UFI
Cut stakes in: ADS, AFI, STRA, HE, BHC

VIKING GLOBAL INVESTORS

Top new buys: ADPT, BA, BBIO, UBER, MNST, CRM, AVTR, SQ, WORK, LOW
Top exits: MPC, TMO, DIS, ALL, FANG, BKNG, MYL, HES, JAZZ, MIDD
Boosted stakes in: FB, AMZN, JD, CNC, BSX, UNH, MELI, EQH, MU, ATVI
Cut stakes in: BABA, V, BERY, ANTM, WCG, BMRN, MRNA, NVDA, ALGN, ADBE

YORK CAPITAL

Top new buys: CBOE, EME, BMRN, PE, CY, CHNG, TIF, MLCO, TW, MPC
Top exits: BBL, ASH, AZN, ELAN, GCP, EA, HD, WCG, DWDP-W, TNP
Boosted stakes in: CELG, OIBR/C, CBPO, JD, BILI
Cut stakes in: WBC, NUVA, CI, CNC, PCG, PXD, GDS, IIVI, AIZ, ESTR

Хочу посоветовать агрегатор торговой аналитики RADDAR. Каждые 10 минут платформа собирает прогнозы и проводит теханализ по 28 активам: форекс, индексы стран, сырье и криптовалюты.