Where Hedge Funds And Mutual Funds Agree And Disagree: Full Positioning Breakdown
Hedge Fund VIP List with over weight: $CRH PLC(CRH)$ $FISERV INC(FI)$ $MasterCard(MA)$ $Progressive(PGR)$ $Uber(UBER)$ $UnitedHealth(UNH)$ $Visa(V)$ $Workday(WDAY)$
Hedge Fund VIP List with under weight: $Apple(AAPL)$ $Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ $Broadcom(AVGO)$ $Berkshire Hathaway(BRK.B)$ $GE Aerospace(GE)$ $Alphabet(GOOGL)$ $JPMorgan Chase(JPM)$ $Eli Lilly(LLY)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$
Comments
Hedge Fund concentrated short positions with over weight: $Cencora Inc.(COR)$ $Dell Technologies Inc.(DELL)$ $eBay(EBAY)$ $Marvell Technology(MRVL)$ $Target(TGT)$