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Follow the smart money. HedgeFollow lets you Track the latest trades and stock holdings of famous Hedge Funds and company Insiders.

Joined December 2018
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๐—ง๐—ผ๐—ฝ ๐—›๐—ฒ๐—ฑ๐—ด๐—ฒ ๐—™๐˜‚๐—ป๐—ฑ manager Julian Baker made 2 very large insider buys the past week: ๐Ÿ”น Bought $35M of $MDGL @ $381.59 ๐Ÿ”น Bought $24.3M of $KOD @ $98.51 Julian's portfolio is up a solid +102.19% in the past 3 years, so it makes good sense to watch what he does.
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Alphabet 13F is out! ๐Ÿ”น They bought $620M more $SPCX ๐Ÿ”น Started a new $549M position in $QCOM ๐Ÿ”น Sold out of $GTLB Their portfolio is up 163% in the past 3 years, so its worth following them...
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๐˜ฟ๐™ž๐™™ ๐™ฉ๐™๐™š๐™ฎ ๐™—๐™ช๐™ฎ ๐™ข๐™ค๐™ง๐™š $SLS ? In Q1 and Q2, all the top 10 Largest Shareholders of $SLS added more to their positions. None sold. Q3 reports will be out in 1 week. Lets see if they are still confident in the company and built a larger position, or started to exit.
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๐—š๐—˜๐—ข๐——๐—˜ 13๐—™ ๐—ถ๐˜€ ๐—ผ๐˜‚๐˜!ย  5-star Hedge Fund Geode posted 13F for Q3: Main ๐˜—๐˜ฐ๐˜ณ๐˜ต๐˜ง๐˜ฐ๐˜ญ๐˜ช๐˜ฐ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ๐˜ด: ๐Ÿ”น $SPCX - added 65% more ๐Ÿ”น $BE - added 85% more Rest of portfolio is mainly still the same. Geode is up +103.97% in 3 years!
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๐—ž๐—ฒ๐—ป ๐—™๐—ถ๐˜€๐—ต๐—ฒ๐—ฟ 13๐—™ ๐—ถ๐˜€ ๐—ผ๐˜‚๐˜!ย  The 5-star Hedge Fund manager just posted his Q3 trades. ๐˜”๐˜ฐ๐˜ด๐˜ต ๐˜ฏ๐˜ฐ๐˜ต๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐™ฅ๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ๐˜ด: ๐Ÿ”น $TLT - start new position ๐Ÿ”น $CSCO & $UNH - added 20% more ๐Ÿ”น $GEV & $PANW - added 40% more Ken is up 106.39% in 3 yrs.
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๐—ช๐—ถ๐—น๐—น ๐˜๐—ต๐—ฒ๐˜† ๐——๐—ผ๐˜‚๐—ฏ๐—น๐—ฒ๐——๐—ผ๐˜„๐—ป? DraftKings price now is below the breakeven cost of the Top 10 Largest Shareholders. Did they buy more $DKNG to average down; or gave up and exited their positions? We will find out soon. New SEC filings due in less than 10 days.
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๐—๐—ฎ๐˜„-๐—ฑ๐—ฟ๐—ผ๐—ฝ๐—ฝ๐—ถ๐—ป๐—ด: Almost 96% of $HTZ shares sold short! The hอŸiอŸgอŸhอŸeอŸsอŸt in the list. There are hardly any shares left to borrow and short; all this needs is some buying pressure to ignite. Keep an eye on it.
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๐—ฅ๐—ฎ๐—ฟ๐—ฒ ๐—Ÿ๐—ฎ๐—ฟ๐—ด๐—ฒ ๐—–๐—˜๐—ข ๐—•๐˜‚๐˜†: Among the Largest Insider Buys in the past week, a massive almost $10M purchase in $GLXY by CEO @novogratz Galaxy Digital is trading near its 52 week lows and looking ๐—พ๐˜‚๐—ถ๐˜๐—ฒ ๐—ฎ๐˜๐˜๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ at these levels. The CEO buy confirms it.
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๐—Ÿ๐—ฎ๐—ฟ๐—ด๐—ฒ ๐—œ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ฒ: Intel CEO just dropped almost $10M of his own money buying the dip. He bought at $64.73, stock dipped further to $58. If he thinks $INTC is a great deal at almost $65, then maybe it's in bargain territory right now and won't last there for long.
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Top Hedge Fund, Dimensional, just filed their 13F for Q3. Very minor changes except for 1 ๐—ป๐—ผ๐˜๐—ฎ๐—ฏ๐—น๐—ฒ ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ฒ. They ๐—ง๐—ฅ๐—œ๐—ฃ๐—Ÿ๐—˜๐—— their $NU position! A trade worth over $100M on a stock that used to be one of their smallest.
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๐—ก๐—ฒ๐˜„ ๐— ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป ๐——๐—ผ๐—น๐—น๐—ฎ๐—ฟ ๐—œ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ ๐—•๐˜‚๐˜†๐˜€: ๐Ÿ”น $SIRI - over $5M by Berkshire Hathaway ๐Ÿ”น $BA - over $1.5M by 2 top level Directors ๐Ÿ”น $MGM - a stunning $51.5M purchase by Keith Meister The following are under a million but also quite notable dip buys by Directors: ๐Ÿ”น $CAT - $620k bought at $620 :) ๐Ÿ”น $JBLU - $300k bought at $3 Keep a close eye at what Insiders do, especially when they purchase such large amounts of their own company stock.
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5-star Hedge Fund manager, Lewis Sanders, just filed his 13F for Q3. ๐˜”๐˜ฐ๐˜ด๐˜ต ๐˜•๐˜ฐ๐˜ต๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜›๐˜ณ๐˜ข๐˜ฅ๐˜ฆ๐˜ด: ๐Ÿ”น $RCL - ๐—ฎ๐—ฑ๐—ฑ๐—ฒ๐—ฑ 85% more ๐Ÿ”น $LMT - ๐—ฎ๐—ฑ๐—ฑ๐—ฒ๐—ฑ 45% more ๐Ÿ”น $PG - ๐˜€๐—ผ๐—น๐—ฑ ๐—ฎ๐—น๐—น 3-๐˜†๐—ฒ๐—ฎ๐—ฟ ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ: up +132.41%
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๐Ÿ’ก๐—ก๐—ข๐—ง๐—”๐—•๐—Ÿ๐—˜ 13G ๐—•๐—จ๐—ฌ: Top 20 Best Performing Hedge Fund, Peconic, just filed a new 13G. They ๐—•๐—ข๐—ข๐—ฆ๐—ง๐—˜๐—— their $AMC holding by around %75, becoming the 2nd Largest Shareholder in the company. ๐—ค2 ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ: +33.59% 3-๐˜†๐—ฒ๐—ฎ๐—ฟ ๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ฎ๐—ป๐—ฐ๐—ฒ: +257.25% Looks like they are confident this one is about to run, check their portfolio they hardly miss.
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The era of Crypto exchanges is likely ending. Crypto ETFs like $IBIT and proxies like $MSTR & $ASST are going to become the ๐—บ๐—ฎ๐—ถ๐—ป ๐—บ๐—ฒ๐˜๐—ต๐—ผ๐—ฑ people trade crypto in the future. That is the safest way to get ๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜ ๐—ฒ๐˜…๐—ฝ๐—ผ๐˜€๐˜‚๐—ฟ๐—ฒ to Bitcoin, ETH, and other top cryptos when investing large dollar amounts. There are ETFs for most of the big ones. The rest of the coins that don't get much volume and have no ETFs will continue to trade on crypto exchanges, up until they become large enough to warrant having a listed ETF. There is zero risk of getting hacked or having your wallet drained this way. And you have levered ETF options as well (like BITX) for those who want more risk. Do you agree?
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Here's another good one: ๐—ค๐˜‚๐—ฎ๐—น๐—ถ๐˜๐˜† ๐—จ๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ๐—ฑ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ: $BSX ๐—ช๐—ต๐˜†? ๐Ÿ”น Trading over 50% below fair value as of today ๐Ÿ”น Record revenue for a 12-month period: $21B ๐Ÿ”น P/E is well below its 5-year median: 18.2 vs 64.3 This is one of those rare opportunities that you look back at and wish you picked up some at these levels.
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๐—ค๐˜‚๐—ฎ๐—น๐—ถ๐˜๐˜† ๐—จ๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ๐—ฑ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ: $PYPL ๐—ช๐—ต๐˜†? ๐Ÿ”น Trading around 20% below fair value as of today ๐Ÿ”น Record revenue for a 12-month period: $34.1B ๐Ÿ”น Share count down over the last year (buybacks): โˆ’7.8% ๐Ÿ”น P/E is well below its 5-year median: 10.8 vs 18.6 Rare to find good quality stocks like this trading at such attractive valuations.
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Ever wondered how ๐—–๐—ผ๐—ป๐—ด๐—ฟ๐—ฒ๐˜€๐˜€ ๐— ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ๐˜€ got so ๐—ฟ๐—ถ๐—ฐ๐—ต? Check their portfolios and track their stock purchases. Latest buys include $EL, $T & $CSCO.
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๐Ÿ’ก ๐—ฆ๐—ง๐—ข๐—–๐—ž ๐—œ๐—ก๐—ฆ๐—œ๐—š๐—›๐—ง ๐Ÿ’ก 8 of the top 10 Largest Shareholders of $CRWV have ๐—•๐—ผ๐—ผ๐˜€๐˜๐—ฒ๐—ฑ their holding in Q2 - as per latest 13F filings. 1 held. 1 sold. Look at their ๐—”๐˜ƒ๐—ฒ๐—ฟ๐—ฎ๐—ด๐—ฒ ๐—•๐˜‚๐˜† ๐—ฃ๐—ฟ๐—ถ๐—ฐ๐—ฒ๐˜€. They are all in the red ๐Ÿ”ด Q3 records will be out in a few days. We will see if they still have faith & bought the dip to average down or lost hope and exited for a loss.
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๐Ÿ”๐—™๐—ฅ๐—˜๐—ฆ๐—› ๐—–๐—ข๐—ก๐—š๐—ฅ๐—˜๐—ฆ๐—ฆ ๐—•๐—จ๐—ฌ๐—ฆ ๐Ÿ”Ž Congress Member Cleo Fields just made a new filing. ๐—ก๐—ฒ๐˜ ๐—ช๐—ผ๐—ฟ๐˜๐—ต: ~$67.2M ๐˜“๐˜ข๐˜ต๐˜ฆ๐˜ด๐˜ต ๐˜›๐˜ณ๐˜ข๐˜ฅ๐˜ฆ๐˜ด: ๐Ÿ”น $TSM - ๐—”๐—ฑ๐—ฑ๐—ฒ๐—ฑ ๐—บ๐—ผ๐—ฟ๐—ฒ @ $453.31 ๐Ÿ”น $NVDA - ๐—”๐—ฑ๐—ฑ๐—ฒ๐—ฑ ๐—บ๐—ผ๐—ฟ๐—ฒ @ $230.86 He now owns about $26.1M of Nvidia & $4.5M of TSM, almost 50% of his entire stock portfolio.
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$HTZ is now leading the list of the ๐— ๐—ผ๐˜€๐˜ ๐—ฆ๐—ต๐—ผ๐—ฟ๐˜๐—ฒ๐—ฑ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ๐˜€ with all conditions of a short squeeze present (see Stock page>Short Interest) It's already up 25% in the past week and has high potential to resume its rise in the coming weeks.
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