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hedgemind.bsky.social
HedgeMind
@hedgemind.bsky.social
Invest alongside the best hedge funds.
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Stanley Druckenmiller acquired 30 new stocks in 24Q3.👇🏼

77% of his new positions were winners since the end of 24Q3.

The top 5 gainers by % ROI:
$VRNA +80%
$NAMS +42%
$FHN +39%
$AVGO +38%
$XPO +28%

Free access to Stanley Druckenmiller's portfolio:
hedgemind.com/hedge-fund-p...
$AVGO is top buy of O'Neil Global Advisors in Q4.

The fund initiated a small position in Q3 and then quintupled it in Q4, a truly high-conviction buy.👇🏼

The position is now its 5th largest holding, only less important than these big winners:
$TSLA
$NVDA
$META
$PLTR

hedgemind.com/hedge-fund-p...
February 4, 2025 at 12:11 AM
$RDDT $KD $CLBT are all at or near all time high today.

What do they all have in common?
High bullish sentiment among hedge funds.👇🏼

Leverage what we have done to uncover these winning stocks and increase your probabilities of catching winners.👇🏼
January 29, 2025 at 12:18 AM
$CRWD reaches a new record high, $409 today.

Institutional investors continued to be net buyers in Q4.
Our early #13F data shows 500+ institutional holders reported holding 11M+ shares, up 12%+ q/q.

~60% of 500+ holders were buyers.

Track latest #13F filings:
hedgemind.com/13f-filing-d...
January 28, 2025 at 9:06 PM
Some tech earnings, incl. 4 of magnificent 7, we'll be watching for the week starting 1/27

Mon 1/27
$SOFI**

Tue 1/28
$SAP

Wed 1/29
$TSLA
$META
$MSFT
$NOW
$CLS
$IBM
$LRCX
$ASML**

Thur 1/30
$AAPL
$INTC
$KLAC
$TEAM
$APPF
$COUR
$MBLY**

**Before the market open
January 26, 2025 at 8:56 PM
Weekly update of #13F filings for 24Q4 as of 1/24:

1,820+, 24% of exp. institutional investors have done their #13F flings.

Among them, a few hedge funds that are worth to take a look:
Deepwater Capital
Zweig-Dimenna Associate
Lindsell Train
Greenhaven

hedgemind.com/13f-filing-d...
...
January 26, 2025 at 8:56 PM
$VST David Tepper has demonstrated to us
"Late Better than Never" when buying a winning stock.

His $VST position is the top gainer, now up ~125%, even though he missed the 1st wave of big rally.👇🏼

#Best2Follow
January 25, 2025 at 12:30 AM
$NVDA Time for hedge funds to reload Nvidia shares again!

Hedge funds had been steadily abandoning this most valuable stock since 23Q4. 👇🏼

We shall find out soon.👀
January 24, 2025 at 9:56 PM
$TWLO up 20%+ to $136.38, a multi-year high after reported it now expects Q4 revs growth to be approximately ~11%, higher than its prior target of 8%.👇🏼

Early Q4 #13F filings shows institutional investors were net buyers.

This could be a significant sentiment change among institutional investors👇🏼
January 24, 2025 at 8:39 PM
$SRAD The timing of these top hedge fund buyers were Perfect! 👇🏼

$SRAD closed at $20.88, a new 52Wk Hi high, +20%+ YTD.
January 24, 2025 at 12:00 AM
$DASH regains its 52Wk Hi today, up 3%+ to $183.17.

2 piece of news:
Bank of America raised its price target to $205 and kept Buy rating
Announced partnership with Home Depot to expand delivery option.
January 23, 2025 at 9:17 PM
$PLTR ~430 institutional holders reported holding 22M+ shares in 24Q4, slightly up from 24Q3.

Most notable is the significant number of new buyers represents ~33% of these holders.👇🏼

Overall 63%+ of holders were buyers.

At least the data shows strong demand from institutional investors.
January 23, 2025 at 9:12 PM
$PLTR Wedbush raised price target to $90 from $75 and kept Outperform rating today.

The stock rose non-stop since rebounding from support line around 50-Day MA so far.

It closed up 2.74% at $78.98 today.

Monitor latest filings for $PLTR at:
hedgemind.com/13f-filing-d...
January 23, 2025 at 9:11 PM
$APP UBS raised price target to $440 from $315, a ~40% higher and kept its Buy rating today.

$APP closed at $361.72, the highest close since Dec. 6, the day it made all time high. It has risen steadily after it retested support at ~$310.👇🏼

Check latest #13F filings:
hedgemind.com/13f-filing-d...
January 23, 2025 at 12:26 AM
Weekly update of #13F filings for 24Q4 as of 1/17:

More than 1000 institutional holders, ~14% of institutional investors, have reported their Q4 holdings.

Stocks that show strong net money inflows from institutional holders:
Ticker** % Chg in shares (q/q)
$UBER +96%
$TSLA +44%
$CRWD +25%
...
#13F filing season for 24Q4 has started. The filing deadline is Feb. 14, 2025.

Our dashboard of #13F filings are now live.

Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼
$APP
$PLTR
$NVDA
...

hedgemind.com/13f-filing-d...
January 22, 2025 at 12:56 AM
$HOOD is so strong, up 5 days in a row. It is now up ~27% in the last 5 days.👇🏼

Latest #13F data for Q4 shows clearly institutional investors were buying and increased their stakes by 120%+ q/q.👇🏼

Track latest #13F filings for Q4:
hedgemind.com/13f-filing-d...
January 22, 2025 at 12:50 AM
$RDDT closed up 7.41% to $188.32, a new high since IPO.👇🏼

The momentum winner continued to attract new institutional buyers in Q4.

55% of institutional investors who reported holding $RDDT were first time buyers as shown in the latest #13F data.

New holders are potential future buyers.
January 22, 2025 at 12:49 AM
Stanley Druckenmiller acquired 30 new stocks in 24Q3.👇🏼

77% of his new positions were winners since the end of 24Q3.

The top 5 gainers by % ROI:
$VRNA +80%
$NAMS +42%
$FHN +39%
$AVGO +38%
$XPO +28%

Free access to Stanley Druckenmiller's portfolio:
hedgemind.com/hedge-fund-p...
January 22, 2025 at 12:46 AM
$RBLX is one of the best performing tech stocks today, up ~14% YTD.👇🏼
It continues to rise higher, making new multi-year high.

Once again Alex Sacerdote has been proven right on timing and catching winning stocks.

Invest alongside him if you are holders of $RBLX. No better teacher to learn from.
January 16, 2025 at 8:54 PM
$TTAN reported Q4 earnings results yesterday:👇🏼

Total revs up 24% y/y to $199.3M
- Platform revs up 26% y/y to $191.2M
- Platform Gross margin was 77%

Expect 25Q1 revs to be min $199M, up ~23% y/y

$TTAN reached an intraday ~$91, a new IPO low today.

investors.servicetitan.com/static-files...
January 14, 2025 at 8:26 PM
Early #13F filings for Q4 data show institutional investors raised their stakes in these stocks:**
$UBER
$TSM
$TSLA
$NFLX
$AMD
$NVDA 👇🏼

**Stocks that have min 100 institutional holders who reported #13F.
January 13, 2025 at 11:52 PM
#13F filing season for 24Q4 has started. The filing deadline is Feb. 14, 2025.

Our dashboard of #13F filings are now live.

Get latest filings update on some of the most popular tech stocks incl. important data like Shares chg. % q/q👇🏼
$APP
$PLTR
$NVDA
...

hedgemind.com/13f-filing-d...
January 13, 2025 at 9:50 PM
$TSM Stanley Druckenmiller is also bullish on this chip maker and initiated a new position recently.

$TSM just reported revs up 57.8% y/y to $8.46B in Dec. 2024 today, driven by strong AI demand.

$TSM earned the HM's "Accumulate" rating three times consecutively, from Q4 2023 to Q2 2024.👇🏼
January 11, 2025 at 12:04 AM
$DKNG closed up in a down market, now two days in a row, showing great strength.

Institutional investors were not as bearish as its price has indicated.

In fact institutional ownership has reached a new record high of 82%+ of O/S.👇🏼

learn more:
hedgemind.com/stocks/DKNG
January 10, 2025 at 9:27 PM
$RBLX closed at a new 2+ year high today.

Institutional support is strong as both number of holders and shares held by them reached new record high as of 9/30.👇🏼

Total shares held by 630+ institutional investors were up 11% q/q to 485M+ shares, ~80% of O/S.

$RBLX may be at an inflection point.
January 6, 2025 at 9:06 PM
$PLTR $APP

What did the two big winners have in common?
They have similar chart patterns that show institutional demand drove stock price higher.👇🏼

Something to keep in mind when looking for new stocks to buy and watch.
January 5, 2025 at 9:44 PM