米国株なら かぶぴのnimus

2020.04から、運用資産60万円からの投資スタート。資産額が小さい者には人権が無いのか?自分で確認してみたい。米国株と少し日本株。

【米国株とヘッジファンド】20FYQ3時点でヘッジファンドに人気だった株_insidemonkey

次年度の投資に向けて、弾みをつけたいところ。Q3時点(9月末)にヘッジファンドからの人気が高かった米国株をまとめます。おそらく、保有率というよりは、ある株を保有しているヘッジファンドの数と思われます。

 

下記記事から引用。

 

www.insidermonkey.com

www.insidermonkey.com

www.insidermonkey.com

30. Qualcomm (NASDAQ:QCOM): $144

Number of Hedge Funds: 87 (2020Q3)

Number of Hedge Funds: 74 (2020Q2)

Total Dollar Amount of Long Hedge Fund Positions:$2.6 billion

Percent of Hedge Funds with Long Positions: 10.6%

 

29. Fidelity National Information Services (FIS): $145

Number of Hedge Funds: 111 (2020 Q2)
Number of Hedge Funds: 88 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$7.9 billion
Percent of Hedge Funds with Long Positions: 10.8%

 

28. Charter Communications, Inc. (NASDAQ:CHTR): $645

Number of Hedge Funds: 96 (2020 Q2)
Number of Hedge Funds: 88 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$12 billion
Percent of Hedge Funds with Long Positions: 10.8%

 

27. Bank of America Corporation (NYSE:BAC): $27.4

Number of Hedge Funds: 91 (2020 Q2)
Number of Hedge Funds: 88 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$26.6 billion
Percent of Hedge Funds with Long Positions: 10.8%

 

26. UnitedHealth Group (NASDAQ:UNH): $335

Number of Hedge Funds: 96 (2020 Q2)
Number of Hedge Funds: 89 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$9 billion
Percent of Hedge Funds with Long Positions: 10.9%

 

25. Fiserv (NASDAQ:FISV): $112

Number of Hedge Funds: 85 (2020 Q2)
Number of Hedge Funds: 90 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$5.4 billion
Percent of Hedge Funds with Long Positions: 11.0%

 

24. Wells Fargo (NYSE:WFC): $26.3

Number of Hedge Funds: 86 (2020 Q2)
Number of Hedge Funds: 90 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$8.5 billion
Percent of Hedge Funds with Long Positions: 11.0%

 

23. Citigroup Inc. (NASDAQ:C): $53.3

Number of Hedge Funds: 96 (2020 Q2)
Number of Hedge Funds: 91 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$5.6 billion
Percent of Hedge Funds with Long Positions: 11.1%

 

 

22. Activision Blizzard Inc. (NASDAQ:ATVI): $76

Number of Hedge Funds: 97 (2020 Q2)
Number of Hedge Funds: 93 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$4.2 billion
Percent of Hedge Funds with Long Positions: 11.4%

 

21. T-Mobile US Inc. (NASDAQ:TMUS): $128

Number of Hedge Funds: 113 (2020 Q2)
Number of Hedge Funds: 94 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$7.5 billion
Percent of Hedge Funds with Long Positions: 11.5%

 

 

20. Sea Limited (NYSE:SE): $183

Number of Hedge Funds: 82 (2020 Q2)
Number of Hedge Funds: 95 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$7.8 billion
Percent of Hedge Funds with Long Positions: 11.6%

 

 

19. Uber Technologies (NYSE:UBER): $50

Number of Hedge Funds: 94 (2020 Q2)
Number of Hedge Funds: 100 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$6 billion
Percent of Hedge Funds with Long Positions: 12.2%

 

 

18. Netflix, Inc. (NASDAQ:NFLX): $477

Number of Hedge Funds: 113 (2020 Q2)
Number of Hedge Funds: 104 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$12.9 billion
Percent of Hedge Funds with Long Positions: 12.7%

 

 

17. Adobe Inc. (NASDAQ:ADBE): $461

Number of Hedge Funds: 104 (2020 Q2)
Number of Hedge Funds: 106 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$10.5 billion
Percent of Hedge Funds with Long Positions: 13.0%

 

 

16. Salesforce.com Inc (NYSE:CRM): $258

Number of Hedge Funds: 107 (2020 Q2)
Number of Hedge Funds: 106 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$11.1 billion
Percent of Hedge Funds with Long Positions: 13%

 

 

15. Berkshire Hathaway Inc. (NYSE:BRK-B): $230

Number of Hedge Funds: 107 (2020 Q2)
Number of Hedge Funds: 109 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$19.6 billion
Percent of Hedge Funds with Long Positions: 13.3%

 

 

14. Walt Disney Company (The) (NYSE:DIS): $146

Number of Hedge Funds: 105 (2020 Q2)
Number of Hedge Funds: 112 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$9 billion
Percent of Hedge Funds with Long Positions: 13.7%

 

 

13. Booking Holdings Inc (NASDAQ:BKNG): $2020

Number of Hedge Funds: 96 (2020 Q2)
Number of Hedge Funds: 113 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$6.7 billion
Percent of Hedge Funds with Long Positions: 13.8%

 

 

12. JP Morgan Chase & Co (NYSE:JPM): $118

Number of Hedge Funds: 123 (2020 Q2)
Number of Hedge Funds: 118 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$6.1 billion
Percent of Hedge Funds with Long Positions: 14.4%

 

 

11. Bristol-Myers Squibb (NYSE:BMY): $62

Number of Hedge Funds: 136 (2020 Q2)
Number of Hedge Funds: 124 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$7.6 billion
Percent of Hedge Funds with Long Positions: 15.2%
Fourth Quarter Return (through November 23rd): 3.5%

 

 

10. Mastercard Incorporated (NYSE:MA): $332

Number of Hedge Funds: 147 (2020 Q2)
Number of Hedge Funds: 133 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$15.6 billion
Percent of Hedge Funds with Long Positions: 16.3%

 

 

9. Apple Inc. (NASDAQ:AAPL): $114

Number of Hedge Funds: 128 (2020 Q2)
Number of Hedge Funds: 134 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$127 billion
Percent of Hedge Funds with Long Positions: 16.4%

 

 

8. PayPal Holdings, Inc. (NASDAQ:PYPL): $201

Number of Hedge Funds: 144 (2020 Q2)
Number of Hedge Funds: 150 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$11.5 billion
Percent of Hedge Funds with Long Positions: 18.4%

 

 

7. Alphabet Inc. (NASDAQ:GOOG): $1735

Number of Hedge Funds: 144 (2020 Q2)
Number of Hedge Funds: 150 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$15.3 billion
Percent of Hedge Funds with Long Positions: 18.4%

 

 

6. Visa Inc. (NYSE:V): $208

Number of Hedge Funds: 154 (2020 Q2)
Number of Hedge Funds: 160 (2020 Q3)
Total Dollar Amount of Long Hedge Fund Positions:$18.7 billion
Percent of Hedge Funds with Long Positions: 19.6%

 

 

TOP5は動画での紹介になっていましたが

5. $GOOG (被り?クラス違い?)

4. $BABA

3. $FB

2. $MSFT

1. $AMZN