What Hedge Funds Own – and What It Says About the Market


Barron’s cited data derived from PivotalPath’s Social Distancing Winners and Losers Baskets in a feature exploring what hedge fund holdings might indicate about the state of the market.

Our analysis has shown that hedge funds are trimming back positions in companies that appear tailor-made for the work-from-hom era. Are companies like Zoom and Slack the long-term, attractive investments they appeared to be in the early days of the pandemic?


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