Below is a brief summary of the top hedge fund positions for Q1, followed by the full document embedded in scribd:
- The most crowded new ideas during the quarter were Apple Inc. (NASDAQ:AAPL), Google Inc (NASDAQ:GOOG), Wynn Resorts, Limited(NASDAQ:WYNN), and HCA Holdings Inc (NYSE:HCA). Other new positions shared among hedge funds but with less overlap were Priceline.com Inc (NASDAQ:PCLN), DIRECTV(NASDAQ:DTV), Liberty Global Inc.(NASDAQ:LBTYA), Sherwin-Williams Company(NYSE:SHW), Allied Nevada Gold Corp. (NYSE:ANV), Netflix, Inc. (NASDAQ:NFLX), Verisign, Inc. (NASDAQ:VRSN), Tripadvisor Inc (NASDAQ:TRIP), and Sirius XM Radio Inc (NASDAQ:SIRI)
- Excluding large allocation from Hayman, Financials saw a -2.0% decline in sector exposures. Low rates and mortgage...


