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Goldman’s Report Reveals Hedge Funds’ 50 Favorite Stocks

As the name suggests, hedge funds are supposed to do one thing really well: hedging. That means they should be able to successfully take opposing long and short positions, designed to protect their positions *and* enhance their returns under any market conditions. So given today’s challenging investing environment, it feels like prime time to take a peek at Goldman Sachs’s latest deep dive into hedge fund activity. I’ve summarized what the big bank found out, so let’s get going.

# **1. Hedge Funds have done better on average than the S&P 500 this year.**

Goldman’s hedge fund report analyzed 786 hedge funds with $2.3 trillion of stock investments between them – that’s $1.5 trillion long and $730 billion short. The average hedge fund has made a 1% return since the middle of the year, and i

Insight

contentPieceId

encryptedEmail

ContentPieceQuery

viewer

query ContentPieceQuery(
  $contentPieceId: String!
  $encryptedEmail: String
) {
  viewer {
    authorization {
      roles {
        isAnonymous
      }
      ...SingleContentPiece_authorization
    }
    content(encryptedEmail: $encryptedEmail) {
      ...SingleContentPiece_content_11DhN6
      contentPiece(contentPieceId: $contentPieceId) {
        __typename
        ...SingleContentPiece_contentPiece
        id
      }
    }
    id
  }
}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
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  }
  title
}

fragment Block_block on ContentPieceBlock {
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  ... on ImageBlock {
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  ... on QuoteBlock {
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}

fragment ContentMetadata_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  byline
  consumptionTime
  dateUpdatedDisplay
  contentPieceType {
    name
  }
}

fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  title
  imageForSeo: headerImage {
    url: full
  }
  subtitle
  firstPublishedAt
  id
  ... on PublicContentPiece {
    globalContentPieceId
  }
  byline
  seoTitle
  searchDescription
  canonicalLink
}

fragment ExploreMore_content_3M8Ve6 on Content {
  moreContentPiecesOfSameType: contentPieces(first: 5, filterByTypeOfId: $contentPieceId) {
    edges {
      node {
        title
        id
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}

fragment ImageBlock_block on ImageBlock {
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  alt
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}

fragment ListenButton_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
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  title
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  readingTime
  isPremium
  hasBlocks
  hasChapters
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}

fragment MainContentSection_contentPiece on ContentPieceInterface {
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  ...ContentPieceSEO_contentPiece
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}

fragment MoreContentSection_content_11DhN6 on Content {
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}

fragment QuoteBlock_block on QuoteBlock {
  quote
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}

fragment ServerImage_image on URLImage {
  full
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}

fragment SingleContentLarge_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  title
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  headerImage {
    ...ServerImage_image
  }
  hasChapters
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    id
    slug
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  slug
}

fragment SingleContentPiece_authorization on Authorization {
  roles {
    isPreviewingContentAllowance
    isPreviewing
    isAnonymous
    hasPremiumSubscription
  }
}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...AudioOnlyBanner_contentPiece
  ...MainContentSection_contentPiece
  globalContentPieceId
  trackingTitle
  isPremium
  hasBlocks
  hasChapters
  hasAudio
  contentPieceType {
    name
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  }
  chapters {
    __typename
    id
    slug
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}

fragment SingleContentPiece_content_11DhN6 on Content {
  ...MoreContentSection_content_11DhN6
  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
  textMarkdown
}


Goldman’s Report Reveals Hedge Funds’ 50 Favorite Stocks

1. Hedge Funds have done better on average than the S&P 500 this year.

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Your Daily Brief For January 31st

Stocks Could Be Headed For A New Bull Market