Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Polar Asset Management, led by Bill Peckford, maintains a diversified portfolio with a focus on healthcare and precious metals. The fund’s top holdings include significant investments in medical devices and precious metals trusts, while recent activity shows new investments in insurance, technology, and financial services, alongside reductions in technology and broad market indices.
3 sector-specific insights
- The top holdings reflect a strong emphasis on healthcare and precious metals, with significant investments in companies like Insulet and Intuitive Surgical, as well as precious metals trusts like PSLV and PHYS.
- New investments in insurance, technology, and financial services suggest a strategic diversification into these sectors.
- Reductions in technology and broad market indices indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- PODD (Insulet Corporation): Healthcare sector, develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes.
- ISRG (Intuitive Surgical, Inc.): Healthcare sector, develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery.
- BDX (Becton, Dickinson and Company): Healthcare sector, develops, manufactures, and sells medical devices, instrument systems, and reagents.
- PSLV (Sprott Physical Silver Trust): Financial sector, holds physical silver bullion.
- PHYS (Sprott Physical Gold Trust): Financial sector, holds physical gold bullion.
New Holdings
- ALFUU (ALFI, Inc. Units): Technology sector, provides interactive digital out-of-home advertising solutions.
- AJG (Arthur J. Gallagher & Co.): Financial sector, provides insurance brokerage, consulting, and third-party claims settlement and administration services.
- GPATU (Gores Holdings VIII, Inc. Units): Financial sector, operates as a special purpose acquisition company (SPAC).
- NOW (ServiceNow, Inc.): Technology sector, provides enterprise cloud computing solutions with a focus on digital workflows.
- AMK (AssetMark Financial Holdings, Inc.): Financial sector, provides wealth management and technology solutions.
Reduced Holdings
- MTSI (MACOM Technology Solutions Holdings, Inc.): Technology sector, designs and manufactures semiconductor products for data center, telecommunications, and industrial and defense applications.
- IWM (iShares Russell 2000 ETF): Financial sector, tracks the performance of the Russell 2000 Index, representing small-cap U.S. equities.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
- PODD (Insulet Corporation): Healthcare sector, develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes.
