Hedge fund wisdom

[Pages:85]hedge fund wisdom a quarterly publication by

Q1 2012

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Background:

Table of Contents

Each quarter, hedge funds and institutional managers are required to disclose their portfolios to the SEC via 13F filing. These filings disclose long U.S. equity positions, American Depositary Receipts (ADRs), stock options (puts/calls), as well as convertible notes. The 13F filing does not disclose positions in other asset classes (such as commodities, currencies, or debt). It also does not reveal short sales or cash positions.

Hedge Fund Wisdom, a quarterly publication by , updates and analyzes the latest portfolios of prominent investment managers. The positions herein represent a hedge fund's first quarter holdings as of March 31st, 2012. Keep in mind these updates are not reflective of a fund's entire overall portfolio.

In This Issue:

- Portfolio updates on 25 prominent hedge fund managers - Equity analysis written by hedge fund analysts that examines

the investment thesis behind 3 stocks hedgies were buying - Expert commentary on each fund's portfolio moves

First Quarter Summary:

The table below outlines the most frequent buys & sells this quarter among the 25 prominent hedge funds profiled in this issue.

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In order to avoid copyright disputes, this page is only a partial summary.

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