Nell Mackenzie
- Indexed articles, last 90 days
- 3
- Latest publication
- Jul 27, 2026
- Outlet visibility, for Thestar
- Top 5K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says (opens the original)
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LONDON, July 27 (Reuters) - Hedge fund bets that healthcare stocks will rise neared a five-year high last week, a Goldman Sachs note showed, as cash-rich speculators believe AI-driven breakthroughs and rich financing conditions will prove profitable. The S&P 500 healthcare index is up almost 5% this year, while European related healthcare stocks are up around 2% in the same period. Hedge fund exposure to this sector relative to U.S. equities hovered last week near a 5-year high, the second st
Factbox-Hedge funds record best first-half performance in 13 years, sources say (opens the original)
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LONDON, July 6 (Reuters) - Global hedge funds delivered their strongest first-half performance since 2013, data from hedge fund data firm PivotalPath showed, as healthcare, tech and energy trades lifted returns in volatile markets. In particular, April - when hedge funds returned 3.7% in one month - proved to be the strongest April on record, the PivotalPath data showed. Stock-trading hedge funds finished June with double-digit returns for the year so far, aided by their ability to successful
Hedge funds dumped chip stocks for a fourth week as AI shares sold off (opens the original)
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LONDON, July 6 (Reuters) - U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings. Tech shares and especially semiconductors have propelled the broader equity market higher this year. But tech stocks have been swinging dramatically on a combination of profit-taking and concern about the high levels of spe
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For Thestar, the outlet · Measured Aug 1, 2026
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