Skip navigation
MOST POPULAR RELATED TAGS
  • TOPICS
  • SECTORS
  • COMPANIES

FAST MONEY FEATURES

PollFast Money PollsFAST MONEY POLL
Get in the post game.  Respond to our "Question of the Day" right now.




Full ShowFull ShowFULL SHOWS
Missed an episode of Fast Money?  Watch the lastest show here.




Trade SchoolTRADE SCHOOL
Grab a pencil because school is in session and the Fast Money traders are teaching class.



PodcastFM PodcastsFAST MONEY PODCASTS
Download Fast Money onto your MP3 Player.




FM WIDGETFAST MONEY WIDGET
Grab this all-in-one application and get recaps of the show sent right to your desktop or blog.




ShopSHOP FOR FAST MONEY MERCHANDISE
Get your game on with Fast Money gear.




Wanna See Our PhotosFAST MONEY PHOTOS!
Check out our scrapbook.  These "pix" are guaranteed winners.




SignupNewsletterNEWSLETTER
Sign up and receive a recap email every Friday after the show!





FM Mobile AlertFAST MONEY MOBILE ALERTS
Get advanced information about the next Fast Money.



Fast Money DisclaimerFast Money BiosAbout Fast MoneyRapid RecapFast Money Home
Text Size

After the headline crossed that John Paulson bought a major stake in Bank of America  [BAC  Loading...      ()   ] last quarter, the stock shot up immediately on the news. If these big money managers can instill confidence in individual stocks, you may be able to profit off their moves.

Karen Finerman breaks down the holdings of the major money managers as the markets can expect two more days of SEC filings. These holdings are as of 3/31/09 and may not be current.

 

Her favorite investor to look at is David Einhorn of Greenlight Capital, who has had notable positions in the past. His top holdings include stakes in Gold [GLD  Loading...      ()   ] , URS Corp [URS  Loading...      ()   ], EMC Corp [EMC  Loading...      ()   ] and MEMC Electronic Materials [WFR  Loading...      ()   ].

Another big investor to follow is Carl Ichan, whose top holdings include Yahoo [YHOO  Loading...      ()   ], Biogen Idec [BIIB  Loading...      ()   ], Motorola [MOT  Loading...      ()   ] and Amylin [AMLN  Loading...      ()   ].

Finerman also likes Leon Cooperman of Omega Advisors, whose top holdings are AES Corp [AES  Loading...      ()   ], Atlas America [ATLS  Loading...      ()   ], Atlas Energy [ATN  Loading...      ()   ], eBay [EBAY  Loading...      ()   ] and Exelon [EXC  Loading...      ()   ].

Seth Klarman of Baupost group is another whale to watch. His top holdings include News Corp [NWSA  Loading...      ()   ], PDL Biopharma [PDLI  Loading...      ()   ] , Theravance [THRX  Loading...      ()   ] and Liberty Media [LMDIA  Loading...      ()   ].

But what to do with this information? Finerman points out that many of these investors are not quick to trade in and out of big positions, so she finds this information to still be useful. For more of Finerman's insight, check out the video!


______________________________________________________
Got something to to say? Send us an e-mail at and your comment might be posted on the Rapid Recap. If you'd prefer to make a comment but not have it published on our website send those e-mails to .

Trader disclosure: On Aug. 13th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders:
Najarian Owns (FCX), Owns (FCX) Puts, Is Short (FCX) Calls, Owns (MS) And Is Short (MS) Calls, Owns (MSFT), Is Short (MSFT) Calls, Owns (MSFT) Puts, Owns (WFC) Put Spread, Owns (YHOO) Call Spread, Is Long (AMGN) September, Is Short (AMGN) August; Finerman's Firm Is Short (IYR), (IJR), (MDY), (IWM), (SPY), Finerman's Firm And Finerman Own (BAC) Preferred Shares, Finerman Owns (BAC), Finerman's Firm Owns (MSFT), Finerman's Firm Is Short (USO), Finerman's Firm Owns (WFC) Preferred Shares And Is Short (WFC), Finerman Owns (WFC) Preferred Shares, Finerman's Firm Owns (WMT); Terranova Owns (KBH) Puts, Terranova Owns (MSFT), (AMZN), (CAT) Puts, (FCX) Puts, Terranova Is Short (AVB), Terranova Works For (VRTS)

Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Terranova Is Co-Portfolio Manager Of The Virtus Diversifier PHOLIO

Virtus Diversifier PHOLIO Owns (IGE)
Virtus Diversifier PHOLIO Owns (DBC)
Virtus Diversifier PHOLIO Owns (DBV)
Virtus Investment Partners Owns More Than 1% Of  (ABD)
Virtus Investment Partners Owns More Than 1% Of (CAL)
Virtus Investment Partners Owns More Than 1% Of  (DLR)
Virtus Investment Partners Owns More Than 1% Of  (EXR)
Virtus Investment Partners Owns More Than 1% Of  (IGE)
Virtus Investment Partners Owns More Than 1% Of  (DBC)
Virtus Investment Partners Owns More Than 1% Of  (DBV)
Virtus Investment Partners Owns More Than 1% Of  (SKT)
Virtus Investment Partners Owns More Than 1% Of  (TNB)
Virtus Investment Partners Owns More Than 1% Of  (UA)
Virtus Investment Partners Owns More Than 1% Of  (CLB)

STACEY GILBERT Susquehanna Capital Group Is A Market Maker In (PCLN)
Susquehanna Capital Group And/Or Affiliates Owns 1% Or More Of (PLCN)

DENNIS GARTMAN CIBC Gartman Index Owns (AAPL)

CNBC.com with wires

© 2009 CNBC.com

Tools:
PrintEmailAdd This share icon
Next Post
  • digg share
ADD COMMENTS
Remaining characters


Current DateTime: 01:44:15 26 Nov 2009
LinksList Documentid: 29778428

Current DateTime: 01:01:06 26 Nov 2009
LinksList Documentid: 29779196

Current DateTime: 01:01:07 26 Nov 2009
LinksList Documentid: 29779199

Current DateTime: 01:01:09 26 Nov 2009
LinksList Documentid: 29779198
  Data is a real-time snapshot  *Data is delayed at least 15 minutes
Global Business and Financial News, Stock Quotes, and Market Data and Analysis

© 2009 CNBC, Inc.  All Rights Reserved.
A Division of NBC Universal
Thomson ReutersThomson Reuters