| Guru | Firm | Portfolio Size ($M) | Buy Impact (%) | Sell Impact (%) | Net Buy (%) |
| David Tepper | Appaloosa Management LP | 4052 | 80.13 | -16.89 | 63.24 |
| Kyle Bass | Hayman Advisors | 143 | 67.42 | -5.18 | 62.24 |
| Daniel Loeb | Third Point, LLC | 4061 | 63.116 | -39.432 | 23.684 |
| Joel Greenblatt | Gotham Capital | 1150 | 37.6149 | -22.1567 | 15.4582 |
| Julian Robertson | Tiger Management | 353 | 32.9 | -18.25 | 14.65 |
| T Boone Pickens | BP Capital | 174 | 31.08 | -18.22 | 12.86 |
| Louis Moore Bacon | Moore Capital Management, LP | 6327 | 41.8679 | -34.3813 | 7.4866 |
| Leon Cooperman | Omega Advisors | 5008 | 26.509 | -19.1053 | 7.4037 |
| Zeke Ashton | Centaur Capital Partners | 78 | 25.25 | -20.16 | 5.09 |
| Andreas Halvorsen | Viking Global Investors LP | 12250 | 45.4279 | -41.21 | 4.2179 |
| David Nierenberg | D3 Family of Funds | 267 | 9.06 | -6.26 | 2.8 |
| Tom Russo | Gardner Russo & Gardner | 6186 | 2.7341 | -0.7639 | 1.9702 |
| Jim Simons | Renaissance Technologies LLC | 28474 | 30.6755 | -29.5189 | 1.1566 |
| Mohnish Pabrai | Pabrai Mohnish | 325 | 41.6 | -40.54 | 1.06 |
| Steven Cohen | SAC Capital Advisors | 22243 | 41.4252 | -41.1278 | 0.2974 |
| Wilbur Ross | Invesco Private Capital | 1624 | 0.47 | -0.71 | -0.24 |
| Glenn Greenberg | Brave Warrior Capital | 1362 | 14.87 | -16.39 | -1.52 |
| Michael Price | MFP Investors LLC | 703 | 16.306 | -18.007 | -1.701 |
| Steve Mandel | Lone Pine Capital | 16447 | 21.91 | -25.39 | -3.48 |
| Whitney Tilson | T2 Partners Management, LP | 345 | 15.3302 | -19.09 | -3.7598 |
| Ray Dalio | Bridgewater Associates | 6429 | 11.0543 | -14.969 | -3.9147 |
| John Paulson | Paulson & Co. | 14961 | 9.78 | -13.8296 | -4.0496 |
| Irving Kahn | Kahn Brothers | 551 | 1.94 | -7.178 | -5.238 |
| Private Capital | Private Capital Management | 1428 | 4.948 | -10.808 | -5.86 |
| John Griffin | Blue Ridge Capital | 6043 | 15.9 | -22.424 | -6.524 |
| Manning & Napier Advisors, Inc | Manning & Napier Advisors | 19442 | 11.5987 | -18.2406 | -6.6419 |
| Richard Pzena | Pzena Investment Management LLC | 9681 | 5.3439 | -12.24 | -6.8961 |
| Larry Robbins | Glenview Capital | 5538 | 17.934 | -24.84 | -6.906 |
| Richard Perry | Perry Capital | 2079 | 32.968 | -39.96 | -6.992 |
| Paul Tudor Jones | The Tudor Group | 2943 | 31.9403 | -39.2387 | -7.2984 |
| Bill Ackman | Pershing Square Capital Management, L.P. | 8074 | 0.21 | -8.66 | -8.45 |
| Eric Mindich | Eton Park Capital Management, L.P. | 7964 | 10.941 | -20.91 | -9.969 |
| Richard Blum | Blum Capital Partners | 1388 | 0.91 | -11.62 | -10.71 |
| Robert Karr | Joho Capital | 472 | 11.39 | -23.06 | -11.67 |
| David Einhorn | Greenlight Capital | 5535 | 2.75 | -14.876 | -12.126 |
| George Soros | Soros Fund Management LLC | 6837 | 21.8072 | -34.428 | -12.6208 |
| Lee Ainslie | Maverick Capital | 6953 | 32.9 | -45.6973 | -12.7973 |
| Seth Klarman | The Baupost Group | 2957 | 1.68 | -14.74 | -13.06 |
| Chase Coleman | Tiger Global Management LLC | 5940 | 13.328 | -27.699 | -14.371 |
| Bruce Kovner | Caxton Associates | 1546 | 68.245 | -88.4577 | -20.2127 |
| Carl Icahn | Icahn Capital Management LP | 9775 | 8.42 | -33.23 | -24.81 |
Kyle Bass has been bearish for a while. But he also bought heavily in the first quarter. Interestingly, he is also heavily into technology stocks. He bought telecom companies such as Alcatel (ALU), Tellabs (TLAB), etc. You can see the details of Bass’ trades here.
Hedge fund managers like David Einhorn, Seth Klarman and George Soros are evidently more bearish, as they have sold a lot more stocks than they bought.
To see the consensus buys and sells, please go to the aggregated holdings of Gurus, or try our new All-in-One Screener. Guru Sector Trend will tell you which industry they are buying into.
We will also publish a mutual fund version of this page. Stay tuned.










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