Category Archives: Activist Funds
Elliott Investment Management: Global Activism Momentum, Japan Governance Spotlight:
(HedgeCo.Net) In the activist hedge fund world, the biggest “today” storyline is Elliott’s expanding influence in Japan’s governance conversation—a signal that activism is becoming not just a company-by-company event, but a broader market-structure force. Reuters reported that Japan’s most powerful business […]
Pershing Square’s 2026 “Bigger Alternatives Ambition.”
(HedgeCo.Net) In 2026, Pershing Square Capital Management (PSCM) and its publicly listed vehicle Pershing Square Holdings (PSH) sit at an interesting crossroads: they are still fundamentally what they’ve always been—a highly concentrated, research-intensive, fundamentally driven hedge fund—but they’re also pushing further into […]
Elliott Management and the Return of Activism:
(HedgeCo.Net) In 2026, activist investing is back in force — and few firms embody that resurgence more clearly than Elliott Management. After several years in which activism was constrained by elevated equity valuations, abundant liquidity, and accommodative capital markets, today’s environment […]
Record Breaking Profits at TCI & Strategic Shifts at Multi-Strat Leaders:
(HedgeCo.Net) Two headline trends dominate hedge fund news today: historic profit milestones for a marquee activist hedge fund and aggressive strategic repositioning — notably talent recruitment — at major multi-strategy firms. Collectively, these signal a sector entering a new growth […]
Activist Hedge Fund Elliott Management Makes Lululemon Stake
(HedgeCo.Net).Activist powerhouse Elliott Management revealed a blockbuster move today: the firm accumulated a stake exceeding $1 billion in Lululemon Athletica, immediately drawing market attention and sending the company’s stock moving. Reuters Elliott — known for its impactful engagements at companies such as PepsiCo […]
Activist Hedge Funds Regain Influence
(HedgeCo.Net) Activist hedge funds are staging a notable comeback in 2025, leveraging market volatility and valuation disparities to push for strategic change at public companies. After several subdued years, activists are once again targeting underperforming firms with clear catalysts, including […]
The Tech & AI Arms Race: How Hedge Funds Are Leaning into Data, AI, and Advanced Analytics
(HedgeCo.Net) Behind the scenes, the most significant transformation at major hedge funds may not be about which stocks they’re buying — but how they’re making decisions. Several large funds are investing heavily in technology, AI, and data science to gain an edge […]
Bridgewater Associates — Big Rebalancing: Shedding Big Tech, Betting on Software & Payments
(HedgeCo.Net). According to newly filed disclosures covering the third quarter of 2025, Bridgewater Associates — long viewed as one of the world’s most influential macro-hedge funds — has sharply reduced its holdings in many of the market’s biggest tech names […]
KKR Bets on Asia, Education and “Regime Change” in Global Markets
(HedgeCo.Net). KKR is positioning itself as a leading architect of what it calls a global “Regime Change” in markets—and 2025 is proving to be a pivotal year. The firm’s latest outlook argues that investors must rethink asset allocation for a world of […]
Apollo Rides Retirement Services and Credit Deals, Faces Scrutiny on Market Power
(HedgeCo.Net) Apollo Global Management is leaning into its dual identity as both an alternative investment powerhouse and a retirement solutions platform—even as it confronts fresh scrutiny over its role in credit markets. In early November, Apollo reported third-quarter 2025 results that highlighted steady […]
Who’s Investing — And Why Liquid Alternatives Are Gaining Ground
(HedgeCo.Net). One of the most significant recent shifts in the liquid-alts world is who is investing — and why. According to a recent survey, many family offices are increasingly allocating capital to liquid alternative strategies in response to geopolitical risk and market volatility. HedgeCo.Net+1 […]
Bill Ackman’s Pershing Square expands Investor Access to Hedge-Fund-Level Alts
(HedgeCo.Net). Billionaire hedge-fund manager Bill Ackman and Pershing Square Capital Management are reportedly preparing to raise $5 billion through a new U.S.-listed closed-end fund — opening hedge-fund-style investment to a broader pool of investors, including pension funds and individuals. Reuters The closed-end fund […]