Author: Patricia Garner

Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

The question that arises is whether a bet on Microsoft is really a bet on the tech sector as a whole, or something more company specific.

In 1Q15, around 23 hedge funds created a new position in Coeur Mining. Over 52 hedge funds added to their position in Coeur Mining including Renaissance Technologies.

In this series, we’ll take a look at Newmont Mining's performance over the last quarter in order to better understand its current and longer-term drivers.

JAT Capital Management invests primarily in technology, media and telecom, travel, leisure, and gaming companies. In this series, we'll take a detailed look at the fund’s top holdings in 1Q15.

In the first quarter of 2015, about 31 hedge funds closed their position in Zulily (ZU), including Ken Griffin’s Citadel Advisors.

Blue Ridge’s top holdings in 4Q14 were Charter Communications (CHTR), Actavis (ACT), Walgreens Boots Alliance (WBA), and Sensata Technologies (ST).

In 4Q14, around 112 hedge funds created a new position in Priceline Group—including Eton Park. Its other top new positions were CDK Global, EQT, and KLX.

According to aggregated 13F data, of the top five managers, only one reduced its position in Chesapeake Energy—Mackenzie Financial. Balyasny was seventh.

Coatue Management is a privately owned hedge fund sponsor. At the end of 4Q14, its US long portfolio was worth $10.5 billion—up from $9.7 billion in 3Q14.

Coatue Management’s fourth quarter 13F filing revealed the fund's decreased positions in Netflix, Adobe Systems, Baidu, Apple, and 3D Systems.