Paul Tudor Jones Makes Bold Move with iShares Russell 2000 ETF
Warning! GuruFocus has detected 3 Warning Signs with NTRA.
Paul Tudor Jones (Trades, Portfolio) added a total of 519 stocks, among them:
The most significant addition was Intra-Cellular Therapies Inc (ITCI), with 621,815 shares, accounting for 0.27% of the portfolio and a total value of $82.03 million.
The second largest addition to the portfolio was SPDR S&P Regional Banking ETF (KRE), consisting of 1,261,407 shares, representing approximately 0.24% of the portfolio, with a total value of $71.71 million.
The third largest addition was Humana Inc (NYSE:HUM), with 199,331 shares, accounting for 0.18% of the portfolio and a total value of $52.74 million.
Paul Tudor Jones (Trades, Portfolio) also increased stakes in a total of 509 stocks, among them:
The most notable increase was iShares Russell 2000 ETF (IWM), with an additional 3,051,619 shares, bringing the total to 3,736,913 shares. This adjustment represents a significant 445.3% increase in share count, a 2.03% impact on the current portfolio, and a total value of $745.48 million.
The second largest increase was INVESCO QQQ Trust (NASDAQ:QQQ), with an additional 228,753 shares, bringing the total to 248,961. This adjustment represents a significant 1,131.99% increase in share count, with a total value of $116.74 million.
Paul Tudor Jones (Trades, Portfolio) completely exited 521 holdings in the first quarter of 2025, as detailed below:
Infinera Corp (INFN): Paul Tudor Jones (Trades, Portfolio) sold all 15,915,186 shares, resulting in a -0.41% impact on the portfolio.
CVS Health Corp (NYSE:CVS): Paul Tudor Jones (Trades, Portfolio) liquidated all 977,703 shares, causing a -0.17% impact on the portfolio.
Paul Tudor Jones (Trades, Portfolio) also reduced positions in 403 stocks. The most significant changes include:
Reduced ISHARES BITCOIN TR (NASDAQ:IBIT) by 3,303,026 shares, resulting in a -41.04% decrease in shares and a -0.67% impact on the portfolio. The stock traded at an average price of $52.94 during the quarter and has returned 6.04% over the past 3 months and 10.59% year-to-date.
Reduced iShares Core S&P 500 ETF (IVV) by 252,989 shares, resulting in a -96.74% reduction in shares and a -0.57% impact on the portfolio. The stock traded at an average price of $590.51 during the quarter and has returned -2.88% over the past 3 months and 1.08% year-to-date.
At the first quarter of 2025, Paul Tudor Jones (Trades, Portfolio)'s portfolio included 2,971 stocks, with top holdings including 2.48% in iShares Russell 2000 ETF (IWM), 0.74% in ISHARES BITCOIN TR (NASDAQ:IBIT), 0.53% in Kellanova (NYSE:K), 0.5% in Frontier Communications Parent Inc (NASDAQ:FYBR), and 0.45% in Spirit AeroSystems Holdings Inc (NYSE:SPR).
The holdings are mainly concentrated in all 11 industries: Technology, Financial Services, Consumer Cyclical, Healthcare, Industrials, Communication Services, Consumer Defensive, Energy, Real Estate, Utilities, and Basic Materials.
This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
This article first appeared on GuruFocus.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
8 minutes ago
- Yahoo
Warren Buffett Buys a Beaten Down Healthcare Stock: Should You Follow?
Warren Buffett has struck again – this time in healthcare's rubble. Berkshire Hathaway (NYSE: BRK.B) recently disclosed a five million share position in United Healthcare Group (NYSE: UNH), the nation's largest health insurer. The timing is quintessentially Buffett. UNH shares have plummeted more than 50% from their all-time highs, battered by regulatory pressures and industry headwinds. While most investors flee the carnage, the Oracle of Omaha is doing what he does best – hunting for value in the wreckage. But as with everything Buffett does, context matters. Putting Things in Perspective The United Healthcare position is estimated to be worth around US$1.6 billion based on Berkshire's five million share purchase. That's a sizable sum of money by any measure. Here's what you need to know: Berkshire Hathaway's stock portfolio is worth close to US$295 billion. Therefore, the UNH position is less than 0.6% of the company's overall stock holdings. In contrast, Berkshire's largest position is actually Apple (NASDAQ: AAPL), valued at US$65 billion – representing more than a fifth of the total stock portfolio. Put simply, while the United Healthcare investment grabbed headlines, it wouldn't be moving Berkshire's needle anytime soon. Beyond that, there's a crucial question: did Buffett actually make this call? The Real Decision Makers Every Berkshire Hathaway stock purchase gets dissected as if it came straight from Warren Buffett himself. But the Oracle doesn't fly solo anymore. Berkshire brought on Todd Combs in 2010, followed by Ted Weschler in 2012. Both serve as investment managers with significant autonomy. Initially, Buffett allocated US$2 billion to each manager. By 2017, that figure had quintrupled to US$10 billion per person. Given this structure, the US$1.6 billion UNH bet could be from either Combs or Weschler – not Buffett himself. Get Smart: Look before you leap Context matters when it comes to investing. If you jump in and buy shares without understanding the full picture, you could get hurt in the process. For Berkshire, even if the UnitedHealth investment doesn't work out, you won't see the company sweating over a position worth less than 0.6%. Does the same apply to you? That's food for thought if you decide to pull the trigger. Dive into the future of technology with our newest FREE report, 'The Rise of Titans.' Discover how the big 7 US tech stocks can be your ticket to huge long-term gains. Download your copy today and see how easy it is to supercharge your portfolio. Follow us on Facebook, Instagram and Telegram for the latest investing news and analyses! Disclosure: Chin Hui Leong owns shares of Apple and Berkshire Hathaway The post Warren Buffett Buys a Beaten Down Healthcare Stock: Should You Follow? appeared first on The Smart Investor. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
8 minutes ago
- Yahoo
Blend Labs, Doma Technology Partner to Integrate AI for Faster, Cheaper Home Lending
Blend Labs Inc. (NYSE:BLND) is one of the most promising penny stocks under $5. Earlier on July 16, Blend Labs and Doma Technology announced an expanded partnership to integrate Doma's AI-powered instant title decisioning into Blend's home lending platform. This collaboration brings Doma's Upfront Title solution into Blend's flagship Mortgage & Rapid Home Lending solutions and is designed to help lenders close loans faster and save borrowers a significant amount of money on title costs. By embedding Upfront Title into the borrower application flow, the partnership creates a fully digital, end-to-end title and closing process. This allows lenders to obtain instant title decisions early in the process. The Upfront Title configuration also enables lenders to apply title insurance rates that can save borrowers between 40% and 70% compared to traditional rates. A close-up of a person's hand signing a mortgage document. This expansion aligns with Blend's strategic shift towards providing software-driven title solutions through partnerships rather than operating those services directly. This move follows Blend's recent definitive agreement to sell its title insurance business. Blend Labs Inc. (NYSE:BLND) provides a cloud-based software platform for financial services firms in the US. It operates in 2 segments: Blend Platform and Title. While we acknowledge the potential of BLND as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
8 minutes ago
- Yahoo
TD Cowen Cuts Altice USA (ATUS) PT to $3 Despite Improving Subscriber Trends
Altice USA Inc. (NYSE:ATUS) is one of the most promising penny stocks under $5. On August 8, TD Cowen lowered the firm's price target on Altice USA to $3 from $4, while maintaining a Buy rating on the shares. The firm stated that the company posted in-line revenue in Q2 2025 and discernible progress in Broadband subscriber KPIs. In Q2, Altice USA's total revenue saw a year-over-year decline of 4.2% to $2.15 billion. ~85% of this drop was due to video cord-cutting. The company's net loss was $96.3 million, which was a reversal from the $15.4 million net income in Q2 2024. Despite these financial challenges, Altice USA's gross margin expanded by 1.2% to 69.1%. A customer watching a movie on their HD television through a video-on-demand service. Broadband subscriber net losses were 35,000, which is a 31% improvement year-over-year, and video subscriber net losses of 58,000 represented the best trend in the last 10 quarters. The company ended the quarter with 663,000 fiber customers, which represented a 22% penetration rate of its fiber network. The company also saw an increase of 38,000 in mobile line net additions during the quarter, bringing the total number of mobile lines to 546,000. Altice USA Inc. (NYSE:ATUS) provides broadband communications and video services under the Optimum brand in the US, Canada, Puerto Rico, and the Virgin Islands. While we acknowledge the potential of ATUS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
