Goldman Sachs just ran some ugly numbers on the SaaSPocalypse—and found hedge funds are dumping software and piling into semis

Spoiler: not like anything that came before.

Hedge Funds, Mutual Funds Pile Back Into Tech Stocks, Favoring Semis Over Software: Goldman Sachs

Learn more Hedge funds bought technology stocks last week at the fastest pace in nearly three months, a Goldman Sachs ...
Insider Monkey

Do Hedge Funds Love Paycom Software Inc (PAYC)?

Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings. The 13F filings show the hedge funds’ and ...
Insider Monkey

Where Do Hedge Funds Stand On Unity Software Inc. (U)?

As we already know from media reports and hedge fund investor letters, hedge funds delivered their best returns in a decade. Most investors who decided to stick with hedge funds after a rough 2018 ...
AOL

Hedge Funds Are Selling Guidewire Software Inc (GWRE)

In this article we will check out the progression of hedge fund sentiment towards Guidewire Software Inc (NYSE:GWRE) and determine whether it is a good investment right now. We at Insider Monkey like ...
CNBC

Hedge funds shorting software stocks

CNBC's Seema Mody reports on news regarding software stocks. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC delivered to your inbox Get this ...