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2021-03-16

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Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>

We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitati

Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>

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With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).<blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote> Is PYPL stock a buy or sell? Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).<blockquote>PYPL股票是买入还是卖出？截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.<blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).<blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介新兴锂股.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.<blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.<blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.<blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.<blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]<blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote> View table here&nbsp;if you experience formatting issues.<blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.<blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果你有兴趣投资具有巨大上涨潜力的大盘股，你应该看看对冲基金中最受欢迎的30只股票，因为这些股票中的大多数自2019年以来已经跑赢了市场。</blockquote>","source":"lsy1606273129822","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nInsider Monkey2021-03-16 16:17\n\n</h4>\n</header>\n<article>\nWe know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).<blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote> Is PYPL stock a buy or sell? Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).<blockquote>PYPL股票是买入还是卖出？截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.<blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).<blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介新兴锂股.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.<blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.<blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.<blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.<blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]<blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote> View table here&nbsp;if you experience formatting issues.<blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.<blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果你有兴趣投资具有巨大上涨潜力的大盘股，你应该看看对冲基金中最受欢迎的30只股票，因为这些股票中的大多数自2019年以来已经跑赢了市场。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/\">Insider Monkey</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119945399","content_text":"We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).\nIs PYPL stock a buy or sell? Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).\nWhy do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.\nAt Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage (or at the end of this article). Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).\nDo Hedge Funds Think PYPL Is A Good Stock To Buy Now?\nHeading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.\n\nAmong these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.\nSeeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.\nLet's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck & Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2019,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}