CVS - Top Merger Stocks Held By Fund Managers Mid-Q4 2018
The latest Form 13F's have been filed and as I do every quarter I compile the top holdings of 41 funds that are investors in M&A. I then present the top 10 here on Seeking Alpha.
My rules:
- I only count a stock if it is at least 1% of the fund's portfolio.
- I only include stocks that are still actively trading.
- I only choose funds where the majority of positions are merger-related.
Twenty-First Century Fox, Inc (FOXA) (FOX) is the stock that is in the most portfolios. It is in