GO
CMCSA
COMCAST CORP NEW
$45.57
$0.36 (0.78%)
Last Closed 2019-10-18
CMCSA4.33% above Q2 High
$42.19 
Q2 Avg
$45.57 last closed
CMCSA
$40.02
$46.97
04-01
06-30
10-18
$40.02 Q2 Low
$43.68 Q2 High
$45.57 last closed
HedgeMind Core Managers
358
HedgeMind Hedge Funds
Institutional Investors
Core Consensus Ratings
2019-06-30 to 2019-10-18
Reduce
HedgeMind Stock Rating
99
Popularity Rank
HedgeMind Sentiment
25%
67%
36
49
17Q1
45
45
Q2
62
28
Q3
52
46
Q4
42
56
18Q1
56
44
Q2
55
45
Q3
41
59
Q4
63
34
19Q1
25
67
Q2
Q3
Q4
CMCSA
$30.59
$46.97
33.87
37.14
40.42
43.69
Key Stats
2019-06-302019-10-18
19Q2Q/Q Change
Total # of Holders 32 -2
Holders % of Core Managers 8.94% -0.56 pp
Total Shares Held 127.35M -23.35M
Share Inflows 5.15M -19.50M
Share Outflows 28.50M +17.87M
PUT/CALL Ratio0.84 
Shares In PUT167.50K 
Shares In CALL200.00K 
Holders % of Core Managers
17Q1
Q2
Q3
Q4
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
$30.59
$46.97
36.05
41.51
5%
10%
CMCSA
15%
Shares Held by Core Managers
17Q1
Q2
Q3
Q4
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
$30.59
$46.97
34.69
38.78
42.88
50.00M
100.00M
150.00M
CMCSA
200.00M
Share & Money Flows
Key Terms
Institutional Investors
HedgeMind Hedge Funds
HedgeMind Core Managers
HedgeMind Stock Rating
HedgeMind Sentiment
Popularity Ranking
Put/Call Ratio
High-Conviction Holders
Share Inflows/Outflows
CMCSA – Stock Holders
All
32
127,346,528 SH
New Buy
2
503,588 SH
Increased
7
47,418,915 SH
Unchanged
3
1,481,931 SH
Decreased
20
77,942,094 SH
Sold Out
4
5,563,400 SH
High Conviction
18
114,646,680 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Mehdi Mahmud
FIRST EAGLE INVESTMENT MANAGEMENT LLC
34,454,278 SH
-174,875 SH
3.93% P.W.
0.51% sold
Boykin Curry
EAGLE CAPITAL MANAGEMENT LLC
33,444,598 SH
+397,587 SH
4.94% P.W.
1.19% new
Steven Romick
FIRST PACIFIC ADVISORS LLC
11,579,072 SH
-13,294,842 SH
4.27% P.W.
53.45% sold
Tim Hurd
BLUESPRUCE INVESTMENTS LP
5,853,788 SH
+2,529,910 SH
9.88% P.W.
43.22% new
Anthony Bozza
LAKEWOOD CAPITAL MANAGEMENT LP
5,756,498 SH
-562,200 SH
7.42% P.W.
8.90% sold
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
5,531,798 SH
-739,714 SH
0.58% P.W.
11.79% sold
Andrew Immerman
PALESTRA CAPITAL MANAGEMENT LLC
4,486,285 SH
+1,328,170 SH
5.51% P.W.
29.61% new
Harry Segalas
HS MANAGEMENT PARTNERS LLC
4,433,831 SH
-311,377 SH
6.28% P.W.
6.56% sold
John Clark
SOUTHPOINT CAPITAL ADVISORS LP
3,750,000 SH
-850,000 SH
5.99% P.W.
18.48% sold
Alex Behring
3G CAPITAL PARTNERS LP
2,859,706 SH
-2,039,235 SH
15.62% P.W.
41.63% sold
Aaron Cowen
SUVRETTA CAPITAL MANAGEMENT LLC
2,071,172 SH
-1,689,697 SH
1.85% P.W.
44.93% sold
Barry Dargan
INTERMEDE INVESTMENT PARTNERS LTD
2,069,380 SH
-29,655 SH
5.18% P.W.
1.41% sold
James Parsons
JUNTO CAPITAL MANAGEMENT LP
1,580,635 SH
+178,073 SH
3.86% P.W.
11.27% new
Stephen Errico
LOCUST WOOD CAPITAL ADVISERS LLC
1,457,751 SH
-477,295 SH
4.55% P.W.
24.67% sold
Steve Cohen
POINT72 ASSET MANAGEMENT LP
1,206,594 SH
+24,661 SH
0.27% P.W.
2.04% new
Karthik Sarma
SRS INVESTMENT MANAGEMENT LLC
1,153,131 SH
0 SH
1.04% P.W.
(unchanged)
Joshua Nash
ULYSSES MANAGEMENT LLC
758,100 SH
-111,500 SH
2.86% P.W.
12.82% sold
Crispin Odey
ODEY ASSET MANAGEMENT GROUP LTD
753,623 SH
-177,419 SH
2.71% P.W.
19.06% sold
Michael Doheny
FRESHFORD CAPITAL MANAGEMENT LLC
685,820 SH
-251,798 SH
4.88% P.W.
26.86% sold
Jeremy Grantham
GRANTHAM MAYO VAN OTTERLOO & CO LLC
676,695 SH
+186,195 SH
0.2% P.W.
27.52% new
Robert Gillam
MCKINLEY CAPITAL MANAGEMENT LLC DELAWARE
387,620 SH
+387,620 SH
1.05% P.W.
100% new
Harold Berry
HARBER ASSET MANAGEMENT LLC
376,651 SH
-126,665 SH
4.44% P.W.
25.17% sold
Keith Meister
CORVEX MANAGEMENT LP
360,613 SH
-135,187 SH
0.58% P.W.
27.27% sold
David Fiszel
HONEYCOMB ASSET MANAGEMENT LP
350,000 SH
-1,250,000 SH
1.54% P.W.
78.13% sold
Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC
254,925 SH
-135,595 SH
0.75% P.W.
34.72% sold
Francis Cueto
ASTURIAS CAPITAL LLC
251,664 SH
-191,820 SH
5.41% P.W.
43.25% sold
Peter Muller
PDT PARTNERS LLC
233,800 SH
0 SH
0.58% P.W.
(unchanged)
Randy Heck
GOODNOW INVESTMENT GROUP LLC
170,320 SH
+1,580 SH
0.96% P.W.
0.93% new
Joseph DiMenna
ZWEIG-DIMENNA ASSOCIATES LLC
138,743 SH
-105,967 SH
0.56% P.W.
43.30% sold
Brad Dunkley
WARATAH CAPITAL ADVISORS LTD
115,968 SH
+115,968 SH
0.55% P.W.
100% new
Eric Chen
ANTIPODEAN ADVISORS LLC
95,000 SH
0 SH
4.89% P.W.
(unchanged)
Joel Greenblatt
GOTHAM ASSET MANAGEMENT LLC
48,469 SH
-283,525 SH
0.03% P.W.
85.40% sold
Andre Perold
HIGHVISTA STRATEGIES LLC
0 SH
-13,400 SH
<0.01% P.W.
100% sold
George Soros
SOROS FUND MANAGEMENT LLC
0 SH
-1,100,000 SH
<0.01% P.W.
100% sold
Chris LaSusa
KCL CAPITAL L P
0 SH
-1,200,000 SH
<0.01% P.W.
100% sold
Stuart Zimmer
ZIMMER PARTNERS
0 SH
-3,250,000 SH
<0.01% P.W.
100% sold
CMCSA – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
PUT
Stephen Errico
LOCUST WOOD CAPITAL ADVISERS LLC
167,500 SH
+167,500 SH
0.52% P.W.
100% new
CALL
Joshua Nash
ULYSSES MANAGEMENT LLC
200,000 SH
-850,000 SH
0.75% P.W.
80.95% sold
CALL
Morris Mark
MARK ASSET MANAGEMENT CORP
0 SH
-120,000 SH
<0.01% P.W.
100% sold