Now that the market (and by market we mean AAPL of course) suddenly feels like it could have far less bid-side support, and hedge fundies, up until this point relishing that definitely certain year end bonus, are once again getting very nervous that the comp situtation could be a replay of 2011, we bring them some respite: because the only thing that can bring a smile to a PM with a red P&L is known that the guy down the street is redder. Below is that latest full breakdown of monthly and YTD performance courtesy of HSBC. And yes, as pointed out yesterday [3], it does seem that David Tepper, did Topper-tick the market...
Top 20 funds in either direction:
[4]
Select fund performance:
[5]
And the full prezo: