13F Filings: Analyzing the Big Money Moves

The video discusses market shifts and sector performance, highlighting changes in hedge fund positions. It covers the healthcare and financial sectors' drawdowns, increased investments in utilities and consumer staples, and the tech sector's stability. Notable investments include Einhorn's move into Yelp. The video also explores the shift from momentum to value investments and analyzes gold investments, questioning the backward-looking nature of such trends.

What shift in investment strategy is highlighted in the text regarding tech stocks?

What does the text suggest about the backward-looking nature of hedge fund filings?