{"id":249,"date":"2026-06-06T09:40:00","date_gmt":"2026-06-06T09:40:00","guid":{"rendered":"https:\/\/new.uzletinegyed.hu\/?p=249"},"modified":"2026-06-06T09:40:00","modified_gmt":"2026-06-06T09:40:00","slug":"majus-fedezeti-alapok-steve-cohen-point72-az-elen","status":"publish","type":"post","link":"https:\/\/new.uzletinegyed.hu\/index.php\/2026\/06\/06\/majus-fedezeti-alapok-steve-cohen-point72-az-elen\/","title":{"rendered":"M\u00e1jus fedezeti alapok: Steve Cohen Point72 az \u00e9len"},"content":{"rendered":"<p>Steve Cohen 50,7 milli\u00e1rd doll\u00e1ros vagyont kezel\u0151 Point72 alapja ism\u00e9t kiemelked\u0151 teljes\u00edtm\u00e9nyt ny\u00fajtott: a c\u00e9g 2%-os hozammal z\u00e1rta 2026 m\u00e1jus\u00e1t, amit egy, a v\u00e1llalathoz k\u00f6zel \u00e1ll\u00f3 forr\u00e1s er\u0151s\u00edtett meg a Business Insider sz\u00e1m\u00e1ra.<\/p>\n<h2>Point72 vezeti a mez\u0151nyt<\/h2>\n<p>A m\u00e1jusi eredm\u00e9nnyel a Point72 \u00e9ves teljes\u00edtm\u00e9nye 10,5%-ra emelkedett. Ez k\u00fcl\u00f6n\u00f6sen figyelemre m\u00e9lt\u00f3 annak t\u00fckr\u00e9ben, hogy 2025-ben a c\u00e9g 17,5%-os hozamot \u00e9rt el, \u00e9s sikeresen megel\u0151zte legf\u0151bb riv\u00e1lisait \u2013 k\u00f6zt\u00fck a Millenniumot \u00e9s a Citadelt \u2013 a multistrat\u00e9gi\u00e1s szegmensben.<\/p>\n<h2>Hogyan teljes\u00edtettek a t\u00f6bbi nagy nev\u0171 alapok?<\/h2>\n<p>M\u00e1jus \u00f6sszess\u00e9g\u00e9ben kedvez\u0151 h\u00f3napnak bizonyult a jelent\u0151s piaci szerepl\u0151k sz\u00e1m\u00e1ra. A Millennium 2,4%-os er\u0151s\u00f6d\u00e9ssel 6,1%-os \u00e9ves pluszba ker\u00fclt. A Balyasny 1,4%-os havi n\u00f6veked\u00e9snek k\u00f6sz\u00f6nhet\u0151en v\u00e9gre pozit\u00edv tartom\u00e1nyba l\u00e9pett 2026-ban. A Citadel szint\u00e9n 1,4%-ot nyert a h\u00f3napban, \u00edgy Ken Griffin c\u00e9ge az \u00e9v eg\u00e9sz\u00e9ben 3,9%-os hozamot mutat.<\/p>\n<p>Ugyanakkor a r\u00e9szv\u00e9nypiacokkal val\u00f3 l\u00e9p\u00e9start\u00e1s komoly kih\u00edv\u00e1st jelentett az alapok sz\u00e1m\u00e1ra. Az S&amp;P 500 index m\u00e1jus folyam\u00e1n t\u00f6bb mint 5%-ot emelkedett, az \u00e9v eleji \u00f6sszes\u00edtett n\u00f6veked\u00e9st pedig 11%-ra torn\u00e1zta fel. A technol\u00f3giai \u00e9s mesters\u00e9ges intelligencia r\u00e9szv\u00e9nyek ir\u00e1nti t\u00f6retlen befektet\u0151i lelkesed\u00e9s hajtotta a piacokat.<\/p>\n<p>Nem minden alapnak kedvezett a h\u00f3nap: a Walleye 0,9%-os, a North Rock pedig 0,2%-os visszaes\u00e9st szenvedett el m\u00e1jusban.<\/p>\n<h2>A f\u0151bb fedezeti alapok 2026-os teljes\u00edtm\u00e9nye<\/h2>\n<table style=\"min-width: 75px\">\n<colgroup>\n<col style=\"min-width: 25px\">\n<col style=\"min-width: 25px\">\n<col style=\"min-width: 25px\"><\/colgroup>\n<tbody>\n<tr>\n<td><strong>Alap neve<\/strong><\/td>\n<td><strong>M\u00e1jus hozam<\/strong><\/td>\n<td><strong>2026-os hozam<\/strong><\/td>\n<\/tr>\n<tr>\n<td><strong>Pinpoint Asset Management<\/strong><\/td>\n<td>2,4%<\/td>\n<td>11,9%<\/td>\n<\/tr>\n<tr>\n<td><strong>Dymon Asia<\/strong><\/td>\n<td>2%<\/td>\n<td>11%<\/td>\n<\/tr>\n<tr>\n<td><strong>Point72<\/strong><\/td>\n<td>2%<\/td>\n<td>10,5%<\/td>\n<\/tr>\n<tr>\n<td><strong>Millennium<\/strong><\/td>\n<td>2,4%<\/td>\n<td>6,1%<\/td>\n<\/tr>\n<tr>\n<td><strong>Schonfeld Partners<\/strong><\/td>\n<td>2,6%<\/td>\n<td>5,7%<\/td>\n<\/tr>\n<tr>\n<td><strong>Man Group 1783<\/strong><\/td>\n<td>0%<\/td>\n<td>5,6%<\/td>\n<\/tr>\n<tr>\n<td><strong>North Rock<\/strong><\/td>\n<td>-0,2%<\/td>\n<td>5,2%<\/td>\n<\/tr>\n<tr>\n<td><strong>LMR<\/strong><\/td>\n<td>2,1%<\/td>\n<td>4,4%<\/td>\n<\/tr>\n<tr>\n<td><strong>Boothbay<\/strong><\/td>\n<td>0,7%<\/td>\n<td>4,3%<\/td>\n<\/tr>\n<tr>\n<td><strong>ExodusPoint<\/strong><\/td>\n<td>2,4%<\/td>\n<td>4,1%<\/td>\n<\/tr>\n<tr>\n<td><strong>Citadel Wellington<\/strong><\/td>\n<td>1,4%<\/td>\n<td>3,9%<\/td>\n<\/tr>\n<tr>\n<td><strong>Verition<\/strong><\/td>\n<td>1%<\/td>\n<td>3,8%<\/td>\n<\/tr>\n<tr>\n<td><strong>Balyasny<\/strong><\/td>\n<td>1,4%<\/td>\n<td>0,6%<\/td>\n<\/tr>\n<tr>\n<td><strong>Jain Global<\/strong><\/td>\n<td>0,1%<\/td>\n<td>0,6%<\/td>\n<\/tr>\n<tr>\n<td><strong>Walleye<\/strong><\/td>\n<td>-0,9%<\/td>\n<td>0,5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>\u00d6sszegz\u00e9s<\/h2>\n<p>A 2026-os \u00e9v eddig pozit\u00edv k\u00e9pet fest a legt\u00f6bb nagy fedezeti alap sz\u00e1m\u00e1ra, \u00e1m a r\u00e9szv\u00e9nypiacok dinamik\u00e1j\u00e1val versenyre kelni tov\u00e1bbra is neh\u00e9zs\u00e9get jelent. A Point72 kiemelked\u0151 \u00e9ves teljes\u00edtm\u00e9ny\u00e9vel egyel\u0151re a legsikeresebb szerepl\u0151nek sz\u00e1m\u00edt az ipar\u00e1gban.<\/p>\n<p class=\"aci-source\"><small>Forr\u00e1s: <a href=\"https:\/\/www.businessinsider.com\/may-hedge-fund-performance-point72-millennium-balyasny-2026-6\" target=\"_blank\" rel=\"noopener nofollow\">www.businessinsider.com<\/a><\/small><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Steve Cohen Point72 alapja 10,5%-os \u00e9ves hozammal vezeti a fedezeti alapok mez\u0151ny\u00e9t 2026-ban, megel\u0151zve a Millenniumot \u00e9s a Citadelt.<\/p>\n","protected":false},"author":1,"featured_media":250,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[512,4],"tags":[517,515,516,513,514],"class_list":["post-249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-befektetesek","category-penzugyek","tag-citadel","tag-fedezeti-alapok","tag-millennium","tag-point72","tag-steve-cohen"],"_links":{"self":[{"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/posts\/249","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/comments?post=249"}],"version-history":[{"count":1,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/posts\/249\/revisions"}],"predecessor-version":[{"id":272,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/posts\/249\/revisions\/272"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/media\/250"}],"wp:attachment":[{"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/media?parent=249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/categories?post=249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.uzletinegyed.hu\/index.php\/wp-json\/wp\/v2\/tags?post=249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}