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Alternative Market Briefing

Opalesque Roundup: Goldman warns of $40bn selling, Ackman eyes IPO, hedge funds pile into healthcare
Monday, December 01, 2025

Market Overview

The alternative investment landscape experienced significant volatility this week, with hedge funds navigating major market shifts and positioning changes. According to Opalesque's latest data, hedge funds started Q4 strong, with October performance showing positive momentum across multiple strategies.

Goldman Sachs warned of potential systematic selling pressure, with leveraged players potentially forced to sell up to USD 40 billion in global equities over the coming period due to market fragility. This concern emerged as hedge funds increased their US equity purchases for the third consecutive week, suggesting mixed sentiment in the market.

Major Fund Movements Pershing Square's Major IPO Plans

Bill Ackman's Pershing Square is targeting a USD 5 billion initial public offering for a closed-end fund, according to Bloomberg News. This move would provide permanent capital for the firm and represents one of the largest fund-raising efforts of the year. The IPO is expected to launch in early 2026, marking a significant milestone for the activist investor's firm.

Burry's Newsletter Launch and AI Skepticism

Michael Burry, the famed investor who predicted the 2008 h......................

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