Great article by Gregory Zuckerman and Jenny Strasburg at the Wall Street Journal on which hedge funds are lining up on either side of the bet on educational stocks. The article, entitled "Not All are True to Schools" discusses the bullish stance Tiger Cub managers Lee Ainslee and Chase Coleman have taken on companies such as Apollo Group Inc. [APOL] vs the bearishness of managers such as Steve Eisman and Jim Chanos on the category. If you haven't seen it yet, it's worth a read. The table below lists the ten managers in our universe who have the highest exposure to Apollo as measured by % of portfolio:
