From Goldman Sachs' latest "Hedge Fund Trend Monitor"
It monitors which stocks the "smart money" is flowing into
It lists the stocks that appear most frequently in the top ten holdings of fundamentally-driven hedge funds
Goldman's limit its hedge fund universe to those with 10 to 200 distinct equity positions "in an attempt to isolate fundamentally driven investors from quantitative funds or funds that mirror private equity investments"
Also ... here are the stocks in the largest short positions: