Times like these are busy for us at Novus, and while it’s tough to set aside time for articles, given all the filings and market data we sit on, it’s almost our responsibility to share some insights. With our large roster of hedge fund and allocator clients, we field many phone calls when things move violently. On top of the myriad other things we do for clients, we track the daily movement of hedge fund (HF) factors like conviction (largest HF bets), concentration (heavy HF ownership), consensus (most popular HF stocks) and crowdedness (most crowded HF trades). As reported earlier,...