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TheStreet Open House

5 Tech Sector Stocks Funds Love

Stocks in this article: AAPLGOOGMAVRATEMMI

BALTIMORE ( Stockpickr) -- Funds love the tech sector right now. In spite of the fact that technology stocks underperformed the S&P 500 by a fairly substantial margin in 2011, the information technology sector was last quarter's second-most heavily bought group of stocks.

Even though tech sector buying was big, institutional investors concentrated their efforts on a smaller group of names. Now coattail investors (the retail investors looking to emulate big name portfolio managers) should be paying attention to a handful of tech sector stocks.

To do that, we're focusing on 13F filings. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F.

>>5 Rocket Stocks to Buy for 2012

In total, 3,081 firms filed the form for the third quarter of 2011, and by comparing one quarter's filing with another, we can see how any single fund manager is moving their portfolio around.

Today, we'll focus on five institutional favorites in the tech sector.

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