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) -- Hedge fund manager John Paulson added

Goldman Sachs

(GS) - Get Goldman Sachs Group Inc. (The) Report

to his portfolio in the second quarter, even as the firm battled charges of fraud for failing to disclose his role in the portfolio selection of a complex trade.

According to the latest portfolio disclosure with the Securities and Exchange Commission, the fund bought more shares in other financials as well, including warrants of

Bank of America

(BAC) - Get Bank of America Corporation Report

, shares of regional bank


(BPOP) - Get Popular Inc. Report

and investment banking outfit

American Capital



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Paulson also added to his exposure in insurance company

Hartford Financial

(HIG) - Get Hartford Financial Services Group Inc. (The) Report

, while maintaining his holdings in

Wells Fargo

(WFC) - Get Wells Fargo & Company Report


Regions Financial

(RF) - Get Regions Financial Corporation Report

. He sold some of his holdings in

CIT Financial

(CIT) - Get CIT Group Inc. Report


Gold continued to be among his top holdings. Paulson stepped up exposure to

Exxon Mobil

(XOM) - Get Exxon Mobil Corporation Report

and pharma major


(MYL) - Get Viatris, Inc. Report

, while cutting holdings in

Boston Scientific

(BSX) - Get Boston Scientific Corporation Report


First Horizon

(FHN) - Get First Horizon Corporation Report


Investors managing more than $100 million assets are required to report their holdings every quarter within 45 days from the end of the quarter in a 13F filing with the SEC. The managers do not need to disclose short positions or investments in non-U.S. listed securities, so the disclosure is only a partial view of holdings.

Markets follow the moves and portfolio disclosures of big investors to get cues on sectors and stocks worth looking at. However, information in these portfolios are often dated and the portfolio manager may have changed tack since the end of the last quarter.

-- Reported by Shanthi Venkataraman in New York.

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