Generally speaking, the stocks with heavy fund positions should be good, because there is a special person to operate them, with more funds and strong technical strength, and the risk is lower than that of individual retail investors.
However, if you want to hold a heavy position in small-cap stocks, you dare not assert it. Because small-cap stocks are the object of speculation by bookmakers and private equity institutions, the stock price does not represent the actual income of the company, and the changes are often unreasonable and deviate from the technical side. For example, the operator of the fund can't see another institution speculating from it, and the result is easy to lose money; If it is speculation by fund operators, institutions and big bookmakers will do the opposite, and the result may be that the support will fail, causing incalculable losses.
In short, most of the fund's heavy positions are good, but don't pick small-cap stocks because the risk is greater than other stocks.