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Form 13F Filings
| Security | Ticker | Sector | % of portfolio | Change in shares | |
|---|---|---|---|---|---|
| {{ idx + 1 }} | {{ item['name_'+lang] }} {{ item['name_'+lang] }} {{ item['name_'+lang] }} | {{ item.ticker }} | {{ sectors[item.sector_id]['name_'+lang] }} |
{{ roundFloat(item.pct_portfolio) }}%
({{ signedValue(item[getPctChangeKey(now_inst)]) }}%) |
{{ signedValue(item[getSharesChangeKey(now_inst)]) }}% New n.a. |
{{ ranking[now_inst].date }} Asset under management： $ {{ as_billion(ranking[now_inst].total_value) }} bn
| Security | Ticker | Sector | % of portfolio | Change in shares | |
|---|---|---|---|---|---|
| {{ idx + 1 }} | {{ item.asset_name }} {{ item.asset_name }} | {{ item.ticker }} | {{ item.sector_name }} |
{{ roundFloat(item.pct_portfolio) }}%
({{ signedValue(item.portfolio_diff) }}%) |
{{ signedValue(item.shares_chg) }}% New |
| Security | Ticker | Sector | % of portfolio | Change in shares | |
|---|---|---|---|---|---|
| {{ idx + 1 }} | {{ item.asset_name }} {{ item.asset_name }} | {{ item.ticker }} | {{ item.sector_name }} |
{{ roundFloat(item.pct_portfolio) }}%
({{ signedValue(item.portfolio_diff) }}%) |
{{ signedValue(item.shares_chg) }}% Exit |
Form 13F is a quarterly report mandated by the Securities and Exchange Commission (SEC) for institutional investment managers with over $100 million in discretionary assets under management. Filed by entities such as hedge funds, mutual funds, and pension funds, it discloses holdings in publicly traded securities. These filings offer valuable insights into fund managers’ investment strategies and market sentiment.
