Form 13F fillings are submitted quarterly by any manager controlling investments of at least $100 million. These managers can be private trusts, banks, insurance companies, investment advisors, and hedge funds. Funds must submit their list of qualifying 13F securities no more than 45 days after the end of quarter date.
13F Filings for the March 31st, 2021 Quarter are due May 15th, 2022.
Plenty. Individual investors can take advantage of the research already done by hedge funds by using the data disclosed in 13F filings. Hedge Funds have access to levels of investing talent and capital far beyond most individual investors or small RIAs.
Research has found that "Yes" despite the time lag, 13F holdings data is still valuable when released. The key is to focus on funds that tend to hold securities long-term and have a higher concentration of high conviction picks. Funds who favor short-term trading or whose portfolio is so diversified that it basically follows the S&P 500 will generally make poor candidates for copying.
