The 13F Form is a document that certain institutional investment managers are required to file with the Securities and Exchange Commission (SEC) on a quarterly basis. The purpose of this form is to provide transparency into the investment activities of these managers and to enable the SEC and other regulators to monitor the investment management industry.
The 13F Form, also known as the "Information Required of Institutional Investment Managers Filing Form 13F", is a standardized form that is used to report information about the securities holdings of institutional investment managers. This form is required to be filed by investment managers who exercise investment discretion over $100 million or more in certain types of securities, such as stocks, bonds, and options.
The 13F Form includes information about the institutional investment manager, such as their name, address, and Central Index Key (CIK) number, as well as information about the securities that they hold. This information includes the name and ticker symbol of each security, the number of shares or units held, and the total value of the position. The form also includes the date on which the information was reported, which is typically the last day of the quarter.
The 13F Form is an important tool for regulators, investors, and other market participants who are interested in understanding the investment activities of institutional investment managers. By providing information about the securities holdings of these managers, the form helps to increase transparency and accountability in the investment management industry. It also enables regulators to monitor the activities of these managers and to identify potential conflicts of interest or other potential risks to investors.
The 13F Form is a valuable resource for those who are interested in tracking the investment activities of institutional investment managers and ensuring that the investment management industry is transparent and accountable. At TickerTracker.io, we process and analyze this form in order to provide the most accurate and up-to-date information about institutional ownership and insider activity for companies like Apple Inc.
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Bill Ackman's Pershing Square Capital Management Portfolio Review - Q4 2022
ill Ackman's Pershing Square Capital Management recently filed its 13F form for Q4 2022, showcasing a portfolio value of $8.78 billion distributed among six stocks. This represents an increase from the previous quarter and highlights the firm's focus on undervalued companies with strong growth potential.
about 1 year ago