Mffais.com: Mutual Fund Facts About Individual Stocks

The story of Mffais.com

So, It's 2005 and I was manually downloading and parsing SEC files, putting them into Excel, to see what stocks the best performing mutual funds had in common and looking for changes in holdings past the usual top 10 holdings. And one day, it hit me: others would like this information. Why not analyze this data and put it out there for others. “This could be useful,” I declared. “And very cool.”

What have I added to Mffais lately?

Beyond 13Fs. This is huge! I still only track Institutional owners and Mutual/Hedge Funds, no insiders and beneficial filings, but I break down individual funds from N-Q and N-CSR filings! 13Fs only give you "summary" information for large funds and only on 13F stocks. I go way beyond that from the smallest hedge funds to tracking smaller international stocks. Look at the number of owners the major sites list, I track 1.5 - 2x their number of owners for the same period and the same stock!
History. I have processed all the filings from the SEC since 1992. It is the history that provides the context of the current trades and the basis of valuable trends. You see the big trends down to the small individual buying trends of a single owner and a single stock.
By One Of You. Big or small, we individual investors are the same. This site is owned and ran by an individual investor like you! No advertising, no up/cross selling, no recommendations or trading services, no affiliates writing numerous wonderful reviews to lead you here for a fee. The only thing "sold" is the single membership fee of $9.99 to cover hosting costs - so relax, no hidden agendas to take your hard earned money!
Whole Picture. By combining individual trends allows you to see the big picture, the consensus and , most importantly, are you swimming with the tide or against it.
The Details. I provide not only the amount of shares traded, but the value of those trades and the results. See how much that trade cost, what is worth today, how good/bad it was. When viewing an owner, see exactly how many stocks they bought that went up in price and how many stocks they sold went down in price.

Within 24 hrs pledge!

Having the latest information is critical. Unlike ALL the other websites, I retrieve, process, analyze and publish holdings within 24 hrs of them being made public by filing with the SEC. It was frustrating for me to not see data from filings (way different from "there was a filing made") not show up on Yahoo for 2 - 3 weeks after being filed. It was always faster to download directly from the SEC, and that is what I do - I don't make you wait for new information.

Includes N-Q/N-CSRs

If you have ever looked at 13Fs, you will see a report of holdings only, formatted in nice columns with stocks listed via CUSIP numbers. However, when you look at N-Q,N-CSRx you see entire reports filed with tons of information, reports, forecasts, opinions and holdings, stocks listed by any combination of name, initials, acronyms, etc... Unlike 13Fs that list only 13F stocks, N-Q/N-CSRs list every stock held, no matter how small or where located. Within 24hrs is not just for easy 13Fs, it includes the more difficult N-Q/CSR. Ka-plam! Plenty of websites publish and track 13F holdings, check how many publish N-Q,N-CSR and you will see how much information you have been missing.

Your own analysis!

We all have our own theories, indicators, signs and figures we think is important and questions we want answered. I give you the data so you can do your own analysis, with each source data table is the option to download an Excel file with all the data (except history charts - they are "made" in your browser ;) You are given the flexibility, power, and opportunity to use the data for your own research!

Combine with other sources.

Because you can get the data, you can combine it with other sources of information. You can incorporate the data into other software, programs, systems, chart programs, etc... or even simple Excel. The data is there for you to use, as you need - no more limits to only the calculations and views decided by the websites or software programmers. Feel free to create your own formulas and calculations, using this data with other information.

Stats and Facts.

Now that I have got this data time to do some number crunching, slicing, dicing and dissecting. I've got what you expect: number/percent of owners buying/selling, number of shares change, etc... But the stuff I’ve built on top will really flip your analytical lid. To wit:

Results. Learn now only what changes were made in a portfolio, but the results down to each trade. See if that the buy/sell was a good trade in terms of money earned/lost by the trade. See the results of an owner buys/sell - see return broken down by action. You would be surprised to see how many portfolios whose portfolio of sold stocks outperform their portfolio of bought stocks ;)
Rankings. I give you detailed rankings. From single day most bought/sold, highest value trades, to country and industry specific rankings. Get answers to the most bought/sold Computer stock, China stock, hottest industry in Brazil. Nice!
Details. Summary and rankings are nice, but sometimes we want to see each detail on what makes that number. If most bought stock is company X, we want to see each company that bought it. No problem, see each single holding so you know who is doing what. But not just the detail of the individual holdings, but also percent of portfolio it was before and after the trade, also view the history of the purchases of the stock by that owner. Giving you valuable insight on individual owner confidence of the stock and their long term view/plan.

Global

Because I don't limit the data to 13Fs, you are not limited to tracking the small number of "international" stocks that are 13F listed. Bottom line, by processing N-Q/N-CSR filings directly allows us to view trades of any world stock held by a mutual/hedge fund or institutional owner. The hardest part? So many possibilities!

Area experts.

There are many smaller mutual/hedge funds that do not make the 13F filing requirements. Previously out of reach, now you get to see their portfolios, trades and strategies. Smaller niche country funds are open to your discovery. See what the experts are doing, what trends are they creating/following.

Intra-Country rankings, too.

Not only do we rank United States stocks/industries, we also rank stocks within countries - no matter how small the market or how little press the country gets. For example, you can see the most owned/sold/bought Luxembourg stock!

Is it valuable?

Absolutely Yes! They don't want YOU to know it for a reason, from their own mouths:

Trade Strategies "Bulldog and Wynnefield maintain that stock holding information is a trade secret akin to Coca-Cola's secret formula for Coke - the product of much original research that must remain undisclosed. Fund holdings, he said, can also reflect trading strategies that is valuable to competitors." Source
SEC Agrees Some convince the SEC that this information is so valuable, that they are allowed by the SEC to delay or do confidential filings to prevent YOU from knowing it. They include: Berkshire Hathaway,Greenway Partners, Capital Research & Management, Waterstreet Capital, T. Rowe Price, Allen Holdings, Fleet Financial Group, Deep Discount Advisors, Marcus Schloss, Ruane, Cunniff, Dillon Read, Lehman Brothers, and Alpine Associates Source
Tipping Their Hat "Big fund companies that oppose this push counter that more-frequent disclosure would undermine their investment strategies, essentially tipping their hat to competitors when they make a move into or out of a stock." Source

And yes, much much more.

It's hard to overstate how many little bonuses are at Mffais.com. Here are a few more things I think you'll love.

Real Person: built right in

OK, it's not very sexy. In fact, it's quite the opposite. But here I am at this end of every request, problem, suggestion or comment. You never get automated replies, form letters, or the "outside of my area - I can't help". This is all about the little things that make your investment research easier and it starts with a human being on the other end to work with you.

Improvements: ask and you shall receive.

Do you know most of all the major improvement were suggestions by people like you that were usually implemented within days of the suggestion. Yeap, days! See that overall trading volume for a stock, history charts, before and after portfolio percentages, and much more - all created because of your suggestions. If you would like to see some statistic, others probably would too. So I create it for everyone - all part of the sole membership fee, never pay more for more features or access.

Collaborations: I love this stuff.

We have all been there, needing data to answer that specific question or do a back test on a theory. Many times, just plain ole curiosity, I wonder which stock ...... I can't count the number of times I get asked such questions or for help on doing research on buying trends. And, except for school assignment, I am happy to help. I love hearing new theories. Got an interesting project, idea, question - let me know . I might be game online or off. While I won't travel (or move ;) to NY, if you are in Los Angeles and have something interesting going on - drop me a line.