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| | It started with simple curiosity ... | - Are top mutual funds taking similar positions on a specific stock?
- Why can't we find more than the top 10 holders?
- What is the current value of a mutual funds reported holdings?
- Which mutual funds have the best Performance base on reported holdings?
- What is the most dumped stock by mutual funds?
- What is the most added stock by mutual funds?
- How can we compare mutual fund holdings, seeing overlaps and direction?
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| | We've discovered ... | - We can determine exactly Who bought or sold What
- We can compare to previous filings, to see activity type, amount and results.
- All the "major" financial web portals obtain their limited information from the same source.
- Everyone lists the top 10 stock holders, because they public companies are required to.
- With only 2 exceptions, no one even tries to list beyond the top 10 and "total cash" inflows/outflow
- All other "counts" are 13F's - which is limited to large orginizations/institutions with investment discretion over 100 million or more 13F securites.
- There is a "list of 13F securities" - which all have CUSIPs (U.S. listed and doesn't include all public companies).
- The 13F forms are easily computer processed with the ability to match exactly which stock is being referenced thanks to CUSIPs.
- Did we mentioned it is only 13F securities by large institutions and "totaled". It does not break down to individual funds, or even "smaller" funds.
- Mutual Funds who reported their holdings in quarterly and semi-annual basis don't use CUSIPs, the use whatever name and format they want - making it alot of work to process the holdings!
- Mutual Funds merge,close and change names very often!
- By correlating this information, we can try to determine similar actions or patterns.
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| | | Which funds are buying/selling/holding similar stocks?
We answer that question!
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| | We invite you to join us ... | - Although the information is not in "real time", it is"objective".
- What is meant by "objective"? Simply, no opinions, just the facts.
- Money talks, by seeing where fund managers are putting their money (or taking money away) gives individual investors another unique prospective.
- Unlike analysts, market gurus, friends, etc.. Fund managers results are verifiable and obtainable.
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| | Explore our website! | Here is the Press Release: MFFAIS, TEMASEK, MERRILL LYNCH, BLOOMBERG - OH MY! |
| | | | | | | Here is the Press Release: MFFAIS, VANGUARD GROUP - OH MY, AGAIN! |
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| | | Please review our FAQ and TERMS! |
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