Educational 13F Holdings Snapshot Tool
This tool is for educational purposes to analyze a *manually entered subset* of a 13F filing. It does NOT build a clonable portfolio and is NOT investment advice.
Understanding 13F Filings & Their Limitations
What are 13F Filings?
Institutional investment managers in the U.S. with over $100 million in qualifying assets under management are required to file Form 13F with the Securities and Exchange Commission (SEC). This form discloses their U.S. exchange-traded equity holdings (long positions), as well as certain other securities, at the end of each calendar quarter.
Key Uses of 13F Filings:
- Gain insight into what large, influential investors are holding (their long US equity positions).
- Identify investment trends or popular stocks among institutional managers.
- Generate investment ideas for further research (with heavy caveats).
CRITICAL Limitations of 13F Filings for "Cloning":
While 13Fs provide some transparency, they have significant limitations if one were to attempt to "clone" a hedge fund's portfolio:
- Delayed Information: Filings are made within 45 days *after* the end of a quarter. The disclosed positions are already old and may have changed significantly.
- Long Positions Only: 13Fs only show long positions in specific types of securities (mainly US equities). They do **not** show short positions, which are critical to many hedge fund strategies.
- Limited Asset Classes: They do not disclose holdings in cash, bonds, commodities, currencies, private equity, real estate, or most derivatives.
- No International Holdings: Generally, only US exchange-traded securities are reported. Holdings in international markets are not included.
- Snapshot in Time: The filing represents holdings on a single day (the end of the quarter). It doesn't show intra-quarter trading activity, entry/exit prices, or the rationale behind positions.
- Window Dressing: Some managers might adjust positions shortly before the reporting date.
- Complexity of Actual Strategy: A few top holdings from a 13F do not represent the entirety or complexity of a hedge fund's strategy, risk management, or use of leverage.
You can find 13F filings on the SEC's EDGAR database: SEC EDGAR Search.
Input Top Holdings from a 13F Filing
Manually find a 13F filing for a fund and quarter you are interested in. Then, enter details for a few of its top reported holdings below.
13F Holdings Snapshot Analysis
Please input holding details on the previous tab and click "Analyze Snapshot".
- This analysis reflects only the *small subset of holdings you manually entered* from a specific, historical 13F filing.
- It is NOT a complete picture of the fund's portfolio or its current positions.
- 13F data is delayed and only shows long US equity positions. It excludes shorts, international assets, derivatives, cash, and other crucial parts of a hedge fund's strategy.
- **This tool is for educational purposes only to understand the composition of selected reported holdings and should NOT be used to attempt to clone portfolios or make investment decisions.**