| | 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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