Form 13F
Quarterly public report of long equity positions held by institutional investment managers exercising discretion over $100M+ in 13(f)-eligible securities. The basis of widely-watched 'whale-watching' analysis of hedge funds.
Details
- jurisdiction: US
- regulator: SEC
- kind: rule
- effective date: 1979-01-01
- summary: Quarterly public report of long equity positions held by institutional investment managers exercising discretion over $100M+ in 13(f)-eligible securities. The basis of widely-watched 'whale-watching' analysis of hedge funds.
- scope: Institutional investment managers — including hedge funds — managing $100M+ in 13(f)-eligible securities.
- applies to: institutional investment managers
- related terms: disclosure, whale-watching, 13F-eligible-securities
- official text url: https://www.sec.gov/divisions/investment/13ffaq.htm
- history: Mandated by Section 13(f) of the Exchange Act (1975 amendment). Threshold has remained at $100M since inception despite multiple SEC proposals to raise it.