1. Schedule 13D and 13G
Hedge funds represent a large part of the public markets, recently accounting for nearly 20% of all trading on the exchanges. Many of them utilize exotic strategies in order to generate hefty returns for their managers and partners. How would you like to be able to not only determine which stocks they are involved in, but also what they are trying to accomplish with their investment? Despite the enormous amount of secrecy surrounding hedge funds, this is possible through SEC filings!
It turns out that even hedge funds are required to report their trades to the SEC when they acquire more than 5% of a company’s outstanding shares in what is known as a Schedule 13D or Schedule 13G filing. The difference is simply that Schedule 13D filings are for hedge funds that intend to actively engage management, while Schedule 13G filings are for those who simply maintain passive investments.
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