With the SEC EDGAR website crashing, it can only mean it’s that time of year: 13-F season. You’ve undoubtedly already read headlines about Bill Ackman’s latest trade, of Warren Buffett’s new favorite stock. We dig deeper into some key trends we capture by analyzing all active managers and their 13Fs. This represents some 10,000 unique securities across 3 trillion dollars of reported assets.
Highlighted Manager: Melvin Capital
Breathless coverage of hedge fund tycoons often centers around celebrities such as Steve Cohen. A recent WSJ piece highlighted his firm’s linkage to one of his former employees,