RADiENT Blog

Leverage form NCEN to explore Interfund Lending

Introduced in 2016, Form N-CEN is an annual filing that focuses on providing census type information and an overview of an entire fund complex - funds, strategies, associated service providers, turnover rates, etc.

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Vanguard v/s BlackRock- What do their NCEN Filings reveal?

Vanguard and BlackRock are two of the largest fund and ETF houses. With AUM of over $1.5T each, both the fund houses closely track market indices, provide diversified asset exposure, and employ a host of passive investment strategies, which allow the funds to have some of the lowest expense...

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Morningstar Data on RADiENT!

We are excited to announce that RADiENT has entered into a partnership with Morningstar, a global investment research platform and a comprehensive data provider. Our partnership aims to make manager research simple and more effective, by combining Morningstar’s universe of high quality fund data...

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New Regulations for Family Offices?

The SEC requires all institutional investment managers with at least $100 million in AUM to file Form 13F every quarter. This form records important portfolio metrics such as AUM, holdings with instrument and issuer details, the fair market value of securities, and number of shares owned.

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What is Form N-CEN, and how does it differ from N-SAR?

In 2016, the SEC, introduced Form N-CEN, replacing Form N-SAR. Form N-SAR was previously used to disclose information about portfolio holdings and fund operations semi-annually.

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r/WallStreetBets - Finding the hedge funds that hold trending stocks

We’re all familiar with r/wallstreetbets and Gamestop(GME)- redditors traded an unbelievable short squeeze on a hedge fund, which resulted in GME rising 4.5X in 2 days. But while short-sellers Melvin Capital and Maplelane are in the news, regulatory filings such as the 13F are a reliable source...

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Tracking best performing funds using form N-Port

Delaware Smid Growth Fund (DFDIX) has been one the best performing mutual funds in this tricky year given the uncertainty of the COVID pandemic and the upcoming US elections. A quick glance at the fund using the RADiENT security analyzer shows that its price almost doubled from $35.43 at the...

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Pharma Stocks in the race for the vaccine

While the US stock market has bounced back since the initial bear during the onset of the pandemic, the focus is now largely on when everyday life returns to normal. Naturally, pharma companies at the forefront are fighting a multi-billion-dollar race to develop the fastest vaccine. To stop...

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N-CEN Intelligence : Bank of America, JP Morgan are the top brokers at iShares

Part I: Building market intelligence with N-CEN

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What did the best performing funds get right this year?

April 2020 was the best stock market month in 11 years and a month of relief for investors worldwide, as stock markets rebounded from their steep declines in Feb and March. The Dow rose by 13% while the S&P 500 Index rose by 15%!

Sectors such as Pharma and Utilities which held the spotlight in...

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