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How Do Hedge Funds Disclose Their Portfolio Holdings In SEC Filings?

Written by Jasmeet Sodhi | Feb 21, 2023 12:37:31 PM

Hedge funds are required to disclose their portfolio holdings in SEC filings. This provides detailed information about the fund's long positions in publicly traded stocks and other equity securities, including the title, price, and number of shares held.
It must report derivatives exposures and short positions in quarterly reports on Form D or Form PF.

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RADiENT provides complete and up-to-date cross-referenced SEC filings data for ease in hedge fund due diligence.