Institutional holdings

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MFFAIS - Mutual Fund Facts About Individual Stocks

It started with simple curiosity ... Are top mutual funds taking similar positions on a specific stock?
Why can't we find more then the top 10 holders?
What is the current value of a mutual funds reported holdings?
Which mutual funds has the best Performance base on reported holdings?
What is the most dumped stock by mutual funds?
What is the most added stock by mutual funds?
How can we compare mutual fund holdings, seeing overlaps and direction?


We've discovered ... We can determine exactly Who bought or sold What
We can compare to previous filings, to see activity type, amount and results.
All the "major" financial web portals obtain their limited information from the same source.
Everyone lists the top 10 stock holders, because they public companies are required to.
With only 2 exceptions, no one even tries to list beyond the top 10 and "total cash" inflows/outflow
All other "counts" are 13F's - which is limited to large orginizations/institutions with investment discretion over 100 million or more 13F securites.
There is a "list of 13F securities" - which all have CUSIPs (U.S. listed and doesn't include all public companies).
The 13F forms are easily computer processed with the ability to match exactly which stock is being referenced thanks to CUSIPs.
Did we mentioned it is only 13F securities by large institutions and "totaled". It does not break down to individual funds, or even "smaller" funds.
Mutual Funds who reported their holdings in quarterly and semi-annual basis don't use CUSIPs, the use whatever name and format they want - making it alot of work to process the holdings!
Mutual Funds merge,close and change names very often!
By correlating this information, we can try to determine similar actions or patterns.


Which funds are buying/selling/holding similar stocks?
We answer that question!



We invite you to join us ... Although the information is not in "real time", it is"objective".
What is meant by "objective"? Simply, no opinions, just the facts.
Money talks, by seeing where fund managers are putting their money (or taking money away) gives individual investors another unique prospective.
Unlike analysts, market gurus, friends, etc.. Fund managers results are verifiable and obtainable.