Definition of Form 13F

What is a Form 13F? What is the definition of Form 13F? In which situations must a Form 13F be filed?

According to the SEC, "institutional investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities MUST report their holdings on Form 13F with the SEC."

To view the current list of Section 13(f) securities, click here (SEC.gov, *.pdf)

Form 13F must include the following information:

-an alphabetical list of all of the Section 13(f) securities that the investment manager currently owns

-description of the type of security

-number of shares owned

-value of securities

For instance, here is a line from Paulson & Co Inc's most recently filed Form 13F:

Bank of America Corp COMMON 060505104 2703718 159794229 SH Defined 01 159794229

"2703718" is the value of the securities (x1000).. 159794229 is the number of shares that Paulson & Co Inc. held as of September 30th, 2009 (159,794,229)..

Form 13F's must be filed on a quarterly basis, and usually show up about 4 weeks to a month and a half after the end of the quarter.


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