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Institutional Investment Manager

An entity that exercises investment discretion over $100 million or more in Section 13(f) securities. This includes hedge funds, mutual funds, pension funds, and insurance companies.

Related Terms

13F FilingA quarterly report filed with the SEC by institutional investment managers with ...
CUSIPA 9-character alphanumeric code that uniquely identifies a security. Used in 13F...
Period End DateThe last day of the calendar quarter for which holdings are reported. 13F filing...
Filing DeadlineInstitutional managers must file their 13F within 45 days after the end of each ...
Amendment (13F-HR/A)A revised filing that corrects or supplements a previously filed 13F. Amendments...

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Data sourced from SEC EDGAR. Not investment advice.

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Institutional Investment Manager - 13F Investing Glossary | HoldingsIntel