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2025/6/30
How to Read a 13F Report? This article offers a detailed breakdown of the different types of 13F filings and explains how investors can use the publicly available data to support their investment decisions. Key takeaways include tracking industry trends or popular stocks, monitoring changes in institutional AUM, and identifying which sectors are favored by different types of investors. Once investors have defined their own targets and preferences, leveraging 13F reports effectively can significantly improve their chances of success.
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2023/9/28
Funds generally pool the money of many people together and, based on their purpose and the participants involved, can be divided into different types. They can be broadly categorized according to the participants, investment targets, geographic investment areas, investment risks, and issuance locations. When considering which type of fund to invest in, apart from type and risk level, one should also consider the tax differences between domestic and foreign funds.
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