Premium Post: Track Fund Positions and a Merger Arb Situation

  • July 10, 2019
Over the last several weeks we have been working hard on a new feature for premium members that we are very excited to release today. We have started extracting 13F filing data for a group of over 30 funds that either specialize in merger arbitrage or use the strategy for a portion of their portfolio. We are using this data to show how many of these funds hold a specific position in the  Merger Arbitrage Tool (MAT) as you can see from the screenshot for Sprint below. When you click on the + sign to the left of the stock symbol in the MAT, there is a box to the far right that will display the list of funds with a position in that stock. Merger Arbitrage Funds 13Fs (click to enlarge) If you are familiar with 13F filings feel free to skip the next several paragraphs. A Brief Primer on 13F Filings: Funds and institutional managers with over $100 million in assets under management (AUM) have to file a form with the SEC called the 13F and provide an update on the stock and options positions they hold every quarter. They have to provide this information...

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