Edgr’s algorithms sift through the regulatory filings of institutional money managers and highlights their stock investments for further research. Find hundreds of publicly disclosed stock ideas from sophisticated fund managers with successful track records.
*Where do we get our financial data?
Investment firms controlling investments of more than $100 million are required to report their securities holdings each quarter. These reports, known as Form 13F filings, are made public 45 days after each calendar quarter end.
Form 13F Reports list holdings that large investment funds own and report on. Comparing current holdings with previous quarters identifies which stocks that they are buying and selling.
*Powerful data analytics
Edgr data analytics cull through reported holdings by fund managers and sorts through them based on a variety of factors such as past performance of the fund, typical hold times for stock acquisitions, patterns of acquisition, the size of purchases, as well as other factors relevant to assessing the funds’ conviction and performance. These data analytics are optimized using machine learning algorithms and produces a list of securities that are updated every quarter (i.e. every 3 months).
Historically, the index produced by Edgr data analytics has outperformed the SPDR S&P 500 ETF Trust (SPY). Past performance is not a guarantee of future results. Edgr is simply providing data analytics on the stock activity of fund managers with successful track records. Any future performance of stocks identified through Edgr is dependent on the performance of reported fund holdings, availability of the pricing data, rules and regulations from the market oversight agencies, and other factors which are outside of Edgr’s control.
*Are Form 13F filings useful even with a 45-day lag?
The historical performance of our back tested models suggests that the answer is yes. This is because the Edgr Index is primarily based on the holdings of funds that that exhibit longer holding stock periods. In addition, the Edgr algorithms attempt to differentiate long term stock conviction from short term stock conviction.
We provide subscribers with with back tested returns for each fund across different time horizons. While not all funds have strong performance as calculated purely from their Form 13F filings, you will find that many do in fact consistently outperform the market benchmarks.
By back testing the performance of various funds and when they reported their holdings, Edgr allows its subscribers to see the performance against various time horizons. Do you want to know how Warren Buffett’s top 3 stocks by market value performed over time? Edgr has the answer.
*Disclosures
- Armor Labs LLC is not an investment advisor.
- Armor Labs LLC does not provide any specific buy/sell recommendations.
- Past performance is no guarantee of future results.
- You can always lose money when you invest in securities or other financial products.
- Investors should consider their investment objectives and risks carefully before investing in stocks.
- Investors should consult their investment advisor before making any stock investments