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This document is a quarterly report filed by institutional investment managers detailing their holdings in various securities.

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How to fill out form 13f-hr

01

Obtain a copy of Form 13F-HR from the SEC website or your financial advisor.

02

Fill in your legal name and address at the top part of the form.

03

Provide your SEC Central Index Key (CIK) number.

04

List all equity securities for which you have investment discretion, including the name of each issuer and the class of securities.

05

Specify the value of each security and the number of shares held at the end of the reporting period.

06

Sign and date the form, certifying the accuracy of the information provided.

07

Submit the completed form electronically via the EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers who manage over $100 million in assets are required to file Form 13F-HR.

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What is form 13f-hr?

Form 13F-HR is a quarterly report required by the U.S. Securities and Exchange Commission (SEC) that institutional investment managers must file to disclose their equity holdings.

Who is required to file form 13f-hr?

Institutional investment managers that manage over $100 million in assets are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, investment managers must provide information about their equity holdings, including the name of the issuer, class of securities, and the total value of shares held, among other details.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the holdings of large institutional investment managers, allowing investors to see what these managers are investing in.

What information must be reported on form 13f-hr?

Form 13F-HR must report information such as the names of the companies in which securities are held, the class of securities, voting authority, and the number of shares owned, as well as the total value of those holdings.

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