Change Rate is defined for each holding as the following:
- Change rate for new position is 100% New.
- Change rate for an Increased Position is defined as number of new shares out of total shares in the latest quarter. For example, a fund increased its AAPL position by 700 to 1000 shares in the latest quarter, then the change rate for the position is 70% New = (700/1000)*100.
- Change rate for a Decreased Position is defined as number shares sold out of total shares in the last quarter.
- Change rate for sold out position is 100% Sold.
HedgeMind 500 (HM 500) consists of around 500 hedge fund managers that HedgeMind have meticulously analyzed and selected from HedgeMind 1000 hedge funds. These managers employ primarily fundamental techniques to identify investment opportunities. Most of them construct conviction-weighted portfolios and focus on long term investment horizon. These fundamental-driven hedge fund managers are most valuable for investors to follow, learn, and invest alongside.
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research
. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating (HM Rating) combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as
Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
Shares Inflows (SH Inflows) is defined as the total number of shares that were bought by stock holders in the latest filing period.
Shares Outflows (SH Outflows) is defined as the otal number of shares that were sold in the latest filing period.