Wednesday, August 12, 2009

13F-HR Season

Time to keep an eye on the upcoming 13F-HR filings with the SEC. This is basically the quarterly report of their large holdings by institutional managers such as hedge funds. I like to keep an eye on John Paulson of Paulson & Co, Carl Icahn and Ralph Whitworth of Relational Investors. So why do I follow these guys? John Paulson is a great risk arbitrage trader. Carl Icahn likes to make a lot of noise in the biotech space. Ralph Whitworth has a great eye towards value. So we should start seeing these filings the end of this week.

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