Do hedge fund 13Fs add value? They do reveal flows and early insights. Example: $SNOW reported. The name is up 18% After hours. We noticed that a number of ‘smart money’ HFs had recently established positions in the last quarter ending. The number of simultaneous and novel buys was unusually high. I wanted to track and see how that signal worked ‘out of time’. I noticed this signal also worked for insurance companies at the end of Q2. When the fundamentals and technicals line up independently, together with 13Fs, that can reveal an idea worth pursuing. Attached screenshots from the Lumida Invest app.
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