Glossary Detail: 13D/13G Filings
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Backtesting 13D/13G Filings on High-Beta Names
SEC filings triggered when an investor acquires 5%+ ownership of a company — 13D signals activist intent, 13G signals passive holding.
Further Details:
Schedule 13D and 13G are SEC filings required when an investor acquires beneficial ownership of more than 5% of a company's outstanding shares. 13D is filed by active/activist investors who may seek to influence the company. 13G is filed by passive investors (index funds, pension funds) with no activist intent.