Find Market Trends From Institutional and 13F Filings
During the session we will highlight and review how you can use this information to gain insight into a funds holdings. Topics we will cover include:
- Create holding groups to follow key institutions and hedge funds of interest.
- Get instant alerts delivered to your inbox for changes in institutional and hedge fund holdings.
- Review historical trend holdings for any institutional and 13F filing data. Gain insight of holding trends based on filters such as sector or country.
- How to pull and analyze historical 13F filing data using our BQL syntax and specific templates that allow you to gain insights from those holdings.
Speakers
KAI BLATNICKY
Equity Specialist
BLOOMBERG/ 731 LEX
Kai Blatnicky spent 15-years as an M&A investment bankers at CIBC World Markets in both Canada and the U.S. before transitioning to the buy side where he was an Analyst at Millennium Management, a large New York Hedge Fund. After Millennium, Kai was a Portfolio Manager for a US mutual fund focused on dividends. Kai has been at Bloomberg for more than six years and helps clients with equity functionality. Kai graduated from McGill University in Canada and holds the CFA and CAIA designations.
Carris Lahey
Equity Advanced Specialist
Bloomberg L.P.
Carris Lahey joined Bloomberg 2 years ago after graduating with a dual degree from Northeastern University and Icade Business School in Spain. Prior to joining Bloomberg, Carris gained experience in business development and consulting roles. In her current role, Carris focuses on helping clients with all Equity and Research functionality.
Kris Dzekov
Quant Solutions Specialist
Bloomberg L.P.
Kris Dzekov is a Quant Solutions Specialist for Bloomberg's Desktop Build Group, providing bespoke API workflows to Bloomberg's buy-side clients in the Midwest and Tri-State areas. Having spent 5 years with the firm, Kris now acts as the Equity contact for the Desktop Build Group in America and is the author of XLTP XFLN.