3

For example, I'd be interested to learn what is held, purchased, and sold by:

● Harvard or Yale or other Universities' investment/endowment managements/managers.
Howbeit, I'm aware of their prerogatives:

http://www.marketwatch.com/story/how-to-invest-like-harvard-and-yale-2013-10-15?pagenumber=2

http://www.forbes.com/sites/lawrencelight/2013/07/19/the-folly-of-wanting-to-invest-like-yale/ http://www.businessinsider.com/financial-advisor-insights-october-11-2013-10

● professionals in economics and finance.
Exemplars: ► Warren Buffett, John C Bogle, Peter Lynch, ...
►Past, present, future central bank governors like the UK's Mark Carney, ECB's Mario Draghi, India's Raghuram Rajan, Janet Yellen, Ben Bernanke,

● academics in economics and finance who do invest.
Possibilities: Profs Jeremy Siegel, Robert Shiller, Zvi Bodie, Nobel Prize Laureates, John Bates Clark Medal winers, distinguished economists, ...

● Any other preeminent others whom I may have missed ?

Improve this question
2
  • (Tip: You don't need to use fancy bullet characters. Just use a '-' character and some indenting and place each item on its own line. The result from that markdown syntax will render a nice bulleted list in HTML.)
    – Chris W. Rea
    Dec 11, 2013 at 18:24
  • @ChrisW.Rea: I'll heed this in the future. Thanks!
    – user10763
    Dec 16, 2013 at 13:55

1 Answer 1

Reset to default
0

You won't be able to know the trading activity in a timely, actionable method in most cases. The exception is if the investor (individual, fund, holding company, non-profit foundation, etc) is a large shareholder of a specific company and therefore required to file their intentions to buy or sell with the SEC. The threshold for this is usually if they own 5% or greater of the outstanding shares.

You can, however, get a sense of the holdings for some of the entities you mention with some sleuthing.

Publicly-Traded Holding Companies Since you mention Warren Buffett, Berkshire Hathaway is an example of this. Publicly traded companies (that are traded on a US-based exchange) have to file numerous reports with the SEC. Of these, you should review their Annual Report and monitor all filings on the SEC's website.

Here's the link to the Berkshire Hathaway profile.

Private Foundations Harvard and Yale have private, non-profit foundations. The first place to look would be at the Form 990 filings each is required to file with the IRS.

Two sources for these filings are GuideStar.org and the FoundationCenter.org.

Keep in mind that if the private foundation is a large enough shareholder in a specific company, they, too, will be required to file their intentions to buy or sell shares in that company.

Private Individuals Unless the individual publicly releases their current holdings, the only insight you may get is what they say publicly or have to disclose — again, if they are a major shareholder.

Improve this answer
0