Rule 13f-2 and Form SHO Reporting Obligations for 2025

Rule 13f-2 and Form SHO: In this blog, we break down the key points to be aware of for Form SHO reporting

SEC Rule 13f-2: Implications for Investment Managers and Technology

The SEC has recently adopted Rule 13f-2, a measure aimed at improving transparency in the equity markets by focusing on short-selling activities. The rule, set to take effect in early 2025, requires investment managers to report detailed data on their short positions and activities each month through the newly introduced Form SHO. In this blog, we delve into what Rule 13f-2 entails and its implications for investment managers and technology.