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.

Changes Ahead? What’s Next for Rule 13F

For US-based funds there could soon be other changes coming down the line, particularly to the longstanding 13F rule.