The Form 13F filing threshold is triggered when a fund's holdings exceed how much in value?

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Multiple Choice

The Form 13F filing threshold is triggered when a fund's holdings exceed how much in value?

Explanation:
Form 13F reporting is required for institutional investment managers who have investment discretion over a sizable amount of 13F securities. The threshold is $100 million in such securities at the end of a calendar quarter, which triggers the obligation to file Form 13F with the SEC. This level is set to capture reporting from managers with meaningful holdings, ensuring transparency for sizable positions. The other dollar amounts listed are not the threshold used for this rule.

Form 13F reporting is required for institutional investment managers who have investment discretion over a sizable amount of 13F securities. The threshold is $100 million in such securities at the end of a calendar quarter, which triggers the obligation to file Form 13F with the SEC. This level is set to capture reporting from managers with meaningful holdings, ensuring transparency for sizable positions. The other dollar amounts listed are not the threshold used for this rule.

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