13G Reporting via Bloomberg and Axys Automation

We created 13G worksheets that are utilized to track current investments and determine whether the percentage of shares owned by clients as a percentage of total shares outstanding are an issue.  To pull information from Axys and Bloomberg as needed to populate the worksheet we created User Defined Functions (UDFs).  The worksheets created update Axys data on demand, update Bloomberg data on demand and produce value and formatting snapshots of the worksheets on demand.