13f-analyzer

To compare SEC 13-F holdings across two quarters, the tool loads INFOTABLE.tsv data and aggregates holdings by CUSIP. This process highlights quarter-to-quarter changes in holding counts and total AUM for a single fund.

The best way to rank top fund holdings by CUSIP is to load 13-F data from INFOTABLE.tsv and aggregate the values. This approach provides ranked results and comparative metrics to identify top holdings across different funds.

Yes, you can use pandas to analyze quarterly changes in fund AUM from INFOTABLE files. The environment relies on pandas to load the TSV data, aggregate by CUSIP, and calculate total AUM and exposure changes.

To get a summary of holdings and AUM from a specific 13-F accession number, you run the analysis script with your target accession number and quarter. It outputs ranked results and comparative metrics for that fund.

Yes, 13f-analyzer supports inter-quarter change detection for investment fund portfolios. It detects changes across two quarters and ranks them by exposure, providing insights into holding count and AUM variations.

A limitation when analyzing 13-F data with pandas is that the tool is primarily designed to compare two quarters for a single fund or analyze top holdings across funds. It requires INFOTABLE.tsv files and does not process arbitrary financial datasets.