What is 13F Analytics?

This tool provides comprehensive analysis of institutional holdings based on quarterly 13F filings. Track how major funds and institutions are positioning themselves across thousands of securities.

What are 13F Filings?

• Quarterly Reports: Investment managers with $100M+ in assets must file quarterly
• 45-Day Delay: Filed within 45 days after quarter end
• Holdings Snapshot: Shows long positions in US-listed securities
• Institutional Sentiment: Reveals smart money positioning

Understanding the Data Columns

Column	Description	How to Use
Symbol	Stock ticker symbol	Click to sort alphabetically
Security Name	Full company name	Search by name in the search box
Sector/Industry	Business classification	Filter by sector dropdown or search
Market Cap	Total market value	Use slider to filter by size
Share Change	Net institutional shares added/removed	Positive = accumulation, Negative = distribution
Share Change %	Percentage change in institutional ownership	High % = strong conviction moves
Fund Flow	Dollar value of institutional money flow	Large flows indicate major positioning changes
Fund Count	Number of funds holding the security	Higher count = broader institutional interest
Fund Change %	% change in number of fund holders	Growing = increasing popularity
First Traded	IPO/listing date	Filter for new vs established companies

How to Use Filters

1. Search Box

Type any symbol, company name, sector, or industry to instantly filter results.

2. Category Filters

• Sector: Select specific sectors (Technology, Healthcare, etc.)
• Industry: Drill down to specific industries within sectors
• ETF Options: Include, exclude, or show only ETFs

3. Value Sliders

Each slider filters data based on percentiles of the entire dataset:

• Drag handles to set min/max ranges
• Type values directly in input boxes
• Values auto-convert (K, M, B, T)
• Date slider for First Traded filter

4. Column Selection

• Check/uncheck columns to show/hide
• Use "Default" button for recommended view
• "All" or "None" for quick selection

Trading Strategies

Pro Tips

• Combine Filters: Use multiple filters together for precision targeting
• Export Data: Right-click table to copy data for Excel analysis
• Sort Columns: Click any column header to sort ascending/descending
• Percentile Sliders: Sliders show distribution across all securities
• Real-time Updates: Data refreshes as new 13F filings are processed

Important Notes

• 13F data has a 45-day reporting delay
• Only shows long positions (no shorts)
• Minimum $100M AUM funds only
• Options positions are not included
• International ADRs included when traded on US exchanges