Hedge Funds Analytics - Ongoing Incomplete Quarter

Comprehensive institutional holdings analysis based on quarterly 13F filings. Track fund flows, share changes, and institutional sentiment across all sectors and securities.

Key Metrics

Previous Deadline

2025-08-14

Go To Last Complete Quarter End

2025-06-30

Before Last Complete Quarter End

2025-03-31

Incomplete Quarter

Started on 2025-10-01

Next Deadline

2025-11-14

Total Funds Filed

1,871

% of Funds Reported

23.1%

☰ Filters & Controls

Showing 1 to 100 of 0 securities

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🎥 Video Tutorial

Watch this comprehensive guide to master the 13F Analytics tool.

📊 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 (Large/Mid/Small cap)
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

1. Follow Smart Money

Filter for stocks with:

Positive Fund Flow > $100M
Fund Change % > 20%
Share Change % > 10%

These indicate strong institutional accumulation.

2. Identify Rotation

Compare sectors by Fund Flow to spot rotation patterns. Money leaving one sector often flows to another.

3. New Institutional Favorites

Filter "Funds with New Buy" > 50 to find stocks institutions are discovering.

4. Abandonment Signals

High "Funds Closing Position" may signal institutional concern.

💡 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