Data Collection
Our automated pipeline monitors SEC EDGAR for new 13F and Form 4 filings. When new filings are detected, they are parsed, validated, and ingested into our database within hours.
13F Filings (Quarterly Holdings)
Institutional investment managers with $100M+ in assets are required to file Form 13F within 45 days of each quarter end. These filings disclose long equity positions (stocks and options), but do not include short positions, bonds, or private investments.
Form 4 Filings (Insider Trades)
Corporate insiders (officers, directors, 10% owners) must file Form 4 within 2 business days of a transaction. These filings show direct and indirect ownership changes.
Hedge Fund Selection
Our curated list of 82+ hedge funds includes well-known value, growth, and activist investors with proven long-term track records. Selection criteria include: demonstrated track record, significant AUM, and publicly available 13F filings.
Data Accuracy
- All data is sourced directly from SEC EDGAR public filings
- CUSIP-to-ticker mapping uses SEC reference data with manual overrides for edge cases
- Portfolio percentages are calculated from reported market values
- Change detection compares current quarter to previous quarter holdings
Limitations
- 13F data is 45+ days delayed from actual portfolio positions
- Short positions, bonds, and derivatives are not disclosed in 13F
- Confidential holdings may be omitted or delayed
- Form 4 covers only insiders at companies where the filer is an insider