Institutional Holdings Database And Reporting Platform

Proprietary 13F, 13D, and 13G filing analytics

Custom Applications For Risk Management, Peer Benchmarking, And Idea Generation

SuperFunds show the total value held by all funds with fund-level details:
Fund tearsheets include the biggest holdings and buys/sells:
  • SuperFunds:
    Aggregate quarterly buying/selling trends at your favorite funds, peers, and competitors; easily see where Healthcare, TMT, Tiger-related, Value, and other funds are making their biggest bets.
  • 'Crowd-Viction' Reports:
    Proprietary screens for companies where multiple 'fundamental' funds are: making sizable portfolio bets ('convicted') or control a sizable percent of the company ('crowded'); get ahead of similar sell side reports.
  • Fund Overlap Analysis:
    Benchmark your fund's holdings against peers to understand common positions and the percentage overlap (or lack of) for top holdings.
  • 13F Screening:
    Screen across all 13F activity for advanced concepts like biggest portfolio bet in 2+ years, returning positions, conviction selling, and much more.
  • Sector Specialist Reports:
    Quarterly reports by our Research Team, highlighting notable activity at some of the most followed Healthcare, TMT, and Value funds.
  • 13D/G Monitoring:
    Detailed screening for 13D and 13G filings, including isolating 13Ds with letters or searching over the 13D purpose; also available in a recurring report format.
  • Fund Tearsheets:
    Analyze any fund's largest holdings and biggest buys/sells, including 8-quarter and estimated cost/sell basis charts; typically sent to clients within minutes of 13Fs being filed.

Excel Library: Build on Our Core Templates for Advanced Analysis

  • Custom 13F Templates:
    If you do any Excel work or data manipulation with 13Fs - we can build views for you to achieve faster and more comprehensive analysis. We help around 100 clients with custom 13F outputs each quarter.
  • 13F Ownership Peer Matrix:
    The best way to analyze consensus activity across a basket of funds (sector specialists / peer funds, etc.) against your portfolio or coverage; view potential overlap (or lack of) at top holdings.
  • 'Crowd-Viction':
    Screen for companies where multiple 'fundamental' funds are: making sizable portfolio bets ('convicted') or control a sizable percent of the company ('crowded'); get ahead of similar sell side reports.
  • 13F Ideas:
    Isolate conviction fund buying / selling across your Watchlist and identify notable fund behaviors such as "Returning" or "Biggest Bet" positions.

Example of our 13F Ownership Peer Matrix - customize to your favorite funds or holdings