Custom Applications For Risk Management, Peer Benchmarking, And Idea Generation
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.
Supercharge Your 13F/D/G Workflow Today