13f-analyzer
Extracts and analyzes insights from SEC 13-F fund filings.
Install
mkdir -p .claude/skills/13f-analyzer && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/5138" && unzip -o skill.zip -d .claude/skills/13f-analyzer && rm skill.zipInstalls to .claude/skills/13f-analyzer
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters.Key capabilities
- →Analyze fund holdings for a specific quarter
- →Compare portfolio changes between two quarters
- →Identify funds holding a specific stock
- →Calculate AUM and total stock holdings
How it works
The tool uses Python scripts to parse SEC 13-F data and perform comparative analysis between specified reporting periods.
Inputs & outputs
When to use 13f-analyzer
- →Tracking institutional holdings
- →Analyzing fund performance trends
- →Comparing quarterly portfolio shifts
About this skill
Overview
Analyze the holding summary of a particular fund in one quarter:
python3 scripts/one_fund_analysis.py \
--accession_number ... \
--quarter 2025-q2 \
This script will print out several basic information of a given fund on 2025-q2, including total number of holdings, AUM, total number of stock holdings, etc.
Analyze the change of holdings of a particular fund in between two quarters:
python scripts/one_fund_analysis.py \
--quarter 2025-q3 \
--accession_number <accession number assigned in q3> \
--baseline_quarter 2025-q2 \
--baseline_accession_number <accession number assigned in q2>
This script will print out the dynamic changes of holdings from 2025-q2 to 2025-q3. Such as newly purchased stocks ranked by notional value, and newly sold stocks ranked by notional value.
Analyze which funds hold a stock to the most extent
python scripts/holding_analysis.py \
--cusip <stock cusip> \
--quarter 2025-q3 \
--topk 10
This script will print out the top 10 hedge funds who hold a particular stock with highest notional value.
When not to use it
- →Analyzing non-SEC 13-F financial documents
Prerequisites
Limitations
- →Requires specific accession numbers for each quarter
How it compares
It automates the extraction and comparison of fund data that would otherwise require manual parsing of SEC filings.
Compared to similar skills
13f-analyzer side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| 13f-analyzer (this skill) | 1 | 6mo | Review | Intermediate |
| quant-analyst | 103 | 2mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| pair-trade-screener | 11 | 1mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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