13f-analyzer

Overview

The helper programs are installed under /skills/13f-analyzer/scripts. Run them from that absolute path; the task workspace is normally /root, so scripts/... and /root/scripts/... are not equivalent paths. If a helper cannot be found, check /skills/13f-analyzer/scripts before writing a replacement analysis pipeline.

The helpers define the stock-selection and aggregation semantics for this skill. Do not silently broaden their stock universe when reproducing their results.

Analyze the holding summary of a particular fund in one quarter:

python3 /skills/13f-analyzer/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:

python3 /skills/13f-analyzer/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.

For a request ranked by dollar-value increase, take the requested number of CUSIPs from the beginning of the helper's Top Buys output, preserving order. Do not rank by share-count change, percentage change, or an unfiltered INFOTABLE.

If the comparison must be reproduced in custom code, preserve the helper's pipeline exactly:

1. In each quarter, select the requested accession number and apply the same stock TITLEOFCLASS filter used by the helper.
2. Group each filtered quarter by CUSIP and sum VALUE.
3. Outer-join the two quarters and fill missing current/baseline values with 0.
4. Compute ABS_CHANGE = current VALUE - baseline VALUE.
5. Keep positive changes and sort ABS_CHANGE descending.

Before returning an answer, verify that the requested top-k contains exactly k unique CUSIP strings in the printed order.

Analyze which funds hold a stock to the most extent

python3 /skills/13f-analyzer/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.