Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
A calendar guide to 13F filing deadlines, amendment windows, and how to plan your institutional holdings research around quarterly filing season for maximum efficiency.
A step-by-step guide to setting up and using 13F Insight watchlists to track institutional filers and stocks. Learn what to add, how to time your research around filing season, and how to interpret watchlist activity.
A practical guide to using whale scores for screening, comparing, and evaluating institutional 13F filers. Learn when high scores are misleading and how to combine scores with other data for smarter research.
Learn how to use quarter-over-quarter changes in 13F filings to identify when institutional investors are accumulating or distributing positions, and why share count changes matter more than value changes.
Want to see what Berkshire Hathaway, Citadel, or Bridgewater is buying? 13F filings let you peek inside hedge fund portfolios every quarter. Here's how to find, read, and interpret the data.
SEC Schedule 13D is required when an investor acquires more than 5% of a company with an intent to influence management. Here's what 13D filings reveal about activist campaigns and why they matter.
Every quarter, thousands of institutional investors file 13F reports revealing their holdings. Here's a practical guide to the filing calendar, which filings matter most, and how to prepare for each season.
SEC Form 13F requires institutional investors managing over $100 million to disclose their U.S. equity holdings quarterly. Here's what 13F filings tell you, what they don't, and how to use them.
Assets Under Management (AUM) is the total market value of investments managed by a fund or institution. Here's what it means, how it's calculated in 13F filings, and why it matters for investors tracking institutional portfolios.
SEC Form 4 filings reveal when corporate insiders buy, sell, or exercise options in their own company's stock. Here's how to read them and what the patterns actually mean for investors.
13F amendments restate previous quarter's holdings, not new positions. Learn how amendments work, why they exist, and how 13F Insight handles them so you don't misread the data.
Some 13F filers are heavy on ETFs, others hold only individual stocks. Learn what the ETF-to-stock ratio tells you about a filer's strategy and how to interpret ETF holdings in institutional data.
AUM in a 13F filing represents the total market value of all reported positions. Learn what it includes, what it excludes, and why comparing AUM across filers requires context.
Consensus holdings show which stocks are owned by the most institutional investors. Learn how to use this tool to identify widely held names and spot emerging institutional favorites.
Learn how to read SEC Form 4 filings, understand insider transaction codes like S, P, M, and A, and use insider trading patterns to evaluate companies more effectively.
Sector rotation — when institutions shift capital between sectors — is one of the most over-claimed signals in 13F analysis. This guide shows how to identify real rotations and avoid false positives.
Stock detail pages on 13F Insight show which institutions hold a specific stock. This guide explains what the holder list means, how it's ranked, and what it can't tell you.
Every 13F holding reports three voting authority fields: sole, shared, and none. These numbers reveal how much control a filer actually has over the shares they report.
Form 4 transaction codes (P, S, M, G, A, F, C, J) tell very different stories about insider intent. This guide explains each code and why reading them wrong leads to bad conclusions.
The same ticker can mean benchmark exposure in one portfolio and concentrated conviction in another. Context is everything.