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How to Read a Filer's Quarterly AUM History on 13F Insight

Learn how to interpret AUM history charts on filer detail pages, spot growth trends, and understand what drives institutional portfolio changes.

Sarah Mitchell

What Position Size Changes Tell You in a 13F Filing

Sarah Mitchell

How to Spot Insider Buying Signals: A Beginner's Guide to Form 4 Data

Learn how to interpret insider buying transactions on Form 4 filings. Discover what makes a buy meaningful, how to filter noise, and how to use insider trading data to inform your investment decisions.

Sarah Mitchell

Understanding Portfolio Concentration: When Fewer Holdings Mean More

Learn how institutional investors use portfolio concentration as a strategy, and how to spot concentrated vs. diversified portfolios on 13F Insight.

Sarah Mitchell

13F Filing Deadlines: When Institutional Holdings Data Is Released

A calendar guide to 13F filing deadlines, amendment windows, and how to plan your institutional holdings research around quarterly filing season for maximum efficiency.

Sarah Mitchell

How to Use Watchlists to Monitor Smart Money Moves

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.

Sarah Mitchell

What Is a Whale Score and How to Use It

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.

Sarah Mitchell

How to Track Institutional Buying and Selling With 13F Data

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.

Sarah Mitchell

How to Track Hedge Fund Portfolios Using 13F Data: A Step-by-Step Guide

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.

Sarah Mitchell

What Is a 13D Filing? Understanding Activist Investor Positions

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.

Sarah Mitchell

Understanding AUM: What Assets Under Management Really Means

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.

Sarah Mitchell

How to Read Form 4 Filings: A Practical Guide to Insider Trading Signals

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.

Sarah Mitchell

How to Read a 13F Amendment Without Confusing It for a New Filing

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.

Sarah Mitchell

ETFs vs Individual Stocks in Institutional Portfolios: What 13F Data Reveals

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.

Sarah Mitchell

How to Use Consensus Holdings to Find Institutional Favorites

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.

Sarah Mitchell

How to Spot a Sector Rotation in 13F Data Without Seeing One That Isn't There

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.

Sarah Mitchell

How to Use Stock Detail Pages to Find Who's Buying What — and What the Holder List Actually Shows

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.

Sarah Mitchell

What Voting Authority Fields Mean in a 13F Filing — and Why Most Investors Ignore Them

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.

Sarah Mitchell

How to Read Form 4 Transaction Codes Without Confusing a Gift for a Sale

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.

Sarah Mitchell

Why Two Managers Can Own the Same Stock for Opposite Reasons

The same ticker can mean benchmark exposure in one portfolio and concentrated conviction in another. Context is everything.

Sarah Mitchell