Updated Mar 14, 2026 · 798 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
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 MitchellUnderstanding 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 Mitchell13F 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 MitchellHow 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 MitchellWhat 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 MitchellHow 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 MitchellHow 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 MitchellWhat 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 MitchellUnderstanding 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 MitchellHow 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 MitchellHow 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 MitchellETFs 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 MitchellHow 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 MitchellHow 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 MitchellHow 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 MitchellWhat 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 MitchellHow 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 MitchellWhy 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 MitchellWhat a Reset Quarter Looks Like in 13F Data
Some quarters are just maintenance. Others are portfolio resets. Here is how to tell the difference in 13F data.
Sarah MitchellHow to Read a First-Time 13F Without Inventing a Track Record
A first filing is a snapshot, not a pattern. Here is how to get useful signal from a new filer without pretending you already know its style.
Sarah Mitchell