Updated Mar 12, 2026 · 794 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
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 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 MitchellHow to Read a 13F When ETFs Dominate the Top 10
ETF-heavy top holdings are not empty signal. They often tell you the actual allocation framework of the portfolio.
Sarah MitchellWhat Holdings Count Really Tells You in a 13F
Holdings count is not a trivia field. It changes how you should interpret concentration, diversification, and the usefulness of a manager's top positions.
Sarah MitchellHow to Use Historical Holdings Without Confusing Price Moves for Real Buying
A position can get bigger because the manager bought more shares, because the stock rallied, or both. Historical holdings help you tell the difference.
Sarah MitchellHow to Use Filer Groups to Compare Managers Without Chasing Noise
The fastest way to get misled by 13F data is to compare random managers with totally different mandates. Filer groups fix that.
Sarah Mitchell