Institutional Holdings
Institutional positions in the asset disclosed on SEC Form 13F. Naming a manager follows one institution; leaving it empty reads every manager holding the asset. Level metrics read the latest quarter whose filing became public on or before the evaluation date; change metrics compare it with the quarter before. Positions are never summed across quarters, and an amended filing replaces the original only from the moment the amendment became public.
Institutional Holdings
Definition
Institutional positions in the asset disclosed on SEC Form 13F. Naming a manager follows one institution; leaving it empty reads every manager holding the asset. Level metrics read the latest quarter whose filing became public on or before the evaluation date; change metrics compare it with the quarter before. Positions are never summed across quarters, and an amended filing replaces the original only from the moment the amendment became public.
Parameters
Asset, Metric (HolderCount, TotalShares, TotalValue, BookSharePercent, ConcentrationTop5, NetShareChange, NetHolderChange, NewHolders, ClosedHolders), Window (days), optional Manager (a CIK, or part of a filed name), Instrument (Equity, Call, Put). Calls, puts and BookSharePercent require an exact CIK and the latest effective public book. BookSharePercent ignores the target asset and returns this instrument’s share of the full reported underlying value, 0–100.
Output range: Counts, shares, dollars or a top-5 share of holdings; 0 when no 13F naming the asset was public within the window
Example
`Institutional Holdings(asset, NewHolders, 180) >= 10` (ten or more managers opened a position in the latest disclosed quarter), or with a manager: `Institutional Holdings(asset, NetShareChange, 180, "1067983") > 0` (Berkshire added to the position)
Full indicator reference