# 13f Analyzer

> Perform various data analysis on SEC 13-F and obtain some insights of fund activities such as number of holdings, AUM, and change of holdings between two quarters. Use when this capability is needed.

- Skill: `tomevault-io/13f-analyzer` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add tomevault-io/13f-analyzer`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/13f-analyzer/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: tomevault-io (https://skillmd.com/u/tomevault-io)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tomevault-io/13f-analyzer

---


## Overview

### Analyze the holding summary of a particular fund in one quarter:

```bash
python3 scripts/one_fund_analysis.py \
    --accession_number ... \
    --quarter 2025-q2 \
```

This script will print out several basic information of a given fund on 2025-q2, including total number of holdings, AUM, total number of stock holdings, etc.


### Analyze the change of holdings of a particular fund in between two quarters:

```bash
python scripts/one_fund_analysis.py \
    --quarter 2025-q3 \
    --accession_number <accession number assigned in q3> \
    --baseline_quarter 2025-q2 \
    --baseline_accession_number <accession number assigned in q2>
```

This script will print out the dynamic changes of holdings from 2025-q2 to 2025-q3. Such as newly purchased stocks ranked by notional value, and newly sold stocks ranked by notional value.


### Analyze which funds hold a stock to the most extent

```bash
python scripts/holding_analysis.py \
    --cusip <stock cusip> \
    --quarter 2025-q3 \
    --topk 10
```

This script will print out the top 10 hedge funds who hold a particular stock with highest notional value.

---
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