What institutional managers are collectively funding, read across every 13F filer at once. Position changes are split into the part caused by trading and the part caused by price — the distinction a value screen hides, and the reason a name can look accumulated when it was actually trimmed into a rally.
All data is derived from public SEC Form 13F filings. Rock Analytics makes no representation or warranty as to the accuracy, completeness, reliability or timeliness of any information presented.
This tool is provided solely for informational and research purposes and is not investment advice. Nothing here is a recommendation to buy, sell or hold any security. Themes, cohort labels, conviction scores and flow attributions are algorithmic outputs whose formulas are printed beside them; they are not judgements about any security or manager.
Three limits apply to every figure on this page. It is historical. 13F is filed up to 45 days after quarter end, so this describes past positioning and not current holdings. It is long-only.13F does not report short stock positions, so a manager’s net exposure may differ entirely from what is shown. It is incomplete. 13F covers US-listed equities and certain options above a reporting threshold — not bonds, cash, private holdings or foreign listings.