evo-13f-analysis

name	evo-13f-analysis

---

name: evo-13f-analysis description: Evolved skill for analyzing SEC 13-F filings across quarters. Provides utilities for fuzzy fund search, AUM retrieval, stock count, holding change comparison, and top holder identification.

Overview

Provides utility functions for analyzing hedge fund 13F filings from COVERPAGE.tsv, INFOTABLE.tsv, SUMMARYPAGE.tsv in /root/{quarter}/.

Usage

Import functions from scripts/utils.py: sys.path.insert(0, "/app/environment/skills/evo-13f-analysis/scripts"); from utils import *

Functions

• search_fund_by_name(keywords, quarter): fuzzy search fund
• get_fund_by_accession(acc, quarter): get fund details
• get_fund_holdings(acc, quarter): get AUM and stock count
• compare_holdings(acc_q2, acc_q3): compare Q2 vs Q3
• search_stock_cusip_by_name(keywords): find stock CUSIP
• get_top_holders(cusip, quarter): top fund holders