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evo-13f-analysis

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UpdatedMay 27, 2026 at 15:11

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.

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AndyLongest

AndyLongest/CoEvoSkills

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Software DevelopersComputer and Mathematical Occupations·SOC 15-1252

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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

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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