fuzzy-search

name	fuzzy-search
description	Fuzzy string matching for fund names and stock CUSIPs using thefuzz library.

Fuzzy Search for 13-F Data

Setup

pip install thefuzz python-Levenshtein

Fund Name Search

from thefuzz import fuzz, process

# Search in COVERPAGE for fund name
results = process.extract(search_term, cover['FILINGMANAGER_NAME'].tolist(), scorer=fuzz.token_sort_ratio, limit=5)
# Returns list of (match, score, index)

Stock CUSIP Search by Issuer Name

# Get unique issuers with CUSIPs
issuers = info[['NAMEOFISSUER','CUSIP']].drop_duplicates()
results = process.extract(stock_name, issuers['NAMEOFISSUER'].tolist(), scorer=fuzz.token_sort_ratio, limit=5)