fuzzy-name-search

name	fuzzy-name-search
description	Fuzzy search fund names in SEC 13F COVERPAGE data or stock names in INFOTABLE data. Use this skill whenever searching for a fund or stock by name when the exact spelling or format is uncertain, or when performing case-insensitive partial matching on SEC filing data.

Fuzzy Name Search for 13F Data

Fund Name Search

Search COVERPAGE.tsv column FILINGMANAGER_NAME using case-insensitive substring or fuzzy matching.

import pandas as pd

cover = pd.read_csv('/root/2025-q3/COVERPAGE.tsv', sep='\t')
# Case-insensitive substring match
matches = cover[cover['FILINGMANAGER_NAME'].str.contains('renaissance', case=False, na=False)]
# Returns ACCESSION_NUMBER, FILINGMANAGER_NAME, etc.

Handling Multiple Matches

• If multiple rows match, prefer non-amendment filings (ISAMENDMENT column is empty or 'N')
• If still ambiguous, pick the best name match

Stock CUSIP Search

Search INFOTABLE.tsv column NAMEOFISSUER for a stock name, then extract the unique CUSIP.

info = pd.read_csv('/root/2025-q3/INFOTABLE.tsv', sep='\t')
matches = info[info['NAMEOFISSUER'].str.contains('palantir', case=False, na=False)]
cusip = matches['CUSIP'].unique()

Notes

• CUSIP is 9 characters and uniquely identifies a security
• A stock may have multiple entries in INFOTABLE (one per fund holding it)
• Use .unique() on CUSIP to deduplicate