fuzzy-fund-search

name	fuzzy-fund-search
description	Fuzzy search SEC 13-F COVERPAGE.tsv to find fund names and accession numbers by approximate name matching.

Fuzzy Fund Search Skill

Overview

Fund names in SEC filings may differ slightly from common names. Use fuzzy matching to find the best match.

Method: Simple substring / case-insensitive search

import pandas as pd

coverpage = pd.read_csv("/root/2025-q3/COVERPAGE.tsv", sep="\t", dtype=str)

# Case-insensitive substring search
results = coverpage[coverpage["FILINGMANAGER_NAME"].str.contains("renaissance", case=False, na=False)]
print(results[["ACCESSION_NUMBER", "FILINGMANAGER_NAME"]].to_string())

Method: Using rapidfuzz for fuzzy matching

from rapidfuzz import process, fuzz

coverpage = pd.read_csv("/root/2025-q3/COVERPAGE.tsv", sep="\t", dtype=str)
names = coverpage["FILINGMANAGER_NAME"].fillna("").tolist()

query = "renaissance technologies"
matches = process.extract(query, names, scorer=fuzz.token_sort_ratio, limit=5)
for match_name, score, idx in matches:
    print(f"Score: {score}, Name: {match_name}, Accession: {coverpage.iloc[idx]['ACCESSION_NUMBER']}")

Method: Search CUSIP for a stock by name

infotable = pd.read_csv("/root/2025-q3/INFOTABLE.tsv", sep="\t", dtype=str)

# Search by issuer name
results = infotable[infotable["NAMEOFISSUER"].str.contains("palantir", case=False, na=False)]
# Get unique CUSIPs
print(results[["CUSIP", "NAMEOFISSUER"]].drop_duplicates())

Tips

• Fund names are often uppercase in filings (e.g., "RENAISSANCE TECHNOLOGIES LLC")
• Search both Q2 and Q3 data since accession numbers change per quarter
• Always verify with multiple search terms if first attempt returns no results