What institutional managers are collectively funding, read across a hand-picked watchlist of ~96 13F filers at once — not all ~5,500 who file. . Position changes are split into the part caused by trading and the part caused by price — the distinction a value screen hides, and the reason a name can look accumulated when it was actually trimmed into a rally.
All data is derived from public SEC Form 13F filings. Rock Analytics makes no representation or warranty as to the accuracy, completeness, reliability or timeliness of any information presented.
This tool is provided solely for informational and research purposes and is not investment advice. Nothing here is a recommendation to buy, sell or hold any security. Themes, cohort labels, conviction scores and flow attributions are algorithmic outputs whose formulas are printed beside them; they are not judgements about any security or manager.
Four limits apply to every figure on this page. It is a selection. The universe is a hand-maintained watchlist of roughly ninety institutions, not the ~5,500 that file a Form 13F, so no figure here is a market-wide total — it describes these managers and no one else. The full list is on the Coverage tab. It is historical. 13F is filed up to 45 days after quarter end, so this describes past positioning and not current holdings. It is long-only.13F does not report short stock positions, so a manager’s net exposure may differ entirely from what is shown. It is incomplete. 13F covers US-listed equities and certain options above a reporting threshold — not bonds, cash, private holdings or foreign listings.