Whale Wisdom: Tracking the pros
No login required. Absolutely free!
Enter a hedge fund or mutual fund firm name in the upper right search box labeled
"Enter Firm Name" to find current and historic holdings, as well as,
fund performance extrapolated from 13F Filings. Once you're on a firm's page, be sure to
click the link labeled "Show Portfolio performance details/history"
for detailed performance history,
like this example for
Lone Pine Capital.
Or enter a stock symbol in the "stock ticker box" for a complete list of funds holding the stock.
We offer some other features on the left you should also check out:
- 13F Stats: offers some great macro statistics on hedge and mutual fund holdings
- 13D Filings: is a new feature
- Backtester
- The other features are self explanatory
What is whalewisdom.com?
click the play button for an overview
click the play button for an overview
Caveats
The electronic submission requirements for Form 13F are somewhat vague and lacking in exact
specifications, meaning there are a variety of ways to complete the filing.
This obviously makes reliable parsing of Form 13F problematic as there is no single exact
format the report is required to be presented in. While the vast majority of filings follow a
somewhat standard format, there are quite a few that deviate substantially enough that an
entirely separate parsing routine must be designed. As a result, our database does not
include every single Form 13F filing submitted to the SEC. You may view a list of
unparsed filings here.
Also, in the Form 13F, common stocks holdings must include the CUSIP number for the company.
We use the CUSIP number to accurately map the holding to the actual stock ticker symbol.
Some filings may include errors and list an incorrect or incomplete CUSIP number, thus preventing
us from accurately classifying the stock. Despite the incompleteness of the data, Whalewisdom
believes that the remaining filings, taken in aggregate, provide a reasonable mapping of the
distribution of stocks held.
As of May 3, 2009, there are 22,483 filings (including amended) for the
periods ending 3/31/2009, 12/31/2008, 9/30/2008, 6/30/2008, 3/31/2008, 12/31/2007 and 9/30/2007.
Of those 178 could not be parsed
representing an unknown number of individual stock listings.
There are 8,532,406 individual stock listing that were imported. Of those, 424,246
were given invalid or incorrectly parsed CUSIP numbers.

News Feed