13f-fund-analysis
From the author
Analyze SEC 13F fund holdings data given an accession number. Use this skill when you have an accession_number and need to extract fund details including AUM, number of holdings, and detailed position data. Works with Q2 and Q3 2025 filings.
Install
npx skills add cxcscmu/SkillLearnBench --skill 13f-fund-analysis -a claude-code
Installs to .claude/skills/13f-fund-analysis/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Similar skills
Closest to this one by what they do and when they are used.
- sec-13f-analysiscxcscmu/SkillLearnBenchParse and analyze SEC 13-F filing TSV datasets to extract AUM, holdings count, and fund details by accession number.Other★ 91
- 13f-analyzercxcscmu/SkillLearnBenchPerform data analysis on SEC 13-F filing datasets (TSV format) to obtain insights about fund activities such as number of holdings, AUM, and change of holdings between two quarters. Use this skill whenever analyzing hedge fund portfolios, comparing quarterly holdings, or working with SEC EDGAR 13F data files.Data★ 91
- 13f-data-extractioncxcscmu/SkillLearnBenchExtract AUM, holdings count, and detailed holding information for a specific fund.Planning★ 91
- 13f-data-analysiscxcscmu/SkillLearnBenchAnalyze SEC 13-F filings data including AUM, holdings count, and cross-quarter comparisons using TSV files.Data★ 91
- run2_fund_analysiscxcscmu/SkillLearnBenchAnalyze individual fund holdings, AUM, and portfolio composition from 13-F dataOther★ 91
- 13f-fund-searchcxcscmu/SkillLearnBenchSearch for hedge funds in SEC 13F filings by fuzzy name matching. Use this skill whenever you need to find a fund's accession number by name (e.g., "Renaissance Technologies", "Berkshire Hathaway"). Returns accession_number to use with fund analysis.Other★ 91
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