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evo-sec13f-analyzer

Toolkit for parsing SEC Form 13F-HR quarterly TSV datasets. Loads COVERPAGE/INFOTABLE/SUMMARYPAGE with safe dtypes (CUSIPs as zero-padded strings, VALUE as numeric dollars), fuzzy-matches fund manager names with RapidFuzz, retrieves fund AUM, deduplicates equity holdings (filtering options), compares holdings across quarters, and ranks top holders of a given CUSIP. Use whenever working with /root/2025-qN 13F TSV files.

tasks-evolved/sec-financial-report/environment/skills/evo-sec13f-analyzer/SKILL.md

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Sep 10, 2026
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Apache-2.0

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# evo-sec13f-analyzer

Utilities for SEC Form 13F-HR quarterly TSV analytics.

## Key facts
- SEC EDGAR Release 22.4.1 (Jan 3, 2023): VALUE column is in **exact dollars** (multiplier = 1) for all filings from 2023 onward. Use `value_multiplier=1` for the 2025-q2 / 2025-q3 data in this task.
- CUSIP is a 9-char alphanumeric. Always load as string and zero-pad to length 9 to preserve leading zeros (Apple = `037833100`).
- TSV columns: tab-delimited, UTF-8.
- `PUTCALL` blank = equity; `PUT` / `CALL` = options. Exclude options when counting equity positions.
- AUM (gross portfolio value) lives in `SUMMARYPAGE.TABLEVALUETOTAL`. Number of equity positions (unique CUSIPs) is computed from INFOTABLE.
- Fund manager names vary in casing/punctuation. Use RapidFuzz `process.extract` with `fuzz.WRatio` and `utils.default_process` for entity resolution against `COVERPAGE.FILINGMANAGER_NAME`.

## Importing