Whalewisdom.com provides a suite of tools to help track the performance of Hedge Fund and Asset Managers by analyzing and organizing their reported 13F and Schedule 13D/13G filings.

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.

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.