Track every institutional position in real-time with AI pattern detection, factor exposure radar, and Alphy AI smart money recommendations
Our AI engine scans every 13F filing to detect institutional behavior patterns that precede major market moves
Triggered when a position is increased by over 50% quarter-over-quarter. Signals strong conviction buy from institutional investors.
Triggered when a position is reduced by over 50%. Signals institutions are offloading positions, potentially ahead of negative catalysts.
Detected when 10+ new positions are initiated simultaneously. Signals a strategic sector pivot driven by macro views.
Flagged when top 10 holdings represent over 70% of the portfolio. Indicates high-conviction investing with concentrated bets.
Triggered when over 20 positions are completely closed in one quarter. Can signal risk-off positioning or major portfolio restructuring.
Detected when a new position immediately represents over 3% of the entire portfolio. Signals very high conviction from the institution.
12 advanced modules to track, analyze, and anticipate institutional behavior
Real-time SEC EDGAR 13F filing ingestion with CUSIP resolution, share count, market value, and quarter-over-quarter comparison.
AI-generated Bullish/Neutral/Bearish recommendations with key strengths, risks, opportunities, and actionable insights for each institution.
6-factor investment style analysis: Value, Growth, Momentum, Quality, Size, and Low Volatility — mapped from sector weights.
VaR 95%, CVaR, Sortino Ratio, Sharpe Ratio, Beta vs benchmark, Volatility, and Max Drawdown — institutional-grade risk assessment.
Interactive institution-to-stock network graph showing shared positions across hedge funds, revealing coordinated institutional positioning.
Quarter-by-quarter position heatmap for the top 15 holdings, showing portfolio weight evolution over time with color-coded intensity.
Portfolio flow visualization showing starting value, new positions, increases, decreases, and closures — understanding net capital flow.
Detects QoQ sector weight shifts over 5% and flags major rotations over 10%. Identifies new sector entries vs exits with impact scoring.
Identifies high-conviction positions (over 5% of portfolio) and scores the institution's concentration level from 0–90 based on bet sizing.
Full quarterly return tracking with top gainers, top losers, total return, average return, and turnover rate across all tracked periods.
Breakdown of portfolio by all 11 GICS sectors with position count, total value, and percentage weight. Top 5 positions shown per sector.
Automatic alerts for portfolio value changes over 10%, mass exits, significant new positions, and pattern severity escalations.
Every metric used by professional risk managers to evaluate fund quality
Real-time SEC 13F analysis with Alphy AI scoring and pattern detection
From SEC EDGAR to Alphy AI institutional score in seconds
Search any SEC-registered institution by name or CIK number. The system fetches all available 13F filings from SEC EDGAR and loads historical quarter data automatically.
The analytics engine parses every position — CUSIP, shares, value — and computes QoQ changes. Pattern detection, sector rotation, factor exposure, and risk metrics are calculated in real-time.
Receive Alphy AI Bullish/Neutral/Bearish recommendation with score, key strengths, risks, and actionable insights — plus network graph, heatmap, waterfall chart, and full performance analytics.
Join analysts and investors using our AI-powered Institutional Tracker to decode hedge fund behavior before the market catches up
Platinum plan ($20/month) includes full Institutional Tracker access