# SEC 13F Whale Tracker: New Buys, Adds, Trims, Exits (`scrapemint/sec-13f-whale-tracker`) Actor Track institutional fund managers' SEC 13F holdings from EDGAR and diff them quarter over quarter. Surfaces new positions, adds, trims, and full exits per manager with position value and portfolio weight. Resolve managers by name or CIK. Official EDGAR APIs, no API keys. - **URL**: https://apify.com/scrapemint/sec-13f-whale-tracker.md - **Developed by:** [Ken M](https://apify.com/scrapemint) (community) - **Categories:** Business, News - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, NaN bookmarks - **User rating**: No ratings yet ## Pricing Pay per usage This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-usage ## What's an Apify Actor? Actors are a software tools running on the Apify platform, for all kinds of web data extraction and automation use cases. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/platform/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## SEC 13F Whale Tracker: New Buys, Adds, Trims, Exits Track what big institutional managers are actually doing with their money. For each fund you name, this actor pulls their latest **SEC 13F-HR** holdings from EDGAR and **diffs them against the prior quarter**, so you see the part that matters: the **new positions**, the **adds**, the **trims**, and the **full exits**, each with position value and portfolio weight. Anyone can read a holdings list. The quarter-over-quarter change is the signal, and that is what this actor computes for you. ### What it does 1. Resolves each manager you provide. Pass a **fund name** (resolved to a CIK through EDGAR full text search over 13F filers) or a **CIK** directly. 2. Pulls the manager's two most recent 13F-HR filings from EDGAR. 3. Parses the holdings information table from both quarters and aggregates by CUSIP. 4. Diffs the quarters and labels every position: | changeType | meaning | | --- | --- | | `new` | Position opened this quarter (was not held last quarter). | | `increased` | Materially added to. | | `reduced` | Materially trimmed. | | `unchanged` | Held, no material change. | | `exited` | Fully sold since last quarter. | | `current` | Current holding, no prior quarter available to compare. | ### Output One row per position: ```json { "manager": { "name": "Scion Asset Management, LLC", "cik": "1649339" }, "reportDate": "2025-09-30", "priorReportDate": "2025-06-30", "filingDate": "2025-11-03", "accessionNumber": "0001649339-25-000007", "filingUrl": "https://www.sec.gov/Archives/edgar/data/1649339/000164933925000007/", "issuer": "PALANTIR TECHNOLOGIES INC", "cusip": "69608A108", "titleOfClass": "COM", "putCall": null, "changeType": "new", "shares": 5000000, "value": 912100000, "portfolioWeightPct": 61.2, "priorShares": null, "priorValue": null, "sharesChange": null, "sharesChangePct": null, "valueChange": null, "scrapedAt": "2026-06-11T00:00:00.000Z" } ```` ### Input | Field | Default | Notes | | --- | --- | --- | | `managers` | `["Berkshire Hathaway","Scion Asset Management","Pershing Square Capital Management"]` | Fund names or CIK numbers. | | `maxManagers` | `10` | Cap on managers processed. | | `minPositionValueUsd` | `0` | Drop positions below this value. | | `materialChangePct` | `10` | Share change under this percent is labeled unchanged. | | `includeUnchanged` | `true` | Turn off to return only changes. | | `maxHoldingsPerManager` | `500` | Row cap per manager. | | `userAgent` | default | SEC asks for a descriptive User-Agent with an email. | ### Pricing Pay per result. The first 20 rows per run are free so you can validate output. | Event | Price | Applies to | | --- | --- | --- | | Key move (new or exit) | $0.02 | `new`, `exited` | | Position change | $0.01 | `increased`, `reduced` | | Holding | $0.004 | `unchanged`, `current` | ### Notes - All data comes from official EDGAR endpoints. No API keys, no logins, no scraped HTML, no proxy required. - 13F filings report holdings by **issuer name and CUSIP**, not by ticker. Both are returned as filed. CUSIP has no clean keyless ticker source, so map to tickers downstream if you need them. - 13F values are reported in whole dollars for filings since 2023. The actor focuses on recent quarter-over-quarter changes. - 13F filings appear about 45 days after quarter end, so the latest portfolio is always one reporting lag behind real time. That is a structural feature of the data, not the actor. # Actor input Schema ## `managers` (type: `array`): Institutional managers to track, each a fund name or an SEC CIK number. Names are resolved to a CIK via EDGAR full text search over 13F filers, e.g. \["Berkshire Hathaway", "Scion Asset Management", "1336528"]. ## `maxManagers` (type: `integer`): Cap on how many managers to process from the list above. ## `minPositionValueUsd` (type: `integer`): Drop holdings worth less than this. 0 keeps every position. Useful to focus on a manager's meaningful bets. ## `materialChangePct` (type: `integer`): A share count change smaller than this percent is labeled unchanged rather than increased or reduced. 10 means a position must move at least 10 percent to count as an add or trim. ## `includeUnchanged` (type: `boolean`): Keep positions that did not change materially. Turn off to return only new positions, adds, trims, and exits. ## `maxHoldingsPerManager` (type: `integer`): Cap on rows returned per manager, applied to current holdings plus exits. ## `userAgent` (type: `string`): SEC requires a descriptive User-Agent with a contact email. Provide your own, e.g. "Acme Research you@acme.com". A default is used if blank. ## `proxyConfiguration` (type: `object`): Optional. EDGAR is a public API that does not need a proxy, so the default is no proxy. ## Actor input object example ```json { "managers": [ "Berkshire Hathaway", "Scion Asset Management", "Pershing Square Capital Management" ], "maxManagers": 10, "minPositionValueUsd": 0, "materialChangePct": 10, "includeUnchanged": true, "maxHoldingsPerManager": 500, "userAgent": "", "proxyConfiguration": { "useApifyProxy": false } } ``` # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = { "managers": [ "Berkshire Hathaway", "Scion Asset Management", "Pershing Square Capital Management" ] }; // Run the Actor and wait for it to finish const run = await client.actor("scrapemint/sec-13f-whale-tracker").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = { "managers": [ "Berkshire Hathaway", "Scion Asset Management", "Pershing Square Capital Management", ] } # Run the Actor and wait for it to finish run = client.actor("scrapemint/sec-13f-whale-tracker").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{ "managers": [ "Berkshire Hathaway", "Scion Asset Management", "Pershing Square Capital Management" ] }' | apify call scrapemint/sec-13f-whale-tracker --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=scrapemint/sec-13f-whale-tracker", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "SEC 13F Whale Tracker: New Buys, Adds, Trims, Exits", "description": "Track institutional fund managers' SEC 13F holdings from EDGAR and diff them quarter over quarter. Surfaces new positions, adds, trims, and full exits per manager with position value and portfolio weight. Resolve managers by name or CIK. Official EDGAR APIs, no API keys.", "version": "0.1", "x-build-id": "DsMZOmfxLJLtWha2c" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/scrapemint~sec-13f-whale-tracker/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-scrapemint-sec-13f-whale-tracker", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/scrapemint~sec-13f-whale-tracker/runs": { "post": { "operationId": "runs-sync-scrapemint-sec-13f-whale-tracker", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/scrapemint~sec-13f-whale-tracker/run-sync": { "post": { "operationId": "run-sync-scrapemint-sec-13f-whale-tracker", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "properties": { "managers": { "title": "Fund managers", "type": "array", "description": "Institutional managers to track, each a fund name or an SEC CIK number. Names are resolved to a CIK via EDGAR full text search over 13F filers, e.g. [\"Berkshire Hathaway\", \"Scion Asset Management\", \"1336528\"].", "default": [], "items": { "type": "string" } }, "maxManagers": { "title": "Max managers", "minimum": 1, "maximum": 100, "type": "integer", "description": "Cap on how many managers to process from the list above.", "default": 10 }, "minPositionValueUsd": { "title": "Minimum position value (USD)", "minimum": 0, "type": "integer", "description": "Drop holdings worth less than this. 0 keeps every position. Useful to focus on a manager's meaningful bets.", "default": 0 }, "materialChangePct": { "title": "Material change threshold (percent)", "minimum": 0, "maximum": 100, "type": "integer", "description": "A share count change smaller than this percent is labeled unchanged rather than increased or reduced. 10 means a position must move at least 10 percent to count as an add or trim.", "default": 10 }, "includeUnchanged": { "title": "Include unchanged holdings", "type": "boolean", "description": "Keep positions that did not change materially. Turn off to return only new positions, adds, trims, and exits.", "default": true }, "maxHoldingsPerManager": { "title": "Max holdings per manager", "minimum": 1, "maximum": 5000, "type": "integer", "description": "Cap on rows returned per manager, applied to current holdings plus exits.", "default": 500 }, "userAgent": { "title": "User-Agent (optional)", "type": "string", "description": "SEC requires a descriptive User-Agent with a contact email. Provide your own, e.g. \"Acme Research you@acme.com\". A default is used if blank.", "default": "" }, "proxyConfiguration": { "title": "Proxy configuration", "type": "object", "description": "Optional. EDGAR is a public API that does not need a proxy, so the default is no proxy.", "default": { "useApifyProxy": false } } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```