Manager Changes
manager_changesWhat one institutional manager NEW-ed, EXITED, INCREASED or DECREASED between two 13F quarters — the newsletter primitive: a portfolio snapshot is not news, a change is. Give the manager name; optionally the two report quarters to compare (YYYY-MM-DD, e.g. "2026-03-31"), defaulting to the two most recent quarters loaded for that manager. Returns four ranked lists (new positions, exits, adds, trims) each with issuer, CUSIP, value in both quarters and the dollar delta.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max rows per bucket (new/exited/increased/decreased), 1-100 (default 25). | |
| manager | Yes | Filing manager name or a distinctive fragment of it. | |
| quarter | No | The later ("to") quarter, e.g. "2026-03-31". Defaults to the manager's most recent loaded quarter. | |
| compare_to | No | The earlier ("from") quarter. Defaults to the manager's next-most-recent loaded quarter. |