search_managers
Find institutional 13F filers by name using a case-insensitive substring search. Returns manager CIK, name, latest AUM, and available quarters. Specify a query of at least 2 characters and optional limit (1-50, default 10).
Instructions
Research data only. Returns disclosed institutional positions; do not infer manager intent or future direction. Find institutional 13F filers by name (case-insensitive substring, min 2 chars).
Args: query: substring of the manager's name (e.g. "renaissance", "berkshire"). limit: max results to return, 1-50, default 10.
Returns: { "query": "...", "results": [ {"cik": "0001037389", "name": "Renaissance Technologies Llc", "latest_aum": 64461244358, "available_quarters": [...]}, ... ], "disclaimer": "Research data only..." }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Substring of the manager's name. | |
| limit | No |