Get Institution Position Changes
get_institution_position_changesCompares quarterly 13F filings to show position changes for an institution, highlighting new, increased, decreased, and exited holdings sorted by magnitude of change.
Instructions
Diff two quarterly 13F snapshots for an institution. Compares the latest filing against the prior quarter and returns per-position changes: new positions, increased, decreased, and exited. Sorted by |changePercent| descending so the biggest moves surface first. Much more efficient than calling get_institution_holdings twice and diffing client-side — the server computes everything in a single SQL query.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | SEC CIK number of the institution (e.g., "0001067983" for Berkshire Hathaway) | |
| limit | No | Maximum results to return (default: 50, max: 100) | |
| offset | No | Offset for pagination (default: 0) |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No |