Institutional Signal
get_institutional_signalDetect activist investor risk by checking for SC 13D filings in the past 365 days. Returns an activist risk flag and links to the filings on SEC EDGAR.
Instructions
Probe institutional and activist investor signals for a company. Returns a live activist_risk_flag (true if any SC 13D or 13D/A was filed in the last 365 days — an activist investor has disclosed a large stake). Also lists the 13D filings and their SEC URLs. NOTE: Institutional accumulation/distribution signal (institutional_signal) and recent_13f_count are null/0 in v0.1 — quarterly 13F XBRL parsing ships in v0.2.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker_or_cik | Yes | Ticker symbol (e.g. "NVDA") or numeric CIK. | |
| quarters_back | No | Number of calendar quarters to look back (default 4 ≈ 1 year, max 20). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| cik | Yes | ||
| company_name | Yes | ||
| quarters_back | Yes | ||
| institutional_signal | Yes | ||
| recent_13f_count | Yes | ||
| activist_risk_flag | Yes | ||
| recent_13d_filings | Yes | ||
| meta | Yes |