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xerktech

mcp-financex

by xerktech
OverviewSchemaRelated ServersScoreDiscussions
TypeScript
Remote

get_13f_institutional_holdings

Access institutional holdings from SEC 13F filings. Monitor hedge fund portfolios, quarterly changes, and activist investors by entering a CIK.

Instructions

13F Institutional Holdings | Hedge Fund Tracking | See What Warren Buffett is Buying - Track institutional investor holdings from SEC Form 13F filings. 13F filings are filed quarterly by institutions managing >$100M in assets.

What you can track:

  • Hedge fund portfolio holdings (Berkshire Hathaway, Bridgewater, etc.)

  • Mutual fund positions

  • Pension fund investments

  • Quarterly changes (new positions, sold positions, increases, decreases)

  • Activist investor identification

Use Cases:

  • "What is Berkshire Hathaway buying?" (use CIK: 0001067983)

  • "Show me recent 13F filings for Bridgewater"

  • "Track quarterly changes in institutional holdings"

  • "Find activist investors"

Returns: Institution details, filing dates, holdings summaries, quarterly comparison data.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
cikYesSEC CIK (Central Index Key) of the institution to track. Examples: Berkshire Hathaway (0001067983), Vanguard Group (0000102909), BlackRock (0001086364). Required for institution-specific tracking.
limitNoMaximum number of filings to return (default: 10, max: 40)
compareQuartersNoWhen true, compares the most recent filing with the previous quarter to show: additions (new positions), reductions (sold positions), increases, and decreases. Default: false.

Tool Definition Quality

A4.3/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Discloses return data (institution details, filing dates, holdings summaries) and explains compareQuarters behavior; no destructive actions indicated.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with bullet points and sections, though somewhat lengthy; front-loaded with key purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema, description adequately covers what the tool returns, use cases, and parameter context for a moderately complex tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%; description adds meaning with CIK examples and explanation of compareQuarters, enhancing beyond schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states it tracks institutional investor holdings from SEC Form 13F filings, with specific examples like Berkshire Hathaway and use cases that precisely define the tool's scope.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides explicit use cases with CIK examples, but does not directly distinguish from sibling tools like get_13dg_ownership_changes.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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