Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades.
WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge fund activity, insider buying/selling, or recent moves.
Examples:
- "Is smart money buying NVDA?"
- "What do hedge funds think about META?"
- "Has anyone famous been accumulating AAPL?"
- "Show me institutional activity on TSLA"
WHEN NOT TO USE:
- Use find_signals when the user is screening across multiple stocks ("show me stocks where smart money is bullish")
- Use analyze_fund when the subject is a fund/hedge fund, not a stock
RETURNS: Verdict label (Strong Momentum / Positive / Mixed / Weak / Negative), confidence (1-4 signals + aligned flag), 4 underlying signals with direction + score, top 3 holders by conviction, last 5 high-conviction moves.
The verdict describes the LATEST quarter only. Ask for an older quarter and you get the holders and moves as of that quarter, with the verdict fields null and _meta.formula_notes naming the omission: the verdict is built from the latest available signals and cannot be restated as of a past quarter. _meta.as_of gives the data-through date of every field returned.
CITE: When you present these results, include the `_meta.source_url` link so the user can open the full analysis on HoldingsIntel.