Institutional Tools for 13F Filers
The first platform offering filing diagnostics and public profile controls for institutions: see what we find in your 13F filings, and present your firm on your fund page.
A subscription plan for verified representatives of reporting investment managers.
Filing error diagnostics
Every 13F you've filed goes through our checks, holding by holding.
- Filing-level diagnostics: values reported in the wrong unit, an amendment filed as the wrong type, garbled or partial filings
- Record-level diagnostics: wrong CUSIPs, share counts, values, etc
- Suggested corrections: Where possible, we give the likely correct value next to the error, so your team knows what to amend.
- Export for internal review and amended filings
Filing diagnosticsExample
- FilingAmendment typeFiled as new holdings, but should be a restatementLikely correct: a restatement
- HoldingCUSIP mismatchThe CUSIP belongs to another security than the one namedLikely correct: 037833100, Apple Inc. common stock
- HoldingShare count offShare count is highly inflatedLikely correct: 12,500 shares
And many more checks for values, share classes, stock splits and moreExport to CSV
Verified firm profile
Add and maintain the information people see about your firm on HedgeFollow, next to your holdings.
- Firm overview and background
- Investment team and leadership information
- High-level investment approach and strategy
- Your real performance (Optional): send us your GIPS composite & verification report, and your profile shows the returns they report.
Firm profileExample
Your Firm CapitalInvestment adviser, New York
Overview
Investment team
Approach
Performance GIPS verified
How access works
- Request accessTell us your firm and your role there.
- Verification and pricingWe confirm you represent the reporting investment manager.
- AccessOnce you subscribe, your firm's diagnostics and profile tools are turned on.
Request Institutional Access
Institutional access is for verified representatives of reporting investment managers.