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HoldingsIntel

Analyze 13F holdings and trades

3094 ms

answered our call

State
Answered
Protocol
MCP 2025-06-18
Tools listed
16
Answered
3 of the last 3 calls

How to reach it

  • MCP, HTTPhttps://mcp.holdingsintel.com/mcp

What it can do

ToolWhat it says it does
analyze_fundReturns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies…
analyze_politicianReturns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy…
analyze_stockReturns 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…
clone_fundBacktests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying…
compare_fundsSide-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap (Jaccard similarity), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How…
find_signalsScreens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional coverage where 2+ available filing-source signals…
get_13f_activityReturns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide exactly one of…
get_activist_stakesReturns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a…
get_congress_tradesReturns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative, or an…
get_fund_holdingsReturns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing…
get_insider_tradesReturns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or selling a stock, or…
get_my_mcp_statusReturns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account.
get_stock_holdersReturns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a…
list_quartersReturns every processed 13F quarter with reported and prior-quarter filer counts, a default_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest_reported is the newest quarter with…
search_filersSearches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which Renaissance filer…
search_securitiesSearches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analyze_stock directly for an ordinary ticker or CUSIP…

In its maker's words

Hedge fund 13F holdings, insider trades, activist stakes and Congress trades, in one Verdict.

Website
www.holdingsintel.com/mcp
Source
github.com/holdingsintel/holdingsintel-mcp
Publisher
holdingsintel.com
Listed from
the official MCP Registry as com.holdingsintel/mcp
Version
2.0.1, updated 7 Nov 2026
Kinds of work
Finance and markets, Law, tax and government, Search and research

The domain it lives on

holdingsintel.com
registered 19 Dec 2025 (11 months ago), at NameCheap, Inc.

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

WhenWhat happenedTime
Answered3094 ms
Answered1630 ms
Answered853 ms

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