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13F Tracker

The institutional positions that portfolio managers track before rebalancing.

Daily analysis of SEC Form 13F-HR filings — what the world's largest hedge funds, mutual funds, and institutional investors are buying, selling, and accumulating. Delivered every weekday.

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Daily, Mon-Fri, 12:05 PM ET
8 sections per edition
2,500-3,500 words of analysis

Built for individual investors, financial advisors, hedge fund analysts, and portfolio managers who want institutional flow intelligence 24-48 hours before mainstream coverage.

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Stanley-Laman's $814M book tilts hard into the semi-cap + nuclear-power AI stack; 30 shell filings point to a tranche-heavy filing day LATEST EDITION
April 17, 2026 The 13F Tracker Desk

Stanley-Laman's $814M book tilts hard into the semi-cap + nuclear-power AI stack; 30 shell filings point to a tranche-heavy filing day

As of April 17, 2026, The 13F Tracker Desk has processed 31 new 13F-HR filings lodged with the SEC's EDGAR system in the past 24 hours. Only one filing — Stanley-Laman Group, Ltd. (CIK 0001601489) — arrived with a fully populated holdings roster. The other 30 are cover-sheet or placeholder filing...

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What every edition includes

Notable Filer Deep Dives

Complete portfolio breakdowns for the day's most significant 13F filers — top 10 holdings, sector allocation, new positions, exits, and what the portfolio tells us about their thesis.

Sector Flow Analysis

Aggregate all filings to reveal where institutional money is flowing in and out — sector rotation signals detected before they appear on screeners.

Activist & Concentration Watch

Flags for extreme portfolio concentration, known activist accumulation, and positions exceeding 5% ownership that may trigger 13D/13G filings.

Contrarian Signals

When institutions buy stocks down 20%+ or sell at all-time highs, and when different smart money funds take opposite sides of the same name.