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index / Rockwood Research vs WhaleWisdom

>_ Rockwood Research vs WhaleWisdom

Rockwood Research and WhaleWisdom, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Rockwood Research
WhaleWisdom
one-liner
Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
best for
tracking institutional investor holdings and special-situation corporate events directly from sec filings
analyzing and replicating institutional investor portfolios using quarterly 13F and Schedule 13D/G data.
key feature
13F holdings weighted against actual AUM, not reported long-only positions
20+ years of 13F data with fund-level backtesting and consensus holdings analysis
who uses it
Retail
Retail
asset class
Equities
Equities
function
Research
Research, Alt Data
instruments
Stocks
Stocks, ETFs, Mutual Funds, Options
regions
North America
North America
pricing
FREE
FREE-$$
via
web
web, api
audience
retail
retail
upvotes
1
0

about Rockwood Research

rockwood research pulls 13f filings from sec edgar and weights holdings against actual aum rather than reported long-only positions. includes a weekly event monitor of special-situation corporate filings. free for all users.

about WhaleWisdom

tracks 13F filings, 13D/13G disclosures, insider transactions, and mutual fund holdings for institutional investors and hedge funds. offers 20+ years of historical data, backtesting tools to evaluate fund performance, and portfolio replication. provides web interface, excel add-in, screeners, and a developer API with digital signature authentication.

Rockwood Research
Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
[↗] visit rockwoodresearch.com
WhaleWisdom
Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
[↗] visit whalewisdom.com

See full data, pricing and alternatives on the Rockwood Research profile page, or the WhaleWisdom profile page.