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
tracking hedge fund and institutional investor positions using sec filing 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
strategies
Event-Driven / Special Situations, Fundamental Analysis
Event-Driven / Special Situations, Value Investing, Fundamental Analysis, Quant / Systematic
workflow
Research, Monitoring
Screening, Research, Monitoring
instruments
Stocks
Stocks, ETFs, Mutual Funds, Options
regions
North America
North America
pricing
FREE
FREE-$$
plans
Free $0
—
free tier
yes
yes
model
free
freemium
via
web
web, api
audience
retail
retail
upvotes
1
0
Rockwood Research vs WhaleWisdom: key differences
- Only WhaleWisdom is available via api.
- WhaleWisdom also covers screening in the workflow.
- WhaleWisdom is tagged for value investing, quant / systematic.
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 and analyzes institutional 13f filings, 13d/13g disclosures, and insider transactions. provides 20+ years of quarterly holdings data with tools for backtesting fund performance, portfolio replication, screening, and consensus analysis across stocks, etfs, mutual funds, and options.
Rockwood Research
Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
[↗] visit rockwoodresearch.comWhaleWisdom
Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
[↗] visit whalewisdom.comSee full data, pricing and alternatives on the Rockwood Research profile page, or the WhaleWisdom profile page.