Institutional 13F Portfolio Overlap

Pairwise market-value weighted overlap matrix between premier institutional asset managers & hedge funds. Discover shared consensus positions and portfolio duplication directly from SEC Form 13F filings.

Managers

3 / 12

Top Holdings

Co-Owned

0 stocks

Consensus Clustering

Spot shared high-conviction positions where multiple smart-money institutions independently co-invest.

Portfolio Duplication

Measure percentage overlap (0%–100% MV Jaccard) to determine how closely two managers mirror each other.

Crowded Trade Defense

Identify over-concentrated positions across hedge funds to protect against collective institutional liquidation.

Vantage Mandates selector

Pick up to 12 managers · URL-driven, shareable

Top-N

3 / 12 selected

Vantage Mandates pairwise overlap

Intersection count + MV-weighted Jaccard between every selected pair

SEC EDGAR filing data is currently unavailable for one or more selected managers.

Overlap results cannot be determined because active SEC EDGAR filing data could not be retrieved.

Vantage Methodology

Why MV-weighted Jaccard instead of share-count

The intersection count column is straightforward — it's the number of top-N CUSIPs both managers hold.

The Jaccard % uses market value (USD thousands) rather than share counts. Two managers can hold different share counts of the same CUSIP but the SEC reports a single canonical MV per position — so MV is the only basis that's comparable across filers.

jaccard = sharedMv / (mv_i + mv_j − sharedMv)

A shared position row in the right column surfaces CUSIPs held by ≥2 of the selected managers, ranked by holder count then total MV.

Mock-sourced managers display a small "Mock" pill — their prior-period movement is derived synthetically (no per-ticker mock additions).