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edgar.forms.form13f

Form 13F-HR parser — Institutional Investment Manager Holdings Report. Registers a filing-obj method for form type "13F-HR".

Only handles XML-era filings (post-2013 Q2). Earlier filings use heterogeneous plain-text infotables and are not supported.

Usage: (require '[edgar.forms.form13f]) ; side-effectful load registers the method (edgar.filing/filing-obj filing) ; => {:form "13F-HR" :holdings <dataset> ...}

Form 13F-HR parser — Institutional Investment Manager Holdings Report.
Registers a filing-obj method for form type "13F-HR".

Only handles XML-era filings (post-2013 Q2). Earlier filings use
heterogeneous plain-text infotables and are not supported.

Usage:
  (require '[edgar.forms.form13f])  ; side-effectful load registers the method
  (edgar.filing/filing-obj filing)  ; => {:form "13F-HR" :holdings <dataset> ...}
raw docstring

parse-form13fclj

(parse-form13f filing)

Parse a 13F-HR filing map into a structured map.

Returns: {:form "13F-HR" :period-of-report "YYYY-MM-DD" :report-type "13F-HR" | "13F-HR/A" :is-amendment? boolean :form13f-file-number "028-..." :table-entry-count integer :table-value-total long (thousands of USD) :manager {:name ... :street ... :city ... :state ... :zip ...} :holdings <tech.ml.dataset> columns: :name :cusip :title :value :shares :shares-type :put-call :investment-discretion :other-managers :voting-sole :voting-shared :voting-none :total-value long (sum of :value column, thousands of USD)}

Parse a 13F-HR filing map into a structured map.

Returns:
  {:form                "13F-HR"
   :period-of-report    "YYYY-MM-DD"
   :report-type         "13F-HR" | "13F-HR/A"
   :is-amendment?       boolean
   :form13f-file-number "028-..."
   :table-entry-count   integer
   :table-value-total   long (thousands of USD)
   :manager             {:name ... :street ... :city ... :state ... :zip ...}
   :holdings            <tech.ml.dataset>
                          columns: :name :cusip :title :value :shares
                                   :shares-type :put-call
                                   :investment-discretion :other-managers
                                   :voting-sole :voting-shared :voting-none
   :total-value         long (sum of :value column, thousands of USD)}
sourceraw docstring

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