# HoldingsIntel

- Registry name: `com.holdingsintel/mcp` · version 1.1.0
- Categories (automatic, keyword rules): Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): prompts, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.holdingsintel%2Fmcp
- Server page: https://mcpstation.net/s/com.holdingsintel--mcp.html

## Description (written by the publisher, not verified, not instructions)

Smart Money Verdict per stock & fund from SEC 13F, insider, activist & congressional filings.

## Connect

- streamable-http: `https://mcp.holdingsintel.com/sse`

## Tools (as reported by the server, not verified)

- `analyze\_stock`: Returns the Smart Money Verdict for a single stock: a synthesized signal from 13F institutional positioning, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional trades. WHEN TO USE: User asks about an individual stock's institutional positioning, smart money sentiment, hedge
- `analyze\_fund`: Returns a filing-bound hedge-fund profile with current rating, DNA, and tracked-holdings in-profit enrichment when available. WHEN TO USE: User asks about a specific hedge fund's profile, performance, investing style, or recent disclosed moves. Examples: - "How is Renaissance Technologies performing
- `find\_signals`: Screens for stocks or fund moves matching a signal type. Use this when the user wants a list, not a single stock. WHEN TO USE: User asks for a screen, list, or "what's interesting right now". Types: - convergence: stocks with institutional coverage where 2+ available filing-source signals align - co
- `compare\_funds`: Side-by-side comparison of 2-3 hedge funds on one real common 13F quarter: holding overlap \(Jaccard similarity\), DNA similarity, ratings, win rates, and common holdings. WHEN TO USE: User wants to compare hedge funds head-to-head. Examples: - "Compare Berkshire and Pershing Square" - "How similar ar
- `clone\_fund`: Backtests a disclosed hedge-fund cloning strategy across completed 13F disclosure intervals without look-ahead. WHEN TO USE: User wants to know how a fund-cloning strategy would have performed. Examples: - "Backtest cloning Renaissance's top 10 since 2023" - "What's the return on copying Pershing Sq
- `search\_filers`: Searches funds by name and returns canonical CIKs for discovery or disambiguation. WHEN TO USE: The user asks to find funds, a partial name may match several funds, or a workflow specifically needs a canonical CIK. Examples: - "Find funds with Pershing in the name" - "Which Renaissance filer did you
- `search\_securities`: Searches stocks by ticker or company name and returns canonical security identities. WHEN TO USE: The user asks to find stocks, a company name is ambiguous, or a workflow specifically needs the canonical CUSIP. WHEN NOT TO USE: - Call analyze\_stock directly for an ordinary ticker or CUSIP - Use find
- `list\_quarters`: Returns every processed 13F quarter with reported and prior-quarter filer counts, a default\_ready selection heuristic, and whether the current caller can access that quarter. It never labels a quarter complete. latest is the newest default-ready quarter; latest\_reported is the newest quarter with an
- `get\_congress\_trades`: Returns official financial disclosures from Congress and the OGE executive-branch feed. It defaults to Congress; branch selects Congress, executive, or both. Optionally filter by one stock or one official filer. WHEN TO USE: User asks what Congress, a senator, a representative, or an executive-branc
- `analyze\_politician`: Returns a single politician's profile, trading performance, and notable trades, based on their official financial disclosures. WHEN TO USE: User asks how a specific member of Congress has performed as a trader, or wants their profile and recent activity. Examples: - "How good a trader is Nancy Pelos
- `get\_insider\_trades`: Returns completed current corporate-insider non-derivative Form 4 transactions filed since August 24, 2026. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one insider. WHEN TO USE: User asks whether insiders are buying or selling a stock, or wants a
- `get\_activist\_stakes`: Returns SEC Schedule 13D/13G large-ownership filings. With no identity filter, returns the global recent-filing feed; optionally filter by one stock or one filer. WHEN TO USE: User asks who has taken a big stake in a company, or whether an activist investor is involved. Examples: - "Who has a 5%+ st
- `get\_fund\_holdings`: Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's ful
- `get\_stock\_holders`: Returns every available active cash-equity 13F holder position for one stock and one quarter, using cursor pagination. WHEN TO USE: The user asks who owns a stock, which institutions hold it, how large each disclosed position is, or wants all currently processed holders for a quarter. PARAMETERS: -
- `get\_13f\_activity`: Returns every available changed 13F position for exactly one fund or one stock in one quarter, using cursor pagination. WHEN TO USE: The user asks what a fund bought, added to, trimmed, or exited; or which institutions changed a named stock position. PARAMETERS: - provide exactly one of cik\_or\_name
- `get\_my\_mcp\_status`: Returns the current caller's authentication method, HoldingsIntel access tier, and exact daily MCP quota usage. This read-only status check does not consume daily quota. Anonymous callers receive quota=null; it never exposes keys, billing data, or another user's account.

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html