`manager_changes`

Pack: sec-13f · Endpoint: https://gateway.pipeworx.io/sec-13f/mcp

What one institutional manager NEW-ed, EXITED, INCREASED or DECREASED between two 13F quarters — the newsletter primitive: a portfolio snapshot is not news, a change is. Give the manager name; optionally the two report quarters to compare (YYYY-MM-DD, e.g. “2026-03-31”), defaulting to the two most recent quarters loaded for that manager. Returns four ranked lists (new positions, exits, adds, trims) each with issuer, CUSIP, value in both quarters and the dollar delta.

Parameters

Name	Type	Required	Description
`manager`	string	yes	Filing manager name or a distinctive fragment of it.
`quarter`	string	no	The later (“to”) quarter, e.g. “2026-03-31”. Defaults to the manager’s most recent loaded quarter.
`compare_to`	string	no	The earlier (“from”) quarter. Defaults to the manager’s next-most-recent loaded quarter.
`limit`	number	no	Max rows per bucket (new/exited/increased/decreased), 1-100 (default 25).

Example call

Arguments

{
  "manager": "BERKSHIRE HATHAWAY",
  "limit": 25
}

curl

curl -X POST https://gateway.pipeworx.io/sec-13f/mcp \
  -H 'Content-Type: application/json' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"manager_changes","arguments":{"manager":"BERKSHIRE HATHAWAY","limit":25}}}'

TypeScript (@pipeworx/sdk)

import { Pipeworx } from '@pipeworx/sdk';
const pipeworx = new Pipeworx();

const result = await pipeworx.call('manager_changes', {
  "manager": "BERKSHIRE HATHAWAY",
  "limit": 25
});

Connect

Add this to your MCP client config, or use one-click install buttons:

{
  "mcpServers": {
    "sec-13f": {
      "url": "https://gateway.pipeworx.io/sec-13f/mcp"
    }
  }
}

See Getting Started for client-specific install steps.

manager_changes