Fundamental Metrics

New Institutional Filing indicator

True when an exact manager CIK has a newly public 13F filing or amendment this strategy has not handled. Each accession creates one decision; later price ticks do not repeat it. The current Institutio

Definition

True when an exact manager CIK has a newly public 13F filing or amendment this strategy has not handled. Each accession creates one decision; later price ticks do not repeat it. The current InstitutionalHoldings book still sets target positions.

Parameters

Exact numeric SEC manager CIK

Output range: 1 while a public filing awaits a decision; otherwise 0

Example condition

text
`NewInstitutionalFiling("1067983") > 0`

Use in a strategy

Add this indicator to a strategy condition, choose its supported parameters and compare the output with the threshold required by your rule. Preserve the same interval and lookback when comparing backtests.

After saving the condition, inspect its asset, interval, lookback and comparison operator against the parameters above. If no trades occur, check whether the condition ever became true and whether the requested input data exists for that period. A missing input is not a zero-valued signal. An indicator produces an input to a rule. It does not establish future returns, and data availability can differ across assets and periods.