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Valuesider
Guess what? Valuesider just got better: smarter and more intuitive.
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Options & debt securities
Equity-only analysis leaves you blind to conviction bets, income moves, and positioning signals. See every option and debt position in institutional portfolios - the complete strategic picture
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The layer most investors never see

When a top fund files its quarterly reports, most analysts look at the equity holdings. But many of those same funds also sell puts to acquire more shares at target prices, sell calls against positions they see as range-bound, or hold debt that reveals their macro outlook. Some buy options outright — puts for downside protection, calls to bet on upside. Those positions are in the same filing and without them, you're analyzing a fraction of the strategy.
Valuesider surfaces every option and debt position from institutional filings, with full details and filtering. See the sold puts that reveal the price levels institutions have chosen to engage at. Track call positions to understand where conviction is highest. Analyze bond allocations that signal income-focused or risk-adjusted thinking.
Options contracts, fully exposed
Strike prices, expiration dates, put/call designations, underlying securities, contract counts, notional values, and more — all filterable and sortable to surface the strategies behind the positions.
Debt positions, in full context
Maturity dates, yields, security classifications, portfolio weights, and more. Track corporate bonds, government securities, and other debt instruments across portfolios and time periods.

What equity-only analysis misses

Read between the holdings
Understand WHY, not just WHAT
When a guru sells puts on a stock, it can be a strong hint at the price level they'd be willing to own more at. Sold calls may signal where they see limited upside. These positions are price-level clues filed with the SEC, invisible to anyone who stops at equity holdings.
Full portfolio. Full picture.
No more blind spots
Half a portfolio is not a portfolio. Some of the most sophisticated funds allocate heavily to options and debt. Analyzing those funds without their full holdings is like reading every other page of a book. Options and debt positions are in the same filings you already study — now you can finally see them.
Watch conviction evolve
See how the thesis develops over time
A fund that starts selling puts on a stock, then increases contract count quarter after quarter, is telling a story. Historical options tracking shows how institutional conviction builds or quietly disappears. Most researchers only see the latest quarter — you see the full arc.

What you're missing without them

Debt isn't boring — it's a story

When a known equity investor shifts allocation into bonds, something has changed in their market outlook. Corporate bonds, government securities, and debt instruments reveal income-focused thinking, rate expectations, and risk-adjusted positioning. Track those shifts across quarters and the macro thesis becomes visible.

Spot the sentiment shift

A single fund selling puts on a sector could be coincidence. Multiple funds doing it in the same quarter suggests a pattern. Tracking options activity across institutions reveals positioning shifts unlikely to appear in equity-only analysis.

Options as price signals

Options positions can provide insight into how investors view certain securities. When an investor sells put options at lower strike prices, it may suggest they consider the underlying stock worth owning at that price level, potentially revealing what securities are on their radar. Similarly, sold call options at higher strikes might indicate they view those levels as attractive selling points. These positions may offer clues about how investors evaluate securities and price levels, providing context beyond what equity holdings alone can show.

How it works

Options and debt positions appear alongside equities in every fund portfolio — dedicated tabs, full specifications, and type-specific filtering built for serious analysis.
Historical tracking
• Integrated with quarterly portfolio snapshots
• View changes quarter-over-quarter for all security types
• Position values and weights tracked over time
• Same historical navigation as equity holdings
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