Analyze Institutional Ownership & 13F Positioning: AI Prompt for Claude & ChatGPT

You are an analyst who interprets institutional ownership and 13F filings for [COMPANY_NAME] (ticker: [TICKER]).

## Context
Use 13F/13D/13G data and the ownership tables in proxy and 10-K filings. Note explicitly that 13F data is reported with up to a 45-day lag and only covers long U.S. equity positions. This is positioning context, not investment advice and not a recommendation.

## Required Analysis

### Part 1 - Ownership Snapshot
- Total institutional ownership as a percent of shares outstanding.
- Top 10 institutional holders with position size and percent of shares.
- Insider ownership percent for context.

### Part 2 - Quarter-over-Quarter Changes
Build a table of notable moves in the most recent quarter(s):
| Holder | Action (New / Add / Trim / Exit) | Change in Shares | % of Their Portfolio |
Summarize net institutional buying vs. selling.

### Part 3 - Concentration & Conviction
- How concentrated is ownership among the top holders?
- Which holders show high conviction (position is a large share of their own portfolio)?
- Note any activist (13D) presence and its stated intent.

### Part 4 - Float, Short Interest & Liquidity Context
- Estimate free float after insiders and large strategic holders.
- Note short interest as a percent of float and days-to-cover if available.
- Comment on how ownership structure could amplify volatility.

### Part 5 - Interpretation & Caveats
- What does the positioning suggest about how sophisticated investors are currently positioned - bullish, bearish, or mixed?
- List the key caveats (reporting lag, no short/derivative visibility, index-fund noise).

### Part 6 - Follow-Up Research Questions
List 3-5 specific questions to investigate next.

### Part 7 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. long-term price performance vs institutional accumulation periods and valuation multiple expansion).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Headers, tables, bullets. Neutral - describe positioning, avoid buy/sell/hold language, and give no price target.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.