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FactSet Global Ownership

The FactSet LionShares Global Ownership database collects global equity ownership data for institutions, mutual fund portfolios, and insiders/stakeholders. FactSet provides both summary and detailed ownership data that can be viewed by security or by holder (institution, mutual fund, insider/stakeholder, as well as beneficial owner in the case of UK domiciled securities).

You can access FactSet Ownership through FactSet applications, the FactSet LionShares website, embedded within your firm's Intranet, or via an XML-based data feed.

Scope and Coverage

(as of April 2009)

Global Institutions Covered more than 15,000
Global Insitutional Contacts more than 96,000
Global Funds Covered more than 35,000
Global Insiders more than 260,000
UKSR Beneficial Owners more than 23,000
Global VC/Private Equity Firms Covered more than 7,200
Global VC/PE Contacts more than 47,700
13F History back to 1999
Update Cycle: Pricing Daily
Update Cycle: Holdings Daily

Dataset Features:

  • Summary data – Aggregated data for both securities and holders includes: ownership statistics and analysis, investor regional analysis, ADR/ORD analysis, contact information, portfolio characteristics, and breakdown of holder’s portfolio by region, sector, asset class and market capitalization.
  • Detail data – For a holder company’s current position in each security, data provided includes position, position change, market value adjusted for daily pricing and corporate actions, percent of both portfolio and shares outstanding, source, metro region, state, style, and turnover.
  • Meaningful uses – With this data you can compare ownership across a range of similar securities, conduct historical analysis upon security holdings for a money manager as well as focus on a fund’s activity for a given security and associated sector. You can also view insider transactions, perform broad and comprehensive historical analysis, and much more.
 
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