FactSet LionShares
The FactSet LionShares database collects global equity ownership data for institutions, mutual fund portfolios, and insiders/stakeholders. FactSet LionShares 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 LionShares 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 August 2006)
| Global Institutions Covered | more than 5,000 |
| Global Venture Cap/ Private Equity Institutions Covered |
more than 2,000 |
| Global Funds Covered | more than 27,000 |
| Global Insiders Covered | more than 156,000 |
| UK Beneficial Owners Covered | approximately 12,500 |
| 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.
