Access Ownership Holdings and Statistics

View global equity ownership data for institutions, mutual fund portfolios, and insiders/stakeholders.

Prioritize and Target Your Morning Calls

• Access holdings for both an entire firm and the funds it manages, and create institutional watchlists to filter just the holders that are relevant to you 
• Access summary statistics that aggregate ownership information along with detailed historical reports of the share ownership for a company, institution, hedge fund, or individual shareholder 
• Compare the holdings of institutions with a watch list of securities and identify securities with a high amount of position changes to create your call list for the day 
• Screen contacts to return relevant information for an individual and their firm, the contact’s equity and industry focus, a brief biography, and the funds they manage
• Incorporate ownership information and graphs into Excel spreadsheets, Word documents, and PowerPoint presentations