Overview

This product combines quarterly-updated company fundamentals data with monthly-updated global equity ownership data.

The company fundamentals data contains information from income statements, balance sheets, and cash flow statements.
The ownership data is on investment manager level and offers intelligence on the minority holdings of institutions, mutual fund portfolios, and non-institutional insider/stakeholders in publicly-listed companies with market capitalization of at least USD 100 million.

Scope & Contents

Company Fundamentals Data:

30,000+ tickers
Global coverage
300+ data points
Monthly and Quarterly updates

Scope & Ownership

7,000+ North American PLCs
3,200 PLCs with market cap of above USD 2B
3,700+ European PLCs
1,200+ UK PLCs
History available since 2022
16,000+ PLCs from rest of the world, including 3800+ from China

Use Cases

Investment Signal Identification

Understand the ownership profile of stocks, discover trends, including the frequency by which assets within a fund are bought and sold, and gain insights into stocks’ financial performance, market position, and growth potential

Copy Trading Opportunities

Copy the largest funds’ strategies by closely monitoring their buying and selling activity and overall ownership trends

Risk Monitoring

Detect potential risks for companies associated with their financial results and stakeholder dynamics over time and the impact their fluctuations and potentially suspicious changes in ownership might have on their stock price

Ready to get started?

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