Our Holdings Rank captures, normalizes, and ranks changes in a stock's valuation within the entire portfolio...
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We significantly enhanced our sponsorship database to provide institutional investors with a greater depth of information to fully analyze a sponsor’s holdings. Our database contains global portfolio holdings on over 680,000 owners in more than 197 countries with over 120,000 unique holdings. Our quarterly holdings information dates back to March 31, 1997 and is
updated daily.
Included in our Sponsorship Block is our new proprietary Holdings Rank™; designed by portfolio managers, this powerful ranking reveals essential data on a sponsor’s stock holdings and is aligned with quarter-end dates of the weekly price chart. It can be misleading to assess a sponsor’s holdings simply based on the number or percentage of shares. To truly determine a sponsor’s level of conviction and interest in a stock, you must consider the dollar value of the individual stock position against the overall portfolio.
Customize the Sponsorship Block by selecting up to 14 sponsors to list as your “Favorites” to monitor. Include your own fund and/or primary competitors to watch and monitor. With this information, you can determine if other funds are holding similar or changing positions on a stock versus your portfolio.
To further customize your Analytical Perspective is our optional full page Sponsorship Summary Report. This summary will provide you a listing of funds (including hedge funds when data is available) holding a particular stock. Funds can be categorized by their position as “new,” “added,” “unchanged,” or “reduced,” with your list of Favorites highlighted in blue and placed at the top of each report section for quick, easy reference. View a sample Sponsorship Summary Report.
To subscribe, contact an Account Executive at (800) 545-8940. Institutional inquiries only, please.
For more information about William O’Neil + Company, click here.
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