Our Holdings Rank captures, normalizes, and ranks changes in a stock's valuation within the entire portfolio...
(Click for enlarged version)
We have significantly enhanced our sponsorship database to provide the professional institutional investor with a greater depth of information to fully analyze a sponsor’s holdings. Our database contains global portfolio holdings on over 600,000 owners in more than 190 countries with over 135,000 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, created specifically to rank a sponsor’s stock holdings versus their entire portfolio. Designed by portfolio managers for portfolio managers, this rank is embedded within the Sponsorship Block and aligned with quarter-end dates of the weekly price chart. This unique and powerful ranking presents essential data on a sponsor’s stock holdings.
When evaluating a sponsor’s stock holdings, the number or percentage of shares held can be misleading. Depending on the size of the fund and the price of a stock, a large or small holding may signal a positive evaluation or analysis of a stock. 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.
In development and available soon to further customize your Analytical Perspective is our new 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 will be categorized by their position as either “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.
Next: Mini-Charts »