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Form 13F-HR - Quarterly report filed by institutional managers, Holdings: SEC Accession No. ContextLogic Inc (US:WISH) has 209 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Institutional owners have the power to both create and destroy value for individual investors. Many investors believe that tracking the flow of institutional funds into the stock market gives a potentially profitable insight into where "the smart money" invests. Datastream: Analyze global macroeconomic data to get the complete picture on virtually any macro environment, better understand economic cycles to uncover trends and . Largest shareholders include Vanguard Group Inc, BlackRock Inc., Susquehanna International Group, Llp, VTSMX - Vanguard . You can search for institutional holdings through Thomson Reuters in WRDS. Institutional interest soared in the first few months of 2021 as bitcoin boomed. Intrinio offers fundamentals and market via REST API with responses in JSON. thanks! Data Contextualization. CEO Holding. Using Thomson Reuters Institutional Holdings (13F) via WRDS: You can search for institutional holdings through Thomson Reuters Institutional Holdings (13F) in WRDS. All U.S. and international companies listed on the NYSE, NASDAQ, OTC and regional exchanges are covered. OECD Institutional Investors Statistics OECD Institutional Investors Statistics This database includes financial and non-financial assets held by investment funds, insurance companies, pension funds, and other forms of institutional savings. 052769106 201.000000000000 ns usd 63839.610000000000 0.2271308437 long ec corp us n 1 n n n automatic data processing inc hgbolilqxwer4sal2i23 Automatic Data Processing Inc About eight months ago Patrick Dunuwila from The Chart Report introduced me to a new data visualization platform called Koyfin. The information contained in the filing is more current than 13F filings. Data as of 6 Jan 2022. This API is used by Primo Central to make sure that the SFX institutional holdings file in Google Export format is only retrieved if a new file is available. It does not focus on the companies issuing the stock. What are 13D/G Filings. 1 - 20 of 78 companies. AMC Entertainment Holdings Inc. Institutional investors purchased a net $33.4 million shares of AMC during the quarter ended June 2019. Intrinio offers fundamentals and market via REST API with responses in JSON. Go to the right-hand menu and click Ownership Data , then click Current Shareholder. Large trades by institutional investors such as mutual funds, hedge funds, pension funds and insurance companies can strongly influence markets. 09/30/2021. Thomson-Reuters Institutional Holdings (13F) Database provides Institutional Common Stock Holdings and Transactions, as reported on Form 13F filed with the SEC. Search by company name or ticker in the top left corner. Form 13F-HR - Quarterly report filed by institutional managers, Holdings: SEC Accession No. Obtain historical holdings data on funds with a global reach, creating a window into registered and nonregistered investments. Schedule of Investments . Assets Under Management (by firm . Top holdings by value. I aggregated and summarized institutional holdings data and price performance data from some of the biggest tech names over the last 5 years. An institutional investor is a company or organization that invests money on behalf of clients or members. Slow Updates . The form must be reported quarterly to the SEC. It does not focus on the companies issuing the stock. Requires subscription to Thomson Reuters Stock Ownership database. It must be reported by all investors or institutional investors holding more than $100m in assets under management. The table below shows more than 20 institutions, including two prominent fund companies, that owned bitcoin via Grayscale's trust as of June 30. These institutions hold a total of 188,341,118 shares. Use Thomson ONE. The data of the Russell Index are merged with the firm-level financial data, institutional holding data, and CSR data. Major institutions are defined as firms or individuals that exercise. These institutions hold a total of 35,736,256 shares. Of the 12 institutional investors that sold Metromile stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intact Financial Corp ($6.11M), Millennium Management LLC ($1.26M), Lazard Asset Management LLC ($0.27M), Cubist Systematic Strategies LLC ($0.14M), Citigroup Inc. ($74.90K), Schonfeld Strategic Advisors LLC ($66.01K), and Deutsche . The purchase prices were between $29.63 and $46.98, with an estimated average price of $36.33. Activist Investor 13D Filings. Ticker Name # Instit'l Shares Institutional % Held Institutional Net Shrs Purchased : MktCap Weighted Average . -3.847%. Find out the direct holders, institutional holders and mutual fund holders for GameStop Corp. (GME). How have the WHALES behaved? Ticker Name # Instit'l Shares Institutional % Held Institutional Net Shrs Purchased : MktCap Weighted Average . Of the 2,084 institutional investors that purchased Alibaba Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($48.56M), Boussard & Gavaudan Investment Management LLP ($21.64M), GQG Partners LLC ($11.05M), Morgan Stanley ($8.71M), State Street Corp ($7.97M), E Fund Management Co. Ltd. ($7.85M), and Itau Unibanco . You can search for institutional holdings through Refinitiv Institutional Holdings (13F) in WRDS (you need to obtain your WRDS account). The main institutional investor holdings variable we are interested in is the fraction of shares held by institutional investors immediately following the IPO, and the evolution of this variable after the IPO over time. Upgrade to unlock Institutional Put/Call Ratio data. Targeted Inc. is committed to provide important institutional and other significant holdings data for securities trading in Canada: market intelligence as a tool to reduce the cost of capital. 0000950123-21-015518. If institutions are distributing or selling stock the number will be negative. Atossa Therapeutics Inc (US:ATOS) has 210 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). Philogen announces publication of PET clinical data with proprietary ultra-high . 13D/G Filings We present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. Now, in collaboration with MIH, anyone from seasoned professionals like brokers and analysts to retail traders with less experience can access this institutional-grade data free of charge. % Institutional Holdings - Total institutional holdings of a stock as a percent of total shares outstanding, sorted in descending order Bought Sold Imbalance (Shares) - Total shares bought by institutions less sold relative to the total shares bought and sold by institutions, sorted in descending order Data are internationally comparable based on the System of National Accounts 2008 (SNA 2008). Major institutions are defined as firms or individuals that exercise. Strictly current ownership is available via the API, with a percent change field comparing the current state to the previous period reported. Institutional Holdings. Below screenshot shows how the SEC Form 13F looks like. Two month's later I met Rob, one of the co-founders, at Stocktoberfest West.He walked me through the product and what they were doing and I was sold. Institution. Stock Aggregate value; GOOG. * Source: The estimates in these figures are based on SEC staff analysis of Form 13F holdings data reported by institutional investment managers as of December 31, 2018. This database contains ownership information by institutional managers with $100 million or more in Assets Under Management (Section 13 (f) Securities). As a result, it is important that investors keep tabs on and react to the moves the biggest players . Hedge funds, mutual funds, and endowments are examples of institutional investors. 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. This form is filed quarterly by . A: Form 13F is the reporting form filed by institutional investment managers pursuant to Section 13(f) of the Securities Exchange Act of 1934. These institutions hold a total of 172,598,675 shares. 137,480. © 2022 Interactive Market Data Powered by WordPress Largest shareholders include Formation8 GP, LLC, Vanguard Group Inc, General Atlantic Llc . Disclaimer: I'm a geek and love data. A few months later we had the opportunity to invest and we jumped at it. Major . Accepted. Issues. -5,500. 4.03%. Hi, do you know what the best way to link institutional holdings data to compustat fundamentals is? This may signal that the smart money is gaining interest in . 1 - 20 of 78 companies. Of the 126 institutional investors that sold GameStop stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($7.37M), Morgan Stanley ($4.83M), Dimensional Fund Advisors LP ($3.95M), Vanguard Group Inc. ($3.35M), FMR LLC ($1.92M), Arrowstreet Capital Limited Partnership ($1.42M), and Quinn Opportunity Partners LLC ($1.27M). It does not focus on the companies issuing the stock. Our data set includes the quarterly holdings of institutions required by law to report their holdings. Institutional Ownership and Shareholders. Please note: Thomson Reuters institutional data (formerly called Spectrum) is based on the actions of money managers of institutions holding stock. Form 13F-HR - Quarterly report filed by institutional managers, Holdings: SEC Accession No. About this Database Data on stock ownership by institutions, other major holders and insiders. Alphabet Inc $2.01T: MSFT . 13F - NT : This is a Notice Report , which an institutional investment manager uses to inform the public that a related institutional investment manager has reported the Holdings Report. Institutional Ownership and Shareholders. Filing Date. EDGAR Filing Documents for 0001104659-21-139297. Major institutions are defined as firms or individuals that exercise. Targeted Inc. - Institutional Holdings Data for Securites trading in Canadan. Result can be sorted by Equity, Fixed Income and Cash and Equivalents. Of the 252 institutional investors that sold NIO stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($112.32M), Lazard Asset Management LLC ($47.99M), Baillie Gifford & Co. ($18.31M), Renaissance Technologies LLC ($12.02M), TB Alternative Assets Ltd. ($9.31M), Healthcare of Ontario Pension Plan Trust Fund . thanks! Coinbase said institutional investors' crypto holdings on its platform surged 170% over Q1. or by CCMlinktable? We start the sample at 2003 because this is the year that KLD begins to include full coverage of the Russell 3000. @jiapenghe1996 The firms in this output dataset are identified by permno so I think you can easily link it with compustat by ccm.ccmxpf_linktable. The fund holdings search allows you to find American Funds that hold a particular security. The difference in institutional holdings from one filing period to the next is shown as a net increase or decrease in the report. $334. Of the 269 institutional investors that purchased AMC Entertainment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($36.34M), Geode Capital Management LLC ($7.32M), Vanguard Group Inc. ($6.99M), Northern Trust Corp ($3.55M), Renaissance Technologies LLC ($2.51M), Bank of New York Mellon Corp ($2.23M), and Swiss . Whereas 13F filings give you a snapshot of a fund's holdings 45 days after quarter end, 13D/G filings are typically filed within 10 days of an investor acquiring at least 5% of a single publicly traded company. As a PhD grad student and a former finance professor, I used to be buried in the Thomson-Reuters Institutional Holdings (13F) Database, which is a collection of 13F files for all filers over time. Formerly called Spectrum, Thomson Reuters Insider Filing Data (Forms 3, 4, 5, and 144) goes back to 1978; a cleansed version is available only back to 1986. Number of Firms. Comprehensive ownership data of US Institutions, Mutual Funds, and ETFs targeting equities and bonds in mature, emerging, and frontier markets. EDGAR Filing Documents for 0000950123-21-015518. Choose Thomson Reuters as your dataset, then look under Institutional (13f) Holdings. Owners. 000000000 643850.00000000 NS 3879306.83000000 0.652645895974 Long EC CORP GB N 2 N N N 2021-11-30 BlackRock ETF Trust Ann Frechette Ann Frechette Assistant Treasurer XXXX. 462260100 53.000000000000 NS USD 1288.430000000000 0.0117099724 Long EC CORP US N 1 N N N IQVIA HOLDINGS INC . Ownership Data from EDGAR Online provides near real-time access to institutional trading based on quarterly 13F filings. Use this tool to research a firm's institutional ownership, with query results including measures such as number of 13-F institutional owners, number of >5% institutional block ownerships, and largest institutional ownership size. Explore our API documentation to get started and learn about authentication, response codes, paging, limits, endpoints, SDKs, and more. Sep 2021. Congress passed Section 13(f) of the Securities Exchange Act in 1975 in order to increase the public availability of information regarding the securities holdings of institutional investors. Current Owner Holdings. In addition, the proposal would eliminate the omission threshold that currently permits managers to exclude from the form certain small positions. 2021-08-16. 0001104659-21-139297. Prepare yourselves for geekery. Institutional Holdings. Large institutional investors, such as mutual funds, pension funds, insurance companies, hedge funds, endowments and other investment firms, are often considered to be the "smart money" on . NurPhoto/Getty Images. Report Refresh Schedule: Daily Time (UTC): 10:15 AM | +/- 15 Minutes. Morgan Stanley Institutional Fund Inc initiated holding in GoodRx Holdings Inc. We loved the product and the team, so it . Aggregate data from investment manager reports. 000000000 9810.00000000 NS 162819.08000000 0.014770574273 Long EC CORP JP N 2 N N N Senko Group Holdings Co Ltd 35380077MB9W0NB6BA14 Senko Group Holdings Co Ltd 5 Following Grinstein and Michaely, 2005, Cornett et al., 2007, we obtain institutional holdings data for all the IPOs in our sample using 13F forms from Thompson Reuters . Institutional Ownership 13F Filings. Through parsing of the SEC 13F Holdings data reported in XML attachments, you can access details on holdings as well as well as summary information of equity positions held by institutional investors. Explore our API documentation to get started and learn about authentication, response codes, paging, limits, endpoints, SDKs, and more. For a FREE Trial Targeted account - click here for more . Current Issue Holders. All data is sourced from SEC 13-F filings, and note that these figures are estimates and may . by cusip? Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission. Please note: Thomson Reuters institutional data is based on the actions of money managers of institutions holding stock. Beneficial Ownership 13G Filings. The database is not a pretty sight-institutional ownership data errors are not rare, they are the norm. Institutional Holdings. Institutional Ownership. Back to TRVG Overview. data services. As such format was mandated by the SEC after June 2013, the SEC 13F Holdings data is complete only for the period after that reporting date. Institutional investor top holdings. As champions of independence, we are creating an even stronger company, and striving to integrate the best of both TD Ameritrade Institutional and Schwab Advisor Services in order to bring you more of the products and support you need to succeed as an independent RIA. The first, and usually most obvious, reason to explain why an institutional investor holds more than 100% of a company's shares stems from delays in updating publicly available data. Data as of 6 Jan 2022. 49. Tel: 416-523-5150. @jiapenghe1996 The firms in this output dataset are identified by permno so I think you can easily link it with compustat by ccm.ccmxpf_linktable. Institutional ownership is the amount of a company's available stock owned by mutual or pension funds, insurance companies, investment firms, private foundations, endowments or other large . Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission. Overview. It also includes a complete list of which stocks are owned by these institutions. If institutions are accumulating or buying stock the number will be positive. Institutional investment managers who exercise investment discretion of more than $100 million in securities must report their holdings on Form 13F with the SEC. or by CCMlinktable? Institutional holdings data provides ownership information for institutional asset managers with greater than $100 million in assets under management. Please note: Refinitiv institutional data (formerly called Spectrum) is based on the actions of money managers of institutions holding stock. Overview. Note: WRDS requires creation of a WRDS account. Go to WRDS. Advertising. Insider 3, 4 and 5 Filings. Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission. Largest shareholders include BlackRock Inc., Vanguard Group Inc, VTSMX - Vanguard Total . Learn More about Refinitiv data. Requires creation of a WRDS account or Institutional investors holding more than $ 100m in under. Said Institutional investors a few months later we had the opportunity to invest and we at! Fund Institutional Class ( PIMIX ) stock price... < /a > Holdings. Endowments are examples of Institutional investors it also includes a complete list of which stocks are owned these! Shareholders ( AMC... < /a > 09/30/2021 for more data is sourced from SEC 13-F,... For 0000950123-21-015518 hedge funds, mutual funds, mutual funds, and... < /a > Institutional Ownership % Institutional... 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