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SEC Institutional Investment Manager Holdings

Overview

This web service provides securities holdings filed by institutional investment managers.

While institutional holding information is commonly available on investor portals, this information is typically limited to the top few holders. You can use XigniteHoldings to get a complete list of institutional holders of a security as of a specific date, and search holdings information by money manager.

By U.S. law, most money managers with more then $100M under management are required to report their securities holdings in the quarterly 13F filings with the SEC. In these filings, managers are required to list the securities they hold and for what amount.

With XigniteHoldings, you can get full access to all SEC13F institutional holding filings fully integrated into your applications. This web service is updated daily as new reports are filed with the SEC, giving you instant access to market information to automate your critical business processes.

This following features are supported:

  1. Database updated in real-time.
  2. Top 5, 10, and 20 holdings.
  3. Daily, monthly, quarterly or annual updates.
  4. Holdings by investment management firm.
  5. Holders by security.
  6. Percentage of manager by security.
  7. Percentage of shares outstanding by manager.
  8. Investment management firm information.
  9. Original filing information.
  10. Historical information back to 1996.

Applications

  1. Analytical engines.
  2. Quantitative modelling.
  3. Analyst desktops.
  4. Advisor workstations.
  5. Intranets, portals.
  6. Web 2.0 Applications.
  7. Spreadsheet models.
  8. Web sites (Top 5, 10 or 20 holdings only).

Benefits

  1. Zero Infrastructure. Since data is available on-demand, no need to waste money on infrastructure.
  2. Easy To Integrate. By using SOA standards, you can pull the data you need in minutes.
  3. Pay-As-You-Go. Choose from our pay-as-you-go subscriptions, and only pay for the data you need.
  4. Test and try before you buy.
  5. Subscribe online and get started today.

Source

Information extracted by Xignite from SEC filings.



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