Institutional Insight is a global NYSE Euronext service that allows you to identify institutional investors with positions in your company, all from Connect. Institutional Insight is driven by the FactSet LionShares database, a comprehensive tool for analyzing, monitoring and managing investor relations. The LionShares database identifies institutions and mutual funds with investments in 33,000 listed companies on financial exchanges worldwide. It covers all the equity positions held by more than 3,700 firms, 24,000 funds and over 100,000 other stakeholders.
With Institutional Insight, you can:
Benefit from an offer providing a view on the 25 largest professional investors holding your shares ('Top 25'), including insiders. Keep track on a continuous basis of professional investors with equity positions in your company and your peers’. Analyze changes in your investors’ positions over time (new investors, increased and decreased positions, sell-offs). Receive alerts that enable you to track changes in the equity positions of the main investors in your company and your competitors’. Broaden your investor contact base, a vital and a real Investors Relations tool.
Analyze the profile of your institutional investors:
With the Full Service option, you can expand the Top 25 list to encompass all professional investors with a position in your company. Targeted on widely held companies, this functionality gives access to hundreds of investors and funds invested in your shares.
Each filter comes with a data set, downloadable in Excel format that allows you to construct a snapshot of investors’ positions in any given equity, from the year 1999 to the present year.
Try out Institutional Insight and its applications free of charge for one month, and view your 25 main institutional investors.
With Institutional Insight, you get an attractive package of services:
As a Premium User, you can attend special training workshops run by NYSE Euronext to help you make the most of MyListing.euronext.com. These sessions also give you the opportunity to express your needs and expectations.