Analysing the portfolio holdings of asset managers is by no means a new practice among the investment industry. With fund disclosure requirements becoming more stringent across many jurisdictions, the probability of investors accessing these publicly available disclosures (e.g. 13-F filings) has also increased over time.¹ However, the data presented by regulators is often not standardised and, for clients interested in analysing this data on a large scale, the process of accessing it can be particularly time-consuming.

Based on this, it’s not surprising that alternative data providers who specialise in providing standardised ownership data and analysis have been consistently popular among Neudata’s client base. For example,