FactSet Ownership Flashcards
Explain what ownership data is Identify who uses ownership data and why it is important to our clients Distinguish ownership sources for each shareholder type Navigate through FactSet’s Ownership reports and applications
1
Q
What is ownership data?
A
Information on who and how much someone holds of a security (debt or equity).
2
Q
Who are the users of ownership data?
A
- Investment Bankers
- Sales & Traders
- Asset managers (large institutions, pension funds, hedge funds,…)
- Quants
3
Q
Who are the primary holders?
A
- Insitutions
- Mutual funds
- Insider/stakeholders
4
Q
Where on FactSet can you find ownership data?
A
- Company/Security tab
- Ownership tab
- The data is also integrated into other applications such as Universal Screening, People tab, and M&A Detail
5
Q
What is short interest?
A
The number of days it takes short sellers on average to cover their positions (it could also be expressed as a percentage).
6
Q
What is a float?
A
The number of shares available for trading. A proportion of shares might be held by long-term investors such as governments; therefore, they will not be available for trading.
7
Q
Where can you see contact information on individuals that are employed at buy- or sell-side institutions?
A
Contact Screening.
8
Q
Where can you create a one-page profile for institutions?
A
Profile Builder.
