Public Ownership Research

The world of public ownership data at your fingertips, synced with the most powerful portfolio analytics platform.

Search, analyze and conduct powerful research on 10,000+ institutions across hedge funds, mutual funds, investment advisors and other institutional investors to better understand their positions, profitability, alpha-generation and fundamental performance indicators.
Public Ownership Research Double Screens for Investment Managers

Sources and Coverage

Every single global, historical filing integrated into our powerful portfolio analytics platform.

Novus Holdings™ provides investors with the most comprehensive global ownership data from over 100 regulatory agencies around the world.
Sources Include:
  • 13F, D, G, 3, 4 and 5 filings
  • AMF (France), FSA (UK) and CVM (Brazil)
  • European short position filings across 20 countries
Coverage Includes:
  • Over 50,000 portfolios
  • Over 10,000 hedge funds / investment advisors
  • Over 40,000 mutual funds
Hedge Fund Holdings Review - Public Ownership Research for Investment Managers

Historical Analysis

Painless Historical Portfolio Analysis

Slice and dice any investment manager’s portfolio historically. Discover emerging trends and leading indicators of future performance. We have a complete history of positions going back to the late 1990s, integrated with powerful P&L simulations and analytics so you can gain the insights you need to make better investment decisions.
Historical Performance Public Ownership Research Investment Managers

Key Performance Indicators and Statistics

All of the key performance indicators and statistics you care about at your fingertips

To do your job well, you need the right metrics at the right time. Unfortunately, that information lives in an ever-increasing mess of text and XML filings, PDFs, spreadsheets and databases. Novus solves that problem by bringing all of the public regulatory filings you care about into a single intuitive platform that allows you to view any historical statistic you care about in seconds.
Key Performance Indicators Public Ownership Research Investment Managers

Attribution on Public Regulatory Filings

Most public regulatory filing tools are stand-alone static depictions of point-in-time portfolios. These systems force you to conduct research in a silo or create complex excel spreadsheets that link with market data sources. Not Novus. Because we integrate our vast database of public regulatory filings into our portfolio analytics platform, your experience will be no different than if you were analyzing your own portfolio. We simulate P&L, estimate batting averages and win/loss ratios and help you understand where investment managers are truly generating persistent alpha.
Attribution Public Ownership Research Investment Managers