The world of public regulatory filings at your fingertips,
synced with the most powerful portfolio analytics platform
Novus Ownership Research™ is the most comprehensive and powerful database and portfolio analytics platform on public regulatory filings. 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.
Sources and Coverage
Every single global, historical filing integrated into our powerful analytics platform
Novus Holdings™ provides investors with the most comprehensive global ownership data from over 100 regulatory agencies around the world.
- 13F, D, G, 3, 4 and 5 filings
- AMF (France), FSA (UK) and CVM (Brazil)
- European short position filings across 20 countries
- Japanese short position filings from the TSE and OSE
- Over 50,000 portfolios
- Over 10,000 hedge funds / investment advisors
- Over 40,000 mutual funds
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.
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.
Attribution on Public Regulatory Filings
Attribution on Public Regulatory Filings? Sounds like magic. Nah, it’s Novus.
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. Because we integrate our vast database of public regulatory filings into our portfolio analytics platform, your experience will be immersive, allowing you to quickly access large time series data across a wide universe of funds. We simulate P&L, estimate batting averages and win/loss ratios and help you understand where investment managers are truly generating persistent alpha.
Aggregate Industry Trends
Translate the world of public regulatory filings into actionable industry intelligence
We bring all of our aggregate public regulatory filings data together in one view. Now you can spend more time analyzing big data and less time trying to find it. Understand aggregate hedge fund exposures, sector concentrations and changes across the most heavily or uniquely owned positions through Novus.