Market Surveillance supports the IR function by providing our clients with a thorough understanding of who owns their stock and the institutional investors that are buying and selling on a real-time basis. Our Senior Analysts consult on and uncover major position changes by utilizing our comprehensive database of institutional and custodian data, investor profiles and proxy process methodology.
Ownership Insight is a weekly reporting service for the IRO to keep track of the ownership changes within the shareholder base. Rather than depending on stale 13F data, the report provides institutional positions changes, stock performance, share flow analysis, activist warning and the influence of the proxy advisory firms.
Activist Watch program focuses on identifying the buying and selling and “creeping accumulations” by activist investors and hedge funds that practice shareholder activism. We provide our clients with pertinent background information on activist investors including dossiers, their history, playbook and track record.