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Institutional Portfolio Allocation Activity

Deep Dive into Institutional Investment Strategies and Performance

Institutional Investment Trends

Gain a comprehensive understanding of how top institutional investors allocate their portfolios over time. Analyze portfolio compositions across different sectors and symbols. Identify emerging trends and shifts in investment strategies.

Evaluate Performance Against Market Benchmarks

Assess the performance of institutional portfolios relative to key market benchmarks like the S&P 500. Understand how institutional strategies are performing in various market conditions.

Analyze Ownership Dynamics and Market Influence

Examine the ownership patterns of key stocks and industries held by institutional investors. Study changes in ownership percentages and investor counts.

Key Features

  • CIK and Name Combinations: Easily identify and access the Central Index Keys of major institutional investors.
  • Portfolio Allocation Over Time: Visualize and track how institutional investors distribute their investments across various symbols and industries.
  • Performance Metrics Analysis: Compare portfolio performance against benchmarks.
  • Turnover and Holding Period Insights: Understand the trading frequency and holding durations of institutional portfolios.
  • Symbol Ownership Tracking: Monitor changes in ownership percentages and investor counts for specific stocks.
  • Interactive Data Visualizations: Utilize dynamic charts and graphs to interpret complex data sets.
  • Comprehensive Data Tables: Access detailed information on portfolio holdings, performance metrics, and ownership dynamics for in-depth analysis.
Institutional DEMO 2 MP4 AVIF
Institutional DEMO 1 MP4 AVIF

70,000+ Assets

Driving Analytics for Retail Investors

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Annual

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