Institutional Holdings Database

VerityData Institutional Holdings database contains holdings information taken from Form 13-F, 13-D and 13-G disclosures since 2007.

- **13-Fs** are filed by institutions with greater than $100 million under management and include long equity positions, debt holdings and options (puts and calls) required to be disclosed by the SEC. 13-Fs are filed 45 days after the end of a calendar quarter.
- **13-Ds** are filed by Activist holders with >5% ownership or +/-1% change in ownership.
- **13-Gs** are filed by Passive holders with >5% ownership.

<br/>Our point-in-time datasets are built with quant models in mind. The data is comprehensive, normalized and vetted by experienced financial analysts allowing you to easily aggregate quarterly buying/selling trends of peers and competitors.

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搜集汇总

背景与挑战

背景概述

该数据库收录了自2007年以来基于13-F、13-D和13-G披露的机构持仓信息，涵盖大型机构、激进和被动持有者的持股变化。数据经过标准化处理和金融分析师审核，专为量化模型设计，便于用户分析季度买卖趋势。