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Analytics Data | Quantitative Analytics

StarMine SmartHoldings Model

Holdings analytics model designed to help assess investor positioning and support quantitative investment research.

  1. Key facts
  2. Overview
  3. Description
  4. Access
  5. All categories
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Key facts for StarMine SmartHoldings Model

Coverage metric

Geography:
North America, Asia / Pacific, EMEA, Latin America and the Caribbean
History:
From 2000
Coverage count:
Legal entities - 48000 Public companies
Asset Class
Ordinary Shares, Equities

Delivery metadata

Data Frequency
Daily
Language
English
Delivery methods:
Excel, Web Service, API, Deployed/Onsite Servers, SFTP, Cloud, Desktop, FTP, Bulk, Snowflake, Website, RSS Feed
Data formats:
PDF, GZIP, XML, JSON, SQL, CSV, Text, Python, MPEG, HTML, Bitmap, User Interface, PCAP
Minimum service frequency
Daily

Overview of StarMine SmartHoldings Model

Description of the dataset

• LSEG provides the StarMine SmartHoldings Model to rank global stocks by their expected future increase or decrease in institutional ownership. We help clients understand which companies align most strongly with the buying preferences of professional investment managers.

• Our model identifies fund purchasing profiles by analysing the fundamental characteristics of companies that each fund has been buying. We evaluate factors such as price-to-earnings and debt-to-equity ratios to infer the attributes that may drive high-conviction institutional demand.

• LSEG compares stocks globally against fund-level purchasing profiles and aggregates the results across funds. We rank companies by region based on collective institutional appeal, supporting stock selection, flow anticipation and portfolio idea generation.

Accessing the dataset

This dataset can be used by the following products. Talk to us to learn more about different packages and offerings.

LDMS - LSEG Data Management Solution
Cloud-hosted data management and repository platform for commodities content. Supports loading and consolidation of LSEG, third-party, and proprietary data and delivers near-streaming and non-streaming datasets such as pricing, reference data, and fundamentals via a unified interface for integration and analysis.
  • Data formats:
    • CSV, XML, JSON, Text, Python, HTML, User Interface
  • Delivery methods:
    • Excel, Web Service, API, Cloud, Desktop
  • Minimum service frequency:
    • Daily
  • Service Frequency Description:
    • Updated every hour

All categories

Full list of all categories