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The Shareholder Ownership product LionShares-Rematch Ownership Database from IR Global
is, we believe, a prerequisite for a truly effective IR strategy.
Existing products in the market tend to be aimed and priced at financial institutions rather than listed companies. Through LionShares-Rematch Database, you now have premium quality affordable access to this valuable information. After extensive research IR Global has decided to use one of the worlds's leading equity ownership databases, LionShares, entering into agreement with FactSet Research Systems Inc.
The LionShares-Rematch Ownership Database, licensed from our strategic partner FactSet Research Systems Inc. collects global equity ownership data for more than 4,900 institutions and 26,000 unique mutual fund portfolios. LionShares-Rematch Ownership Database provides both summary and detailed ownership data that can be viewed by company or by holder (institution or mutual fund).

Information is provided in both Summary and Detailed formats.
Summary
Ownership statistics, ownership analysis, investor regions
analysis, ADR/ORD analysis, contact information, portfolio characteristics
and breakdown of holder’s portfolio by sector, geographic region,
asset class and market capitalization.
Detail
Shares held, position change, market value, % of portfolio, % of shares
outstanding, source, metro region, state, style and turnover.
For securities traded on major U.S. exchanges, such as the NYSE, NASDAQ
and AMEX, FactSet gathers institutional ownership information via
13F filings as well as by “rolling up” the sum of shares
held by the mutual funds managed by a particular institution. Our
supplier, FactSet also uses the rolling up method to gather ownership
data for securities that are not traded on major U.S. exchanges (i.e.
ordinary shares for foreign countries).
Additionally, the FactSet data collection centre in France facilitates
the collection of share ownership data from non-North American domiciled
holders via European/offshore mutual funds and insider/declarable
stakes driven sources, such as stock exchange announcement/data
feeds, proxies and annual reports.
Perform Comprehensive Analysis with LionShares-Rematch Database
Use reports available in the Ownership application like – Company & Institutional-Level Analysis, Historical Analysis, Focus Report and Comparison Report – to perform comprehensive share ownership analysis.
Create Custom Ownership Reports
Download FactSet data into your spreadsheet, and create custom reports
with the information you need for internal use, or for sales and marketing
purposes.
View Aggregate Summary Statistics
LionShares-Rematch database has aggregate summary statistics for the ownership data on a company and holder level.
Integrated with Portfolio Analysis
LionShares-Rematch database data in Portfolio Analysis to perform competitive analysis of an institution.
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