Datafeeds
Data Feeds
Copley Fund Research provides comprehensive datasets on the aggregate holdings of funds within our active fund universes. Updated monthly, our dataset includes key metrics such as Average Fund Weight, Overweight/Underweight versus benchmark, Funds Invested %, Funds Overweight %, Fund Flows, and Combined Fund AUM. Our data allows investors to analyze fund positioning trends, identify stocks with high or low institutional ownership, and assess the flow of funds into and out of specific countries, sectors and stocks. Copley's datasets provide valuable insights for asset managers, analysts, and investors looking to understand the behavior and sentiment of active fund managers across the globe.
analysis
Explore a curated selection of charts generated from our Datafeeds, showcasing insights from the fund universe we cover.
access
Our datafeeds are delivered via Snowflake, a leading cloud-based data platform known for its scalability, security, and seamless data-sharing capabilities. Access will be provided through a secure, dedicated account on Snowflake, where authorized users can query, export, and analyze the data. We offer 2 datasets for each of our fund universes:
Stock Level
Our most detailed offering provides ownership metrics for every company ever held by the managers in our analysis, alongside the constituents of the associated benchmark. These stock-level datasets empower investors to refine their fundamental or quantitative strategies, align with or counter positioning trends, and monitor competitor positioning in both portfolio and non-portfolio companies.
Country/Sector Level
Our country and sector datasets provide detailed insights into ownership trends at the country, sector, and country/sector levels. Designed for macro-focused investors, strategists, and asset allocators, these datasets enable users to track investment cycles, pinpoint key over and underweight positions, and uncover under- or overowned areas of the market by major institutional investors.
ENQUIRE
To enquire about pricing and to receive a data sample for your fund universe, please fill in the form below.