Investor Analytics

We make it easier for our clients to get to know their investors through our Investor Analytics service. The data and insight that we provide is professional and easy to understand.

Our Share Register Analysis reports comprise a full analysis of a company’s share register; identifying fund managers and beneficial shareholders at all significant levels of the shareholder base. Each report summarises the performance of share prices against the market and peer groups, as well as detailing volumes traded and stock lending data. Reports are fully tailored to our clients’ requirements.  All analysis provided is available online via our Corporate portal, Selector.

Share Register Analysis Reports

Each share register analysis report analyses, identifies and tracks fund manager and beneficial shareholder movements across the share register.

Reports are tailored to our clients’ requirements and include: 

  • Charts and commentary on the performance of the Company’s shares against the sector and market
  • Detailed commentary on the largest buyers and sellers during the period, including changes to shareholder rank and the identification of the managed funds that have been affected by the movements
  • List of all buyers, including new shareholders to the register
List of all sellers and shareholders exiting the register
Top shareholders: by regional office and by institutional parent company
Major beneficial shareholders
  • Geographic analysis of shareholders
  • Analysis of shareholder types and investment styles
Overweight and underweight shareholders (versus the sector and market)
  • A full list of the Company’s current shareholders
  • Appendix reports such as a full breakdown of the funds managed by each shareholder to show how each shareholder’s position has been calculated

Section 793 / Section 808 Service

In order to produce Share Register Analysis reports, notices are issued under Section 793 of the Companies Act 2006 which allows for the enquiry of beneficial shareholders.  

The Register of Interests (ROI) disclosed under Section 808 of the Companies Act is updated with Section 793 responses received. Equiniti acts as the single alternative inspection location (SAIL) under s1136 of the Companies Act for many of our Registration clients to fulfil requests to inspect a company’s ROI.

Our services also include:

  • Peer comparison
  • Investor targeting
  • IR contacts management system
  • General meetings vote tracking
  • Proxy solicitation