What the Ownership page shows you
- Quarter selector — the reporting quarter you’re looking at.
- Largest investors, Largest hedge fund owners and Largest insider owners — the top three holders in each group, ranked by the value of their position.
- Holdings table — the company’s reported holders, with position size, share of the company, share of their own portfolio, average price paid, and the change since last quarter.
Where to find it
- Open the company and select Research under its name in the left-hand navigation.
- In the research tabs, select Ownership.
Using the Ownership page
Pick a quarter
The quarter selector at the top right shows the reporting quarter. Use Previous quarter and Next quarter to move between quarters. An arrow grays out at the earliest or latest quarter Sterling has.Largest investors, hedge fund owners and insider owners
The three lists at the top each show the top three holders for the quarter. A dash means no holder qualified in that group for that quarter. Select a name to ask the Analyst about that holder.Work the holdings table
The table lists the company’s reported holders. Holders with 0.01% of the company or less aren’t shown.- Select a column header to sort. Sort by Δ vs. Last Quarter to see who added and who cut, or by % of Portfolio to find holders for whom this is a high-conviction position.
- Choose how many rows to show at the bottom, and page with Previous page and Next page.
- Select a holder’s name to ask the Analyst about it.