Equiniti launches Real Time Analytics
Equiniti today launched Real Time Analytics, giving issuers earlier visibility into shareholder changes between reporting cycles, helping them spot risks sooner and make better-informed investor relations decisions.
Issuers today rely on monthly or quarterly share register analysis. Equiniti’s Real Time Analytics provides issuers a continuous view of institutional shareholder activity between reporting cycles, helping identify which investment firms and funds are buying, selling or lending shares, while revealing ownership patterns on the register. It also helps identify changes on the share register that indicate interests being accumulated via derivative products.
By separating lending-related movements from underlying ownership changes, the new feature helps issuers better understand investor intent, make more informed engagement decisions and prepare more confidently for investor and analyst conversations.
“Today’s UK capital markets are defined by speed, complexity and heightened shareholder scrutiny, yet most issuers are still relying on monthly ownership reports to navigate them,” said Ian Smith, Director of Investor Analytics at Equiniti. “We’re changing that, giving our clients continuous visibility into their shareholder base and the early-mover advantage they need to stay ahead.”
Real Time Analytics is now available to Equiniti investor relations services clients in the UK using share registration services.
Real Time Analytics connects directly to Equiniti’s registration system to track changes in shareholder activity since the last fully analysed share register.
It provides a report showing which investment firms and funds have been buying and selling shares over that period, along with total purchase and sale activity. The report also captures lending-related movements and distinguishes these from genuine ownership changes, helping issuers better understand which changes reflect real investor behaviour.
By linking back to the last fully analysed share register, the feature enables companies to compare current indicative holdings with previously confirmed positions, providing a clearer and more up-to-date view of institutional ownership.
Real Time Analytics provides near real-time updates at 15-minute regular intervals throughout the day, enabling issuers to monitor shareholder activity as it evolves rather than relying solely on periodic snapshots.
