FMP
Holder Performance Summary API
The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500.
About Holder Performance Summary API
How it works
Get Started: Sign Up Today!
Begin your data journey by signing up and accessing our API endpoints. Get instant access to a vast array of financial data to power your applications and analyses.
Dive into Data: Free Plan Access
Explore our free data plan and access a wide range of financial data through our API endpoints. Start integrating real-time data into your applications and projects.
Unlock Premium Data: Upgrade Now!
Upgrade to our premium plan for exclusive access to advanced financial datasets via our API endpoints. Take your analyses to the next level and gain a competitive edge in the market.
Related Holder Performance Summary APIs
The Industry Performance Summary API provides an overview of how various industries are performing financially. By analyzing the value of industries over a specific period, this API helps investors an... Read more
The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the ... Read more
The Holders Industry Breakdown API provides an overview of the sectors and industries that institutional holders are investing in. This API helps analyze how institutional investors distribute their h... Read more
The Form 13F Filings Dates API allows you to retrieve dates associated with Form 13F filings by institutional investors. This is crucial for tracking stock holdings of institutional investors at speci... Read more
The SEC Filings Extract API allows users to extract detailed data directly from official SEC filings. This API provides access to key information such as company shares, security details, and filing l... Read more
Holder Performance Summary API FAQs
Can I track performance over multiple timeframes?
Yes, the API provides performance data over 1 year, 3 years, 5 years, and since inception, allowing you to analyze long-term performance trends.
What kind of data does the Holder Performance Summary API provide?
It provides data on institutional holders' market value, portfolio changes, holding periods, performance metrics, and comparison to the S&P 500.
What is 'portfolio turnover'?
Portfolio turnover refers to how frequently an institution buys and sells securities, which can provide insights into their investment strategy and risk appetite.
How does the API calculate performance relative to the S&P 500?
The API compares the institution’s performance against the S&P 500 index over various timeframes to give a relative performance percentage.
Does the API show changes in market value over time?
Yes, it includes metrics for the institution's current and previous market values, as well as the percentage change in market value over time.
What does the average holding period represent?
The average holding period refers to the average number of months a security is held by the institution before being sold.
Can I compare the performance of different institutional holders?
Yes, you can use the API to analyze the performance of multiple institutional holders and compare their strategies and returns.
Unlock Premium Financial Insights Today!
Join Financial Modeling Prep now to access real-time data, in-depth analysis, and personalized insights tailored to your financial goals. Stay ahead of the game and make informed decisions with our comprehensive tools and dedicated support. Sign up today and take the first step towards financial success!
