The granularity you need to make better decisions

The pulse of global investor sentiment. Global fund flows and allocations, to spot signals, trends and market inflection points.

Security level solutions

EPFR datasets enable Portfolio Managers, Strategists and Research teams worldwide to better understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries and securities.

Get a view into the demand for more than 25,000 stocks, supporting multiple buy-side and sell-side use cases including:

  • Active portfolio management
  • Quantitative or systematic investment strategies
  • Market making
  • Risk management
  • Capital markets, research and more.
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Data solutions

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  • Stock flows and allocations

    Stock Flows provide estimates of the flows into a given stock by multiplying the monthly flow into a fund by the last available holdings data. This calculation is repeated for all funds tracked by EPFR and summed into an aggregated figure for over 25,000 individual stocks. Stock Allocations data, on the other hand, measures the average allocation to a given stock within a specific fund group.

  • Stock barometer and stock factsheets

    EPFR’s Stock Barometer and Stock Factsheet provide daily stock-level snapshots which incorporate factors impacting demand and investor sentiment towards the companies listed in broadly-used global indexes.

  • Equity holdings

    Use EPFR’s granular point-in-time equity fund holdings data to analyze long term trends and patterns, backtest investment strategies, create and enhance investment factors, identify crowding and understand ownership dispersion.