{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Factset Ownership API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Factset Ownership", "type": "folder" }, "items": [ { "info": { "name": "Factset Get underlying holdings information for a requested fund identifer.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-ownership/v1/fund-holdings", "params": [ { "name": "ids", "value": "", "type": "query", "description": "List of requested fund identifiers.
***ids limit** = 10 per request*
" }, { "name": "date", "value": "2019-12-31", "type": "query", "description": "Date of holdings expressed in YYYY-MM-DD format. The fund-holdings endpoint will default to latest month-end close." }, { "name": "topn", "value": "5", "type": "query", "description": "Limits number of holdings or holders displayed by the top *n* securities based on positions Market Value. Default is ALL, otherwise use number to limit number." }, { "name": "assetType", "value": "EQ", "type": "query", "description": "Filter holdings by the following major asset classes -\n * **EQ** = Equity\n * **FI** = Fixed Income\n * **ALL** = ALL\n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting prices. Default is Local. For a list of currency ISO codes, visit [Online Assistant Page 1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Gets holdings information for list of fund identifiers. The service allows you to filter by the TopN holdings and Asset Type.\n" }, { "info": { "name": "Factset Get holdings for a list of funds.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-ownership/v1/fund-holdings", "body": { "type": "json", "data": "{}" } }, "docs": "Gets Holding information for a long list of Fund objects." }, { "info": { "name": "Factset Get security ownership data for requested security identifers.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-ownership/v1/security-holders", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Requested list of security identifiers.***ids limit** = 1 per request*
." }, { "name": "holderType", "value": "", "type": "query", "description": "Controls the Holder Type of the data returned. By default, the service will return Institutional Holders. Requesting All Holders is not currently supported. Only a single Holder Type is allowed per request.\n * **F** = Institutions\n * **M** = Mutual Funds\n * **S** = Insiders/Stakeholders\n * **FS** = Institutions/Insiders\n * **B** = Beneficial Owners\n" }, { "name": "topn", "value": "5", "type": "query", "description": "Limits number of holdings or holders displayed by the top *n* securities based on positions Market Value. Default is ALL, otherwise use number to limit number." }, { "name": "date", "value": "2019-12-31", "type": "query", "description": "Date of holdings expressed in YYYY-MM-DD format. The fund-holdings endpoint will default to latest month-end close." }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting prices. Default is Local. For a list of currency ISO codes, visit [Online Assistant Page 1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Gets security ownership details and activity for the requested security identifiers. The services allows filtering by \"Topn\" holders and by holder \"type\", such as Institutions, Insiders, and Stakeholders.\n" }, { "info": { "name": "Factset Get security ownership data for a list of requested securities.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-ownership/v1/security-holders", "body": { "type": "json", "data": "{}" } }, "docs": "Gets security ownership details and activity for the requested security identifiers. The services allows filtering by \"Topn\" holders and by holder \"type\", such as Institutions, Insiders, and Stakeholders.\n" } ] } ], "bundled": true }