Who owns what, what they just did, and what the analysts and the news think — per ticker, and as whole portfolios you can browse and clone.
HeliusOne ingests SEC 13F and Form 4 filings, congressional STOCK Act disclosures, analyst recommendation trends, earnings dates, and the sentiment of every headline in H1 News, and turns them into two things: an Ownership and a Sentiment tab on every symbol's research panel, and a Tracking tab where the reconstructed portfolios of the largest asset managers and of members of Congress can be browsed — and cloned into a scaled bulk order for your review.
What this feature does for you
Eighty-plus tracked managers — mega asset managers and notable funds — with each one's latest position in the ticker, quarter-over-quarter action (NEW / ADD / TRIM / EXIT), percent of portfolio, put/call skew, and six quarters of cross-manager flow and breadth. Amendments, restatements, and suspected splits are handled so the numbers stay honest.
Open-market buys and sells by officers and directors, decoded transaction codes, 90-day summaries, and a cluster-buy flag when three or more distinct insiders buy within 30 days — one of the few signals with real track record.
STOCK Act disclosures from the House, Senate, and executive branch — buy/sell volume, reported ranges, and who filed — on the ticker's ownership tab and as per-politician estimated portfolios.
Monthly analyst recommendation trends rolled into a weighted consensus (Strong Buy to Sell), plus the next earnings date and time surfaced in the fundamentals view and in every AI analysis.
A rolling 90-day history of how many articles mentioned the ticker each day and how positive or negative they read, computed from the same H1 News feed that powers the terminal.
The Tracking tab shows an ownership overview — institutional flow leaderboards, insider clusters, congressional activity, sector aggregates — and lets you open any tracked institution or politician: latest moves, top allocations, sector breakdown, full holdings. One click turns their top 25 names into a weight-matched bulk order sized to your budget, priced live, for you to review before anything is sent.
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