question

Upvotes
Accepted
3 0 0 3

How to filter ownership data using the Eikon Formula Builder?

Hello,

I am using the following formula to extract ownership data in Excel:
=@RDP.Data(A2:A1000;"TR.InvestorFullName;TR.InvestorType;TR.InvInvmtOrientation;TR.PctOfSharesOutHeld;TR.OwnTrnverRating;TR.InvestorTotalAssets";"SDate=#1 CH=Fd RH=IN";E4;$D$1)

However, as I am trying to analyze a large number of companies over multiple years, the loading process takes very long. I am only interested in shareholders that hold at least 5% of the regarding firm (TR.PctOfSharesOutHeld >= 5). Is it possible to include such a filter within my formula?


Thanks a lot for any help!


eikonworkspace#contentexcelformula-builder
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.

1 Answer

· Write an Answer
Upvotes
Accepted
84.6k 287 53 77

@Tobias.Schueler

Thank you for reaching out to us.

Typically, you can check all available parameters on the Formula Builder.

1719802661932.png

I couldn't find the filter parameter for the value of TR.PctOfSharesOutHeld. However, please contact the helpdesk team via MyAccount to confirm this.


1719802661932.png (48.1 KiB)
icon clock
10 |1500

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.

Write an Answer

Hint: Notify or tag a user in this post by typing @username.

Up to 2 attachments (including images) can be used with a maximum of 512.0 KiB each and 1.0 MiB total.