Identify Funds which hold specific shares?

[vindaloo79]

Hi, There are a couple of US shares I fancy some exposure to, I want to see if there are any funds which hold them and also appeal as a way of diversifying without overly focussing on the single companies. Can anyone recommend a site/tool which may help me in this quest? Morning star didn't appear to help.

Cigna and Salesforce are the companies.

Ps. Happy NYE

[CzechItOut]

https://etfdb.com/stock/CRM/

Not sure this is the right Cigna you are looking for:

https://www.etf.com/stock/CI

I simply Googled "whcih efts hold xxx"

[WindyCommon]

I think that the only (free) way to do this is via Morningstar.com, not the UK site.

Start here https://www.morningstar.com/stocks/xnys/crm/owners... on the concentrated tab. This shows you funds that hold significant (for the fund, not the instrument) allocations to the share concerned - in this case for Salesforce.

If you are not able to purchase US domiciled funds, the best you can do is to look at whether the managers run Dub or Lux versions of the relevant strategies. Like this one https://www.troweprice.com/financial-intermediary/...

Edited by WindyCommon on Tuesday 31st December 14:42

[vindaloo79]

Many thanks for your replies - just taking a look now.

[sideways sid]

If you think that shares in those companies will outperform, why not buy shares directly?

[cailean]

Agreed - just buy shares, especially if you can find 10-20 shares you like then create your own mini fund, with no silly charges.

[DonkeyApple]

vindaloo79 said:

Hi, There are a couple of US shares I fancy some exposure to, I want to see if there are any funds which hold them and also appeal as a way of diversifying without overly focussing on the single companies. Can anyone recommend a site/tool which may help me in this quest? Morning star didn't appear to help.

Cigna and Salesforce are the companies.

Ps. Happy NYE

Email the company’s investor relations team and ask them which rated funds hold their stock.

[Cheib]

Google is your friend

https://finance.yahoo.com/quote/crm/holders/?gucco...

Another option is if you know anyone who works in Financial Services/Investment Banking they get get this information from Bloomberg. It must be publicly available somewhere for Bloomberg to get it and provide it without charging for it. It’s updated very frequently so Bloomberg must get it as a feed from somewhere.

Edited by Cheib on Thursday 2nd January 22:19