Hedge funds, by desk.
Public filings, decoded and joined on one facility key that rolls up to a ticker. Slow where the source is slow, and said so. Fast where it is fast: weekly drug prices, monthly enrollment, twice-weekly roster events.
Managed care
Use cases
- Medicare Advantage share by parent and county within weeks of month end.
- Negotiated-rate spreads by payer against each hospital operator, month by month.
- Medicaid and uncompensated-care exposure from the cost reports when policy headlines hit.
Hospital operators and REITs
Use cases
- Facility-level capex by asset class, rolled up to the operator, reconciled against the 10-K.
- Quarterly state filings two to three quarters ahead of the federal cost report.
- Ownership changes, closures and openings by operator and by REIT tenant.
Products
Generics and distributors
Use cases
- Weekly acquisition price per NDC with the labeler's ticker, ahead of the quarter.
- A weekly generic deflation index: share of codes falling, rising and repriced.
- Brand-to-generic spread at loss of exclusivity.
Post-acute and facility chains
Use cases
- Star-rating drift, inspection results and penalties per facility ahead of occupancy changes.
- Dialysis, surgery-center and lab roster changes as dated events.
- Sanction hits and exclusions at ticker-mapped facilities.
What we say to the questions every data-sourcing desk asks.
We already have Definitive.
Definitive carries the cost report summary. We carry the worksheets behind it, joined to price files, ownership changes and quality on one key, with a ticker crosswalk. Ask them for Worksheet A-7 by asset class.
It is too lagged.
Agreed for trading a quarter. Cost reports validate channel checks and size exposure, facility by facility. The events feed is twice weekly, drug prices weekly and enrollment monthly.
Can you do point-in-time?
Not yet across the board. The capex schedule and the operator crosswalk are archived and diffed today. Tell us which tables gate the decision and we will scope it.
What about MNPI?
Everything is a public federal or state filing. No patient data, no scraped private panels, no PII beyond what the statutory provider registries publish.
Coverage of public names?
Public operators are about a tenth of US hospitals. For a single operator we answer facility by facility. For the sector we answer with all 6,000 hospitals, a denominator no company data gives you.
Why be first?
The A-7 panel exists because a fund asked. The next table you need is a week away, not a roadmap item.