US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

Index Rebalance professional with expertise in assessing the impact of Corporate Actions on major U.S., EU, and global indices. Specialized in forecasting index adjustments driven by Mergers & Acquisitions, Spin-offs, IPOs, and Equity Offerings, as well as analyzing shareholder structures and calculating free float. Assessed capital flows and capital invested in major equity indices. All forecasts and analyses are derived from publicly available, reliable sources, including exchange filings, regulatory disclosures, company announcements, and ETFs, without the use of index data. Producing forecasts for both scheduled and unscheduled index rebalances while providing insights into key aspects of Corporate Actions throughout their lifecycle.

US-EU Index & Corporate Actions Analyst

Australia Banks - Insolvencies Data to 30 June 2025 Suggest Weak and Worsening Credit Metrics.

CoreWeave (CRWV US): Forecasted Addition to Nasdaq100 Replacing Ansys Post-Acquisition

Prosus and Just Eat Takeaway Deal Close to Completion: Deletions Across Major Indices

Fortive Spins Off Ralliant: Big US and Global Index Implications Ahead

Rocket and Redfin Merger - US Index Implications

Aviva’s £3.7B Acquisition: Key Index Changes

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>The merger between <a href="https://www.smartkarma.com/entities/synopsys-inc" target="_blank" data-smartkarma-citation="entities:3493:1" rel="noopener">Synopsys Inc (SNPS US)</a> and <a href="https://www.smartkarma.com/entities/ansys-inc" target="_blank" data-smartkarma-citation="entities:15473:1" rel="noopener">Ansys Inc (ANSS US)</a> marks a major industry milestone, having overcome extended regulatory hurdles, including a delayed approval from Chinese authorities.</li>
<li>
<a href="https://www.smartkarma.com/entities/ansys-inc" target="_blank" data-smartkarma-citation="entities:15473:1" rel="noopener">Ansys Inc (ANSS US)</a> shareholders will receive $197 cash plus 0.3450 <a href="https://www.smartkarma.com/entities/synopsys-inc" target="_blank" data-smartkarma-citation="entities:3493:1" rel="noopener">Synopsys Inc (SNPS US)</a> shares per <a href="https://www.smartkarma.com/entities/ansys-inc" target="_blank" data-smartkarma-citation="entities:15473:1" rel="noopener">Ansys Inc (ANSS US)</a> share, valuing the deal at about $35 billion.</li>
<li>The merger is expected to significantly impact major U.S. indexes, triggering intra-quarter replacements and substantial passive fund flows.</li>
</ul>


The merger between Synopsys Inc (SNPS US) and Ansys Inc (ANSS US) marks a major industry milestone, having overcome extended regulatory hurdles, including a delayed approval from Chinese authorities.

Ansys Inc (ANSS US) shareholders will receive $197 cash plus 0.3450 Synopsys Inc (SNPS US) shares per Ansys Inc (ANSS US) share, valuing the deal at about $35 billion.
The merger is expected to significantly impact major U.S. indexes, triggering intra-quarter replacements and substantial passive fund flows.


Synopsys’ $35 Billion Acquisition of Ansys Closing: Major Index Changes Triggered