Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	232	NaN	0.00	9.92
Previous Quarter	256	NaN	0.00	10.02

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	7	94	2	10	4	5
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	0	3	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	1	1	3	2	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	2,447,299	0.86	9.75	0	0.00	0.00
Previous Quarter	2,447,299	0.86	9.75	0	0.00	0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
Hansen Carl L. G.	55,406,699
Capital World Investors	22,051,703
Capital World Investors	18,267,775	9.75
Allianz Asset Management GmbH	11,158,045	9.75
Baillie Gifford & Co	11,048,765	9.75
Baker Bros. Advisors Lp	10,450,180	9.75
SB Management Ltd	7,764,299	9.75
SMCWX - SMALLCAP WORLD FUND INC Class A	7,608,295	9.75
DCVC Bio, L.P.	7,305,761
DCVC Bio GP, LLC	7,305,761	14.30
Orbimed Advisors Llc	4,180,768	9.75
Harvard Management Co Inc	4,105,095	9.75
Guardian Capital Advisors Lp	3,836,414	9.02
ANEFX - NEW ECONOMY FUND Class A	3,814,303	8.71
Founders Fund VII Management, LLC	3,773,530	9.75
Lazard Asset Management Llc	3,189,837	9.75
Credit Suisse Ag/	2,654,714	9.75
Capital International Investors	2,626,644	9.75
Renaissance Technologies Llc	2,617,603	9.75
BlackRock Inc.	2,447,299	9.75

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Capital World Investors	18,267,775	9.75
Allianz Asset Management GmbH	11,158,045	9.75
Baillie Gifford & Co	11,048,765	9.75
Baker Bros. Advisors Lp	10,450,180	9.75
SB Management Ltd	7,764,299	9.75
SMCWX - SMALLCAP WORLD FUND INC Class A	7,608,295	9.75
DCVC Bio GP, LLC	7,305,761	14.30
Orbimed Advisors Llc	4,180,768	9.75
Harvard Management Co Inc	4,105,095	9.75
Guardian Capital Advisors Lp	3,836,414	9.02
ANEFX - NEW ECONOMY FUND Class A	3,814,303	8.71
Founders Fund VII Management, LLC	3,773,530	9.75
Lazard Asset Management Llc	3,189,837	9.75
Credit Suisse Ag/	2,654,714	9.75
Capital International Investors	2,626,644	9.75
Renaissance Technologies Llc	2,617,603	9.75
BlackRock Inc.	2,447,299	9.75
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1	2,345,741	9.75
AGTHX - GROWTH FUND OF AMERICA Class A	1,885,112	8.71
Alyeska Investment Group, L.P.	1,731,812	9.75

Recent Quarter Analysis

Recent Quarter 7 New Institutes added position

Name	Shares	PPS
Hansen Carl L. G.	55,406,699
Capital World Investors	22,051,703
DCVC Bio, L.P.	7,305,761
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	841,882	7.67
Strs Ohio	48,200	10.64
TCI Wealth Advisors, Inc.	347	11.53
VIKING GLOBAL INVESTORS LP	0

Recent Quarter 94 Institutes closed out their positions

Name	Shares	PPS
Credit Suisse Ag/	2,654,714	9.75
Jane Street Group, Llc	955,400	9.75
Bank Of Montreal /can/	555,000	9.84
Clough Global Opportunities Fund	347,797	15.71
Caption Management, LLC	300,000	9.75
Clough Global Equity Fund	187,000	15.71
CLOAX - Clough Global Long/Short Fund Investor Class	35,500	15.72
D. E. Shaw & Co., Inc.	29,097	9.76
Moors & Cabot, Inc.	26,191	319.92
FDGRX - Fidelity Growth Company Fund	25,421	14.95
Belvedere Trading LLC	19,810	8.68
HAP Trading, LLC	11,800	4.07
Citigroup Inc	11,022	9.71
Citigroup Inc	11,022	9.71
Mission Wealth Management, Lp	10,651	9.76
FGKFX - Fidelity Growth Company K6 Fund	8,168	14.94
FCGSX - Fidelity Series Growth Company Fund	6,400	15.00
Two Roads Shared Trust - APEX HealthCare ETF	943	8.48
Reilly Financial Advisors, Llc	100	10.00
Verition Fund Management LLC
Focused Wealth Management, Inc
Captrust Financial Advisors
Falcon Edge Capital, LP
Telemus Capital, Llc
Cardinal Point Wealth Management LLC
Boothbay Fund Management, Llc
Syquant Capital Sas
CBTG - Cabot Growth ETF
Novo Holdings A/S
Laurion Capital Management LP
Monashee Investment Management LLC
FORA Capital, LLC
Harbourvest Partners Llc
Cerity Partners LLC
Parallax Volatility Advisers, L.P.
Patriot Financial Group Insurance Agency, LLC
Steward Partners Investment Advisory, Llc
Parallax Volatility Advisers, L.P.
Us Bancorp \de\
Ikarian Capital, LLC
Pendal Group Ltd
Hamilton Lane Advisors Llc
Gerber Kawasaki Wealth & Investment Management
United Capital Financial Advisers, Llc
Blackstone Group Inc
Invesco Ltd.
RBF Capital, LLC
GONIX - Gotham Neutral Fund Institutional Class
Graham Capital Management, L.P.
Bank of New York Mellon Corp
Point72 Hong Kong Ltd
Prelude Capital Management, Llc
Norges Bank
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
IPO - Renaissance IPO ETF
AEPGX - EUROPACIFIC GROWTH FUND Class A
Evolution Wealth Advisors, LLC
GENIX - Gotham Enhanced Return Fund Institutional Class
Alliancebernstein L.p.
Avidian Wealth Solutions, LLC
GARIX - Gotham Absolute Return Fund Institutional Class
Gotham Asset Management, LLC
Brookfield Asset Management Inc.
Suvretta Capital Management, Llc
Fmr Llc
MSSGX - Inception Portfolio CLASS I
Harbour Investments, Inc.
GLCAX - Global Counterpoint Portfolio A
Point72 Asset Management, L.P.
Bivin & Associates, Inc.
Cinctive Capital Management LP
Renaissance Capital LLC
Temasek Holdings (Private) Ltd
PWC - Invesco Dynamic Market ETF
Moloney Securities Asset Management, LLC
Migdal Insurance & Financial Holdings Ltd.
Arkadios Wealth Advisors
Proequities, Inc.
Clough Capital Partners L P
Pentwater Capital Management LP
New York State Common Retirement Fund
Seven Eight Capital, Lp
BlueCrest Capital Management Ltd
Ergoteles LLC
Myriad Asset Management Ltd.
Scotia Capital Inc.
Eagle Bay Advisors LLC
Capital International Inc /ca/
Man Group plc
PEAK6 Investments LLC
JASMX - James Alpha Multi Strategy Alternative Income Fund Class R6
Quantamental Technologies LLC
Marshall Wace, Llp
Group One Trading, L.p.

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BBC - Virtus LifeSci Biotech Clinical Trials ETF	11,784	7.64	12,482	8.97
IBBQ - Invesco Nasdaq Biotechnology ETF	7,144	7.56	7,764	8.76

Recent Quarter 10 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Capstone Investment Advisors, Llc	65,005	22.00	0
Belmont Capital, LLC	50,000	10.66	100,000	9.75
Green Alpha Advisors, LLC	49,591	10.65	34,013	9.76
Cambridge Investment Research Advisors, Inc.	43,607	10.64	46,968	9.75
Rothschild Investment Corp /il	33,000	10.64	33,000	9.76
Commonwealth Equity Services, Llc	15,058	10.63	15,539	9.72
Geneos Wealth Management Inc.	10,087	10.61	10,087	9.72
Worth Asset Management, LLC	3,750	10.67	3,750	6.67
Pacifica Partners Inc.	2,635	10.25	2,405	9.56
Spire Wealth Management	55	18.18	0

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capstone Investment Advisors, Llc	65,005	65,005	22.00	0		0.00
Green Alpha Advisors, LLC	15,578	49,591	10.65	34,013	9.76	45.80
Pacifica Partners Inc.	230	2,635	10.25	2,405	9.56	9.56
Spire Wealth Management	55	55	18.18	0		0.00

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Belmont Capital, LLC	50,000	50,000	10.66	100,000	9.75	-50.00
Cambridge Investment Research Advisors, Inc.	3,361	43,607	10.64	46,968	9.75	-7.16
BBC - Virtus LifeSci Biotech Clinical Trials ETF	698	11,784	7.64	12,482	8.97	-5.59
IBBQ - Invesco Nasdaq Biotechnology ETF	620	7,144	7.56	7,764	8.76	-7.99
Commonwealth Equity Services, Llc	481	15,058	10.63	15,539	9.72	-3.10

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
BIVIX - Invenomic Fund Institutional Class shares

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Prelude Capital Management, Llc	0
Suvretta Capital Management, Llc	0
Parallax Volatility Advisers, L.P.	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Strs Ohio	48,200	10.64

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Belvedere Trading LLC	19,810	8.68

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
IBBQ - Invesco Nasdaq Biotechnology ETF	7,144	7.56	7,764	8.76

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Geneos Wealth Management Inc.	10,087	10.61	10,087	9.72
Pacifica Partners Inc.	2,635	10.25	2,405	9.56
Spire Wealth Management	55	18.18	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Pacifica Partners Inc.	230	2,635	10.25	2,405	9.56	9.56
Spire Wealth Management	55	55	18.18	0		0.00

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
IBBQ - Invesco Nasdaq Biotechnology ETF	620	7,144	7.56	7,764	8.76	-7.99

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name