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 | 297 | 17.00 | 16.83 | 16.87 |
Previous Quarter | 257 | 37.00 | 20.69 | 21.68 |
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 | 72 | 88 | 131 | 7 | 86 | 22 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 0 | 1 | 0 | 1 | 1 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Current Quarter | 1 | 0 | 0 | 5 | 2 | 1 |
Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
Past Week | 41 | 3 | 21 | 0 | 11 | 5 |
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 | 1 |
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 | 3,103,317 | 0.00 | 0.00 | 4,183,153 | 0.00 | 0.00 |
Previous Quarter | 693,370 | 0.00 | 0.00 | 3,788,803 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
Name | Shares | PPS |
---|---|---|
Yiheng Capital Management, L.P. | 5,266,800 | 16.83 |
Morgan Stanley | 5,193,968 | 16.83 |
BlackRock Inc. | 3,097,751 | 16.83 |
Vanguard Group Inc | 2,179,066 | 16.83 |
Goldman Sachs Group Inc | 2,053,683 | 16.83 |
Indus Capital Partners, Llc | 1,719,133 | 16.83 |
Green Court Capital Management Ltd | 1,454,655 | 16.83 |
Yiheng Capital Management, L.P. | 1,415,100 | |
Healthcare Of Ontario Pension Plan Trust Fund | 1,383,400 | 16.83 |
MORGAN STANLEY | 1,297,916 | |
Bamco Inc /ny/ | 1,232,180 | 16.83 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,180,335 | 16.83 |
IWM - iShares Russell 2000 ETF | 1,090,944 | 16.83 |
BEXFX - Baron Emerging Markets Fund | 1,049,219 | 16.83 |
UBS Group AG | 973,785 | 16.83 |
State Street Corp | 884,041 | 16.83 |
Matthews International Capital Management Llc | 881,400 | 16.83 |
Bank Of America Corp /de/ | 870,296 | 16.83 |
Geode Capital Management, Llc | 761,702 | 16.83 |
Hillhouse Capital Advisors, Ltd. | 670,755 | 16.83 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|---|---|
Yiheng Capital Management, L.P. | 4,302,000 | 20.69 |
Morgan Stanley | 3,783,082 | 20.69 |
Green Court Capital Management Ltd | 2,545,725 | 20.69 |
Vanguard Group Inc | 1,988,544 | 20.69 |
Indus Capital Partners, Llc | 1,952,174 | 20.69 |
Bamco Inc /ny/ | 1,278,283 | 20.69 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,183,038 | 20.69 |
BEXFX - Baron Emerging Markets Fund | 1,110,465 | 20.69 |
Healthcare Of Ontario Pension Plan Trust Fund | 1,028,100 | 20.69 |
Group One Trading, L.p. | 927,300 | 20.69 |
Group One Trading, L.p. | 919,400 | 20.69 |
Matthews International Capital Management Llc | 881,400 | 20.69 |
Chiron Investment Management, LLC | 746,388 | 20.69 |
BlackRock Inc. | 693,370 | 20.69 |
Hillhouse Capital Advisors, Ltd. | 670,755 | 20.69 |
Credit Suisse Ag/ | 506,844 | 20.69 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares | 496,878 | 20.69 |
Putnam Investments Llc | 483,696 | 20.69 |
Dimensional Fund Advisors Lp | 466,689 | 20.69 |
Yiheng Capital Management, L.P. | 459,000 | 20.69 |
Name | Shares | PPS |
---|---|---|
MORGAN STANLEY | 1,297,916 | |
IWM - iShares Russell 2000 ETF | 1,090,944 | 16.83 |
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A | 609,550 | 15.16 |
IWN - iShares Russell 2000 Value ETF | 412,309 | 16.83 |
Nuveen Asset Management, LLC | 167,587 | 16.83 |
IWC - iShares Micro-Cap ETF | 100,358 | 16.83 |
Alpha Paradigm Partners, LLC | 74,429 | 16.83 |
Raymond James & Associates | 74,315 | 16.83 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series | 74,072 | 16.83 |
Rhumbline Advisers | 65,273 | 16.84 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB | 60,743 | 16.82 |
IWO - iShares Russell 2000 Growth ETF | 49,180 | 16.84 |
Connectus Wealth, LLC | 45,000 | 16.82 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class | 39,500 | 16.84 |
QCSTRX - Stock Account Class R1 | 35,903 | 16.82 |
Westwood Holdings Group Inc | 34,110 | 16.83 |
New York State Common Retirement Fund | 33,100 | 16.83 |
FISVX - Fidelity Small Cap Value Index Fund | 29,549 | 16.82 |
NinePointTwo Capital | 27,759 | 16.82 |
NSIDX - Northern Small Cap Index Fund | 25,525 | 16.85 |
Name | Shares | PPS |
---|---|---|
Yiheng Capital Management, L.P. | 4,302,000 | 20.69 |
Group One Trading, L.p. | 927,300 | 20.69 |
Chiron Investment Management, LLC | 746,388 | 20.69 |
Millennium Management Llc | 349,291 | 20.69 |
Citadel Advisors Llc | 242,973 | 20.69 |
ExodusPoint Capital Management, LP | 151,750 | 20.69 |
Cubist Systematic Strategies, LLC | 139,659 | 20.69 |
Renaissance Technologies Llc | 95,800 | 20.69 |
Calamos Advisors LLC | 91,028 | 20.69 |
Russell Investments Group, Ltd. | 82,605 | 20.68 |
LMR Partners LLP | 68,004 | 20.69 |
Oberweis Asset Management Inc/ | 64,000 | 20.69 |
Algert Global Llc | 49,896 | 20.68 |
Graham Capital Management, L.P. | 37,251 | 20.67 |
Amundi | 32,565 | 19.07 |
Squarepoint Ops LLC | 23,100 | 20.69 |
Allianz Asset Management GmbH | 21,884 | 85.18 |
FYX - First Trust Small Cap Core AlphaDEX Fund | 21,098 | 106.17 |
Versor Investments LP | 19,319 | 20.71 |
Stifel Financial Corp | 17,961 | 20.71 |
Handelsbanken Fonder AB | 15,100 | 20.66 |
Gsa Capital Partners Llp | 12,678 | 20.67 |
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares | 12,594 | 20.72 |
Trexquant Investment LP | 11,560 | 20.67 |
Virtu Financial LLC | 9,788 | 20.74 |
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares | 2,784 | 20.83 |
Cutler Group LP | 2,700 | 5.19 |
Cutler Group LP | 2,700 | 5.19 |
Cutler Group LP | 2,700 | 5.19 |
SGFFX - Sparrow Growth Fund Class A | 990 | 87.88 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | 885 | 20.34 |
FTDS - First Trust Total US Market AlphaDEX ETF | 94 | 85.11 |
Northwestern Mutual Wealth Management Co | ||
Point72 Asset Management, L.P. | ||
Wellington Management Group Llp | ||
Commonwealth Equity Services, Llc | ||
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class | ||
Penserra Capital Management LLC | ||
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ||
L & S Advisors Inc | ||
Panview Asian Equity Master Fund | ||
Credit Agricole S A | ||
Hrt Financial Lp | ||
Maverick Capital Ltd | ||
Jericho Capital Asset Management L.P. | ||
HighTower Advisors, LLC | ||
Man Group plc | ||
Prelude Capital Management, Llc | ||
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | ||
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B | ||
Holocene Advisors, LP | ||
Clearview Wealth Advisors LLC | ||
DAEMX - Dunham Emerging Markets Stock Fund Class A | ||
Norges Bank | ||
Captrust Financial Advisors | ||
One01 Capital, LP | ||
Jefferies Group LLC | ||
Rockefeller Capital Management L.P. | ||
Victory Capital Management Inc | ||
Cim, Llc | ||
Parallax Volatility Advisers, L.P. | ||
Thomas J. Herzfeld Advisors, Inc. | ||
Infini Master Fund | ||
TT International Asset Management LTD | ||
Schroder Investment Management Group | ||
Schonfeld Strategic Advisors LLC | ||
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I | ||
Proequities, Inc. | ||
Infini Capital Management Ltd | ||
Harvest Fund Management Co., Ltd | ||
Advisory Services Network, LLC | ||
Perseverance Asset Management International | ||
Fullerton Fund Management Co Ltd | ||
Quantbot Technologies LP | ||
Parametric Portfolio Associates Llc | ||
Teacher Retirement System Of Texas | ||
Dynamic Technology Lab Private Ltd | ||
Dymon Asia Capital (singapore) Pte. Ltd. | ||
NS Partners Ltd | ||
Ubs Oconnor Llc | ||
Brinker Capital Investments, LLC | ||
Quantamental Technologies LLC | ||
Total Clarity Wealth Management, Inc. | ||
Blueshift Asset Management, LLC | ||
Two Sigma Investments, Lp | ||
Two Sigma Investments, Lp | ||
Dark Forest Capital Management Lp | ||
Hsbc Holdings Plc |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Yiheng Capital Management, L.P. | 5,266,800 | 16.83 | 4,302,000 | 20.69 |
Morgan Stanley | 5,193,968 | 16.83 | 3,783,082 | 20.69 |
BlackRock Inc. | 3,097,751 | 16.83 | 693,370 | 20.69 |
Vanguard Group Inc | 2,179,066 | 16.83 | 1,988,544 | 20.69 |
Goldman Sachs Group Inc | 2,053,683 | 16.83 | 442,981 | 20.69 |
Indus Capital Partners, Llc | 1,719,133 | 16.83 | 1,952,174 | 20.69 |
Green Court Capital Management Ltd | 1,454,655 | 16.83 | 2,545,725 | 20.69 |
Healthcare Of Ontario Pension Plan Trust Fund | 1,383,400 | 16.83 | 1,028,100 | 20.69 |
Bamco Inc /ny/ | 1,232,180 | 16.83 | 1,278,283 | 20.69 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,180,335 | 16.83 | 1,183,038 | 20.69 |
BEXFX - Baron Emerging Markets Fund | 1,049,219 | 16.83 | 1,110,465 | 20.69 |
UBS Group AG | 973,785 | 16.83 | 152,398 | 20.69 |
State Street Corp | 884,041 | 16.83 | 294,514 | 20.69 |
Matthews International Capital Management Llc | 881,400 | 16.83 | 881,400 | 20.69 |
Bank Of America Corp /de/ | 870,296 | 16.83 | 367,251 | 20.69 |
Geode Capital Management, Llc | 761,702 | 16.83 | 397,730 | 20.69 |
Hillhouse Capital Advisors, Ltd. | 670,755 | 16.83 | 670,755 | 20.69 |
Putnam Investments Llc | 611,196 | 16.83 | 483,696 | 20.69 |
Citigroup Inc | 610,059 | 16.83 | 7,203 | 20.69 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares | 503,076 | 16.83 | 496,878 | 20.69 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Cooper Creek Partners Management Llc | 492,018 | 16.83 | 0 | |
Voloridge Investment Management, Llc | 200,758 | 16.83 | 0 | |
Manufacturers Life Insurance Company, The | 19,969 | 16.83 | 0 | |
SG Americas Securities, LLC | 15,384 | 16.84 | 0 | |
Aquatic Capital Management LLC | 9,900 | 16.87 | 0 | |
Tower Research Capital LLC (TRC) | 1,792 | 16.74 | 0 | |
Fmr Llc | 292 | 17.12 | 0 |
Name | Current Puts |
---|
Name | Current Calls |
---|---|
HAP Trading, LLC | 11,200 |
Name |
---|
Name | Previous Puts |
---|---|
Cutler Group LP | 2,700 |
Name | Previous Calls |
---|---|
Two Sigma Investments, Lp | 0 |
Name |
---|
Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
---|---|---|---|---|
Squarepoint Ops LLC | 900 | 24,000 | 23,100 | 3.90 |
Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
---|
Name |
---|
Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
---|---|---|---|---|
Group One Trading, L.p. | 926,200 | 1,100 | 927,300 | -99.88 |
Walleye Trading LLC | 227,700 | 57,100 | 284,800 | -79.95 |
PEAK6 Investments LLC | 137,000 | 159,100 | 296,100 | -46.27 |
Simplex Trading, Llc | 120,600 | 20,300 | 140,900 | -85.59 |
Wolverine Trading, Llc | 48,200 | 45,700 | 93,900 | -51.33 |
Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
---|---|---|---|---|
Citadel Advisors Llc | 192,773 | 50,200 | 242,973 | -79.34 |
Jane Street Group, Llc | 54,100 | 83,800 | 137,900 | -39.23 |
Name |
---|
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
Name | Shares | PPS |
---|---|---|
IWM - iShares Russell 2000 ETF | 1,090,944 | 16.83 |
IWN - iShares Russell 2000 Value ETF | 412,309 | 16.83 |
IWC - iShares Micro-Cap ETF | 100,358 | 16.83 |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series | 74,072 | 16.83 |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB | 60,743 | 16.82 |
IWO - iShares Russell 2000 Growth ETF | 49,180 | 16.84 |
QCSTRX - Stock Account Class R1 | 35,903 | 16.82 |
FISVX - Fidelity Small Cap Value Index Fund | 29,549 | 16.82 |
NSIDX - Northern Small Cap Index Fund | 25,525 | 16.85 |
QCEQRX - Equity Index Account Class R1 | 24,578 | 16.84 |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA | 24,200 | 16.82 |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K | 18,419 | 16.83 |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA | 17,500 | 16.86 |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A | 16,205 | 16.85 |
BBVSX - Bridge Builder Small/Mid Cap Value Fund | 15,068 | 16.86 |
IWV - iShares Russell 3000 ETF | 14,015 | 16.84 |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I | 13,302 | 16.84 |
JESIX - Small Cap Index Trust NAV | 10,111 | 16.81 |
SSMHX - State Street Small/mid Cap Equity Index Portfolio | 9,400 | 16.81 |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 8,548 | 16.85 |
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | 8,299 | 16.87 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A | 6,984 | 16.90 |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB | 5,993 | 16.85 |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I | 5,566 | 16.89 |
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I | 5,318 | 16.92 |
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P | 4,686 | 16.86 |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2,792 | 16.83 |
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA | 2,122 | 16.97 |
TRZIX - T. Rowe Price Small-Cap Index Fund | 1,836 | 16.88 |
FECGX - Fidelity Small Cap Growth Index Fund | 1,632 | 16.54 |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 1,170 | 17.09 |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB | 953 | 16.79 |
BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 788 | 16.50 |
TLSTX - Stock Index Fund | 759 | 17.13 |
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P | 369 | 16.26 |
RYRRX - Russell 2000 Fund Class A | 339 | 17.70 |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares | 214 | 18.69 |
Profunds - Profund Vp Ultrasmall-cap | 174 | 17.24 |
Profunds - Profund Vp Small-cap | 147 | 13.61 |
RYMKX - Russell 2000 1.5x Strategy Fund Class H | 103 | 19.42 |
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity | 33 | 30.30 |
Name | Shares | PPS |
---|---|---|
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares | 2,784 | 20.83 |
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 | 885 | 20.34 |
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares | 12,594 | 20.72 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,180,335 | 16.83 | 1,183,038 | 20.69 |
BEXFX - Baron Emerging Markets Fund | 1,049,219 | 16.83 | 1,110,465 | 20.69 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares | 503,076 | 16.83 | 496,878 | 20.69 |
XITK - SPDR FactSet Innovative Technology ETF | 95,281 | 16.83 | 93,961 | 20.69 |
VBINX - Vanguard Balanced Index Fund Investor Shares | 32,940 | 16.82 | 32,940 | 20.70 |
ITOT - iShares Core S&P Total U.S. Stock Market ETF | 30,930 | 16.84 | 28,431 | 20.68 |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 27,228 | 16.82 | 27,228 | 20.68 |
EES - WisdomTree U.S. SmallCap Fund N/A | 13,450 | 16.80 | 14,553 | 20.68 |
IGM - iShares Expanded Tech Sector ETF | 12,495 | 16.81 | 12,387 | 20.67 |
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K | 11,124 | 16.81 | 11,124 | 20.68 |
PEXMX - T. Rowe Price Extended Equity Market Index Fund | 10,800 | 16.85 | 8,400 | 20.71 |
TPSC - Timothy Plan US Small Cap Core ETF | 3,102 | 16.76 | 1,452 | 20.66 |
BNAUX - Baron New Asia Fund R6 Shares | 1,871 | 16.57 | 402 | 84.58 |
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF | 1,722 | 16.84 | 1,650 | 20.61 |
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA | 1,656 | 16.91 | 1,029 | 20.41 |
JETSX - Total Stock Market Index Trust NAV | 1,080 | 16.67 | 1,080 | 20.37 |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class | 1,053 | 17.09 | 1,053 | 20.89 |
USMIX - Extended Market Index Fund | 999 | 17.02 | 1,002 | 20.96 |
CSA - VictoryShares US Small Cap Volatility Wtd ETF | 998 | 17.03 | 996 | 21.08 |
CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF | 749 | 17.36 | 3,015 | 20.56 |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class | 537 | 16.76 | 444 | 20.27 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Puts |
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Name | Current Calls |
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Name |
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Name | Previous Puts |
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Name | Previous Calls |
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Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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Name |
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Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |