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 363 31.00 6.75 6.85
Previous Quarter 0 0.00 0.00 0.00

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 342 66 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 3 1 0 0 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 61 1 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 1 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 20,876,733 0.00 0.00 50,114,335 0.00 0.00
Previous Quarter 0 0.00 0.00 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
Blackstone Group Inc 54,833,898 6.75
Cannae Holdings, Inc. 52,477,062 6.75
New Mountain Vantage Advisers, L.l.c. 30,327,223 6.75
Fpr Partners Llc 29,977,960 6.75
FOLEY WILLIAM P II 26,555,721
Vanguard Group Inc 26,064,730 6.75
FPR PARTNERS LLC 24,138,960
Thomas H Lee Partners Lp 22,757,693 6.75
BlackRock Inc. 20,837,312 6.75
ArrowMark Colorado Holdings LLC 16,578,437 6.75
Fidelity National Financial, Inc. 15,000,000 6.75
DAVENPORT & Co LLC 14,519,558 6.75
Permian Investment Partners, LP 11,629,821 6.75
Janus Henderson Group Plc 11,286,962 6.75
JATTX - Janus Henderson Triton Fund Class T 10,326,813 6.75
Empyrean Capital Partners, LP 9,307,850 6.75
Fmr Llc 8,630,587 6.75
River Road Asset Management, LLC 8,497,598 6.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,245,096 6.75
IWM - iShares Russell 2000 ETF 7,701,823 6.75

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

 

Recent Quarter Analysis

Name Shares PPS
Blackstone Group Inc 54,833,898 6.75
Cannae Holdings, Inc. 52,477,062 6.75
New Mountain Vantage Advisers, L.l.c. 30,327,223 6.75
Fpr Partners Llc 29,977,960 6.75
FOLEY WILLIAM P II 26,555,721
Vanguard Group Inc 26,064,730 6.75
FPR PARTNERS LLC 24,138,960
Thomas H Lee Partners Lp 22,757,693 6.75
BlackRock Inc. 20,837,312 6.75
ArrowMark Colorado Holdings LLC 16,578,437 6.75
Fidelity National Financial, Inc. 15,000,000 6.75
DAVENPORT & Co LLC 14,519,558 6.75
Permian Investment Partners, LP 11,629,821 6.75
Janus Henderson Group Plc 11,286,962 6.75
JATTX - Janus Henderson Triton Fund Class T 10,326,813 6.75
Empyrean Capital Partners, LP 9,307,850 6.75
Fmr Llc 8,630,587 6.75
River Road Asset Management, LLC 8,497,598 6.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,245,096 6.75
IWM - iShares Russell 2000 ETF 7,701,823 6.75
Name Shares PPS
Rockefeller Capital Management L.P.
Renaissance Technologies Llc
Jump Financial, LLC
Hrt Financial Lp
Acadian Asset Management Llc
Prelude Capital Management, Llc
Bank Of Montreal /can/
Qube Research & Technologies Ltd
Paloma Partners Management Co
Ovata Capital Management Ltd
IFP Advisors, Inc
Caspian Capital Lp
Old Mission Capital Llc
Azora Capital LP
Wolverine Asset Management Llc
SLCAX - Siit Large Cap Fund - Class A
Voloridge Investment Management, Llc
SCPAX - Siit Large Cap Disciplined Equity Fund - Class A
Quantbot Technologies LP
Mirabella Financial Services Llp
Brahman Capital Corp.
Dark Forest Capital Management Lp
Nitorum Capital, L.P.
Ionic Capital Management LLC
Balyasny Asset Management Llc
Tuttle Tactical Management LLC
Cannell Peter B & Co Inc
Polar Asset Management Partners Inc.
Suvretta Capital Management, Llc
Nomura Holdings Inc
Cadian Capital Management, Lp
Greenhouse Funds LLLP
Greenhouse Funds LLLP
Fox Run Management, L.l.c.
Jane Street Group, Llc
Confluence Wealth Services, Inc.
Wolverine Trading, Llc
Fortitude Advisory Group L.L.C.
Blueshift Asset Management, LLC
Cutler Group LP
Susquehanna International Group, Llp
Archon Partners LLC
Cutler Group LP
Jet Capital Investors L P
UBS Group AG
Capital Fund Management S.a.
Cubist Systematic Strategies, LLC
Y-Intercept (Hong Kong) Ltd
Atom Investors LP
Altshuler Shaham Ltd
UBS Group AG
Gyon Technologies Capital Management, LP
Signaturefd, Llc
Appaloosa Lp
Caption Management, LLC
Arrowstreet Capital, Limited Partnership
Full18 Capital LLC
Millennium Management Llc
ExodusPoint Capital Management, LP
New York Life Investments Alternatives
Truist Financial Corp
Third Point LLC
New York Life Investments Alternatives
Caption Management, LLC
Caption Management, LLC
J.w. Cole Advisors, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Cutler Group LP 300
New York Life Investments Alternatives 0
Greenhouse Funds LLLP 0
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
JATTX - Janus Henderson Triton Fund Class T 10,326,813 6.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,245,096 6.75
IWM - iShares Russell 2000 ETF 7,701,823 6.75
NAESX - Vanguard Small-Cap Index Fund Investor Shares 7,036,403 6.75
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 4,651,153 6.75
VEXMX - Vanguard Extended Market Index Fund Investor Shares 3,510,327 6.75
IWN - iShares Russell 2000 Value ETF 3,417,724 6.75
MERDX - MERIDIAN GROWTH FUND Legacy Class 2,671,491 6.75
MSGGX - Meridian Small Cap Growth Fund Legacy Class 1,601,701 6.75
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 1,248,887 6.75
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 667,491 6.75
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 524,576 6.75
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 433,324 6.75
QCSTRX - Stock Account Class R1 283,217 6.75
ITOT - iShares Core S&P Total U.S. Stock Market ETF 262,622 6.75
FISVX - Fidelity Small Cap Value Index Fund 242,963 6.75
VBINX - Vanguard Balanced Index Fund Investor Shares 203,044 6.75
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 187,995 6.75
SPWIX - Simt Small Cap Growth Fund Class I 187,192 6.75
NSIDX - Northern Small Cap Index Fund 180,758 6.75
QCEQRX - Equity Index Account Class R1 174,070 6.75
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 171,200 6.75
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 131,364 6.75
BBVSX - Bridge Builder Small/Mid Cap Value Fund 126,859 6.75
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 123,600 6.75
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 121,710 6.75
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 115,533 6.75
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 95,098 6.75
IWV - iShares Russell 3000 ETF 90,199 6.75
SSMHX - State Street Small/mid Cap Equity Index Portfolio 72,000 6.75
JESIX - Small Cap Index Trust NAV 69,991 6.74
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 58,100 6.75
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 57,473 6.75
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 50,741 6.76
USMIX - Extended Market Index Fund 50,078 6.75
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 49,482 6.75
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 44,938 6.74
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 39,421 6.75
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 38,435 6.74
MEIFX - MERIDIAN ENHANCED EQUITY FUND Legacy Class 33,940 6.75
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 29,927 6.75
PEXMX - T. Rowe Price Extended Equity Market Index Fund 22,900 6.77
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 19,770 6.73
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 15,243 6.76
TRZIX - T. Rowe Price Small-Cap Index Fund 13,000 6.77
SPAK - Defiance Next Gen SPAC Derived ETF 12,294 6.75
SPXZ - Morgan Creek-Exos SPAC Originated ETF 10,920 6.78
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 8,912 6.73
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 7,228 6.78
JETSX - Total Stock Market Index Trust NAV 6,833 6.73
TLSTX - Stock Index Fund 5,275 6.82
DSPC - The De-SPAC ETF 5,138 6.81
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,309 6.65
RYRRX - Russell 2000 Fund Class A 2,403 6.66
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 1,514 6.61
Profunds - Profund Vp Ultrasmall-cap 1,233 6.49
Profunds - Profund Vp Small-cap 1,043 6.71
RYMKX - Russell 2000 1.5x Strategy Fund Class H 728 6.87
Profunds - Profund Vp Industrials 664 6.02
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 229 8.73
Prelude Capital Management, Llc 0
Name Shares PPS
Prelude Capital Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name