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 | 678 | 27.00 | 26.31 | 26.54 |
Previous Quarter | 694 | 26.00 | 26.31 | 26.19 |
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 | 28 | 139 | 0 | 104 | 46 | 36 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 0 | 0 | 0 | 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 | 7 | 1 | 0 | 18 | 9 | 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 | 0 |
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 | 30,701,814 | 18.90 | 14.14 | 43,075,642 | 26.51 | 26.72 |
Previous Quarter | 16,489,540 | 10.15 | 26.27 | 47,377,585 | 29.16 | 26.07 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
Name | Shares | PPS |
---|---|---|
Price T Rowe Associates Inc /md/ | 21,000,095 | 26.31 |
VANGUARD GROUP INC | 16,891,710 | |
Vanguard Group Inc | 16,793,110 | 26.31 |
BlackRock Inc. | 15,080,046 | 26.31 |
BlackRock Inc. | 14,252,287 | |
Sarissa Capital Management LP | 14,040,000 | 26.31 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13,030,400 | |
WELLINGTON MANAGEMENT GROUP LLP | 11,808,222 | |
Wellington Management Group Llp | 11,479,541 | 26.31 |
VGHCX - Vanguard Health Care Fund Investor Shares | 7,498,990 | 28.85 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 6,625,000 | 26.31 |
State Street Corp | 5,779,899 | 26.31 |
Primecap Management Co/ca/ | 5,667,890 | 26.31 |
Hardman Johnston Global Advisors LLC | 5,258,917 | 26.31 |
Renaissance Technologies Llc | 4,868,013 | 26.31 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,692,265 | 26.31 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares | 4,061,087 | 26.31 |
IWM - iShares Russell 2000 ETF | 3,649,307 | 26.31 |
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. | 3,584,387 | 26.31 |
VHCOX - Vanguard Capital Opportunity Fund Investor Shares | 2,903,480 | 26.31 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|---|---|
Price T Rowe Associates Inc /md/ | 21,000,095 | 26.31 |
Vanguard Group Inc | 16,793,110 | 26.31 |
BlackRock Inc. | 15,080,046 | 26.31 |
Sarissa Capital Management LP | 14,040,000 | 26.31 |
VGHCX - Vanguard Health Care Fund Investor Shares | 11,807,185 | 25.50 |
Wellington Management Group Llp | 11,479,541 | 26.31 |
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 6,625,000 | 26.31 |
State Street Corp | 5,779,899 | 26.31 |
Primecap Management Co/ca/ | 5,667,890 | 26.31 |
Hardman Johnston Global Advisors LLC | 5,258,917 | 26.31 |
Renaissance Technologies Llc | 4,868,013 | 26.31 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,692,265 | 26.31 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares | 4,061,087 | 26.31 |
IWM - iShares Russell 2000 ETF | 3,649,307 | 26.31 |
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. | 3,584,387 | 26.31 |
VHCOX - Vanguard Capital Opportunity Fund Investor Shares | 2,903,480 | 26.31 |
Geode Capital Management, Llc | 2,867,801 | 26.31 |
Bank of New York Mellon Corp | 2,587,308 | 26.31 |
Holocene Advisors, LP | 2,573,524 | 26.31 |
Artisan Partners Limited Partnership | 2,554,653 | 26.31 |
Name | Shares | PPS |
---|---|---|
VANGUARD GROUP INC | 16,891,710 | |
PRICE T ROWE ASSOCIATES INC /MD/ | 13,030,400 | |
WELLINGTON MANAGEMENT GROUP LLP | 11,808,222 | |
SPECX - Alger Spectra Fund Class A | 683,799 | 28.85 |
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A | 550,584 | 28.85 |
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional | 356,424 | 29.85 |
HASGX - Harbor Small Cap Growth Fund Institutional Class | 339,271 | 28.85 |
AHSAX - Alger Health Sciences Fund Class A | 226,224 | 28.85 |
HRSCX - Carillon Eagle Small Cap Growth Fund Class A | 185,618 | 28.85 |
PTH - Invesco DWA Healthcare Momentum ETF | 153,134 | 28.85 |
NUSC - Nuveen ESG Small-Cap ETF | 148,910 | 28.85 |
SPEDX - Alger Dynamic Opportunities Fund Class A | 93,286 | 28.85 |
TCMSX - Voya Small Cap Growth Fund Class I | 67,117 | 29.84 |
Genesee Capital Advisors, LLC | 52,077 | 29.78 |
RYLD - Global X Russell 2000 Covered Call ETF | 45,506 | 28.85 |
ALSAX - Alger SmallCap Growth Fund Class A | 41,481 | 28.86 |
Walker Asset Management, LLC | 39,990 | 28.73 |
AMGAX - Alger MidCap Growth Fund Class A | 28,838 | 28.85 |
McElhenny Sheffield Capital Management, LLC | 26,600 | 29.77 |
ALSRX - Alger SmallCap Growth Institutional Fund Class I | 18,970 | 28.84 |
Name | Shares | PPS |
---|---|---|
Two Sigma Investments, Lp | 234,110 | 26.31 |
Two Sigma Investments, Lp | 234,110 | 26.31 |
QASCX - Federated MDT Small Cap Core Fund Class A Shares | 145,933 | 25.50 |
QASGX - Federated MDT Small Cap Growth Fund Class A Shares | 115,204 | 25.50 |
Healthcare Value Capital, LLC | 100,000 | 30.84 |
RSEAX - U.S. Strategic Equity Fund Class A | 94,763 | 25.50 |
Capital Fund Management S.a. | 70,202 | 26.31 |
DFSCX - U.s. Micro Cap Portfolio - Institutional Class | 49,704 | 25.49 |
Group One Trading, L.p. | 49,300 | 26.31 |
Walleye Trading LLC | 37,300 | 26.30 |
CSML - IQ Chaikin U.S. Small Cap ETF | 22,662 | 25.51 |
MRSNX - BMO Small-Cap Value Fund Class I | 17,696 | 21.93 |
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class | 13,467 | 25.47 |
Aaron Wealth Advisors LLC | 7,840 | 38.01 |
IBBJ - Defiance Nasdaq Junior Biotechnology ETF | 3,685 | 30.94 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class | 3,336 | 26.38 |
Berman Capital Advisors, LLC | 1,175 | 30.64 |
Reilly Financial Advisors, Llc | 175 | 22.86 |
McCarthy Asset Management, Inc. | 90 | 22.22 |
SG3 Management, LLC | ||
Maven Securities LTD | ||
LPL Financial LLC | ||
Advisory Services Network, LLC | ||
Vident Investment Advisory, LLC | ||
RTDAX - Multifactor U.S. Equity Fund Class A | ||
Centiva Capital, LP | ||
Prelude Capital Management, Llc | ||
FORA Capital, LLC | ||
Quantitative Investment Management, LLC | ||
QRPNX - AQR Alternative Risk Premia Fund Class N | ||
Clearbridge Investments, LLC | ||
QLMGOX - ClearBridge Variable Aggressive Growth Portfolio Class I | ||
Comerica Bank | ||
Quantitative Systematic Strategies LLC | ||
Voloridge Investment Management, Llc | ||
Canada Pension Plan Investment Board | ||
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class | ||
FYC - First Trust Small Cap Growth AlphaDEX Fund | ||
Bridgefront Capital, LLC | ||
Anfield Capital Management, LLC | ||
WWIDX - Wells Fargo Large Company Value Fund Administrator Class | ||
Cowen And Company, Llc | ||
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares | ||
Asymmetry Capital Management, L.P. | ||
Healthcare Of Ontario Pension Plan Trust Fund | ||
IYH - iShares U.S. Healthcare ETF | ||
Gsa Capital Partners Llp | ||
Verition Fund Management LLC | ||
Mitsubishi UFJ Trust & Banking Corp | ||
XTX Topco Ltd | ||
Cornerstone Advisory, LLC | ||
SPWIX - Simt Small Cap Growth Fund Class I | ||
QCGLRX - Global Equities Account Class R1 | ||
Marshall Wace, Llp | ||
VMNFX - Vanguard Market Neutral Fund Investor Shares | ||
GSCYX - SMALL CAP EQUITY FUND Institutional | ||
FASEX - Nuveen Mid Cap Value Fund Class A | ||
Advisor Resource Council | ||
Hartland & Co., LLC | ||
Platinum Investment Management Ltd | ||
FTDS - First Trust Total US Market AlphaDEX ETF | ||
Eaton Vance Management | ||
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class | ||
FLDGX - DYNAMIC ALLOCATION FUND Retail Class | ||
Smith Group Asset Management, LLC | ||
Neo Ivy Capital Management | ||
Penserra Capital Management LLC | ||
Norges Bank | ||
FLFGX - GLOBAL ALLOCATION FUND Retail Class | ||
Convergence Investment Partners, LLC | ||
Winton Capital Group Ltd | ||
SSMAX - Siit Small Mid Cap Equity Fund - Class A | ||
EAM Investors, LLC | ||
FLDFX - BALANCED FUND Retail Class | ||
International Biotechnology Trust Plc | ||
DSGAX - BNY Mellon Select Managers Small Cap Growth Fund Class A | ||
Iridian Asset Management Llc/ct | ||
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity | ||
Quantedge Capital Pte Ltd | ||
NELAX - Nuveen Equity Long/Short Fund Class A | ||
Schroder Investment Management Group | ||
Fortitude Advisory Group L.L.C. | ||
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio | ||
Moloney Securities Asset Management, LLC | ||
TD Capital Management LLC | ||
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares | ||
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund | ||
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares | ||
Jackson Creek Investment Advisors LLC | ||
Tekla World Healthcare Fund | ||
FLSPX - SPECTRUM FUND Retail Class | ||
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares | ||
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | ||
Maverick Capital Ltd | ||
FLGEX - Fidelity Large Cap Growth Enhanced Index Fund | ||
Quantbot Technologies LP | ||
Manteio Capital LLC | ||
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV | ||
FLDOX - MODERATE ALLOCATION FUND Retail Class | ||
Amundi | ||
Massachusetts Financial Services Co /ma/ | ||
SOUTH STATE Corp | ||
Hanseatic Management Services Inc | ||
FYX - First Trust Small Cap Core AlphaDEX Fund | ||
HAP Trading, LLC | ||
Seven Eight Capital, Lp | ||
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF | ||
HighTower Advisors, LLC | ||
PASIX - PACE Alternative Strategies Investments Class A | ||
FLMFX - MUIRFIELD FUND Retail Class | ||
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV | ||
SLLAX - SIMT Small Cap Fund Class F | ||
BRSDX - MFS Blended Research Small Cap Equity Fund A | ||
Teza Capital Management LLC | ||
Baird Financial Group, Inc. | ||
SLPAX - Siit Small Cap Fund - Class A | ||
SECAX - SIIT Small Cap II Fund - Class A | ||
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | ||
Cornerstone Investment Partners, LLC | ||
Baillie Gifford & Co | ||
Altshuler Shaham Ltd | ||
AGAQX - 361 Global Long/Short Equity Fund Investor Class | ||
RYOIX - Biotechnology Fund Investor Class | ||
Engineers Gate Manager LP | ||
DFFVX - U.S. Targeted Value Portfolio - Institutional Class | ||
Fox Run Management, L.l.c. | ||
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares | ||
Mirae Asset Global Investments Co., Ltd. | ||
Dark Forest Capital Management Lp | ||
Camber Capital Management LP | ||
Meridian Wealth Partners, LLC | ||
Retirement Planning Co of New England, Inc. | ||
IndexIQ Advisors LLC | ||
Parallax Volatility Advisers, L.P. | ||
Guggenheim Capital Llc | ||
Parallax Volatility Advisers, L.P. | ||
Connor, Clark & Lunn Investment Management Ltd. | ||
RIFAX - U.S. Strategic Equity Fund | ||
SLCAX - Siit Large Cap Fund - Class A |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
VGHCX - Vanguard Health Care Fund Investor Shares | 7,498,990 | 28.85 | 11,807,185 | 25.50 |
POAGX - PRIMECAP Odyssey Aggressive Growth Fund | 1,705,100 | 28.85 | 1,752,100 | 25.50 |
FSSNX - Fidelity Small Cap Index Fund | 1,218,285 | 28.85 | 1,168,351 | 25.50 |
DFSTX - U.s. Small Cap Portfolio - Institutional Class | 836,873 | 28.85 | 836,873 | 25.50 |
SCHA - Schwab U.S. Small-Cap ETF | 644,797 | 29.85 | 664,161 | 24.86 |
GTCSX - Small Cap Equity Portfolio Advisor | 630,073 | 28.85 | 630,408 | 25.50 |
HSPGX - Emerald Growth Fund Class A | 463,621 | 28.85 | 493,412 | 25.50 |
POGRX - PRIMECAP Odyssey Growth Fund | 427,400 | 28.85 | 447,010 | 25.50 |
OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 396,318 | 28.85 | 390,746 | 25.50 |
VEXPX - VANGUARD EXPLORER FUND Investor Shares | 394,825 | 28.85 | 383,536 | 25.50 |
AVFIX - American Beacon Small Cap Value Fund Institutional Class | 393,840 | 28.85 | 331,699 | 25.50 |
SCHM - Schwab U.S. Mid-Cap ETF | 392,549 | 29.85 | 385,066 | 24.86 |
TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class | 367,760 | 28.85 | 367,350 | 25.50 |
BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | 364,772 | 29.85 | 413,016 | 24.86 |
SWSSX - Schwab Small-Cap Index Fund | 361,178 | 28.85 | 353,364 | 25.50 |
HGHAX - THE HARTFORD HEALTHCARE FUND Class A | 322,294 | 28.85 | 473,266 | 25.50 |
PNASX - SmallCap Growth Fund I R-1 | 301,735 | 28.85 | 275,135 | 25.50 |
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 255,588 | 28.85 | 257,924 | 25.50 |
LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares | 239,288 | 28.85 | 284,992 | 25.50 |
PBE - Invesco Dynamic Biotechnology & Genome ETF | 238,760 | 28.85 | 340,470 | 25.50 |
Name | Current Puts |
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Parallax Volatility Advisers, L.P. | 0 |
Proequities, Inc. | 0 |
SG3 Management, LLC | 0 |
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Name |
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Name | Shares | PPS |
---|---|---|
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional | 356,424 | 29.85 |
TCMSX - Voya Small Cap Growth Fund Class I | 67,117 | 29.84 |
Walker Asset Management, LLC | 39,990 | 28.73 |
McElhenny Sheffield Capital Management, LLC | 26,600 | 29.77 |
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A | 14,754 | 29.82 |
Hexagon Capital Partners LLC | 156 | 32.05 |
Steward Financial Group LLC | 45 | 22.22 |
Name | Shares | PPS |
---|---|---|
Aaron Wealth Advisors LLC | 7,840 | 38.01 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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SCHA - Schwab U.S. Small-Cap ETF | 644,797 | 29.85 | 664,161 | 24.86 |
SCHM - Schwab U.S. Mid-Cap ETF | 392,549 | 29.85 | 385,066 | 24.86 |
BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | 364,772 | 29.85 | 413,016 | 24.86 |
FNDA - Schwab Fundamental U.S. Small Company Index ETF | 137,453 | 29.85 | 108,289 | 24.86 |
SCHB - Schwab U.S. Broad Market ETF | 83,561 | 29.85 | 80,206 | 24.86 |
Allspring Global Investments Holdings, LLC | 83,362 | 29.79 | 190,780 | 26.31 |
Strs Ohio | 48,400 | 29.77 | 13,700 | 26.28 |
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class | 40,037 | 29.85 | 40,037 | 24.85 |
NSPAX - Voya SmallCap Opportunities Fund Class A | 17,037 | 29.88 | 19,043 | 24.84 |
IBBQ - Invesco Nasdaq Biotechnology ETF | 4,074 | 29.95 | 4,458 | 24.90 |
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF | 2,044 | 29.84 | 1,620 | 24.69 |
Umb Bank N A/mo | 2,000 | 30.00 | 2,000 | 26.50 |
Exchange Traded Concepts, Llc | 1,506 | 29.88 | 649 | 26.19 |
PBSM - Invesco PureBeta MSCI USA Small Cap ETF | 1,373 | 29.86 | 1,207 | 24.86 |
Trust Co Of Vermont | 1,000 | 30.00 | 0 | |
FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 714 | 29.41 | 674 | 25.22 |
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 331 | 30.21 | 331 | 24.17 |
Spire Wealth Management | 118 | 33.90 | 118 | 25.42 |
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