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 79 NaN 0.00 15.84
Previous Quarter 3 NaN 0.00 NaN

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 78 3 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 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 0 0 0 0 0 0
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 1,131 0.00 13.26 948,237 1.84 12.95
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
Morningside Venture Investments Ltd 10,678,808
VIKING GLOBAL INVESTORS LP 7,170,536
PERCEPTIVE ADVISORS LLC 2,971,413
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 334,925 12.85
NAESX - Vanguard Small-Cap Index Fund Investor Shares 281,615 12.85
IWM - iShares Russell 2000 ETF 209,613 12.85
FBIOX - Biotechnology Portfolio 171,974 32.90
VEXMX - Vanguard Extended Market Index Fund Investor Shares 131,359 12.85
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 121,300 32.90
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 97,081 12.84
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 93,451 12.85
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 84,929 12.85
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 82,310 12.85
FSSNX - Fidelity Small Cap Index Fund 76,000 9.00
IWO - iShares Russell 2000 Growth ETF 44,412 12.86
IWN - iShares Russell 2000 Value ETF 40,206 12.86
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 28,209 9.00
IWC - iShares Micro-Cap ETF 22,445 12.83
SWSSX - Schwab Small-Cap Index Fund 21,391 9.02
DSGAX - BNY Mellon Select Managers Small Cap Growth Fund Class A 15,128 32.92

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
Morningside Venture Investments Ltd 10,678,808
VIKING GLOBAL INVESTORS LP 7,170,536
PERCEPTIVE ADVISORS LLC 2,971,413
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 334,925 12.85
NAESX - Vanguard Small-Cap Index Fund Investor Shares 281,615 12.85
IWM - iShares Russell 2000 ETF 209,613 12.85
FBIOX - Biotechnology Portfolio 171,974 32.90
VEXMX - Vanguard Extended Market Index Fund Investor Shares 131,359 12.85
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 121,300 32.90
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 97,081 12.84
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 93,451 12.85
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 84,929 12.85
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 82,310 12.85
FSSNX - Fidelity Small Cap Index Fund 76,000 9.00
IWO - iShares Russell 2000 Growth ETF 44,412 12.86
IWN - iShares Russell 2000 Value ETF 40,206 12.86
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 28,209 9.00
IWC - iShares Micro-Cap ETF 22,445 12.83
SWSSX - Schwab Small-Cap Index Fund 21,391 9.02
DSGAX - BNY Mellon Select Managers Small Cap Growth Fund Class A 15,128 32.92
Name Shares PPS
Virtu Financial LLC
Jane Street Group, Llc
UBS Group AG
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
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
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