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 | 393 | 32.00 | 32.13 | 31.73 |
| Previous Quarter | 413 | 31.00 | 29.67 | 29.71 |
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 | 16 | 81 | 7 | 173 | 91 | 59 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 0 | 2 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 6 | 4 | 1 | 71 | 30 | 32 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 1 | 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 | 3,613,252 | 0.00 | 0.00 | 1,589,129 | 0.00 | 0.00 |
| Previous Quarter | 1,980,030 | 0.00 | 0.00 | 1,610,558 | 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 |
|---|---|---|
| BlackRock Inc. | 1,925,102 | 32.14 |
| BlackRock Inc. | 1,686,613 | |
| Esjay LLC | 1,346,080 | |
| IJR - iShares Core S&P Small-Cap ETF | 891,472 | 29.67 |
| Vanguard Group Inc | 787,923 | 32.14 |
| William Blair Investment Management, Llc | 547,389 | 32.14 |
| Dimensional Fund Advisors Lp | 525,449 | 32.14 |
| State Street Corp | 465,724 | 29.67 |
| Emerald Advisers, Llc | 456,748 | 32.14 |
| Global Alpha Capital Management Ltd. | 419,331 | 32.14 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 389,590 | 29.67 |
| First Wilshire Securities Management Inc | 367,326 | 32.14 |
| Kennedy Capital Management, Inc. | 342,450 | 32.14 |
| Emerald Mutual Fund Advisers Trust | 338,398 | 32.14 |
| AIGH Capital Management LLC | 314,406 | 32.14 |
| Ameriprise Financial Inc | 306,210 | 32.14 |
| Rubric Capital Management LP | 287,046 | 32.14 |
| IWM - iShares Russell 2000 ETF | 279,396 | 29.67 |
| Geode Capital Management, Llc | 228,792 | 32.14 |
| WBVNX - William Blair Small Cap Value Fund Class N | 211,822 | 29.67 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 1,978,493 | 29.67 |
| IJR - iShares Core S&P Small-Cap ETF | 891,472 | 29.67 |
| Vanguard Group Inc | 814,174 | 29.67 |
| William Blair Investment Management, Llc | 557,054 | 29.67 |
| Dimensional Fund Advisors Lp | 538,743 | 29.67 |
| State Street Corp | 465,724 | 29.67 |
| Emerald Advisers, Llc | 455,880 | 29.67 |
| Thompson Siegel & Walmsley Llc | 435,873 | 29.67 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 389,590 | 29.67 |
| First Wilshire Securities Management Inc | 367,754 | 29.67 |
| Emerald Mutual Fund Advisers Trust | 356,865 | 29.67 |
| Global Alpha Capital Management Ltd. | 323,731 | 29.67 |
| Ameriprise Financial Inc | 303,508 | 29.67 |
| IWM - iShares Russell 2000 ETF | 279,396 | 29.67 |
| AIGH Capital Management LLC | 244,500 | 29.67 |
| Geode Capital Management, Llc | 231,845 | 29.67 |
| WBVNX - William Blair Small Cap Value Fund Class N | 211,822 | 29.67 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 175,516 | 29.67 |
| HSPGX - Emerald Growth Fund Class A | 173,047 | 29.51 |
| Kennedy Capital Management, Inc. | 162,074 | 29.67 |
| Name | Shares | PPS |
|---|---|---|
| Esjay LLC | 1,346,080 | |
| Balyasny Asset Management Llc | 138,949 | 32.14 |
| Wedge Capital Management L L P/nc | 129,755 | 32.14 |
| Ergoteles LLC | 11,484 | 32.13 |
| Panagora Asset Management Inc | 9,379 | 32.09 |
| EFCAX - Emerald Insights Fund Class A | 3,284 | 34.10 |
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 2,800 | 34.29 |
| ISCG - iShares Morningstar Small-Cap Growth ETF | 2,005 | 34.41 |
| Aquatic Capital Management LLC | 1,100 | 31.82 |
| SLPAX - Siit Small Cap Fund - Class A | 1,000 | 37.00 |
| VFLQ - Vanguard U.S. Liquidity Factor ETF ETF Shares | 859 | 37.25 |
| Point72 Hong Kong Ltd | 402 | 32.34 |
| TCI Wealth Advisors, Inc. | 113 | 35.40 |
| Parallel Advisors, LLC | 60 | 33.33 |
| Signaturefd, Llc | 23 | 43.48 |
| Farmers & Merchants Investments Inc | 8 |
| Name | Shares | PPS |
|---|---|---|
| Thompson Siegel & Walmsley Llc | 435,873 | 29.67 |
| Citadel Advisors Llc | 72,216 | 29.67 |
| REBYX - U.S. Small Cap Equity Fund Class Y | 56,488 | 29.51 |
| Fuller & Thaler Asset Management, Inc. | 46,658 | 29.66 |
| Stonepine Capital Management, LLC | 28,800 | 29.65 |
| RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S | 9,834 | 40.37 |
| Collective Family Office Llc | 7,182 | 29.66 |
| SG Americas Securities, LLC | 5,677 | 29.59 |
| VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares | 3,718 | 37.39 |
| VFVA - Vanguard U.S. Value Factor ETF ETF Shares | 3,043 | 37.46 |
| AFMCX - Acuitas US Microcap Fund Institutional Shares | 2,900 | 28.28 |
| DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class | 2,680 | 40.30 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y | 2,567 | 45.97 |
| Quantbot Technologies LP | 1,400 | 29.29 |
| AZBAX - AllianzGI Small-Cap Fund Class A | 796 | 46.48 |
| State of Wyoming | 721 | 29.13 |
| Group One Trading, L.p. | 500 | 30.00 |
| Castle Financial & Retirement Planning Associates, Inc. | 327 | 39.76 |
| FLDFX - BALANCED FUND Retail Class | 136 | 44.12 |
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | 135 | 44.44 |
| FLSPX - SPECTRUM FUND Retail Class | 66 | 45.45 |
| FLDOX - MODERATE ALLOCATION FUND Retail Class | 48 | 41.67 |
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | 20 | 50.00 |
| FLMFX - MUIRFIELD FUND Retail Class | 17 | 58.82 |
| FLFGX - GLOBAL ALLOCATION FUND Retail Class | 13 | 76.92 |
| Sageworth Trust Co of South Dakota | 5 | |
| Northwestern Mutual Wealth Management Co | 1 | |
| ACG Wealth | 1 | |
| Hrt Financial Lp | ||
| Assenagon Asset Management S.A. | ||
| Meridian Wealth Partners, LLC | ||
| Walthausen & Co., LLC | ||
| Squarepoint Ops LLC | ||
| Cutler Group LP | ||
| Trexquant Investment LP | ||
| Gradient Investments LLC | ||
| Kowal Investment Group, LLC | ||
| BTC Capital Management, Inc. | ||
| Penserra Capital Management LLC | ||
| Alaethes Wealth LLC | ||
| Renaissance Technologies Llc | ||
| FCPEX - Fidelity Small Cap Enhanced Index Fund | ||
| Aigen Investment Management, Lp | ||
| Two Sigma Investments, Lp | ||
| Glassman Wealth Services | ||
| Globeflex Capital L P | ||
| Gsa Capital Partners Llp | ||
| Cwm, Llc | ||
| Jacobi Capital Management LLC | ||
| Winton Capital Group Ltd | ||
| Dynamic Technology Lab Private Ltd | ||
| Manufacturers Life Insurance Company, The | ||
| Eaton Vance Management | ||
| Baystate Wealth Management LLC | ||
| Qube Research & Technologies Ltd | ||
| DekaBank Deutsche Girozentrale | ||
| Diker Management Llc | ||
| VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class | ||
| ExodusPoint Capital Management, LP | ||
| Caxton Associates Lp | ||
| Summit Partners Public Asset Management, Llc | ||
| Fifth Third Bancorp | ||
| Jane Street Group, Llc | ||
| QSMLX - AQR Small Cap Multi-Style Fund Class I | ||
| Altium Capital Management LP | ||
| Daiwa Securities Group Inc. | ||
| Louisiana State Employees Retirement System | ||
| Tcwp Llc | ||
| Sargent Bickham Lagudis LLC | ||
| ClariVest Asset Management LLC | ||
| D. E. Shaw & Co., Inc. | ||
| Toronto Dominion Bank | ||
| DMVAX - BNY Mellon Select Managers Small Cap Value Fund Class A | ||
| Arrowstreet Capital, Limited Partnership | ||
| Wolverine Trading, Llc | ||
| WSCVX - Walthausen Small Cap Value Fund Investor | ||
| Marshall Wace, Llp | ||
| Kingdon Capital Management, L.l.c. | ||
| Jane Street Group, Llc | ||
| Aqr Capital Management Llc | ||
| Sageworth Trust Co |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 32,024 | 32.13 | 32,698 | 34.25 |
| DFAC - Dimensional U.S. Core Equity 2 ETF | 11,723 | 34.29 | 11,570 | 40.45 |
| DFUS - Dimensional U.S. Equity ETF | 1,492 | 34.18 | 786 | 40.71 |
| AVUS - Avantis U.S. Equity ETF | 656 | 36.59 | 18 | 55.56 |
| SVPIX - Small-cap Value Profund Investor Class | 100 | 30.00 | 157 | 31.85 |
| Allspring Global Investments Holdings, LLC | 74 | 27.03 | 641 | 29.64 |
| Rockefeller Capital Management L.P. | 6 | 44 | 22.73 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 1,925,102 | 32.14 | 1,978,493 | 29.67 |
| Vanguard Group Inc | 787,923 | 32.14 | 814,174 | 29.67 |
| William Blair Investment Management, Llc | 547,389 | 32.14 | 557,054 | 29.67 |
| Dimensional Fund Advisors Lp | 525,449 | 32.14 | 538,743 | 29.67 |
| Emerald Advisers, Llc | 456,748 | 32.14 | 455,880 | 29.67 |
| Global Alpha Capital Management Ltd. | 419,331 | 32.14 | 323,731 | 29.67 |
| First Wilshire Securities Management Inc | 367,326 | 32.14 | 367,754 | 29.67 |
| Kennedy Capital Management, Inc. | 342,450 | 32.14 | 162,074 | 29.67 |
| Emerald Mutual Fund Advisers Trust | 338,398 | 32.14 | 356,865 | 29.67 |
| AIGH Capital Management LLC | 314,406 | 32.14 | 244,500 | 29.67 |
| Ameriprise Financial Inc | 306,210 | 32.14 | 303,508 | 29.67 |
| Rubric Capital Management LP | 287,046 | 32.14 | 82,444 | 29.67 |
| Geode Capital Management, Llc | 228,792 | 32.14 | 231,845 | 29.67 |
| HSPGX - Emerald Growth Fund Class A | 173,047 | 34.25 | 173,047 | 29.51 |
| Northern Trust Corp | 136,779 | 32.14 | 135,934 | 29.66 |
| CSMIX - Columbia Small Cap Value Fund I Class A | 123,034 | 34.25 | 108,534 | 29.51 |
| Morgan Stanley | 120,857 | 32.14 | 115,534 | 29.68 |
| Bank of New York Mellon Corp | 120,634 | 32.13 | 121,184 | 29.67 |
| Ranger Investment Management, L.P. | 118,510 | 32.14 | 120,641 | 29.67 |
| Parkman Healthcare Partners LLC | 117,941 | 32.14 | 108,559 | 29.67 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 0 |
| Wolverine Trading, Llc | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| REBYX - U.S. Small Cap Equity Fund Class Y |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Simplex Trading, Llc | 3,100 | 2,000 | 5,100 | -60.78 |
| Group One Trading, L.p. | 400 | 100 | 500 | -80.00 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Balyasny Asset Management Llc | 138,949 | 32.14 |
| Ergoteles LLC | 11,484 | 32.13 |
| Panagora Asset Management Inc | 9,379 | 32.09 |
| Aquatic Capital Management LLC | 1,100 | 31.82 |
| Point72 Hong Kong Ltd | 402 | 32.34 |
| Parallel Advisors, LLC | 60 | 33.33 |
| Name | Shares | PPS |
|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 46,658 | 29.66 |
| Stonepine Capital Management, LLC | 28,800 | 29.65 |
| State of Wyoming | 721 | 29.13 |
| Northwestern Mutual Wealth Management Co | 1 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 32,024 | 32.13 | 32,698 | 34.25 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 1,925,102 | 32.14 | 1,978,493 | 29.67 |
| Vanguard Group Inc | 787,923 | 32.14 | 814,174 | 29.67 |
| William Blair Investment Management, Llc | 547,389 | 32.14 | 557,054 | 29.67 |
| Dimensional Fund Advisors Lp | 525,449 | 32.14 | 538,743 | 29.67 |
| Global Alpha Capital Management Ltd. | 419,331 | 32.14 | 323,731 | 29.67 |
| First Wilshire Securities Management Inc | 367,326 | 32.14 | 367,754 | 29.67 |
| Kennedy Capital Management, Inc. | 342,450 | 32.14 | 162,074 | 29.67 |
| AIGH Capital Management LLC | 314,406 | 32.14 | 244,500 | 29.67 |
| Ameriprise Financial Inc | 306,210 | 32.14 | 303,508 | 29.67 |
| Rubric Capital Management LP | 287,046 | 32.14 | 82,444 | 29.67 |
| Geode Capital Management, Llc | 228,792 | 32.14 | 231,845 | 29.67 |
| Northern Trust Corp | 136,779 | 32.14 | 135,934 | 29.66 |
| Morgan Stanley | 120,857 | 32.14 | 115,534 | 29.68 |
| Bank of New York Mellon Corp | 120,634 | 32.13 | 121,184 | 29.67 |
| Ranger Investment Management, L.P. | 118,510 | 32.14 | 120,641 | 29.67 |
| Parkman Healthcare Partners LLC | 117,941 | 32.14 | 108,559 | 29.67 |
| Brandywine Global Investment Management, LLC | 109,735 | 32.14 | 87,597 | 29.67 |
| Goldman Sachs Group Inc | 92,626 | 32.14 | 135,809 | 29.67 |
| Principal Financial Group Inc | 78,843 | 32.14 | 92,879 | 29.66 |
| Worth Venture Partners, LLC | 78,251 | 32.14 | 60,831 | 31.68 |
| Marathon Capital Management | 72,890 | 32.14 | 74,460 | 29.67 |
| Invesco Ltd. | 65,874 | 32.14 | 74,230 | 29.68 |
| Susquehanna International Group, Llp | 53,200 | 32.14 | 53,200 | 29.66 |
| Nuveen Asset Management, LLC | 51,032 | 32.14 | 51,634 | 29.67 |
| Sio Capital Management, LLC | 40,000 | 32.15 | 40,000 | 29.68 |
| Jpmorgan Chase & Co | 35,567 | 32.14 | 35,411 | 29.68 |
| Charles Schwab Investment Management Inc | 33,284 | 32.15 | 32,672 | 29.69 |
| Swiss National Bank | 30,700 | 32.15 | 29,600 | 29.66 |
| Rhumbline Advisers | 30,677 | 32.14 | 30,195 | 29.67 |
| Legal & General Group Plc | 28,727 | 32.13 | 30,248 | 29.65 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,000 | 32.13 | 23,000 | 29.65 |
| Public Sector Pension Investment Board | 22,116 | 32.15 | 24,249 | 29.65 |
| Brown Advisory Inc | 21,752 | 32.13 | 21,752 | 29.65 |
| Two Sigma Advisers, Lp | 18,700 | 32.14 | 53,200 | 29.66 |
| 1492 Capital Management LLC | 18,178 | 32.13 | 18,178 | 29.65 |
| Bank Of America Corp /de/ | 15,991 | 32.14 | 17,836 | 29.66 |
| Martingale Asset Management L P | 15,926 | 32.21 | 12,826 | 29.71 |
| Credit Suisse Ag/ | 14,021 | 32.09 | 13,951 | 29.68 |
| Cullen Capital Management, LLC | 13,709 | 32.17 | 10,623 | 29.65 |
| Commonwealth Equity Services, Llc | 13,128 | 32.07 | 12,343 | 29.65 |
| State Of Wisconsin Investment Board | 12,909 | 32.15 | 0 | |
| Thrivent Financial For Lutherans | 12,472 | 32.15 | 12,869 | 29.68 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 10,993 | 32.11 | 11,941 | 29.65 |
| EES - WisdomTree U.S. SmallCap Fund N/A | 10,882 | 32.16 | 10,519 | 29.66 |
| Jupiter Asset Management Ltd | 10,304 | 32.12 | 10,304 | 29.70 |
| Peapack Gladstone Financial Corp | 10,000 | 32.10 | 10,000 | 29.70 |
| Cubist Systematic Strategies, LLC | 8,751 | 32.11 | 0 | |
| Bnp Paribas Arbitrage, Sa | 7,508 | 32.10 | 5,694 | 29.68 |
| Ensign Peak Advisors, Inc | 7,233 | 32.08 | 7,793 | 29.64 |
| Citigroup Inc | 6,935 | 32.16 | 7,825 | 29.65 |
| American International Group, Inc. | 6,865 | 32.19 | 6,866 | 29.71 |
| Ubs Asset Management Americas Inc | 6,485 | 32.07 | 8,123 | 29.67 |
| MetLife Investment Management, LLC | 5,858 | 32.09 | 5,858 | 29.70 |
| High Note Wealth, LLC | 5,802 | 38.09 | 0 | |
| Deutsche Bank Ag\ | 5,553 | 32.05 | 139,984 | 29.67 |
| Amalgamated Bank | 5,519 | 32.07 | 5,912 | 29.60 |
| Pnc Financial Services Group, Inc. | 3,771 | 32.35 | 3,739 | 29.95 |
| Shell Asset Management Co | 3,240 | 32.10 | 4,081 | 29.65 |
| Tower Research Capital LLC (TRC) | 2,813 | 32.35 | 439 | 29.61 |
| MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class | 2,309 | 32.05 | 2,103 | 29.48 |
| Wells Fargo & Company/mn | 1,300 | 31.54 | 2,580 | 29.46 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 794 | 32.75 | 794 | 30.23 |
| Ameritas Investment Partners, Inc. | 781 | 32.01 | 781 | 29.45 |
| Metropolitan Life Insurance Co/ny | 773 | 32.34 | 773 | 29.75 |
| Advisor Group Holdings, Inc. | 438 | 31.96 | 577 | 29.46 |
| Fmr Llc | 354 | 31.07 | 88 | 22.73 |
| Royal Bank Of Canada | 346 | 31.79 | 263 | 30.42 |
| Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class | 92 | 32.61 | 97 | 30.93 |
| UBS Group AG | 44 | 22.73 | 0 | |
| Quadrant Capital Group Llc | 30 | 33.33 | 43 | 23.26 |
| Federated Hermes, Inc. | 8 | 125.00 | 21 | 47.62 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Group One Trading, L.p. | 500 |
| 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 |
|---|