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	564	2091.00	35.53	177.66
Previous Quarter	585	39.00	36.45	36.97

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	49	111	249	171	167	162
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	2	1	1	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	2	0	0	2
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	13,469,582	29.66	35.59	10,010,829	22.04	36.02
Previous Quarter	12,701,247	27.96	36.46	10,005,753	22.03	36.57

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
BlackRock Inc.	7,242,184	35.50
Vanguard Group Inc	4,891,122	35.50
Fmr Llc	4,788,699	35.50
FMR LLC	4,788,698
Ariel Investments, Llc	3,809,879	35.50
Dimensional Fund Advisors Lp	3,766,795	0.04
IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,379,737	35.50
ARGFX - Ariel Fund Investor Class	2,483,699	35.50
State Street Corp	1,547,533	35.50
FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,532,628	41.70
Invesco Ltd.	1,465,781	35.50
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,317,174	41.70
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,294,449	35.50
Alliancebernstein L.p.	1,111,432	35.50
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,111,305	35.50
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,027,634	35.50
Goldman Sachs Group Inc	946,884	35.50
Hotchkis & Wiley Capital Management Llc	937,070	35.50
FSCRX - Fidelity Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	900,000	41.70
VSCAX - Invesco Small Cap Value Fund Class A	890,700	41.70

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
BlackRock Inc.	7,184,330	36.45
Fmr Llc	6,714,896	36.45
Vanguard Group Inc	4,913,109	36.45
Ariel Investments, Llc	4,285,951	36.45
Dimensional Fund Advisors Lp	3,593,057	36.45
IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,308,934	36.45
ARGFX - Ariel Fund Investor Class	2,729,575	36.45
FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,878,928	40.10
State Street Corp	1,675,259	36.45
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,317,174	40.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,291,874	36.45
Alliancebernstein L.p.	1,180,221	36.45
Invesco Ltd.	1,174,120	36.45
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,090,112	36.45
FSCRX - Fidelity Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,089,100	40.10
Morgan Stanley	1,059,070	36.45
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	972,467	36.45
Hotchkis & Wiley Capital Management Llc	945,010	36.45
Frontier Capital Management Co Llc	941,399	36.45
Wedge Capital Management L L P/nc	854,281	36.45

Recent Quarter Analysis

Recent Quarter 49 New Institutes added position

Name	Shares	PPS
FMR LLC	4,788,698
Arrowstreet Capital, Limited Partnership	547,913	0.03
IJT - iShares S&P Small-Cap 600 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	519,099	35.50
SLYG - SPDR(R) S & P 600 Small Cap Growth ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	219,744	35.50
SYLD - Cambria Shareholder Yield ETF	147,269	41.70
CI Private Wealth, LLC	96,300	35.50
Clark Estates Inc/ny	70,400	35.50
Assenagon Asset Management S.A.	66,929	35.50
Robeco Institutional Asset Management B.V.	31,494	35.50
Cornercap Investment Counsel Inc	28,643	35.51
VAMO - Cambria Value and Momentum ETF	22,250	41.71
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio	21,700	35.48
Twinbeech Capital Lp	19,800	35.51
Panagora Asset Management Inc	17,909	35.51
FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14,507	41.70
CSCVX - CornerCap Small-Cap Value Fund Advisor Class	13,436	35.50
Petrus Trust Company, LTA	13,323	35.50
Quantedge Capital Pte Ltd	12,500	35.52
Clear Creek Financial Management, LLC	7,322	35500.00
Occudo Quantitative Strategies Lp	7,192	35.46

Recent Quarter 111 Institutes closed out their positions

Name	Shares	PPS
Invenomic Capital Management LP	152,539	36.45
Parametric Portfolio Associates Llc	88,759	29.71
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	59,964	29.32
Penserra Capital Management LLC	52,895	36.45
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class	48,546	29.70
Natixis	47,989	36.45
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3	33,388	29.71
Virginia Retirement Systems Et Al	25,500	29.73
FYT - First Trust Small Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	22,821	29.32
Amalgamated Financial Corp.	22,328	29.69
Tudor Investment Corp Et Al	19,028	36.47
MFCPX - M Capital Appreciation Fund	17,351	35.96
PGMIX - JPMorgan Market Expansion Enhanced Index Fund Class I	16,500	29.70
FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	13,756	40.13
Royce Value Trust Inc	11,312	35.98
FFMVX - Fidelity Flex Mid Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6,371	29.35
Veriti Management LLC	5,648	36.47
Mackenzie Financial Corp	5,576	36.41
CIBC Asset Management Inc	5,517	36.43
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A	5,359	36.01
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A	4,279	35.99
MCJAX - MM Russell 2000 Small Cap Index Fund Class A	3,965	29.76
SG Americas Securities, LLC	3,588	36.51
TPSC - Timothy Plan US Small Cap Core ETF	3,499	29.72
QCGDX - Quantified Common Ground Fund Investor Class Shares	3,465	36.08
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares	3,304	29.66
FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,185	29.20
VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,058	37.61
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio	2,653	35.81
RIFBX - U.S. Small Cap Equity Fund	2,494	29.67
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A	1,022	36.20
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A	950	35.79
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A	929	35.52
SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF	624	30.45
Macquarie Group Ltd	557	123.88
VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	500	36.00
Guggenheim Active Allocation Fund	290	31.03
Humankind Benefit Corp - Humankind US Stock ETF	281	28.47
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares	201	29.85
DMRS - DeltaShares S&P 600 Managed Risk ETF	93	32.26
FTDS - First Trust Total US Market AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	85	35.29
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity	13
Guardian Wealth Advisors, LLC	6
First Horizon Advisors, Inc.
American Trust
Newtyn Management, LLC
Walleye Trading LLC
Neuberger Berman Group LLC
Paragon Associates & Paragon Associates Ii Joint Venture
Umb Bank N A/mo
Madison Avenue Partners, LP
HAP Trading, LLC
FIL Ltd
Skandinaviska Enskilda Banken AB (publ)
PDT Partners, LLC
PEAK6 Investments LLC
Man Group plc
Lsv Asset Management
Cordant, Inc.
Fieldpoint Private Securities, LLC
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Gemmer Asset Management LLC
Robeco Schweiz AG
Eaton Vance Management
Zions Bancorporation, N.A.
Keeley-Teton Advisors, LLC
Denali Advisors Llc
Cooper Creek Partners Management Llc
Profund Advisors Llc
IndexIQ Advisors LLC
Pecaut & Co.
Vident Investment Advisory, LLC
Engine Capital Management, LP
Federated Hermes, Inc.
Great Lakes Advisors, Llc
Alphacrest Capital Management Llc
Marshall Wace, Llp
Glenmede Trust Co Na
Squarepoint Ops LLC
Keebeck Alpha, LP
Advisors Preferred, LLC
Citizens Business Bank
Cypress Capital, LLC
Centiva Capital, LP
SummerHaven Investment Management, LLC
Neumeier Poma Investment Counsel Llc
Fox Run Management, L.l.c.
Captrust Financial Advisors
Lapides Asset Management, LLC
Quantamental Technologies LLC
Ghe, Llc
Quantbot Technologies LP
Walleye Capital LLC
Boulder Hill Capital Management Lp
State of New Jersey Common Pension Fund D
Ci Investments Inc.
Lazard Asset Management Llc
NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A
Commonwealth Equity Services, Llc
Two Sigma Investments, Lp
Dark Forest Capital Management Lp
Holocene Advisors, LP
Prospera Financial Services Inc
ExodusPoint Capital Management, LP
Nantahala Capital Management, LLC
Bayesian Capital Management, LP
SG3 Management, LLC
SG3 Management, LLC
Toronto Dominion Bank
Jefferies Group LLC
Blueshift Asset Management, LLC

Recent Quarter 249 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	7,242,184	35.50	7,184,330	36.45
Vanguard Group Inc	4,891,122	35.50	4,913,109	36.45
Fmr Llc	4,788,699	35.50	6,714,896	36.45
Ariel Investments, Llc	3,809,879	35.50	4,285,951	36.45
Dimensional Fund Advisors Lp	3,766,795	0.04	3,593,057	36.45
IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3,379,737	35.50	3,308,934	36.45
ARGFX - Ariel Fund Investor Class	2,483,699	35.50	2,729,575	36.45
State Street Corp	1,547,533	35.50	1,675,259	36.45
Invesco Ltd.	1,465,781	35.50	1,174,120	36.45
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,294,449	35.50	1,291,874	36.45
Alliancebernstein L.p.	1,111,432	35.50	1,180,221	36.45
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,111,305	35.50	1,090,112	36.45
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,027,634	35.50	972,467	36.45
Goldman Sachs Group Inc	946,884	35.50	848,112	36.45
Hotchkis & Wiley Capital Management Llc	937,070	35.50	945,010	36.45
Frontier Capital Management Co Llc	828,882	35.50	941,399	36.45
Geode Capital Management, Llc	821,879	0.04	791,552	36.45
Wedge Capital Management L L P/nc	797,741	35.50	854,281	36.45
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	778,672	35.50	743,934	36.45
Charles Schwab Investment Management Inc	764,520	35.50	792,551	36.45

Recent Quarter 171 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,532,628	41.70	1,878,928	40.10
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1,317,174	41.70	1,317,174	40.10
FSCRX - Fidelity Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	900,000	41.70	1,089,100	40.10
VSCAX - Invesco Small Cap Value Fund Class A	890,700	41.70	671,500	40.10
FISMX - Fidelity International Small Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	639,900	41.70	639,900	40.10
DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	502,275	41.70	476,921	40.10
FJACX - Fidelity Series Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	475,000	41.70	501,282	40.10
GSSIX - Goldman Sachs Small Cap Value Fund Institutional	447,843	41.60	499,665	37.69
AVFIX - American Beacon Small Cap Value Fund Institutional Class	440,837	41.70	403,600	40.10
AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	398,393	41.60	250,085	37.69
FSOAX - Fidelity Advisor Value Strategies Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	380,514	41.60	392,414	37.69
FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	367,957	41.60	366,519	37.69
Norges Bank	362,958	35.50	0
FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	353,874	41.70	337,932	40.10
DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	337,721	41.70	310,006	40.10
DFAT - Dimensional U.S. Targeted Value ETF	265,426	41.70	245,966	40.10
DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	262,782	41.70	226,123	40.10
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	251,846	41.60	275,882	37.69
VEVFX - Vanguard Explorer Value Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	229,500	41.60	275,758	37.69
FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	229,273	41.60	227,136	37.69

Recent Quarter 167 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Norges Bank	362,958	362,958	35.50	0		0.00
Invesco Ltd.	291,661	1,465,781	35.50	1,174,120	36.45	24.84
VSCAX - Invesco Small Cap Value Fund Class A	219,200	890,700	41.70	671,500	40.10	32.64
Fuller & Thaler Asset Management, Inc.	206,647	645,692	0.04	439,045	36.45	47.07
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares	196,800	608,605	35.50	411,805	36.45	47.79
Dimensional Fund Advisors Lp	173,738	3,766,795	0.04	3,593,057	36.45	4.84
AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	148,308	398,393	41.60	250,085	37.69	59.30
Hrt Financial Lp	104,230	104,230	35.50	0		0.00
Goldman Sachs Group Inc	98,772	946,884	35.50	848,112	36.45	11.65
American Century Companies Inc	92,962	429,606	35.50	336,644	36.45	27.61
Prudential Financial Inc	85,206	170,873	35.50	85,667	37.02	99.46
Renaissance Technologies Llc	75,100	75,100	0.04	0		0.00
IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	70,803	3,379,737	35.50	3,308,934	36.45	2.14
Graham Capital Management, L.P.	63,759	63,759	35.49	0		0.00
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	59,545	62,936	41.69	3,391	40.11	1755.97
BlackRock Inc.	57,854	7,242,184	35.50	7,184,330	36.45	0.81
IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	55,167	1,027,634	35.50	972,467	36.45	5.67
Ergoteles LLC	48,958	48,958	35.50	0		0.00
Allianz Asset Management GmbH	47,187	188,237	35.50	141,050	36.45	33.45
Dynamic Technology Lab Private Ltd	44,050	44,050	35.48	0		0.00

Recent Quarter 162 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Fmr Llc	1,926,197	4,788,699	35.50	6,714,896	36.45	-28.69
Morgan Stanley	712,148	346,922	35.50	1,059,070	36.45	-67.24
Ariel Investments, Llc	476,072	3,809,879	35.50	4,285,951	36.45	-11.11
FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	346,300	1,532,628	41.70	1,878,928	40.10	-18.43
ARGFX - Ariel Fund Investor Class	245,876	2,483,699	35.50	2,729,575	36.45	-9.01
FSCRX - Fidelity Small Cap Discovery Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	189,100	900,000	41.70	1,089,100	40.10	-17.36
State Street Corp	127,726	1,547,533	35.50	1,675,259	36.45	-7.62
Frontier Capital Management Co Llc	112,517	828,882	35.50	941,399	36.45	-11.95
Millennium Management Llc	84,315	147,978	0.03	232,293	36.45	-36.30
Bridgewater Associates, LP	76,793	206,804	35.50	283,597	36.45	-27.08
Jpmorgan Chase & Co	75,079	70,575	35.51	145,654	36.45	-51.55
Alliancebernstein L.p.	68,789	1,111,432	35.50	1,180,221	36.45	-5.83
Farley Capital L.p.	63,001	259,107	35.50	322,108	36.45	-19.56
D. E. Shaw & Co., Inc.	59,434	234,364	35.50	293,798	36.45	-20.23
FSMVX - Fidelity Mid Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	57,248	207,752	41.70	265,000	40.10	-21.60
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class	57,100	149,411	35.50	206,511	36.45	-27.65
Wedge Capital Management L L P/nc	56,540	797,741	35.50	854,281	36.45	-6.62
GSSIX - Goldman Sachs Small Cap Value Fund Institutional	51,822	447,843	41.60	499,665	37.69	-10.37
VEVFX - Vanguard Explorer Value Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	46,258	229,500	41.60	275,758	37.69	-16.77
TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z	33,100	36,400	41.70	69,500	40.10	-47.63

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0
Nantahala Capital Management, LLC	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 2 Institutes Increased Short Positions

Name
SEIAX - SIIT Multi-Asset Real Return Fund - Class A
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F

Recent Quarter 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Susquehanna International Group, Llp	14,600	21,900	36,500	-40.00

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Group One Trading, L.p.	200	300	500	-40.00

Recent Quarter 1 Institutes Reduced Short Positions

Name
CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GMRAX - Nationwide Small Cap Index Fund Class A	4,204	38.30	4,334	40.15
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	1,885	38.20	2,494	40.10

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	609	1,885	38.20	2,494	40.10	-24.42
GMRAX - Nationwide Small Cap Index Fund Class A	130	4,204	38.30	4,334	40.15	-3.00

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name