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 | 254 | 3.00 | 3.17 | 2.78 |
| Previous Quarter | 308 | 3.00 | 3.17 | 2.99 |
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 | 15 | 84 | 40 | 26 | 29 | 24 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 2 | 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 | 3 | 6 | 23 | 4 | 11 | 15 |
| 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 | 1 | 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 | 6,272,596 | 16.57 | 1.73 | 3,649,788 | 9.64 | 3.17 |
| Previous Quarter | 4,001,138 | 10.57 | 3.16 | 3,643,844 | 9.63 | 3.17 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| PERCEPTIVE ADVISORS LLC | 4,811,149 | |
| Perceptive Advisors Llc | 4,797,278 | 3.17 |
| BlackRock Inc. | 2,363,221 | |
| BlackRock Inc. | 2,271,458 | 2.50 |
| Kayne Richard A | 1,983,668 | |
| Ra Capital Management, L.p. | 1,881,300 | 3.17 |
| Baker Bros. Advisors Lp | 1,879,836 | 3.17 |
| BML Capital Management, LLC | 1,864,907 | 2.50 |
| Vanguard Group Inc | 1,837,933 | 3.17 |
| Pathstone Family Office, Llc | 1,815,540 | 2.25 |
| Simplify Asset Management Inc. | 1,390,148 | 2.50 |
| 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 | 1,183,657 | 3.17 |
| 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 | 895,570 | 3.17 |
| State Street Corp | 779,013 | 3.17 |
| Geode Capital Management, Llc | 602,553 | 0.00 |
| Citadel Advisors Llc | 583,869 | 3.17 |
| Tang Capital Management Llc | 485,234 | 3.17 |
| Bank Of America Corp /de/ | 473,639 | 2.50 |
| VEXMX - Vanguard Extended 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 | 457,702 | 3.17 |
| Citadel Advisors Llc | 409,500 | 3.17 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Perceptive Advisors Llc | 4,797,278 | 3.17 |
| BlackRock Inc. | 2,363,221 | 3.17 |
| Ra Capital Management, L.p. | 1,881,300 | 3.17 |
| Baker Bros. Advisors Lp | 1,879,836 | 3.17 |
| Vanguard Group Inc | 1,837,933 | 3.17 |
| Pathstone Family Office, Llc | 1,815,540 | 2.25 |
| 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 | 1,183,657 | 3.17 |
| 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 | 895,570 | 3.17 |
| State Street Corp | 779,013 | 3.17 |
| BML Capital Management, LLC | 714,763 | 3.17 |
| Bristlecone Advisors, LLC | 696,629 | 3.17 |
| Geode Capital Management, Llc | 602,553 | 0.00 |
| Citadel Advisors Llc | 583,869 | 3.17 |
| Tang Capital Management Llc | 485,234 | 3.17 |
| Bank Of America Corp /de/ | 469,165 | 3.17 |
| VEXMX - Vanguard Extended 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 | 457,702 | 3.17 |
| Citadel Advisors Llc | 409,500 | 3.17 |
| IWN - iShares Russell 2000 Value 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 | 351,996 | 3.17 |
| Two Sigma Investments, Lp | 340,337 | 3.17 |
| Two Sigma Advisers, Lp | 332,100 | 3.17 |
| Name | Shares | PPS |
|---|---|---|
| PERCEPTIVE ADVISORS LLC | 4,811,149 | |
| Kayne Richard A | 1,983,668 | |
| Simplify Asset Management Inc. | 1,390,148 | 2.50 |
| 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 | 1,183,657 | 3.17 |
| Cornercap Investment Counsel Inc | 75,253 | 2.50 |
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 53,694 | 4.04 |
| DFVEX - U.s. Vector Equity 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 | 28,120 | 4.05 |
| DFEOX - U.s. Core Equity 1 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 | 18,933 | 4.01 |
| 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 | 16,649 | 4.02 |
| DFAT - Dimensional U.S. Targeted Value ETF | 11,263 | 4.08 |
| Quantbot Technologies LP | 1,600 | 2.50 |
| DFAU - Dimensional US Core Equity Market ETF | 1,419 | 4.23 |
| DFAS - Dimensional U.S. Small Cap ETF | 946 | 4.23 |
| FRANKLIN RESOURCES INC | 0 | |
| RTW INVESTMENTS, LP | 0 |
| Name | Shares | PPS |
|---|---|---|
| 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 | 1,183,657 | 3.17 |
| Group One Trading, L.p. | 172,300 | 3.17 |
| XPH - SPDR(R) S&P(R) Pharmaceuticals 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 | 130,925 | 3.05 |
| Martingale Asset Management L P | 40,107 | 3.17 |
| Simplex Trading, Llc | 26,100 | |
| Jump Financial, LLC | 25,400 | 3.19 |
| Ergoteles LLC | 20,882 | 3.16 |
| First Republic Investment Management, Inc. | 20,200 | 3.17 |
| FRG Family Wealth Advisors LLC | 10,000 | 3.20 |
| PILL - Direxion Daily Pharmaceutical & Medical Bull 3X Shares | 4,311 | 3.48 |
| U.S. Capital Wealth Advisors, LLC | 192 | 5.21 |
| Credit Suisse Ag/ | 1 | |
| VR Adviser, LLC | ||
| Altium Capital Management LP | ||
| Caption Management, LLC | ||
| Wellington Management Group Llp | ||
| Walleye Capital LLC | ||
| Silverarc Capital Management, Llc | ||
| Castleview Partners, Llc | ||
| Woodline Partners LP | ||
| Franklin Resources Inc | ||
| Logos Global Management LP | ||
| Northwestern Mutual Wealth Management Co | ||
| Rock Springs Capital Management LP | ||
| Point72 Asset Management, L.P. | ||
| JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV | ||
| Blue Bell Private Wealth Management, Llc | ||
| Walleye Trading LLC | ||
| FBDIX - Franklin Biotechnology Discovery Fund Class A | ||
| Cutler Group LP | ||
| Ikarian Capital, LLC | ||
| Toronto Dominion Bank | ||
| Tradewinds Capital Management, LLC | ||
| Bank Of Montreal /can/ | ||
| Pentwater Capital Management LP | ||
| Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A | ||
| Acuta Capital Partners, Llc | ||
| J. Goldman & Co LP | ||
| Wasatch Advisors Inc | ||
| Boothbay Fund Management, Llc | ||
| Monashee Investment Management LLC | ||
| IFP Advisors, Inc | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| Balyasny Asset Management Llc | ||
| Manufacturers Life Insurance Company, The | ||
| Belvedere Trading LLC | ||
| DAFNA Capital Management LLC | ||
| Adage Capital Partners Gp, L.l.c. | ||
| Us Bancorp \de\ | ||
| P Schoenfeld Asset Management Lp | ||
| AWH Capital, L.P. | ||
| DLD Asset Management, LP | ||
| HAP Trading, LLC | ||
| Rtw Investments, Lp | ||
| Atom Investors LP | ||
| Ubs Oconnor Llc | ||
| Column Capital Advisors, LLC | ||
| EverSource Wealth Advisors, LLC | ||
| SG3 Management, LLC | ||
| PEAK6 Investments LLC | ||
| Signaturefd, Llc | ||
| Tsfg, Llc | ||
| PEAK6 Investments LLC | ||
| Hudson Bay Capital Management LP | ||
| PEAK6 Investments LLC | ||
| Eagle Bay Advisors LLC | ||
| Virtus ETF Advisers LLC | ||
| Tudor Investment Corp Et Al | ||
| Private Advisor Group, LLC | ||
| Clear Creek Financial Management, LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Point72 Hong Kong Ltd | ||
| Invesco Ltd. | ||
| Telemetry Investments, L.L.C. | ||
| Ieq Capital, Llc | ||
| Daiwa Securities Group Inc. | ||
| Parallax Volatility Advisers, L.P. | ||
| XTX Topco Ltd | ||
| Metropolitan Life Insurance Co/ny | ||
| Dynamic Technology Lab Private Ltd | ||
| MetLife Investment Management, LLC | ||
| China Universal Asset Management Co., Ltd. | ||
| Jefferies Group LLC | ||
| AlphaCentric Advisors LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 2,363,221 | 2,363,221 | 3.17 | |
| BML Capital Management, LLC | 1,864,907 | 2.50 | 714,763 | 3.17 |
| Bank Of America Corp /de/ | 473,639 | 2.50 | 469,165 | 3.17 |
| Gsa Capital Partners Llp | 360,242 | 0.00 | 270,989 | 0.00 |
| Barclays Plc | 236,118 | 0.00 | 208,089 | 0.00 |
| 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 | 168,022 | 3.08 | 168,721 | 3.11 |
| Panagora Asset Management Inc | 148,803 | 2.50 | 113,652 | 3.17 |
| Advisor Group Holdings, Inc. | 137,169 | 2.50 | 146,569 | 3.17 |
| Goldman Sachs Group Inc | 129,589 | 2.50 | 170,004 | 3.17 |
| Bank of New York Mellon Corp | 110,365 | 2.50 | 112,070 | 3.17 |
| Charles Schwab Investment Management Inc | 95,097 | 2.50 | 88,802 | 3.18 |
| VRTIX - Vanguard Russell 2000 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 | 90,030 | 3.08 | 84,544 | 3.11 |
| Bristlecone Advisors, LLC | 85,306 | 2.50 | 696,629 | 3.17 |
| Rhumbline Advisers | 52,068 | 52,254 | 3.18 | |
| FSKAX - Fidelity Total 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 | 48,208 | 3.07 | 48,208 | 3.11 |
| FCFMX - Fidelity Series Total 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 | 38,518 | 3.09 | 38,518 | 3.12 |
| Blair William & Co/il | 36,045 | 2.50 | 36,045 | 3.16 |
| CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class | 35,142 | 3.07 | 34,042 | 3.11 |
| Bailard, Inc. | 33,894 | 2.51 | 45,094 | 3.17 |
| Group One Trading, L.p. | 33,600 | 2.50 | 172,300 | 3.17 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Acadian Asset Management Llc | 366,915 | 0.00 | 132,494 | |
| Dimensional Fund Advisors Lp | 349,499 | 2.50 | 26,881 | |
| Renaissance Technologies Llc | 311,865 | 0.00 | 82,100 | |
| 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 | 277,198 | 4.04 | 250,089 | 3.31 |
| SWSSX - Schwab Small-Cap Index Fund 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 | 74,945 | 4.04 | 74,945 | 3.31 |
| GSATX - Goldman Sachs Small Cap Value Insights Fund Class A | 73,415 | 4.05 | 73,415 | 3.31 |
| TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class | 47,470 | 4.04 | 47,470 | 3.31 |
| Clarius Group, LLC | 38,000 | 2.50 | 32,825 | |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 25,454 | 4.05 | 25,454 | 3.30 |
| SWTSX - Schwab Total Stock Market Index Fund 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 | 13,857 | 4.04 | 13,857 | 3.32 |
| VCSLX - Small Cap Index Fund | 12,536 | 3.11 | 12,224 | 3.11 |
| 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 | 10,098 | 4.06 | 10,098 | 3.27 |
| FZIPX - Fidelity ZERO 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 | 7,319 | 4.10 | 7,319 | 3.28 |
| IBRN - iShares Neuroscience and Healthcare ETF | 5,308 | 3.96 | 4,876 | 3.28 |
| AVSC - Avantis U.S. Small Cap Equity 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 | 4,480 | 3.12 | 2,050 | 2.93 |
| FLXSX - Fidelity Flex 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 | 4,198 | 4.05 | 3,600 | 3.33 |
| 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 | 4,013 | 3.99 | 0 | |
| SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 | 3,903 | 4.10 | 3,917 | 3.32 |
| GMRAX - Nationwide Small Cap Index Fund Class A | 3,056 | 3.93 | 3,056 | 3.27 |
| PJARX - SmallCap Value Fund II R-3 | 2,232 | 4.03 | 3,222 | 3.41 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| PEAK6 Investments LLC | 0 |
| SG3 Management, LLC | 0 |
| Name | Previous Calls |
|---|---|
| Proequities, Inc. | 0 |
| Parallax Volatility Advisers, L.P. | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 138,700 | 33,600 | 172,300 | -80.50 |
| Simplex Trading, Llc | 4,000 | 22,100 | 26,100 | -15.33 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Simplify Asset Management Inc. | 1,390,148 | 2.50 |
| Cornercap Investment Counsel Inc | 75,253 | 2.50 |
| Quantbot Technologies LP | 1,600 | 2.50 |
| Name | Shares | PPS |
|---|---|---|
| PEAK6 Investments LLC | ||
| First Republic Investment Management, Inc. | 20,200 | 3.17 |
| Martingale Asset Management L P | 40,107 | 3.17 |
| U.S. Capital Wealth Advisors, LLC | 192 | 5.21 |
| Ergoteles LLC | 20,882 | 3.16 |
| Credit Suisse Ag/ | 1 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 2,271,458 | 2.50 | 2,363,221 | 3.17 |
| Bank Of America Corp /de/ | 473,639 | 2.50 | 469,165 | 3.17 |
| Gsa Capital Partners Llp | 360,242 | 0.00 | 270,989 | 0.00 |
| Panagora Asset Management Inc | 148,803 | 2.50 | 113,652 | 3.17 |
| Advisor Group Holdings, Inc. | 137,169 | 2.50 | 146,569 | 3.17 |
| Goldman Sachs Group Inc | 129,589 | 2.50 | 170,004 | 3.17 |
| Bank of New York Mellon Corp | 110,365 | 2.50 | 112,070 | 3.17 |
| Charles Schwab Investment Management Inc | 95,097 | 2.50 | 88,802 | 3.18 |
| Bristlecone Advisors, LLC | 85,306 | 2.50 | 696,629 | 3.17 |
| Rhumbline Advisers | 52,068 | 52,254 | 3.18 | |
| Blair William & Co/il | 36,045 | 2.50 | 36,045 | 3.16 |
| Group One Trading, L.p. | 33,600 | 2.50 | 172,300 | 3.17 |
| Stifel Financial Corp | 33,586 | 2.50 | 34,025 | 3.17 |
| UBS Group AG | 23,487 | 2.51 | 102,844 | 3.17 |
| Forefront Analytics, LLC | 21,625 | 2.50 | 22,350 | 3.18 |
| Journey Strategic Wealth Llc | 20,541 | 2.48 | 20,538 | 3.16 |
| Wells Fargo & Company/mn | 18,636 | 2.52 | 12,610 | 3.17 |
| American International Group, Inc. | 16,410 | 2.50 | 16,083 | 3.17 |
| California State Teachers Retirement System | 12,641 | 2.53 | 13,573 | 3.17 |
| Ameritas Investment Partners, Inc. | 2,529 | 2.37 | 2,529 | 3.56 |
| Fmr Llc | 1,063 | 2.82 | 6,808 | 3.23 |
| McIlrath & Eck, LLC | 825 | 2.42 | 825 | 3.64 |
| Citigroup Inc | 56 | 1,517 | 3.30 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Acadian Asset Management Llc | 366,915 | 0.00 | 132,494 | |
| Dimensional Fund Advisors Lp | 349,499 | 2.50 | 26,881 | |
| Renaissance Technologies Llc | 311,865 | 0.00 | 82,100 | |
| Jpmorgan Chase & Co | 993 | 2.01 | 20,496 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| PEAK6 Investments 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 |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 138,700 | 33,600 | 172,300 | -80.50 |
| Name |
|---|