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 | 326 | 28.00 | 27.38 | 26.29 |
| Previous Quarter | 334 | 27.00 | 25.07 | 24.70 |
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 | 24 | 62 | 31 | 109 | 58 | 38 |
| 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 | 1 | 1 | 0 | 0 | 1 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 11 | 4 | 1 | 61 | 33 | 20 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 2 | 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 | 521,687 | 0.00 | 0.00 | 972,734 | 0.00 | 0.00 |
| Previous Quarter | 521,756 | 0.00 | 0.00 | 973,937 | 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 |
|---|---|---|
| Topline Capital Management, LLC | 590,107 | |
| Royce & Associates Lp | 549,337 | 27.38 |
| AIGH Capital Management LLC | 535,918 | 27.38 |
| BlackRock Inc. | 520,893 | 27.38 |
| Vanguard Group Inc | 491,457 | 27.38 |
| Punch & Associates Investment Management, Inc. | 448,263 | 27.38 |
| ROYCE & ASSOCIATES LP | 428,420 | |
| Select Equity Group, L.P. | 391,281 | 0.03 |
| Renaissance Technologies Llc | 383,870 | 27.38 |
| Dimensional Fund Advisors Lp | 364,511 | 27.38 |
| Driehaus Capital Management Llc | 319,415 | 27.38 |
| Paradigm Capital Management Inc/ny | 319,100 | 27.38 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 301,106 | 25.04 |
| ROFCX - Royce Opportunity Fund Consultant Class | 282,778 | 25.04 |
| State Street Corp | 277,521 | 25.04 |
| Assenagon Asset Management S.A. | 271,560 | 27.38 |
| Millennium Management Llc | 206,038 | 25.04 |
| Putnam Investments Llc | 196,641 | 27.38 |
| Geode Capital Management, Llc | 194,695 | 27.38 |
| IWM - iShares Russell 2000 ETF | 180,767 | 25.04 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Royce & Associates Lp | 636,087 | 25.04 |
| BlackRock Inc. | 520,962 | 25.04 |
| Vanguard Group Inc | 491,973 | 25.04 |
| AIGH Capital Management LLC | 407,918 | 25.04 |
| Punch & Associates Investment Management, Inc. | 399,900 | 25.04 |
| Renaissance Technologies Llc | 396,370 | 25.04 |
| Select Equity Group, L.P. | 391,281 | 0.03 |
| Dimensional Fund Advisors Lp | 363,129 | 25.04 |
| Driehaus Capital Management Llc | 327,585 | 25.04 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 301,106 | 25.04 |
| ROFCX - Royce Opportunity Fund Consultant Class | 282,778 | 25.04 |
| State Street Corp | 277,521 | 25.04 |
| PenderFund Capital Management Ltd. | 224,109 | 32.23 |
| Millennium Management Llc | 206,038 | 25.04 |
| Geode Capital Management, Llc | 185,114 | 25.04 |
| IWM - iShares Russell 2000 ETF | 180,767 | 25.04 |
| Putnam Investments Llc | 180,140 | 25.04 |
| Acadian Asset Management Llc | 171,823 | 25.04 |
| Wells Fargo & Company/mn | 168,775 | 25.04 |
| Worth Venture Partners, LLC | 138,256 | 27.09 |
| Name | Shares | PPS |
|---|---|---|
| Topline Capital Management, LLC | 590,107 | |
| ROYCE & ASSOCIATES LP | 428,420 | |
| Norges Bank | 94,300 | 32.77 |
| Herald Investment Management Ltd | 75,000 | 27.36 |
| Dynamic Technology Lab Private Ltd | 21,290 | 27.38 |
| Summit Global Investments | 15,300 | 27.39 |
| BOGIX - Bogle Investment Management Small Cap Growth Fund | 15,300 | 31.31 |
| Cubist Systematic Strategies, LLC | 13,098 | 27.41 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,618 | 27.34 |
| Prudential Financial Inc | 8,750 | 27.31 |
| Schonfeld Strategic Advisors LLC | 8,600 | 27.33 |
| Petrus Trust Company, LTA | 8,305 | 27.33 |
| XTX Topco Ltd | 8,263 | 27.35 |
| Ameriprise Financial Inc | 8,100 | 27.41 |
| CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class | 6,577 | 31.32 |
| PRCGX - Perritt MicroCap Opportunities Fund Investor Class | 5,000 | 29.40 |
| Aquatic Capital Management LLC | 3,300 | 27.27 |
| Quantbot Technologies LP | 3,165 | 27.17 |
| DFUS - Dimensional U.S. Equity ETF | 1,560 | 29.49 |
| VYSVX - Vericimetry U.S. Small Cap Value Fund | 1,080 | 27.78 |
| Name | Shares | PPS |
|---|---|---|
| Citadel Advisors Llc | 73,067 | 25.05 |
| Walthausen & Co., LLC | 38,850 | 25.05 |
| Susquehanna International Group, Llp | 34,000 | 25.03 |
| Susquehanna International Group, Llp | 34,000 | 25.03 |
| SummerHaven Investment Management, LLC | 29,404 | 25.03 |
| DEEP - Roundhill Acquirers Deep Value ETF | 17,677 | 28.29 |
| PDT Partners, LLC | 16,339 | 25.03 |
| Hussman Strategic Advisors, Inc. | 15,500 | 25.03 |
| PEAK6 Investments LLC | 10,300 | 25.05 |
| PEAK6 Investments LLC | 10,300 | 25.05 |
| OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class | 8,900 | 32.13 |
| FLMFX - MUIRFIELD FUND Retail Class | 3,061 | 32.02 |
| FLDFX - BALANCED FUND Retail Class | 1,710 | 32.16 |
| GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 1,213 | 28.03 |
| FLSPX - SPECTRUM FUND Retail Class | 514 | 31.13 |
| Total Clarity Wealth Management, Inc. | 296 | 23.65 |
| Simplex Trading, Llc | 228 | 21.93 |
| AdvisorNet Financial, Inc | 123 | 24.39 |
| Ahrens Investment Partners LLC | 70 | 28.57 |
| Johnson Financial Group, Inc. | 6 | |
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | 4 | |
| FLFGX - GLOBAL ALLOCATION FUND Retail Class | 3 | |
| NEXT Financial Group, Inc | 2 | |
| ADMQX - 361 Domestic Long/Short Equity Fund Investor Class | ||
| Aviva Plc | ||
| Navellier & Associates Inc | ||
| SG Americas Securities, LLC | ||
| First Command Financial Services, Inc. | ||
| Perigon Wealth Management, LLC | ||
| Spectrum Management Group, LLC | ||
| HAP Trading, LLC | ||
| Exchange Traded Concepts, Llc | ||
| GWM Advisors LLC | ||
| IFP Advisors, Inc | ||
| Toth Financial Advisory Corp | ||
| Strs Ohio | ||
| Harbour Investments, Inc. | ||
| Trexquant Investment LP | ||
| Toronto Dominion Bank | ||
| Proequities, Inc. | ||
| G2 Investment Partners Management LLC | ||
| NinePointTwo Capital | ||
| Federated Hermes, Inc. | ||
| Principal Financial Group Inc | ||
| First Command Bank | ||
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | ||
| Laurel Wealth Advisors LLC | ||
| American Century Companies Inc | ||
| Geneos Wealth Management Inc. | ||
| Jane Street Group, Llc | ||
| Jane Street Group, Llc | ||
| Cutler Group LP | ||
| Bridgeway Capital Management Inc | ||
| Man Group plc | ||
| O'shaughnessy Asset Management, Llc | ||
| J.w. Cole Advisors, Inc. | ||
| Manatuck Hill Partners, LLC | ||
| Private Advisor Group, LLC | ||
| Winch Advisory Services, LLC | ||
| Wolverine Trading, Llc | ||
| Meeder Asset Management Inc | ||
| PASIX - PACE Alternative Strategies Investments Class A |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| FESRX - First Eagle Small Cap Opportunity Fund Class R6 | 99,005 | 29.38 | 65,318 | 29.90 |
| FSSNX - Fidelity Small Cap Index Fund | 83,626 | 29.38 | 83,626 | 29.90 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 55,622 | 29.38 | 55,622 | 29.90 |
| DFFVX - U.S. Targeted Value Portfolio - Institutional Class | 45,784 | 29.38 | 45,784 | 29.90 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 44,312 | 29.38 | 44,312 | 29.90 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class | 34,636 | 29.39 | 34,636 | 29.91 |
| DFSCX - U.s. Micro Cap Portfolio - Institutional Class | 25,022 | 29.37 | 25,022 | 29.89 |
| SWSSX - Schwab Small-Cap Index Fund | 24,838 | 29.39 | 24,654 | 29.89 |
| DFAT - Dimensional U.S. Targeted Value ETF | 22,321 | 29.39 | 19,011 | 29.88 |
| TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class | 15,093 | 29.35 | 15,093 | 29.88 |
| DFAC - Dimensional U.S. Core Equity 2 ETF | 13,442 | 29.39 | 5,980 | 29.93 |
| DFVEX - U.s. Vector Equity Portfolio - Institutional Class | 11,588 | 29.34 | 11,588 | 29.86 |
| DFAS - Dimensional U.S. Small Cap ETF | 11,059 | 29.39 | 10,002 | 29.89 |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | 10,425 | 29.35 | 8,659 | 29.91 |
| DFSVX - U.s. Small Cap Value Portfolio - Institutional Class | 10,148 | 29.37 | 10,148 | 29.86 |
| NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 9,105 | 29.43 | 9,621 | 29.93 |
| JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF | 8,663 | 29.44 | 7,603 | 29.86 |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 7,328 | 29.34 | 7,328 | 29.89 |
| SWTSX - Schwab Total Stock Market Index Fund | 5,527 | 29.31 | 3,200 | 30.00 |
| Alpha Paradigm Partners, LLC | 5,200 | 12,843 | 25.07 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Royce & Associates Lp | 549,337 | 27.38 | 636,087 | 25.04 |
| AIGH Capital Management LLC | 535,918 | 27.38 | 407,918 | 25.04 |
| BlackRock Inc. | 520,893 | 27.38 | 520,962 | 25.04 |
| Vanguard Group Inc | 491,457 | 27.38 | 491,973 | 25.04 |
| Punch & Associates Investment Management, Inc. | 448,263 | 27.38 | 399,900 | 25.04 |
| Select Equity Group, L.P. | 391,281 | 0.03 | 391,281 | 0.03 |
| Renaissance Technologies Llc | 383,870 | 27.38 | 396,370 | 25.04 |
| Dimensional Fund Advisors Lp | 364,511 | 27.38 | 363,129 | 25.04 |
| Driehaus Capital Management Llc | 319,415 | 27.38 | 327,585 | 25.04 |
| Paradigm Capital Management Inc/ny | 319,100 | 27.38 | 98,700 | 25.04 |
| Assenagon Asset Management S.A. | 271,560 | 27.38 | 125,184 | 25.04 |
| Putnam Investments Llc | 196,641 | 27.38 | 180,140 | 25.04 |
| Geode Capital Management, Llc | 194,695 | 27.38 | 185,114 | 25.04 |
| Wells Fargo & Company/mn | 168,710 | 27.38 | 168,775 | 25.04 |
| Acadian Asset Management Llc | 149,552 | 27.38 | 171,823 | 25.04 |
| PenderFund Capital Management Ltd. | 141,219 | 37.82 | 224,109 | 32.23 |
| PSLAX - Putnam Small Cap Value Fund Class A Shares | 139,728 | 31.30 | 123,500 | 29.32 |
| Worth Venture Partners, LLC | 137,756 | 27.38 | 138,256 | 27.09 |
| First Eagle Investment Management, LLC | 128,680 | 27.38 | 110,736 | 25.04 |
| Northern Trust Corp | 96,833 | 27.38 | 106,598 | 25.03 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| HAP Trading, LLC | 0 |
| Jane Street Group, Llc | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Wolverine Trading, Llc | 36,000 | 36,000 | 0 | 0.00 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| PEAK6 Investments LLC | 5,200 | 15,500 | 10,300 | 50.49 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 19,600 | 14,400 | 34,000 | -57.65 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Dynamic Technology Lab Private Ltd | 21,290 | 27.38 |
| Summit Global Investments | 15,300 | 27.39 |
| Cubist Systematic Strategies, LLC | 13,098 | 27.41 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,618 | 27.34 |
| Schonfeld Strategic Advisors LLC | 8,600 | 27.33 |
| Petrus Trust Company, LTA | 8,305 | 27.33 |
| XTX Topco Ltd | 8,263 | 27.35 |
| Ameriprise Financial Inc | 8,100 | 27.41 |
| Aquatic Capital Management LLC | 3,300 | 27.27 |
| Point72 Hong Kong Ltd | 56 | 35.71 |
| Lindbrook Capital, Llc | 11 |
| Name | Shares | PPS |
|---|---|---|
| PDT Partners, LLC | 16,339 | 25.03 |
| Susquehanna International Group, Llp | 34,000 | 25.03 |
| Walthausen & Co., LLC | 38,850 | 25.05 |
| Johnson Financial Group, Inc. | 6 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Alpha Paradigm Partners, LLC | 5,200 | 12,843 | 25.07 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| AIGH Capital Management LLC | 535,918 | 27.38 | 407,918 | 25.04 |
| BlackRock Inc. | 520,893 | 27.38 | 520,962 | 25.04 |
| Vanguard Group Inc | 491,457 | 27.38 | 491,973 | 25.04 |
| Punch & Associates Investment Management, Inc. | 448,263 | 27.38 | 399,900 | 25.04 |
| Select Equity Group, L.P. | 391,281 | 0.03 | 391,281 | 0.03 |
| Renaissance Technologies Llc | 383,870 | 27.38 | 396,370 | 25.04 |
| Dimensional Fund Advisors Lp | 364,511 | 27.38 | 363,129 | 25.04 |
| Driehaus Capital Management Llc | 319,415 | 27.38 | 327,585 | 25.04 |
| Putnam Investments Llc | 196,641 | 27.38 | 180,140 | 25.04 |
| Geode Capital Management, Llc | 194,695 | 27.38 | 185,114 | 25.04 |
| Wells Fargo & Company/mn | 168,710 | 27.38 | 168,775 | 25.04 |
| Acadian Asset Management Llc | 149,552 | 27.38 | 171,823 | 25.04 |
| PenderFund Capital Management Ltd. | 141,219 | 37.82 | 224,109 | 32.23 |
| Worth Venture Partners, LLC | 137,756 | 27.38 | 138,256 | 27.09 |
| First Eagle Investment Management, LLC | 128,680 | 27.38 | 110,736 | 25.04 |
| Northern Trust Corp | 96,833 | 27.38 | 106,598 | 25.03 |
| Two Sigma Advisers, Lp | 78,400 | 27.39 | 55,000 | 25.04 |
| Oberweis Asset Management Inc/ | 76,207 | 27.39 | 72,007 | 25.04 |
| Globeflex Capital L P | 71,734 | 27.38 | 71,734 | 25.04 |
| Bank of New York Mellon Corp | 59,974 | 27.38 | 58,742 | 25.04 |
| Goldman Sachs Group Inc | 52,359 | 27.39 | 37,248 | 25.05 |
| Arrowstreet Capital, Limited Partnership | 51,129 | 27.38 | 0 | |
| Two Sigma Investments, Lp | 47,073 | 27.38 | 0 | |
| Jpmorgan Chase & Co | 38,124 | 27.36 | 40,945 | 25.03 |
| Nuveen Asset Management, LLC | 36,520 | 27.38 | 36,672 | 25.03 |
| Aqr Capital Management Llc | 33,656 | 27.39 | 19,718 | 25.05 |
| EAM Investors, LLC | 30,554 | 27.39 | 28,078 | 25.04 |
| Charles Schwab Investment Management Inc | 28,331 | 27.39 | 29,795 | 25.07 |
| First Trust Advisors Lp | 27,903 | 27.38 | 14,163 | 25.07 |
| Morgan Stanley | 25,419 | 27.38 | 18,353 | 25.06 |
| Rhumbline Advisers | 17,085 | 27.39 | 15,662 | 25.03 |
| Alberta Investment Management Corp | 16,805 | 27.37 | 16,805 | 25.05 |
| Bnp Paribas Arbitrage, Sa | 16,419 | 27.41 | 7,561 | 25.00 |
| Invesco Ltd. | 13,274 | 27.42 | 16,572 | 25.04 |
| Commonwealth Equity Services, Llc | 12,473 | 27.34 | 12,921 | 25.00 |
| Occudo Quantitative Strategies Lp | 11,440 | 27.36 | 0 | |
| Engineers Gate Manager LP | 11,352 | 27.40 | 0 | |
| EES - WisdomTree U.S. SmallCap Fund N/A | 11,287 | 27.38 | 10,918 | 25.00 |
| Squarepoint Ops LLC | 10,765 | 27.40 | 9,820 | 25.05 |
| Wolverine Trading, Llc | 9,056 | 26.83 | 0 | |
| Koss-Olinger Consulting, LLC | 8,663 | 27.36 | 0 | |
| Watershed Asset Management, L.L.C. | 7,722 | 27.32 | 8,722 | 24.99 |
| Royal Bank Of Canada | 7,188 | 27.55 | 9,251 | 25.19 |
| Advisor Group Holdings, Inc. | 6,492 | 27.26 | 6,471 | 25.03 |
| MetLife Investment Management, LLC | 5,718 | 27.46 | 5,718 | 25.01 |
| American International Group, Inc. | 5,242 | 27.47 | 5,168 | 24.96 |
| Bank Of America Corp /de/ | 5,011 | 27.34 | 3,629 | 25.08 |
| Deutsche Bank Ag\ | 4,449 | 27.42 | 5,193 | 25.03 |
| Tower Research Capital LLC (TRC) | 3,935 | 27.45 | 1,816 | 24.78 |
| Lazard Asset Management Llc | 3,021 | 27.14 | 3,021 | 24.83 |
| Legal & General Group Plc | 1,453 | 27.53 | 905 | 25.41 |
| Amalgamated Bank | 1,393 | 27.28 | 1,393 | 25.13 |
| Covestor Ltd | 1,282 | 27.30 | 1,391 | 25.16 |
| UBS Group AG | 1,077 | 26.93 | 1,046 | 24.86 |
| State of Wyoming | 856 | 26.87 | 0 | |
| Ameritas Investment Partners, Inc. | 756 | 26.46 | 756 | 23.81 |
| Metropolitan Life Insurance Co/ny | 652 | 27.61 | 652 | 24.54 |
| Fmr Llc | 417 | 28.78 | 281 | 24.91 |
| First Horizon Advisors, Inc. | 198 | 25.25 | 198 | 20.20 |
| Citigroup Inc | 169 | 29.59 | 1,102 | 25.41 |
| Credit Suisse Ag/ | 62 | 32.26 | 11 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Susquehanna International Group, Llp | 34,000 |
| PEAK6 Investments LLC | 10,300 |
| 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 |
|---|