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 | 920 | 92.00 | 42.88 | 42.24 |
| Previous Quarter | 931 | 96.00 | 42.88 | 46.59 |
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 | 43 | 146 | 339 | 142 | 184 | 227 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 1 | 0 | 1 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 0 | 3 | 1 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 15 | 33 | 156 | 13 | 69 | 85 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 1 | 1 | 0 | 1 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 2 | 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 | 18,763,683 | 0.00 | 0.00 | 22,693,475 | 0.00 | 0.00 |
| Previous Quarter | 9,537,674 | 0.00 | 0.00 | 23,390,253 | 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 |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 12,185,337 | |
| VANGUARD GROUP INC | 10,763,264 | |
| Vanguard Group Inc | 10,481,817 | 36.12 |
| BlackRock Inc. | 9,474,276 | |
| Pzena Investment Management Llc | 9,340,785 | 36.12 |
| BlackRock Inc. | 9,015,778 | 36.12 |
| Dimensional Fund Advisors Lp | 5,475,194 | 36.12 |
| State Street Corp | 3,476,217 | 42.88 |
| American Century Companies Inc | 3,186,569 | 36.12 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,888,633 | 42.88 |
| IJH - iShares Core S&P Mid-Cap ETF | 2,808,860 | 42.88 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,464,803 | 42.88 |
| First Trust Advisors Lp | 2,278,927 | 36.12 |
| Alliancebernstein L.p. | 2,237,567 | 42.88 |
| ASVIX - Small Cap Value Fund Investor Class | 2,070,000 | 42.88 |
| Fuller & Thaler Asset Management, Inc. | 1,775,544 | 36.12 |
| DFSVX - U.s. Small Cap Value Portfolio - Institutional Class | 1,761,350 | 47.87 |
| Fmr Llc | 1,748,453 | 36.12 |
| Morgan Stanley | 1,642,888 | 36.12 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 1,628,533 | 42.88 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 10,824,151 | 42.88 |
| Pzena Investment Management Llc | 10,740,660 | 42.88 |
| BlackRock Inc. | 9,279,780 | 42.88 |
| Dimensional Fund Advisors Lp | 5,058,827 | 42.88 |
| State Street Corp | 3,476,217 | 42.88 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,888,633 | 42.88 |
| IJH - iShares Core S&P Mid-Cap ETF | 2,808,860 | 42.88 |
| American Century Companies Inc | 2,622,521 | 42.88 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 2,464,803 | 42.88 |
| Alliancebernstein L.p. | 2,237,567 | 42.88 |
| First Trust Advisors Lp | 2,153,901 | 42.88 |
| ASVIX - Small Cap Value Fund Investor Class | 2,070,000 | 42.88 |
| Victory Capital Management Inc | 2,062,398 | 42.88 |
| Fuller & Thaler Asset Management, Inc. | 1,992,835 | 42.88 |
| VASVX - Vanguard Selected Value Fund Investor Shares | 1,921,012 | 43.66 |
| Fmr Llc | 1,848,349 | 42.88 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 1,628,533 | 42.88 |
| SSGSX - Victory Sycamore Small Company Opportunity Fund Class A | 1,564,700 | 42.88 |
| DFSVX - U.s. Small Cap Value Portfolio - Institutional Class | 1,508,535 | 43.66 |
| FVD - First Trust Value Line Dividend Index Fund | 1,391,573 | 42.88 |
| Name | Shares | PPS |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 12,185,337 | |
| VANGUARD GROUP INC | 10,763,264 | |
| Greenhaven Associates Inc | 1,342,470 | 36.12 |
| FSWCX - Fidelity SAI U.S. Value Index Fund | 53,144 | 47.87 |
| Cozad Asset Management Inc | 31,321 | 36.11 |
| DFAM - Dimensional US Marketwide Value ETF | 31,064 | 47.87 |
| Capital Fund Management S.a. | 30,763 | 36.11 |
| Stifel Financial Corp | 22,615 | 36.13 |
| Investors Research Corp | 17,269 | 36.13 |
| PWC - Invesco Dynamic Market ETF | 15,819 | 47.85 |
| GTAPX - Quantitative U.S. Long/Short Equity Portfolio | 14,240 | 47.89 |
| GTTMX - Quantitative U.S. Total Market Equity Portfolio | 13,260 | 47.89 |
| WWIDX - Wells Fargo Large Company Value Fund Administrator Class | 12,042 | 47.83 |
| Vestcor Inc | 10,890 | 36.09 |
| MQS Management LLC | 10,212 | 36.13 |
| Janney Montgomery Scott LLC | 10,137 | 36.11 |
| VAMO - Cambria Value and Momentum ETF | 8,399 | 47.86 |
| Islay Capital Management, Llc | 7,502 | 36.12 |
| Navellier & Associates Inc | 6,940 | 36.17 |
| Cetera Investment Advisers | 6,902 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 1,196,760 | 42.88 |
| Brandes Investment Partners, Lp | 313,119 | 42.88 |
| Two Sigma Investments, Lp | 220,123 | 42.88 |
| TEMGX - Templeton Global Smaller Companies Fund Class A | 161,800 | 42.07 |
| Empowered Funds, LLC | 96,157 | 42.88 |
| NN Investment Partners Holdings N.V. | 91,937 | 40.59 |
| Trexquant Investment LP | 85,363 | 42.88 |
| FYX - First Trust Small Cap Core AlphaDEX Fund | 74,125 | 40.36 |
| ExodusPoint Capital Management, LP | 73,384 | 42.88 |
| Dupont Capital Management Corp | 73,127 | 42.88 |
| CDOFX - Crawford Small Cap Dividend Fund - Class I | 71,304 | 41.23 |
| Natixis | 66,800 | 42.87 |
| BNP Paribas Asset Management Holding S.A. | 62,100 | 42.88 |
| Schonfeld Strategic Advisors LLC | 58,500 | 42.89 |
| Gsa Capital Partners Llp | 50,659 | 42.87 |
| FMEIX - Fidelity Mid Cap Enhanced Index Fund | 46,611 | 42.07 |
| Dynamic Technology Lab Private Ltd | 46,060 | 42.88 |
| FYT - First Trust Small Cap Value AlphaDEX Fund | 38,893 | 40.37 |
| SG Americas Securities, LLC | 35,600 | 42.89 |
| Jump Financial, LLC | 33,842 | 42.91 |
| Jane Street Group, Llc | 33,300 | 42.88 |
| EAM Investors, LLC | 30,878 | 42.88 |
| Graham Capital Management, L.P. | 30,263 | 42.86 |
| Engineers Gate Manager LP | 27,185 | 42.89 |
| FTLS - First Trust Long/Short Equity ETF | 27,159 | 43.67 |
| OUSM - O'Shares FTSE Russell Small Cap Quality Dividend ETF | 25,067 | 40.57 |
| Virginia Retirement Systems Et Al | 23,700 | 40.59 |
| New England Research & Management, Inc. | 22,780 | 42.89 |
| Alpha DNA Investment Management LLC | 22,050 | 42.81 |
| FSAEX - Fidelity Series All-Sector Equity Fund | 19,200 | 40.36 |
| Wolverine Trading, Llc | 18,400 | 42.12 |
| Wolverine Trading, Llc | 18,400 | 42.12 |
| Group One Trading, L.p. | 18,000 | 42.89 |
| Investors Research Corp | 17,269 | 42.85 |
| Ergoteles LLC | 16,582 | 42.88 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class | 16,500 | 41.21 |
| Private Advisory Group LLC | 16,306 | 42.87 |
| Belpointe Asset Management LLC | 13,236 | 42.84 |
| WFSDX - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class | 12,807 | 41.23 |
| AE Wealth Management LLC | 11,211 | 42.90 |
| Hrt Financial Lp | 11,172 | 42.88 |
| Bailard, Inc. | 10,800 | 42.87 |
| IndexIQ Advisors LLC | 9,701 | 40.61 |
| Centiva Capital, LP | 9,311 | 42.85 |
| Pendal Group Ltd | 9,285 | 42.86 |
| O'Neil Global Advisors, Inc. | 8,604 | 42.89 |
| Pearl River Capital, LLC | 8,489 | 42.88 |
| Convergence Investment Partners, LLC | 8,393 | 42.89 |
| Oppenheimer & Co Inc | 7,485 | 42.89 |
| Miller Howard Investments Inc /ny | 7,464 | 42.87 |
| Quantamental Technologies LLC | 7,207 | 42.87 |
| Cetera Advisor Networks LLC | 7,123 | 42.82 |
| Simplex Trading, Llc | 6,400 | 42.81 |
| Fox Run Management, L.l.c. | 6,372 | 42.84 |
| Boothbay Fund Management, Llc | 5,757 | 42.90 |
| Shelton Capital Management | 5,517 | 42.96 |
| Buckingham Strategic Wealth, Llc | 5,354 | 42.96 |
| Cornerstone Investment Partners, LLC | 5,317 | 42.88 |
| Walleye Trading LLC | 5,300 | 42.83 |
| APG Asset Management N.V. | 5,200 | 40.96 |
| Utah Retirement Systems | 5,200 | 42.88 |
| Paragon Capital Management Ltd | 4,779 | 42.90 |
| TCOEX - Tactical Offensive Equity Fund | 4,500 | 40.44 |
| Aquatic Capital Management LLC | 3,400 | 42.94 |
| FSMD - Fidelity Small-Mid Factor ETF | 2,606 | 40.29 |
| State of Wyoming | 2,594 | 42.79 |
| SFYX - SoFi Next 500 ETF | 1,260 | 42.06 |
| BOGIX - Bogle Investment Management Small Cap Growth Fund | 1,100 | 41.82 |
| Altshuler Shaham Ltd | 794 | 42.82 |
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | 734 | 40.87 |
| Spire Wealth Management | 300 | 43.33 |
| Macroview Investment Management Llc | 269 | 44.61 |
| Zions Bancorporation, N.A. | 121 | 41.32 |
| Optimum Investment Advisors | 110 | 45.45 |
| Steward Financial Group LLC | 54 | 37.04 |
| RALS - ProShares RAFI Long/Short | 43 | 46.51 |
| Patriot Financial Group Insurance Agency, LLC | 34 | 29.41 |
| Concord Wealth Partners | 23 | 43.48 |
| Proequities, Inc. | 2 | |
| Bowling Portfolio Management LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| Oak Thistle LLC | ||
| Alyeska Investment Group, L.P. | ||
| National Bank Of Canada /fi/ | ||
| Canada Pension Plan Investment Board | ||
| O'Shares Investment Advisers, LLC | ||
| First Quadrant L P/ca | ||
| Polar Asset Management Partners Inc. | ||
| Cordant, Inc. | ||
| FinTrust Capital Advisors, LLC | ||
| Glenview Trust Co | ||
| Camarda Financial Advisors, LLC | ||
| Diversified Trust Co | ||
| Gw Henssler & Associates Ltd | ||
| D'Orazio & Associates, Inc. | ||
| Krane Funds Advisors LLC | ||
| Profund Advisors Llc | ||
| Diamond Hill Capital Management Inc | ||
| Tarbox Family Office, Inc. | ||
| Quadrature Capital Ltd | ||
| Capula Management Ltd | ||
| Laurel Wealth Advisors, Inc. | ||
| Fortis Advisors, LLC | ||
| Lmcg Investments, Llc | ||
| Standard Life Aberdeen plc | ||
| Lord, Abbett & Co. Llc | ||
| Confluence Wealth Services, Inc. | ||
| Winton Capital Group Ltd | ||
| Weiss Asset Management LP | ||
| Sterling Investment Advisors, Ltd. | ||
| Prospera Financial Services Inc | ||
| Foundry Partners, LLC | ||
| American Trust | ||
| Cipher Capital LP | ||
| Maverick Capital Ltd | ||
| Creative Financial Designs Inc /adv | ||
| Crawford Investment Counsel Inc | ||
| Adage Capital Partners Gp, L.l.c. | ||
| Aaron Wealth Advisors LLC | ||
| Mondrian Investment Partners LTD | ||
| Jefferies Group LLC | ||
| Manchester Capital Management LLC | ||
| People's United Financial, Inc. | ||
| Sciencast Management LP | ||
| Twinbeech Capital Lp | ||
| Cambridge Trust Co | ||
| Koshinski Asset Management, Inc. | ||
| Paloma Partners Management Co | ||
| Moody Aldrich Partners Llc | ||
| Holocene Advisors, LP | ||
| Speece Thorson Capital Group Inc | ||
| Panagora Asset Management Inc | ||
| Cresset Asset Management, LLC | ||
| Magnetar Financial LLC | ||
| Arkadios Wealth Advisors | ||
| Lingohr & Partner Asset Management GmbH | ||
| Harbour Investments, Inc. | ||
| Cullen Capital Management, LLC | ||
| Mercer Global Advisors Inc /adv | ||
| Occudo Quantitative Strategies Lp | ||
| Lee Financial Co | ||
| Great Lakes Advisors, Llc | ||
| Dark Forest Capital Management Lp | ||
| Gemmer Asset Management LLC | ||
| Weaver C. Barksdale & Associates, Inc. | ||
| AMP Capital Investors Ltd |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 10,481,817 | 36.12 | 10,824,151 | 42.88 |
| BlackRock Inc. | 9,474,276 | 9,279,780 | 42.88 | |
| Pzena Investment Management Llc | 9,340,785 | 36.12 | 10,740,660 | 42.88 |
| Dimensional Fund Advisors Lp | 5,475,194 | 36.12 | 5,058,827 | 42.88 |
| American Century Companies Inc | 3,186,569 | 36.12 | 2,622,521 | 42.88 |
| First Trust Advisors Lp | 2,278,927 | 36.12 | 2,153,901 | 42.88 |
| Fuller & Thaler Asset Management, Inc. | 1,775,544 | 36.12 | 1,992,835 | 42.88 |
| Fmr Llc | 1,748,453 | 36.12 | 1,848,349 | 42.88 |
| Morgan Stanley | 1,642,888 | 36.12 | 1,031,599 | 42.88 |
| Victory Capital Management Inc | 1,514,729 | 36.12 | 2,062,398 | 42.88 |
| Lsv Asset Management | 1,407,638 | 36.12 | 1,377,486 | 42.88 |
| Geode Capital Management, Llc | 1,359,475 | 36.12 | 1,388,218 | 42.88 |
| Bank of New York Mellon Corp | 1,352,228 | 36.12 | 1,366,306 | 42.88 |
| Aqr Capital Management Llc | 1,192,050 | 36.12 | 953,558 | 41.60 |
| Nuveen Asset Management, LLC | 1,112,892 | 36.12 | 1,073,021 | 42.88 |
| Russell Investments Group, Ltd. | 966,434 | 36.11 | 1,380,653 | 42.87 |
| Bank Of America Corp /de/ | 873,805 | 36.12 | 798,434 | 42.88 |
| Charles Schwab Investment Management Inc | 872,727 | 36.12 | 886,452 | 42.88 |
| FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund | 856,500 | 43.89 | 861,900 | 48.45 |
| FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares | 852,372 | 36.12 | 1,076,272 | 42.88 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| DFSVX - U.s. Small Cap Value Portfolio - Institutional Class | 1,761,350 | 47.87 | 1,508,535 | 43.66 |
| VASVX - Vanguard Selected Value Fund Investor Shares | 1,564,918 | 47.87 | 1,921,012 | 43.66 |
| Norges Bank | 1,000,973 | 36.97 | 0 | |
| DFFVX - U.S. Targeted Value Portfolio - Institutional Class | 871,520 | 47.87 | 871,520 | 43.66 |
| DFAT - Dimensional U.S. Targeted Value ETF | 523,450 | 47.87 | 496,873 | 43.66 |
| AVFIX - American Beacon Small Cap Value Fund Institutional Class | 513,287 | 47.87 | 544,266 | 43.66 |
| VYM - Vanguard High Dividend Yield Index Fund ETF Shares | 402,052 | 47.87 | 386,834 | 43.66 |
| FXL - First Trust Technology AlphaDEX Fund | 401,325 | 47.87 | 527,097 | 43.66 |
| PMPRX - MidCap Value Fund I R-3 | 389,978 | 47.87 | 389,889 | 43.66 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class | 301,982 | 47.87 | 250,976 | 43.66 |
| FSMDX - Fidelity Mid Cap Index Fund | 239,001 | 47.87 | 243,327 | 43.66 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 238,383 | 47.87 | 238,383 | 43.66 |
| FSCAX - Nuveen Small Cap Value Fund Class A | 181,135 | 47.87 | 199,654 | 43.66 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 173,801 | 47.87 | 173,801 | 43.66 |
| FASEX - Nuveen Mid Cap Value Fund Class A | 163,960 | 47.87 | 155,614 | 43.66 |
| SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares | 159,676 | 47.87 | 168,683 | 43.66 |
| DGRO - iShares Core Dividend Growth ETF | 146,062 | 47.87 | 165,377 | 43.66 |
| Cacti Asset Management Llc | 141,050 | 226.19 | 140,950 | 210.04 |
| SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 | 139,600 | 47.87 | 151,710 | 43.66 |
| DFAC - Dimensional U.S. Core Equity 2 ETF | 120,207 | 47.87 | 117,209 | 43.66 |
| Name | Current Puts |
|---|---|
| Cinctive Capital Management LP | 175,000 |
| Name | Current Calls |
|---|---|
| HAP Trading, LLC | 11,100 |
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 2 |
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 18,400 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 91,100 | 167,000 | 75,900 | 120.03 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 17,800 | 200 | 18,000 | -98.89 |
| PEAK6 Investments LLC | 13,700 | 43,200 | 56,900 | -24.08 |
| Simplex Trading, Llc | 5,200 | 1,200 | 6,400 | -81.25 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Walleye Trading LLC | 300 | 5,000 | 5,300 | -5.66 |
| Name |
|---|
| SEIAX - SIIT Multi-Asset Real Return Fund - Class A |
| Name | Shares | PPS |
|---|---|---|
| Capital Fund Management S.a. | 30,763 | 36.11 |
| Stifel Financial Corp | 22,615 | 36.13 |
| Investors Research Corp | 17,269 | 36.13 |
| Vestcor Inc | 10,890 | 36.09 |
| MQS Management LLC | 10,212 | 36.13 |
| Navellier & Associates Inc | 6,940 | 36.17 |
| Cetera Investment Advisers | 6,902 | |
| Dynamic Technology Lab Private Ltd | 5,670 | 36.16 |
| Gladius Capital Management LP | 871 | 36.74 |
| Almanack Investment Partners, LLC. | 647 | 35.55 |
| Howe & Rusling Inc | 500 | 36.00 |
| Guardian Wealth Advisors, LLC | 201 | 34.83 |
| Brown Brothers Harriman & Co | 119 | 33.61 |
| Pitcairn Co | 102 | 3931.37 |
| Axiom Investment Management LLC | 42 | 47.62 |
| Name | Shares | PPS |
|---|---|---|
| State of Wyoming | 2,594 | 42.79 |
| Pearl River Capital, LLC | 8,489 | 42.88 |
| Aquatic Capital Management LLC | 3,400 | 42.94 |
| APG Asset Management N.V. | 5,200 | 40.96 |
| BNP Paribas Asset Management Holding S.A. | 62,100 | 42.88 |
| Proequities, Inc. | 2 | |
| Oppenheimer & Co Inc | 7,485 | 42.89 |
| Boothbay Fund Management, Llc | 5,757 | 42.90 |
| Two Sigma Investments, Lp | 220,123 | 42.88 |
| Schonfeld Strategic Advisors LLC | 58,500 | 42.89 |
| Trexquant Investment LP | 85,363 | 42.88 |
| Dupont Capital Management Corp | 73,127 | 42.88 |
| Concord Wealth Partners | 23 | 43.48 |
| ExodusPoint Capital Management, LP | 73,384 | 42.88 |
| Shelton Capital Management | 5,517 | 42.96 |
| Private Advisory Group LLC | 16,306 | 42.87 |
| O'Neil Global Advisors, Inc. | 8,604 | 42.89 |
| EAM Investors, LLC | 30,878 | 42.88 |
| Engineers Gate Manager LP | 27,185 | 42.89 |
| Hrt Financial Lp | 11,172 | 42.88 |
| Quantamental Technologies LLC | 7,207 | 42.87 |
| Centiva Capital, LP | 9,311 | 42.85 |
| Brandes Investment Partners, Lp | 313,119 | 42.88 |
| Natixis | 66,800 | 42.87 |
| Cetera Advisor Networks LLC | 7,123 | 42.82 |
| Altshuler Shaham Ltd | 794 | 42.82 |
| Group One Trading, L.p. | 18,000 | 42.89 |
| Graham Capital Management, L.P. | 30,263 | 42.86 |
| Alpha DNA Investment Management LLC | 22,050 | 42.81 |
| Gsa Capital Partners Llp | 50,659 | 42.87 |
| Ergoteles LLC | 16,582 | 42.88 |
| Belpointe Asset Management LLC | 13,236 | 42.84 |
| Utah Retirement Systems | 5,200 | 42.88 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 10,481,817 | 36.12 | 10,824,151 | 42.88 |
| Pzena Investment Management Llc | 9,340,785 | 36.12 | 10,740,660 | 42.88 |
| BlackRock Inc. | 9,015,778 | 36.12 | 9,279,780 | 42.88 |
| Dimensional Fund Advisors Lp | 5,475,194 | 36.12 | 5,058,827 | 42.88 |
| American Century Companies Inc | 3,186,569 | 36.12 | 2,622,521 | 42.88 |
| First Trust Advisors Lp | 2,278,927 | 36.12 | 2,153,901 | 42.88 |
| Fuller & Thaler Asset Management, Inc. | 1,775,544 | 36.12 | 1,992,835 | 42.88 |
| Fmr Llc | 1,748,453 | 36.12 | 1,848,349 | 42.88 |
| Morgan Stanley | 1,642,888 | 36.12 | 1,031,599 | 42.88 |
| Geode Capital Management, Llc | 1,359,475 | 36.12 | 1,388,218 | 42.88 |
| Bank of New York Mellon Corp | 1,352,228 | 36.12 | 1,366,306 | 42.88 |
| Aqr Capital Management Llc | 1,192,050 | 36.12 | 953,558 | 41.60 |
| Nuveen Asset Management, LLC | 1,112,892 | 36.12 | 1,073,021 | 42.88 |
| Charles Schwab Investment Management Inc | 872,727 | 36.12 | 886,452 | 42.88 |
| FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares | 852,372 | 36.12 | 1,076,272 | 42.88 |
| Northern Trust Corp | 802,657 | 36.12 | 824,663 | 42.88 |
| Earnest Partners Llc | 789,040 | 36.12 | 642,558 | 42.88 |
| Polaris Capital Management, LLC | 768,618 | 36.12 | 774,518 | 42.88 |
| Boston Partners | 708,579 | 36.82 | 730,704 | 43.60 |
| Invesco Ltd. | 680,163 | 36.12 | 637,746 | 42.88 |
| Towle & Co | 615,730 | 36.12 | 604,460 | 42.88 |
| Sei Investments Co | 599,815 | 36.12 | 447,731 | 42.82 |
| Ameriprise Financial Inc | 486,369 | 37.09 | 487,998 | 41.70 |
| Principal Financial Group Inc | 394,129 | 36.12 | 452,704 | 42.88 |
| California Public Employees Retirement System | 364,138 | 36.12 | 180,722 | 42.88 |
| Jpmorgan Chase & Co | 354,967 | 36.12 | 369,845 | 42.88 |
| Brandywine Global Investment Management, LLC | 352,158 | 36.12 | 367,892 | 42.88 |
| Wells Fargo & Company/mn | 346,202 | 36.12 | 352,431 | 42.88 |
| DES - WisdomTree U.S. SmallCap Dividend Fund N/A | 312,268 | 36.12 | 304,800 | 42.88 |
| Rhumbline Advisers | 296,867 | 36.12 | 292,709 | 42.88 |
| Acadian Asset Management Llc | 287,779 | 36.09 | 183,082 | 42.89 |
| Legal & General Group Plc | 282,946 | 36.12 | 279,096 | 42.88 |
| Renaissance Technologies Llc | 260,780 | 36.12 | 246,300 | 42.88 |
| Jupiter Asset Management Ltd | 246,147 | 36.12 | 253,875 | 42.88 |
| Swiss National Bank | 231,600 | 36.12 | 233,200 | 42.88 |
| Axa S.a. | 230,066 | 36.12 | 406,025 | 42.88 |
| Candriam Luxembourg S.C.A. | 226,604 | 36.12 | 45,723 | 42.89 |
| Ubs Asset Management Americas Inc | 201,466 | 36.12 | 229,508 | 42.88 |
| Edgestream Partners, L.P. | 190,192 | 36.12 | 46,280 | 42.87 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A | 174,990 | 36.12 | 183,070 | 42.88 |
| Beck Bode, LLC | 172,694 | 36.12 | 175,855 | 42.87 |
| Two Sigma Advisers, Lp | 165,700 | 36.12 | 343,800 | 42.88 |
| Bahl & Gaynor Inc | 165,587 | 36.12 | 114,581 | 42.88 |
| Franklin Resources Inc | 160,233 | 36.12 | 55,926 | 42.90 |
| Voya Investment Management Llc | 157,322 | 36.12 | 222,377 | 42.88 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 156,689 | 36.12 | 307,089 | 42.88 |
| American International Group, Inc. | 149,386 | 36.12 | 161,384 | 42.88 |
| Bnp Paribas Arbitrage, Sa | 139,044 | 36.12 | 197,033 | 42.88 |
| State Of Wisconsin Investment Board | 126,805 | 36.12 | 133,365 | 42.88 |
| Healthcare Of Ontario Pension Plan Trust Fund | 113,724 | 36.12 | 46,398 | 42.89 |
| Credit Suisse Ag/ | 103,337 | 36.11 | 95,177 | 42.88 |
| Cubist Systematic Strategies, LLC | 94,636 | 36.12 | 455,673 | 42.88 |
| Skandinaviska Enskilda Banken AB (publ) | 94,300 | 36.12 | 96,200 | 42.88 |
| Schroder Investment Management Group | 90,250 | 36.12 | 226,579 | 42.11 |
| Royal Bank Of Canada | 87,161 | 36.12 | 100,104 | 42.89 |
| Envestnet Asset Management Inc | 87,132 | 36.12 | 85,359 | 42.88 |
| Hsbc Holdings Plc | 86,258 | 36.53 | 44,109 | 42.74 |
| PDT Partners, LLC | 86,249 | 36.12 | 131,336 | 42.88 |
| PGVFX - Polaris Global Value Fund | 81,700 | 36.12 | 81,700 | 42.88 |
| Gotham Asset Management, LLC | 78,755 | 36.12 | 24,154 | 42.89 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 71,954 | 36.11 | 61,392 | 42.87 |
| UBS Group AG | 71,661 | 36.11 | 214,535 | 42.88 |
| MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class | 71,076 | 36.12 | 76,527 | 42.87 |
| Amalgamated Bank | 69,019 | 36.12 | 81,868 | 42.87 |
| Alps Advisors Inc | 68,536 | 36.13 | 26,945 | 42.87 |
| South Dakota Investment Council | 67,906 | 36.12 | 67,906 | 42.88 |
| Citigroup Inc | 65,367 | 36.13 | 37,136 | 42.87 |
| Thrivent Financial For Lutherans | 62,027 | 36.13 | 25,627 | 42.88 |
| MetLife Investment Management, LLC | 60,784 | 36.13 | 63,510 | 42.88 |
| Vident Investment Advisory, LLC | 54,904 | 33.29 | 66,434 | 42.84 |
| Price T Rowe Associates Inc /md/ | 53,598 | 36.12 | 49,432 | 42.89 |
| RBF Capital, LLC | 52,400 | 36.13 | 52,400 | 41.24 |
| Oppenheimer Asset Management Inc. | 47,100 | 36.11 | 46,363 | 42.88 |
| Bank Of Nova Scotia | 44,271 | 36.12 | 18,057 | 42.86 |
| Globeflex Capital L P | 43,193 | 36.12 | 29,469 | 42.89 |
| Susquehanna Fundamental Investments, Llc | 43,116 | 36.11 | 68,386 | 40.59 |
| Mitsubishi UFJ Trust & Banking Corp | 42,837 | 36.11 | 50,504 | 42.89 |
| EZM - WisdomTree U.S. MidCap Fund N/A | 39,686 | 36.11 | 38,358 | 42.89 |
| Eaton Vance Management | 39,038 | 36.12 | 38,949 | 42.88 |
| Deutsche Bank Ag\ | 38,190 | 36.14 | 43,061 | 42.87 |
| AGF Investments LLC | 37,863 | 36.13 | 20,517 | 42.89 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 37,534 | 36.13 | 38,671 | 42.87 |
| First Eagle Investment Management, LLC | 37,503 | 36.13 | 24,903 | 42.89 |
| Advisor Group Holdings, Inc. | 36,425 | 36.13 | 31,520 | 42.77 |
| Alberta Investment Management Corp | 34,300 | 36.12 | 34,300 | 42.89 |
| Bank Of America Corp /de/ | 32,500 | 36.12 | 798,434 | 42.88 |
| BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund | 30,313 | 36.12 | 15,105 | 42.90 |
| Susquehanna International Group, Llp | 29,301 | 36.11 | 75,900 | 42.89 |
| Qube Research & Technologies Ltd | 28,344 | 36.13 | 168,219 | 42.88 |
| Meeder Asset Management Inc | 27,974 | 36.10 | 27,962 | 42.92 |
| Verition Fund Management LLC | 27,477 | 36.10 | 23,422 | 42.87 |
| Ensign Peak Advisors, Inc | 24,842 | 36.11 | 24,842 | 42.87 |
| Ameritas Investment Partners, Inc. | 24,346 | 36.10 | 26,358 | 42.87 |
| Alphacrest Capital Management Llc | 24,149 | 36.11 | 42,756 | 42.87 |
| Jane Street Group, Llc | 23,239 | 36.15 | 33,300 | 42.88 |
| PEAK6 Investments LLC | 23,235 | 36.11 | 56,900 | 42.88 |
| Ontario Teachers Pension Plan Board | 22,329 | 36.14 | 9,105 | 42.83 |
| Peapack Gladstone Financial Corp | 20,977 | 36.13 | 20,923 | 42.87 |
| Tower Research Capital LLC (TRC) | 20,203 | 36.13 | 6,854 | 42.89 |
| Mariner, LLC | 17,852 | 36.13 | 18,053 | 42.87 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,429 | 36.15 | 12,284 | 42.90 |
| Morningstar Investment Services LLC | 17,068 | 39.49 | 18,169 | 42.38 |
| Voloridge Investment Management, Llc | 15,544 | 36.09 | 78,246 | 42.88 |
| Teza Capital Management LLC | 14,942 | 36.14 | 20,950 | 42.86 |
| Federated Hermes, Inc. | 14,451 | 36.12 | 19,089 | 42.90 |
| Northwestern Mutual Investment Management Company, Llc | 13,672 | 36.13 | 16,351 | 42.87 |
| New York Life Investment Management Llc | 12,476 | 36.15 | 11,489 | 42.91 |
| Vise Technologies, Inc. | 11,889 | 36.08 | 12,533 | 42.85 |
| Bank Of Montreal /can/ | 11,502 | 36.95 | 52,456 | 44.04 |
| Guggenheim Capital Llc | 11,104 | 36.11 | 19,029 | 42.88 |
| NovaPoint Capital, LLC | 11,095 | 36.14 | 12,786 | 42.86 |
| Carret Asset Management, Llc | 11,047 | 36.12 | 11,297 | 42.84 |
| Boxwood Ventures, Inc. | 10,977 | 36.08 | 10,977 | 42.91 |
| Neuberger Berman Group LLC | 10,876 | 36.13 | 10,797 | 42.88 |
| United Services Automobile Association | 10,588 | 36.17 | 10,588 | 42.88 |
| Delphia (USA) Inc. | 10,058 | 36.09 | 14,378 | 42.91 |
| Corton Capital Inc. | 9,874 | 36.16 | 13,041 | 42.86 |
| JustInvest LLC | 9,804 | 36.11 | 9,561 | 42.88 |
| LPL Financial LLC | 9,477 | 36.09 | 10,193 | 42.87 |
| Campbell & CO Investment Adviser LLC | 8,774 | 36.13 | 6,943 | 42.92 |
| Pathstone Family Office, Llc | 8,741 | 36.49 | 6,215 | 42.96 |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 8,622 | 36.07 | 9,914 | 42.87 |
| Bridgewater Associates, LP | 8,497 | 36.13 | 53,574 | 42.88 |
| Prelude Capital Management, Llc | 7,983 | 36.08 | 15,490 | 42.87 |
| Hennion & Walsh Asset Management, Inc. | 7,863 | 36.12 | 8,267 | 42.82 |
| CIBC World Markets Inc. | 7,674 | 36.10 | 8,640 | 42.82 |
| Bayesian Capital Management, LP | 7,541 | 36.07 | 12,741 | 42.85 |
| Greenleaf Trust | 6,933 | 36.06 | 6,335 | 42.94 |
| Pictet Asset Management Sa | 6,900 | 36.09 | 6,900 | 42.90 |
| O'shaughnessy Asset Management, Llc | 6,494 | 36.19 | 6,833 | 42.88 |
| Loomis Sayles & Co L P | 6,185 | 36.05 | 70 | 42.86 |
| Ci Investments Inc. | 6,078 | 36.20 | 6,605 | 42.85 |
| Watershed Asset Management, L.L.C. | 6,036 | 36.12 | 5,577 | 42.85 |
| Pnc Financial Services Group, Inc. | 5,600 | 36.25 | 5,922 | 42.89 |
| Snowden Capital Advisors LLC | 5,584 | 36.00 | 5,594 | 42.72 |
| Jupiter Wealth Management LLC | 5,000 | 36.00 | 5,000 | 42.80 |
| Harvest Fund Management Co., Ltd | 4,010 | 36.16 | 6,397 | 42.83 |
| Pacific Center for Financial Services | 3,640 | 35.99 | 3,640 | 42.86 |
| Covestor Ltd | 3,600 | 36.11 | 205 | 43.90 |
| Lazard Asset Management Llc | 3,072 | 35.81 | 1,485 | 42.42 |
| Shell Asset Management Co | 2,313 | 36.32 | 2,627 | 43.01 |
| Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class | 2,213 | 36.15 | 2,308 | 42.89 |
| Walleye Trading LLC | 2,047 | 36.15 | 5,300 | 42.83 |
| Nomura Asset Management Co Ltd | 1,550 | 36.13 | 1,550 | 42.58 |
| PineBridge Investments, L.P. | 838 | 35.80 | 1,085 | 43.32 |
| Parallel Advisors, LLC | 819 | 36.63 | 589 | 42.44 |
| Quadrant Capital Group Llc | 783 | 35.76 | 1,060 | 42.45 |
| Quent Capital, LLC | 474 | 35.86 | 474 | 42.19 |
| Bell Investment Advisors, Inc | 296 | 37.16 | 268 | 41.04 |
| Northwestern Mutual Wealth Management Co | 239 | 33.47 | 97 | 41.24 |
| Glassman Wealth Services | 201 | 34.83 | 203 | 44.33 |
| Group One Trading, L.p. | 200 | 35.00 | 18,000 | 42.89 |
| ClariVest Asset Management LLC | 163 | 36.81 | 163 | 42.94 |
| Bessemer Group Inc | 156 | 38.46 | 39 | 51.28 |
| Aua Capital Management, Llc | 52 | 38.46 | 61 | 49.18 |
| Allworth Financial LP | 32 | 31.25 | 378 | 42.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Norges Bank | 1,000,973 | 36.97 | 0 | |
| Man Group plc | 54,609 | 36.11 | 0 | |
| Balyasny Asset Management Llc | 39,372 | 36.12 | 0 | |
| Cornercap Investment Counsel Inc | 25,955 | 36.10 | 0 | |
| Steward Partners Investment Advisory, Llc | 17,530 | 0.06 | 20,738 | 0.05 |
| Squarepoint Ops LLC | 17,367 | 36.10 | 0 | |
| Caxton Associates Lp | 12,540 | 36.12 | 0 | |
| Arrowstreet Capital, Limited Partnership | 9,337 | 36.09 | 0 | |
| Tudor Investment Corp Et Al | 9,030 | 36.10 | 0 | |
| XTX Topco Ltd | 8,572 | 36.16 | 0 | |
| M&t Bank Corp | 6,068 | 36.09 | 8,659 | 29.91 |
| Point72 Hong Kong Ltd | 2,139 | 36.00 | 0 | |
| Macquarie Group Ltd | 1,053 | 85.47 | 212,948 | 42.88 |
| Name | Current Puts |
|---|---|
| Cinctive Capital Management LP | 175,000 |
| Name | Current Calls |
|---|---|
| HAP Trading, LLC | 11,100 |
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Goldman Sachs Group Inc | 1,196,760 |
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 18,400 |
| 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 |
|---|---|---|---|---|
| Bank Of America Corp /de/ | 765,934 | 32,500 | 798,434 | -95.93 |
| Group One Trading, L.p. | 17,800 | 200 | 18,000 | -98.89 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|