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 269 3.00 2.36 2.42
Previous Quarter 0 0.00 0.00 0.00

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 243 61 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 5 2 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 55 0 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 1 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 11,048,677 0.00 0.00 26,530,067 0.00 0.00
Previous Quarter 0 0.00 0.00 0 0.00 0.00

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
Mhatre Ravi 23,210,145
TIGER GLOBAL MANAGEMENT LLC 19,900,829
Ghamsari Nima 17,817,423
Formation8 Partners Fund I, L.P. 16,220,511
Lightspeed Ultimate General Partner IX, Ltd. 14,818,355 2.36
Tiger Global Management Llc 14,022,186 2.36
Vanguard Group Inc 13,488,348 2.36
Temasek Holdings (Private) Ltd 11,875,773 2.36
General Atlantic Llc 11,433,949 2.36
COATUE MANAGEMENT LLC 11,236,100
8VC Co-Invest Fund I, L.P. 11,020,968
BlackRock Inc. 10,657,326 2.36
Greylock 15 GP LLC 10,034,191 2.36
ShawSpring Partners LLC 8,534,033 2.36
MFN Partners Management, LP 8,369,982 2.36
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,185,785 2.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,439,623 2.36
Emergence Gp Partners, Llc 4,244,379 2.36
IWM - iShares Russell 2000 ETF 4,053,026 2.36
State Street Corp 2,870,893 2.36

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

 

Recent Quarter Analysis

Name Shares PPS
Mhatre Ravi 23,210,145
TIGER GLOBAL MANAGEMENT LLC 19,900,829
Ghamsari Nima 17,817,423
Formation8 Partners Fund I, L.P. 16,220,511
Lightspeed Ultimate General Partner IX, Ltd. 14,818,355 2.36
Tiger Global Management Llc 14,022,186 2.36
Vanguard Group Inc 13,488,348 2.36
Temasek Holdings (Private) Ltd 11,875,773 2.36
General Atlantic Llc 11,433,949 2.36
COATUE MANAGEMENT LLC 11,236,100
8VC Co-Invest Fund I, L.P. 11,020,968
BlackRock Inc. 10,657,326 2.36
Greylock 15 GP LLC 10,034,191 2.36
ShawSpring Partners LLC 8,534,033 2.36
MFN Partners Management, LP 8,369,982 2.36
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,185,785 2.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,439,623 2.36
Emergence Gp Partners, Llc 4,244,379 2.36
IWM - iShares Russell 2000 ETF 4,053,026 2.36
State Street Corp 2,870,893 2.36
Name Shares PPS
Rock Creek Group, LP
Jane Street Group, Llc
Sciencast Management LP
Penn Mutual Asset Management, LLC
LMR Partners LLP
Renaissance Technologies Llc
Belvedere Trading LLC
Coatue Management Llc
Cannon Global Investment Management, LLC
Mirabella Financial Services Llp
Weiss Asset Management LP
UNC Management Company, Inc.
Jump Financial, LLC
Virtu Financial LLC
Azora Capital LP
Eaton Vance Management
Norges Bank
Caption Management, LLC
Parallax Volatility Advisers, L.P.
Vetamer Capital Management, L.p.
ExodusPoint Capital Management, LP
Liberty Street Advisors, Inc.
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5
Bayesian Capital Management, LP
Windmill Hill Asset Management Ltd
Thrive Capital Management, LLC
State of Wyoming
Ghisallo Capital Management LLC
Two Sigma Investments, Lp
Tradition Wealth Management, LLC
Wolverine Trading, Llc
CTC Capital Management, LLC
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2
Truist Financial Corp
Ovata Capital Management Ltd
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
FSAEX - Fidelity Series All-Sector Equity Fund
Dumac, Inc.
Harbourvest Partners Llc
FourThought Financial, LLC
DADGX - Dunham Small Cap Growth Fund Class A
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
StepStone Group LP
Capital International Investors
Schonfeld Strategic Advisors LLC
Metavasi Capital LP
Berylson Capital Partners, Llc
Boothbay Fund Management, Llc
Belvedere Trading LLC
Schonfeld Strategic Advisors LLC
Susquehanna International Group, Llp
Howe & Rusling Inc
Spring Creek Capital Llc
Jane Street Group, Llc
Foster Group, Inc.
Wolverine Trading, Llc
ADANX - AQR Diversified Arbitrage Fund Class N
CIBC Asset Management Inc
Rinkey Investments
Wolverine Trading, Llc
Isomer Partners LP
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Barclays Plc 26,600
Name Current Calls
Vetamer Capital Management, L.p. 550,000
Bank Of Montreal /can/ 525,000
Cutler Group LP 20,500
Belvedere Trading LLC 0
Caption Management, LLC 0
Name
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Previous Puts
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,185,785 2.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,439,623 2.36
IWM - iShares Russell 2000 ETF 4,053,026 2.36
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 2,604,309 2.36
IWN - iShares Russell 2000 Value ETF 1,853,712 2.36
IWC - iShares Micro-Cap ETF 387,744 2.36
XITK - SPDR FactSet Innovative Technology ETF 297,476 2.36
VEXMX - Vanguard Extended Market Index Fund Investor Shares 288,782 2.36
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 285,818 2.36
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 284,300 2.36
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 250,000 2.36
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 235,704 2.36
QCSTRX - Stock Account Class R1 149,271 2.36
FISVX - Fidelity Small Cap Value Index Fund 132,582 2.36
VBINX - Vanguard Balanced Index Fund Investor Shares 130,300 2.36
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 104,138 2.36
NSIDX - Northern Small Cap Index Fund 98,479 2.36
QCEQRX - Equity Index Account Class R1 94,859 2.36
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 76,900 2.35
BBVSX - Bridge Builder Small/Mid Cap Value Fund 66,734 2.35
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 66,145 2.36
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 61,217 2.35
IWV - iShares Russell 3000 ETF 60,473 2.36
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 51,984 2.37
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 49,864 2.37
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 42,084 2.35
JESIX - Small Cap Index Trust NAV 39,647 2.37
SSMHX - State Street Small/mid Cap Equity Index Portfolio 38,500 2.36
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 32,983 2.36
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 32,499 2.37
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 26,933 2.38
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 26,713 2.36
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 25,100 2.35
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 25,100 2.35
BlackRock Capital Allocation Trust 24,434 2.37
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 23,761 2.36
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 21,478 2.37
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 21,468 2.38
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 20,831 2.35
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 10,772 2.32
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 8,219 2.31
TRZIX - T. Rowe Price Small-Cap Index Fund 7,083 2.40
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 6,076 2.30
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5,115 2.35
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 5,092 2.36
TLSTX - Stock Index Fund 3,507 2.28
JETSX - Total Stock Market Index Trust NAV 3,398 2.35
USMIX - Extended Market Index Fund 2,940 2.38
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 1,947 2.57
RYRRX - Russell 2000 Fund Class A 1,309 2.29
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 826 2.42
Profunds - Profund Vp Ultrasmall-cap 672 2.98
Profunds - Profund Vp Small-cap 568 1.76
RYMKX - Russell 2000 1.5x Strategy Fund Class H 397 2.52
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 125
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Name Previous Puts
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