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 360 24.00 24.19 23.06
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 347 44 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 3 3 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 3 0 0 0 0 0
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 2,148,449 0.87 24.19 8,855,780 3.60 24.18
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
CD&R Investment Associates X, Ltd. 185,804,265
Clayton, Dubilier & Rice, LLC 171,796,744 24.19
Select Equity Group, L.P. 11,639,083 0.02
Select Equity Group, L.P. 8,620,732
Janus Henderson Group Plc 6,684,767 24.19
Vanguard Group Inc 4,472,479 24.19
Pictet Asset Management Sa 4,119,534 24.19
JSVAX - Janus Henderson Contrarian Fund Class T 3,365,055 24.19
Victory Capital Management Inc 3,066,930 24.19
Amundi 2,711,342 24.19
SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 2,240,000 23.76
BlackRock Inc. 2,148,449 24.19
Robeco Schweiz AG 2,147,600 24.19
Robeco Institutional Asset Management B.V. 2,100,000 24.19
JAVTX - Janus Henderson Venture Fund Class T 1,695,615 24.19
FIL Ltd 1,692,341 24.19
Driehaus Capital Management Llc 1,668,350 24.19
Goldman Sachs Group Inc 1,575,321 24.19
Principal Financial Group Inc 1,465,456 24.19
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,452,465 24.19

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
CD&R Investment Associates X, Ltd. 185,804,265
Clayton, Dubilier & Rice, LLC 171,796,744 24.19
Select Equity Group, L.P. 11,639,083 0.02
Janus Henderson Group Plc 6,684,767 24.19
Vanguard Group Inc 4,472,479 24.19
Pictet Asset Management Sa 4,119,534 24.19
JSVAX - Janus Henderson Contrarian Fund Class T 3,365,055 24.19
Victory Capital Management Inc 3,066,930 24.19
Amundi 2,711,342 24.19
SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 2,240,000 23.76
BlackRock Inc. 2,148,449 24.19
Robeco Schweiz AG 2,147,600 24.19
Robeco Institutional Asset Management B.V. 2,100,000 24.19
JAVTX - Janus Henderson Venture Fund Class T 1,695,615 24.19
FIL Ltd 1,692,341 24.19
Driehaus Capital Management Llc 1,668,350 24.19
Goldman Sachs Group Inc 1,575,321 24.19
Principal Financial Group Inc 1,465,456 24.19
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,452,465 24.19
Vaughan Nelson Investment Management, L.p. 1,342,060 24.19
Name Shares PPS
Renaissance Technologies Llc
Baird Financial Group, Inc.
Artemis Investment Management LLP
Lee Financial Co
DekaBank Deutsche Girozentrale
Two Sigma Investments, Lp
Lord, Abbett & Co. Llc
FLMFX - MUIRFIELD FUND Retail Class
Ghisallo Capital Management LLC
FLDFX - BALANCED FUND Retail Class
Jane Street Group, Llc
FLFGX - GLOBAL ALLOCATION FUND Retail Class
Norges Bank
Jump Financial, LLC
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
Simplex Trading, Llc
Pnc Financial Services Group, Inc.
ADANX - AQR Diversified Arbitrage Fund Class N
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares
FLDGX - DYNAMIC ALLOCATION FUND Retail Class
TCOEX - Tactical Offensive Equity Fund
D. E. Shaw & Co., Inc.
Aventail Capital Group, LP
FLDOX - MODERATE ALLOCATION FUND Retail Class
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares
FLSPX - SPECTRUM FUND Retail Class
Gyon Technologies Capital Management, LP
Woodline Partners LP
Voya Investment Management Llc
Veritable, L.P.
Caas Capital Management Lp
Lazard Asset Management Llc
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
Qube Research & Technologies Ltd
Engineers Gate Manager LP
Hrt Financial Lp
Zurcher Kantonalbank (Zurich Cantonalbank)
Janney Montgomery Scott LLC
Seven Grand Managers, Llc
Susquehanna International Group, Llp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
Waratah Capital Advisors Ltd.
Metropolitan Life Insurance Co/ny
Cnh Partners Llc
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
Royal Bank Of Canada 227,500
Wolverine Trading, Llc 22,500
Susquehanna International Group, Llp 15,600
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Weiss Strategic Interval Fund
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
Renaissance Capital LLC 27,116 22.31
Financial Management Professionals, Inc. 1,758 22.18
Parkside Financial Bank & Trust 400 22.50
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
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