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 590 16.00 17.26 15.75
Previous Quarter 581 13.00 12.08 12.68

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 51 128 57 208 110 111
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 4 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 2 7 0 0 2 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 22 16 1 112 52 45
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 3 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Past Week 1 1 0 4 3 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 6,093,890 0.00 0.00 17,009,028 0.00 0.00
Previous Quarter 6,283,974 0.00 0.00 14,382,878 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
Vanguard Group Inc 9,783,037 17.29
State Street Corp 7,255,160 12.08
BlackRock Inc. 6,066,972 17.29
Dimensional Fund Advisors Lp 5,796,717 17.29
XOP - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 5,610,509 12.08
D. E. Shaw & Co., Inc. 4,134,003 12.08
Key Group Holdings (cayman), Ltd. 3,747,342 17.29
Third Point LLC 3,000,000 17.29
Bank of New York Mellon Corp 2,438,372 17.29
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,416,688 12.08
Two Sigma Investments, Lp 2,400,801 17.29
IWM - iShares Russell 2000 ETF 2,058,686 12.08
Amundi 2,033,801 19.18
Marshall Wace, Llp 1,785,178 12.08
Geode Capital Management, Llc 1,565,804 17.29
Two Sigma Advisers, Lp 1,466,600 17.29
Susquehanna International Group, Llp 1,452,373 17.29
Renaissance Technologies Llc 1,387,300 17.29
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 1,382,580 15.93
PGOFX - Pioneer Select Mid Cap Growth Fund : Class A 1,235,963 19.60

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
State Street Corp 7,255,160 12.08
Vanguard Group Inc 7,174,728 12.08
BlackRock Inc. 6,273,050 12.08
Dimensional Fund Advisors Lp 5,614,375 12.08
XOP - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 5,610,509 12.08
D. E. Shaw & Co., Inc. 4,134,003 12.08
Key Group Holdings (cayman), Ltd. 3,582,342 12.08
Two Sigma Investments, Lp 2,947,970 12.08
Bank of New York Mellon Corp 2,542,408 12.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,416,688 12.08
IWM - iShares Russell 2000 ETF 2,058,686 12.08
Marshall Wace, Llp 1,785,178 12.08
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 1,667,786 17.03
Geode Capital Management, Llc 1,540,012 12.08
Morgan Stanley 1,517,215 12.08
Two Sigma Advisers, Lp 1,470,300 12.08
Vaughan Nelson Investment Management, L.p. 1,436,350 12.08
Voloridge Investment Management, Llc 1,422,991 12.08
Invesco Ltd. 1,262,779 12.08
Northern Trust Corp 1,236,583 12.08

 

Recent Quarter Analysis

Name Shares PPS
Third Point LLC 3,000,000 17.29
PGOFX - Pioneer Select Mid Cap Growth Fund : Class A 1,235,963 19.60
PMAIX - Pioneer Multi-Asset Income Fund : Class A 289,027 15.93
Penserra Capital Management LLC 218,042 17.29
Heartland Advisors Inc 179,688 17.29
HRVIX - HEARTLAND VALUE PLUS FUND Investor Class 175,000 17.29
Sanders Morris Harris Llc 148,000 17.29
Beck Capital Management, Llc 87,395 17.29
FTLS - First Trust Long/Short Equity ETF 79,932 15.93
VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares 68,387 19.59
Raymond James & Associates 65,850 17.30
Hellman Jordan Management Co Inc /ma/ 64,124 17.29
QASGX - Federated MDT Small Cap Growth Fund Class A Shares 63,385 15.93
PYHRX - Payden High Income Fund (Investor Class) 60,000 15.93
Thomist Capital Management, LP 53,327 17.29
Oberweis Asset Management Inc/ 51,800 17.30
Calamos Advisors LLC 51,161 17.28
ESML - iShares ESG MSCI USA Small-Cap ETF 47,631 19.61
Aigen Investment Management, Lp 34,488 17.28
DMVAX - BNY Mellon Select Managers Small Cap Value Fund Class A 30,905 19.61
Name Shares PPS
Two Sigma Investments, Lp 2,947,970 12.08
Two Sigma Investments, Lp 2,947,970 12.08
FTXN - First Trust Nasdaq Oil & Gas ETF 931,660 8.09
Balyasny Asset Management Llc 750,479 12.08
Jane Street Group, Llc 510,000 12.08
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 456,982 7.78
Point72 Asset Management, L.P. 355,528 12.08
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 335,600 8.09
Mackenzie Financial Corp 259,496 12.08
MQRIX - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares 229,480 8.30
Boothbay Fund Management, Llc 206,600 12.08
SummerHaven Investment Management, LLC 149,279 12.08
Hrt Financial Lp 145,186 12.07
Wesbanco Bank Inc 100,523 12.08
Dynamic Technology Lab Private Ltd 92,900 12.08
Bienville Capital Management, LLC 89,100 12.08
CSCVX - CornerCap Small-Cap Value Fund Investor Shares 67,574 8.09
Cipher Capital LP 63,137 12.08
Parallax Volatility Advisers, L.P. 43,061 12.10
Parallax Volatility Advisers, L.P. 43,061 12.10
Parallax Volatility Advisers, L.P. 43,061 12.10
Tudor Investment Corp Et Al 42,868 12.08
Tudor Investment Corp Et Al 42,868 12.08
Tudor Investment Corp Et Al 42,868 12.08
Arrowstreet Capital, Limited Partnership 42,466 12.08
DSGAX - BNY Mellon Select Managers Small Cap Growth Fund Class A 39,524 19.30
PDT Partners, LLC 34,562 12.09
IndexIQ Advisors LLC 31,693 13.06
Jefferies Group LLC 30,555 4.55
Jefferies Group LLC 30,555 4.55
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 29,303 8.09
PIBAX - PGIM BALANCED FUND Class A 27,700 8.09
Walleye Capital LLC 22,473 12.06
Winton Capital Group Ltd 21,085 12.09
SG Americas Securities, LLC 18,887 12.07
Wedbush Securities Inc 15,297 12.09
Two Sigma Securities, Llc 13,986 12.08
Fox Run Management, L.l.c. 13,134 12.11
Petrus Trust Company, LTA 13,133 12.11
Los Angeles Capital Management Llc 11,916 12.08
Wedge Capital Management L L P/nc 11,641 12.11
Walleye Trading LLC 10,600 12.08
Steward Financial Group LLC 4,936 11.95
Ahrens Investment Partners LLC 2,500 12.00
First Quadrant L P/ca 2,154 13.00
VFLQ - Vanguard U.S. Liquidity Factor ETF ETF Shares 1,791 8.38
Geneos Wealth Management Inc. 1,000 12.00
Prospera Financial Services Inc 716 12.57
Rockefeller Capital Management L.P. 9
Jackson Creek Investment Advisors LLC
Encompass Capital Advisors LLC
Monaco Asset Management SAM
Cobalt Capital Management, Inc.
PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6
Nomura Holdings Inc
Healthcare Of Ontario Pension Plan Trust Fund
Acadian Asset Management Llc
Quantitative Investment Management, LLC
Manteio Capital LLC
Canada Pension Plan Investment Board
Etf Managers Group, Llc
Wellington Management Group Llp
Cornercap Investment Counsel Inc
Maple Rock Capital Partners Inc.
Thrivent Financial For Lutherans
White Pine Capital Llc
Point72 Hong Kong Ltd
Quantamental Technologies LLC
Pictet Asset Management Sa
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
Quadrature Capital Ltd
Benefit Street Partners LLC
TAAAX - Thrivent Aggressive Allocation Fund Class A
Slate Path Capital LP
ARGI Investment Services, LLC
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Putnam Investments Llc
Wexford Capital Lp
C M Bidwell & Associates Ltd
ZSCCX - Zacks Small-Cap Core Fund Investor Class
Tatro Capital, LLC
Sante Capital Fund, LP
SWSCX - Schwab Small-Cap Equity Fund
Ubs Oconnor Llc
Prelude Capital Management, Llc
Bellwether Advisors, LLC
FLDFX - BALANCED FUND Retail Class
Campbell & CO Investment Adviser LLC
J.w. Cole Advisors, Inc.
Apollon Wealth Management, LLC
Franklin Resources Inc
Alpha Paradigm Partners, LLC
Cordant, Inc.
Bridgefront Capital, LLC
NEXT Financial Group, Inc
Shay Capital LLC
Centiva Capital, LP
Hennessy Advisors Inc
THMAX - Thrivent Moderate Allocation Fund Class A
Blueshift Asset Management, LLC
Wolf Hill Capital Management, LP
CIBC Asset Management Inc
Amitell Capital Pte Ltd
New York State Common Retirement Fund
Belvedere Trading LLC
SG3 Management, LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Ergoteles LLC
Seven Eight Capital, Lp
Saba Capital Management, L.P.
Summit Global Investments
Pluribus Labs, LLC
Adage Capital Partners Gp, L.l.c.
Shay Capital LLC
Jacobs Levy Equity Management, Inc
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A
AALGX - Thrivent Global Stock Fund Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
SG3 Management, LLC
Avantax Advisory Services, Inc.
Connor, Clark & Lunn Investment Management Ltd.
Aj Wealth Strategies, Llc
Diameter Capital Partners LP
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
FLMFX - MUIRFIELD FUND Retail Class
Mirabella Financial Services Llp
JT Stratford LLC
Name Current Shares Current PPS Previous Shares Previous PPS
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 1,382,580 15.93 1,667,786 17.03
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 875,184 15.93 884,755 17.03
FSSNX - Fidelity Small Cap Index Fund 690,820 15.93 691,726 17.03
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 524,228 15.93 171,048 17.03
GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 518,629 15.93 580,253 17.03
DFSTX - U.s. Small Cap Portfolio - Institutional Class 472,750 15.93 375,397 17.03
PXE - Invesco Dynamic Energy Exploration & Production ETF 443,557 15.93 786,055 17.03
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 352,539 15.93 132,743 17.03
JCRAX - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 335,766 15.93 335,766 17.03
AVFIX - American Beacon Small Cap Value Fund Institutional Class 313,164 15.93 490,441 17.03
DFAS - Dimensional U.S. Small Cap ETF 305,513 15.93 243,033 17.03
PJARX - SmallCap Value Fund II R-3 254,350 15.93 379,038 17.03
DFAC - Dimensional U.S. Core Equity 2 ETF 228,634 15.93 229,462 17.03
PCSVX - PACE Small/Medium Co Value Equity Investments Class P 213,040 15.93 140,070 17.03
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 210,476 15.93 210,476 17.03
SWSSX - Schwab Small-Cap Index Fund 205,292 15.93 206,185 17.03
FYX - First Trust Small Cap Core AlphaDEX Fund 197,674 15.93 217,489 17.03
DFAT - Dimensional U.S. Targeted Value ETF 178,712 15.93 218,330 17.03
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 176,785 15.93 147,019 17.03
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 162,664 15.93 164,558 17.03
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 9,783,037 17.29 7,174,728 12.08
BlackRock Inc. 6,066,972 17.29 6,273,050 12.08
Dimensional Fund Advisors Lp 5,796,717 17.29 5,614,375 12.08
Key Group Holdings (cayman), Ltd. 3,747,342 17.29 3,582,342 12.08
Bank of New York Mellon Corp 2,438,372 17.29 2,542,408 12.08
Two Sigma Investments, Lp 2,400,801 17.29 2,947,970 12.08
Amundi 2,033,801 19.18 754,247 12.09
Geode Capital Management, Llc 1,565,804 17.29 1,540,012 12.08
Two Sigma Advisers, Lp 1,466,600 17.29 1,470,300 12.08
Susquehanna International Group, Llp 1,452,373 17.29 978,728 12.08
Renaissance Technologies Llc 1,387,300 17.29 1,159,600 12.08
Voloridge Investment Management, Llc 1,113,358 17.29 1,422,991 12.08
Invesco Ltd. 1,092,366 17.29 1,262,779 12.08
Goldman Sachs Group Inc 1,079,245 17.29 251,004 12.08
Vaughan Nelson Investment Management, L.p. 908,065 17.29 1,436,350 12.08
Bridgeway Capital Management Inc 896,400 17.29 947,800 12.08
Northern Trust Corp 884,394 17.29 1,236,583 12.08
First Trust Advisors Lp 863,749 17.29 939,914 12.08
Bank Of Montreal /can/ 862,175 19.09 873,539 13.74
Morgan Stanley 818,267 17.29 1,517,215 12.08
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Vanguard Group Inc 2,608,309 9,783,037 17.29 7,174,728 12.08 36.35
Amundi 1,279,554 2,033,801 19.18 754,247 12.09 169.65
Goldman Sachs Group Inc 828,241 1,079,245 17.29 251,004 12.08 329.97
Susquehanna International Group, Llp 473,645 1,452,373 17.29 978,728 12.08 48.39
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 353,180 524,228 15.93 171,048 17.03 206.48
Citigroup Inc 342,809 617,607 17.29 274,798 12.08 124.75
ExodusPoint Capital Management, LP 283,162 346,165 17.29 63,003 12.08 449.44
Renaissance Technologies Llc 227,700 1,387,300 17.29 1,159,600 12.08 19.64
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 219,796 352,539 15.93 132,743 17.03 165.58
PXI - Invesco DWA Energy Momentum ETF 198,368 389,169 15.93 190,801 7.78 103.97
Dimensional Fund Advisors Lp 182,342 5,796,717 17.29 5,614,375 12.08 3.25
Key Group Holdings (cayman), Ltd. 165,000 3,747,342 17.29 3,582,342 12.08 4.61
UBS Group AG 158,100 358,345 17.29 200,245 12.08 78.95
Nuveen Asset Management, LLC 153,094 535,863 17.29 382,769 12.08 40.00
Occudo Quantitative Strategies Lp 150,340 195,828 17.29 45,488 12.07 330.50
Susquehanna Fundamental Investments, Llc 139,780 224,067 17.29 84,287 13.05 165.84
Federated Hermes, Inc. 138,875 237,494 17.29 98,619 12.08 140.82
Schonfeld Strategic Advisors LLC 135,928 148,900 17.29 12,972 12.10 1047.86
Man Group plc 119,713 119,713 17.29 0 0.00
Russell Investments Group, Ltd. 119,227 119,227 17.27 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cubist Systematic Strategies, LLC 782,336 288,710 17.29 1,071,046 12.08 -73.04
Morgan Stanley 698,948 818,267 17.29 1,517,215 12.08 -46.07
Two Sigma Investments, Lp 547,169 2,400,801 17.29 2,947,970 12.08 -18.56
Vaughan Nelson Investment Management, L.p. 528,285 908,065 17.29 1,436,350 12.08 -36.78
Aventail Capital Group, LP 449,622 653,030 17.29 1,102,652 12.08 -40.78
Ameriprise Financial Inc 410,698 198,340 17.28 609,038 12.08 -67.43
Northern Trust Corp 352,189 884,394 17.29 1,236,583 12.08 -28.48
PXE - Invesco Dynamic Energy Exploration & Production ETF 342,498 443,557 15.93 786,055 17.03 -43.57
Jpmorgan Chase & Co 342,464 148,918 17.28 491,382 12.08 -69.69
CoreCommodity Management, LLC 333,617 121,708 17.29 455,325 12.08 -73.27
Voloridge Investment Management, Llc 309,633 1,113,358 17.29 1,422,991 12.08 -21.76
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 285,206 1,382,580 15.93 1,667,786 17.03 -17.10
Deutsche Bank Ag\ 236,888 40,948 17.29 277,836 12.08 -85.26
BlackRock Inc. 206,078 6,066,972 17.29 6,273,050 12.08 -3.29
Engineers Gate Manager LP 204,631 53,127 17.30 257,758 12.08 -79.39
Qube Research & Technologies Ltd 199,839 140,705 17.29 340,544 12.08 -58.68
Rafferty Asset Management, LLC 196,728 422,403 17.29 619,131 12.08 -31.77
Boothbay Fund Management, Llc 194,253 12,347 17.25 206,600 12.08 -94.02
AVFIX - American Beacon Small Cap Value Fund Institutional Class 177,277 313,164 15.93 490,441 17.03 -36.15
Invesco Ltd. 170,413 1,092,366 17.29 1,262,779 12.08 -13.50
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Proequities, Inc. 0
Name Previous Calls
Bienville Capital Management, LLC 89,100
Parallax Volatility Advisers, L.P. 43,061
Tudor Investment Corp Et Al 42,868
SG3 Management, LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
PEAK6 Investments LLC 54,900 152,100 97,200 56.48
Squarepoint Ops LLC 91,824 200,000 108,176 84.88
Name Increased Calls Current Calls Previous Calls Percentage Increase
Jane Street Group, Llc 9,000 519,000 510,000 1.76
HAP Trading, LLC 9,400 27,400 18,000 52.22
Simplex Trading, Llc 17,800 255,400 237,600 7.49
Capital Fund Management S.a. 20,300 99,700 79,400 25.57
Walleye Trading LLC 56,500 67,100 10,600 533.02
Wolverine Trading, Llc 84,508 222,400 137,892 61.29
Group One Trading, L.p. 151,400 328,700 177,300 85.39
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Caxton Associates Lp 62,500 65,000 127,500 -49.02
Cutler Group LP 2,300 13,700 16,000 -14.37
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Past Week Analysis

Name Shares PPS
Third Point LLC 3,000,000 17.29
Penserra Capital Management LLC 218,042 17.29
Heartland Advisors Inc 179,688 17.29
Beck Capital Management, Llc 87,395 17.29
Oberweis Asset Management Inc/ 51,800 17.30
Aigen Investment Management, Lp 34,488 17.28
Lazard Asset Management Llc 29,432 17.26
Price T Rowe Associates Inc /md/ 28,942 17.31
Pearl River Capital, LLC 26,678 17.28
Advisory Services Network, LLC 25,683 17.29
Ethic Inc. 16,213 17.27
Alps Advisors Inc 16,140 17.29
Vise Technologies, Inc. 15,488 17.30
Sigma Planning Corp 12,800 17.27
Doliver Advisors, Lp 11,098 17.30
Morse Asset Management, Inc 10,000 17.30
Cypress Capital Management LLC (WY) 1,000 17.00
Pnc Financial Services Group, Inc. 257 15.56
Allworth Financial LP 94 21.28
Lindbrook Capital, Llc 58 17.24
Quadrant Capital Group Llc 25
Capital Advisors, Ltd. LLC 8
Name Shares PPS
Balyasny Asset Management Llc 750,479 12.08
Winton Capital Group Ltd 21,085 12.09
Tudor Investment Corp Et Al 42,868 12.08
PDT Partners, LLC 34,562 12.09
Geneos Wealth Management Inc. 1,000 12.00
Walleye Capital LLC 22,473 12.06
Jane Street Group, Llc 510,000 12.08
Parallax Volatility Advisers, L.P. 43,061 12.10
Two Sigma Securities, Llc 13,986 12.08
Point72 Asset Management, L.P. 355,528 12.08
Cipher Capital LP 63,137 12.08
Dynamic Technology Lab Private Ltd 92,900 12.08
Hrt Financial Lp 145,186 12.07
Arrowstreet Capital, Limited Partnership 42,466 12.08
Jefferies Group LLC 30,555 4.55
Petrus Trust Company, LTA 13,133 12.11
Name Current Shares Current PPS Previous Shares Previous PPS
HAP Trading, LLC 13,500 0.74 18,000 1.94
Name Current Shares Current PPS Previous Shares Previous PPS
Vanguard Group Inc 9,783,037 17.29 7,174,728 12.08
BlackRock Inc. 6,066,972 17.29 6,273,050 12.08
Dimensional Fund Advisors Lp 5,796,717 17.29 5,614,375 12.08
Key Group Holdings (cayman), Ltd. 3,747,342 17.29 3,582,342 12.08
Bank of New York Mellon Corp 2,438,372 17.29 2,542,408 12.08
Two Sigma Investments, Lp 2,400,801 17.29 2,947,970 12.08
Amundi 2,033,801 19.18 754,247 12.09
Geode Capital Management, Llc 1,565,804 17.29 1,540,012 12.08
Two Sigma Advisers, Lp 1,466,600 17.29 1,470,300 12.08
Susquehanna International Group, Llp 1,452,373 17.29 978,728 12.08
Renaissance Technologies Llc 1,387,300 17.29 1,159,600 12.08
Voloridge Investment Management, Llc 1,113,358 17.29 1,422,991 12.08
Invesco Ltd. 1,092,366 17.29 1,262,779 12.08
Goldman Sachs Group Inc 1,079,245 17.29 251,004 12.08
Bridgeway Capital Management Inc 896,400 17.29 947,800 12.08
Northern Trust Corp 884,394 17.29 1,236,583 12.08
First Trust Advisors Lp 863,749 17.29 939,914 12.08
Bank Of Montreal /can/ 862,175 19.09 873,539 13.74
Morgan Stanley 818,267 17.29 1,517,215 12.08
American Century Companies Inc 737,765 17.29 704,603 12.08
Charles Schwab Investment Management Inc 696,039 17.29 646,872 12.08
Aventail Capital Group, LP 653,030 17.29 1,102,652 12.08
Citigroup Inc 617,607 17.29 274,798 12.08
Nuveen Asset Management, LLC 535,863 17.29 382,769 12.08
Jane Street Group, Llc 519,000 17.29 510,000 12.08
Credit Suisse Ag/ 449,732 17.29 402,381 12.08
Stifel Financial Corp 449,123 17.29 432,238 12.08
Sapience Investments, LLC 422,630 17.29 426,140 12.08
Rafferty Asset Management, LLC 422,403 17.29 619,131 12.08
UBS Group AG 358,345 17.29 200,245 12.08
ExodusPoint Capital Management, LP 346,165 17.29 63,003 12.08
Panagora Asset Management Inc 284,702 17.29 296,699 12.08
Bank Of America Corp /de/ 259,522 17.29 413,070 12.08
EES - WisdomTree U.S. SmallCap Fund N/A 240,878 17.29 228,285 12.08
Federated Hermes, Inc. 237,494 17.29 98,619 12.08
Sagefield Capital LP 230,968 17.29 199,169 12.08
Bnp Paribas Arbitrage, Sa 224,156 17.29 368,233 12.08
Susquehanna Fundamental Investments, Llc 224,067 17.29 84,287 13.05
Swiss National Bank 220,900 17.29 219,500 12.08
Ameriprise Financial Inc 198,340 17.28 609,038 12.08
Occudo Quantitative Strategies Lp 195,828 17.29 45,488 12.07
Long Focus Capital Management, Llc 151,400 17.29 205,000 12.08
Jpmorgan Chase & Co 148,918 17.28 491,382 12.08
Schonfeld Strategic Advisors LLC 148,900 17.29 12,972 12.10
Qube Research & Technologies Ltd 140,705 17.29 340,544 12.08
Aqr Capital Management Llc 126,224 17.29 47,721 12.07
Royal Bank Of Canada 125,505 17.29 101,784 12.07
Wells Fargo & Company/mn 124,596 17.30 74,638 12.08
Clarus Group, Inc. 123,113 17.29 103,031 12.08
CoreCommodity Management, LLC 121,708 17.29 455,325 12.08
Wolverine Trading, Llc 120,400 16.81 137,892 13.48
Man Group plc 119,713 17.29 0
Rhumbline Advisers 117,382 17.29 107,922 12.08
Van Den Berg Management I, Inc 113,800 17.29 114,463 12.08
Bokf, Na 113,000 17.29 13,000 12.08
Squarepoint Ops LLC 100,000 17.29 108,176 12.08
EAM Global Investors LLC 96,996 17.29 85,131 12.08
CastleKnight Management LP 95,700 17.29 106,800 12.08
Plustick Management Llc 90,000 17.29 140,000 12.08
Legal & General Group Plc 78,315 17.29 53,018 12.07
LPL Financial LLC 78,152 17.29 76,479 12.08
Fmr Llc 75,555 17.30 155,033 12.08
Trexquant Investment LP 74,248 17.29 0
Ubs Asset Management Americas Inc 73,633 17.29 96,848 12.08
Gotham Asset Management, LLC 68,109 17.30 67,843 12.09
EAM Investors, LLC 68,051 17.30 110,924 12.08
Group One Trading, L.p. 67,500 17.29 177,300 12.08
Caxton Associates Lp 65,000 17.29 127,500 12.08
Engineers Gate Manager LP 53,127 17.30 257,758 12.08
Cubist Systematic Strategies, LLC 50,200 17.29 1,071,046 12.08
PEAK6 Investments LLC 49,680 17.29 97,200 12.08
MetLife Investment Management, LLC 47,805 17.30 46,274 12.08
Principal Financial Group Inc 47,156 17.30 107,123 12.08
Guggenheim Capital Llc 43,615 17.29 49,251 12.08
American International Group, Inc. 43,526 17.30 42,911 12.07
Shepherd Kaplan Krochuk, Llc 42,700 17.28 69,620 12.08
Deutsche Bank Ag\ 40,948 17.29 277,836 12.08
Sei Investments Co 40,159 17.28 46,051 12.07
Mirae Asset Global Investments Co., Ltd. 39,071 17.30 27,341 12.07
New York Life Investment Management Llc 38,806 17.29 35,735 12.09
Aquatic Capital Management LLC 36,700 17.30 10,400 12.12
Gamco Investors, Inc. Et Al 36,475 17.30 34,375 12.07
Capital Fund Management S.a. 36,200 17.29 79,400 12.08
Voya Investment Management Llc 35,677 17.29 35,677 12.08
Ensign Peak Advisors, Inc 33,640 17.30 13,110 12.05
Sowell Financial Services LLC 21,022 17.27 21,022 12.08
Hsbc Holdings Plc 20,737 17.46 31,918 12.12
Alphacrest Capital Management Llc 20,680 17.31 53,654 12.08
Envestnet Asset Management Inc 17,991 17.29 17,343 12.11
State Of Wisconsin Investment Board 17,364 17.28 22,476 12.10
Dupont Capital Management Corp 15,933 17.26 61,420 12.08
Payden & Rygel 15,620 17.29 15,620 12.10
Verition Fund Management LLC 15,250 17.31 25,569 12.08
Amalgamated Bank 14,677 17.31 14,440 12.05
Dark Forest Capital Management Lp 13,917 17.32 9,908 12.11
Lido Advisors, LLC 13,533 17.22 13,433 12.06
XTX Topco Ltd 13,495 17.27 57,952 12.08
Gsa Capital Partners Llp 13,194 17.28 0
Wolverine Asset Management Llc 12,627 17.26 12,627 12.04
Zurcher Kantonalbank (Zurich Cantonalbank) 11,033 17.31 11,033 12.05
Callahan Advisors, LLC 11,000 17.27 0
Walleye Trading LLC 10,800 17.31 10,600 12.08
Globeflex Capital L P 10,067 17.28 10,067 12.12
Advisor Group Holdings, Inc. 9,527 17.32 5,635 11.89
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,800 17.31 7,800 12.31
Ameritas Investment Partners, Inc. 7,181 17.27 7,181 11.98
Tower Research Capital LLC (TRC) 5,675 17.27 9,416 12.11
Metropolitan Life Insurance Co/ny 5,503 17.26 6,172 12.15
Macquarie Group Ltd 5,196 21.36 6,442 12.11
State of Wyoming 3,870 17.31 2,211 12.21
Meeder Asset Management Inc 831 16.85 350 11.43
Bell Investment Advisors, Inc 78 12.82 27
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Vanguard Group Inc 2,608,309 9,783,037 17.29 7,174,728 12.08 36.35
Amundi 1,279,554 2,033,801 19.18 754,247 12.09 169.65
Goldman Sachs Group Inc 828,241 1,079,245 17.29 251,004 12.08 329.97
Susquehanna International Group, Llp 473,645 1,452,373 17.29 978,728 12.08 48.39
Citigroup Inc 342,809 617,607 17.29 274,798 12.08 124.75
ExodusPoint Capital Management, LP 283,162 346,165 17.29 63,003 12.08 449.44
Renaissance Technologies Llc 227,700 1,387,300 17.29 1,159,600 12.08 19.64
Dimensional Fund Advisors Lp 182,342 5,796,717 17.29 5,614,375 12.08 3.25
Key Group Holdings (cayman), Ltd. 165,000 3,747,342 17.29 3,582,342 12.08 4.61
UBS Group AG 158,100 358,345 17.29 200,245 12.08 78.95
Nuveen Asset Management, LLC 153,094 535,863 17.29 382,769 12.08 40.00
Occudo Quantitative Strategies Lp 150,340 195,828 17.29 45,488 12.07 330.50
Susquehanna Fundamental Investments, Llc 139,780 224,067 17.29 84,287 13.05 165.84
Federated Hermes, Inc. 138,875 237,494 17.29 98,619 12.08 140.82
Schonfeld Strategic Advisors LLC 135,928 148,900 17.29 12,972 12.10 1047.86
Man Group plc 119,713 119,713 17.29 0 0.00
Bokf, Na 100,000 113,000 17.29 13,000 12.08 769.23
Aqr Capital Management Llc 78,503 126,224 17.29 47,721 12.07 164.50
Trexquant Investment LP 74,248 74,248 17.29 0 0.00
Wells Fargo & Company/mn 49,958 124,596 17.30 74,638 12.08 66.93
Charles Schwab Investment Management Inc 49,167 696,039 17.29 646,872 12.08 7.60
Credit Suisse Ag/ 47,351 449,732 17.29 402,381 12.08 11.77
American Century Companies Inc 33,162 737,765 17.29 704,603 12.08 4.71
Sagefield Capital LP 31,799 230,968 17.29 199,169 12.08 15.97
Aquatic Capital Management LLC 26,300 36,700 17.30 10,400 12.12 252.88
Geode Capital Management, Llc 25,792 1,565,804 17.29 1,540,012 12.08 1.67
Legal & General Group Plc 25,297 78,315 17.29 53,018 12.07 47.71
Royal Bank Of Canada 23,721 125,505 17.29 101,784 12.07 23.31
Ensign Peak Advisors, Inc 20,530 33,640 17.30 13,110 12.05 156.60
Clarus Group, Inc. 20,082 123,113 17.29 103,031 12.08 19.49
Stifel Financial Corp 16,885 449,123 17.29 432,238 12.08 3.91
Gsa Capital Partners Llp 13,194 13,194 17.28 0 0.00
EES - WisdomTree U.S. SmallCap Fund N/A 12,593 240,878 17.29 228,285 12.08 5.52
EAM Global Investors LLC 11,865 96,996 17.29 85,131 12.08 13.94
Mirae Asset Global Investments Co., Ltd. 11,730 39,071 17.30 27,341 12.07 42.90
Callahan Advisors, LLC 11,000 11,000 17.27 0 0.00
Rhumbline Advisers 9,460 117,382 17.29 107,922 12.08 8.77
Dark Forest Capital Management Lp 4,009 13,917 17.32 9,908 12.11 40.46
Advisor Group Holdings, Inc. 3,892 9,527 17.32 5,635 11.89 69.07
New York Life Investment Management Llc 3,071 38,806 17.29 35,735 12.09 8.59
Gamco Investors, Inc. Et Al 2,100 36,475 17.30 34,375 12.07 6.11
LPL Financial LLC 1,673 78,152 17.29 76,479 12.08 2.19
State of Wyoming 1,659 3,870 17.31 2,211 12.21 75.03
MetLife Investment Management, LLC 1,531 47,805 17.30 46,274 12.08 3.31
Swiss National Bank 1,400 220,900 17.29 219,500 12.08 0.64
Envestnet Asset Management Inc 648 17,991 17.29 17,343 12.11 3.74
American International Group, Inc. 615 43,526 17.30 42,911 12.07 1.43
Meeder Asset Management Inc 481 831 16.85 350 11.43 137.43
Gotham Asset Management, LLC 266 68,109 17.30 67,843 12.09 0.39
Amalgamated Bank 237 14,677 17.31 14,440 12.05 1.64
Lido Advisors, LLC 100 13,533 17.22 13,433 12.06 0.74
Bell Investment Advisors, Inc 51 78 12.82 27 188.89
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 698,948 818,267 17.29 1,517,215 12.08 -46.07
Two Sigma Investments, Lp 547,169 2,400,801 17.29 2,947,970 12.08 -18.56
Aventail Capital Group, LP 449,622 653,030 17.29 1,102,652 12.08 -40.78
Ameriprise Financial Inc 410,698 198,340 17.28 609,038 12.08 -67.43
Northern Trust Corp 352,189 884,394 17.29 1,236,583 12.08 -28.48
Jpmorgan Chase & Co 342,464 148,918 17.28 491,382 12.08 -69.69
CoreCommodity Management, LLC 333,617 121,708 17.29 455,325 12.08 -73.27
Voloridge Investment Management, Llc 309,633 1,113,358 17.29 1,422,991 12.08 -21.76
Deutsche Bank Ag\ 236,888 40,948 17.29 277,836 12.08 -85.26
BlackRock Inc. 206,078 6,066,972 17.29 6,273,050 12.08 -3.29
Engineers Gate Manager LP 204,631 53,127 17.30 257,758 12.08 -79.39
Qube Research & Technologies Ltd 199,839 140,705 17.29 340,544 12.08 -58.68
Rafferty Asset Management, LLC 196,728 422,403 17.29 619,131 12.08 -31.77
Invesco Ltd. 170,413 1,092,366 17.29 1,262,779 12.08 -13.50
Bank Of America Corp /de/ 153,548 259,522 17.29 413,070 12.08 -37.17
Bnp Paribas Arbitrage, Sa 144,077 224,156 17.29 368,233 12.08 -39.13
Bank of New York Mellon Corp 104,036 2,438,372 17.29 2,542,408 12.08 -4.09
Fmr Llc 79,478 75,555 17.30 155,033 12.08 -51.27
First Trust Advisors Lp 76,165 863,749 17.29 939,914 12.08 -8.10
Principal Financial Group Inc 59,967 47,156 17.30 107,123 12.08 -55.98
Long Focus Capital Management, Llc 53,600 151,400 17.29 205,000 12.08 -26.15
Bridgeway Capital Management Inc 51,400 896,400 17.29 947,800 12.08 -5.42
Plustick Management Llc 50,000 90,000 17.29 140,000 12.08 -35.71
PEAK6 Investments LLC 47,520 49,680 17.29 97,200 12.08 -48.89
Dupont Capital Management Corp 45,487 15,933 17.26 61,420 12.08 -74.06
XTX Topco Ltd 44,457 13,495 17.27 57,952 12.08 -76.71
EAM Investors, LLC 42,873 68,051 17.30 110,924 12.08 -38.65
Alphacrest Capital Management Llc 32,974 20,680 17.31 53,654 12.08 -61.46
Shepherd Kaplan Krochuk, Llc 26,920 42,700 17.28 69,620 12.08 -38.67
Ubs Asset Management Americas Inc 23,215 73,633 17.29 96,848 12.08 -23.97
Panagora Asset Management Inc 11,997 284,702 17.29 296,699 12.08 -4.04
Bank Of Montreal /can/ 11,364 862,175 19.09 873,539 13.74 -1.30
Hsbc Holdings Plc 11,181 20,737 17.46 31,918 12.12 -35.03
CastleKnight Management LP 11,100 95,700 17.29 106,800 12.08 -10.39
Verition Fund Management LLC 10,319 15,250 17.31 25,569 12.08 -40.36
Sei Investments Co 5,892 40,159 17.28 46,051 12.07 -12.79
Guggenheim Capital Llc 5,636 43,615 17.29 49,251 12.08 -11.44
State Of Wisconsin Investment Board 5,112 17,364 17.28 22,476 12.10 -22.74
Tower Research Capital LLC (TRC) 3,741 5,675 17.27 9,416 12.11 -39.73
Two Sigma Advisers, Lp 3,700 1,466,600 17.29 1,470,300 12.08 -0.25
Sapience Investments, LLC 3,510 422,630 17.29 426,140 12.08 -0.82
Macquarie Group Ltd 1,246 5,196 21.36 6,442 12.11 -19.34
Metropolitan Life Insurance Co/ny 669 5,503 17.26 6,172 12.15 -10.84
Van Den Berg Management I, Inc 663 113,800 17.29 114,463 12.08 -0.58
Covestor Ltd 3 20 23 -13.04
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Boothbay Fund Management, Llc 206,600
Bienville Capital Management, LLC 89,100
Tudor Investment Corp Et Al 42,868
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Walleye Trading LLC 200 10,800 10,600 1.89
Name Increased Calls Current Calls Previous Calls Percentage Increase
Jane Street Group, Llc 9,000 519,000 510,000 1.76
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Group One Trading, L.p. 109,800 67,500 177,300 -61.93
Capital Fund Management S.a. 43,200 36,200 79,400 -54.41
Wolverine Trading, Llc 17,492 120,400 137,892 -12.69
HAP Trading, LLC 4,500 13,500 18,000 -25.00
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Cubist Systematic Strategies, LLC 1,020,846 50,200 1,071,046 -95.31
Caxton Associates Lp 62,500 65,000 127,500 -49.02
Squarepoint Ops LLC 8,176 100,000 108,176 -7.56
Name