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 | 350 | 31.00 | 31.26 | 30.63 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 325 | 91 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 7 | 1 | 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 | 7 | 1 | 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 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 | 1,689,154 | 0.54 | 31.25 | 498,370 | 0.16 | 24.37 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 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 |
|---|---|---|
| General Atlantic Llc | 57,310,939 | 31.26 |
| Bzurovski Bay Andres | 48,718,583 | |
| Fogel Kaplan Sergio Enrique | 48,718,177 | |
| Azar Alberto Eduardo | 17,820,816 | |
| Fmr Llc | 12,903,843 | 31.26 |
| Kanovich Sebastian | 12,629,474 | |
| FMR LLC | 10,013,117 | |
| Jennison Associates Llc | 7,586,639 | 31.26 |
| Addition One General Partner, L.P. | 7,038,850 | 31.26 |
| D1 Capital Partners L.P. | 4,858,061 | 31.26 |
| Alkeon Capital Management Llc | 4,488,514 | 31.26 |
| Wasatch Advisors Inc | 4,086,240 | 31.26 |
| Eventide Asset Management, Llc | 3,768,149 | 31.26 |
| ETGLX - Eventide Gilead Fund Class N | 3,583,543 | 31.26 |
| FAGAX - Fidelity Advisor Growth Opportunities Fund Class A | 3,099,700 | 32.65 |
| Frontier Capital Management Co Llc | 2,934,909 | 26.25 |
| William Blair Investment Management, Llc | 2,630,173 | 31.26 |
| Atreides Management, LP | 2,569,174 | 31.26 |
| Tiger Global Management Llc | 2,345,180 | 31.26 |
| FEMKX - Fidelity Emerging Markets Fund | 2,267,772 | 22.67 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| General Atlantic Llc | 57,310,939 | 31.26 |
| Bzurovski Bay Andres | 48,718,583 | |
| Fogel Kaplan Sergio Enrique | 48,718,177 | |
| Azar Alberto Eduardo | 17,820,816 | |
| Fmr Llc | 12,903,843 | 31.26 |
| Kanovich Sebastian | 12,629,474 | |
| FMR LLC | 10,013,117 | |
| Jennison Associates Llc | 7,586,639 | 31.26 |
| Addition One General Partner, L.P. | 7,038,850 | 31.26 |
| D1 Capital Partners L.P. | 4,858,061 | 31.26 |
| Alkeon Capital Management Llc | 4,488,514 | 31.26 |
| Wasatch Advisors Inc | 4,086,240 | 31.26 |
| Eventide Asset Management, Llc | 3,768,149 | 31.26 |
| ETGLX - Eventide Gilead Fund Class N | 3,583,543 | 31.26 |
| FAGAX - Fidelity Advisor Growth Opportunities Fund Class A | 3,099,700 | 32.65 |
| Frontier Capital Management Co Llc | 2,934,909 | 26.25 |
| William Blair Investment Management, Llc | 2,630,173 | 31.26 |
| Atreides Management, LP | 2,569,174 | 31.26 |
| Tiger Global Management Llc | 2,345,180 | 31.26 |
| FEMKX - Fidelity Emerging Markets Fund | 2,267,772 | 22.67 |
| Name | Shares | PPS |
|---|---|---|
| Itau Unibanco Holding S.A. | ||
| Summit Partners Public Asset Management, Llc | ||
| TGMAX - TCW Emerging Markets Multi-Asset Opportunities Fund Class I | ||
| TINGX - Thornburg International Growth Fund - Class I | ||
| Ascendant Capital Management, LLC | ||
| O'Neil Global Advisors, Inc. | ||
| State of Wyoming | ||
| Credit Suisse Ag/ | ||
| Constellation Investimentos e Participacoes Ltda | ||
| Nkcfo Llc | ||
| Vetamer Capital Management, L.p. | ||
| Full18 Capital LLC | ||
| Summit Trail Advisors, Llc | ||
| BBGSX - Bridge Builder Small/Mid Cap Growth Fund | ||
| Manufacturers Life Insurance Company, The | ||
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 | ||
| NMMEX - Active M Emerging Markets Equity Fund | ||
| Artal Group S.A. | ||
| GSTIX - Goldman Sachs Strategic Growth Fund Institutional | ||
| Pentwater Capital Management LP | ||
| GGOIX - Goldman Sachs Growth Opportunities Fund Institutional | ||
| GSPIX - Goldman Sachs Capital Growth Fund Institutional | ||
| Prestige Wealth Management Group LLC | ||
| Captrust Financial Advisors | ||
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service | ||
| Parallax Volatility Advisers, L.P. | ||
| Hitchwood Capital Management LP | ||
| Yong Rong (HK) Asset Management Ltd | ||
| Cetera Advisor Networks LLC | ||
| REMSX - Emerging Markets Fund Class S | ||
| ADOAX - ACM Dynamic Opportunity Fund Class A Shares | ||
| Boston Partners | ||
| Old Well Partners, LLC | ||
| QFFOX - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares | ||
| Parallax Volatility Advisers, L.P. | ||
| Parallax Volatility Advisers, L.P. | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| C WorldWide Group Holding A/S | ||
| FKDNX - Franklin Dynatech Fund Class A | ||
| BIVIX - Invenomic Fund Institutional Class shares | ||
| DREGX - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class | ||
| Summit Partners Public Asset Management, Llc | ||
| Artisan Partners Limited Partnership | ||
| DSMDX - Driehaus Small/Mid Cap Growth Fund | ||
| Mirabella Financial Services Llp | ||
| LPL Financial LLC | ||
| Davidson Kempner Capital Management Lp | ||
| Tudor Investment Corp Et Al | ||
| Balyasny Asset Management Llc | ||
| Deutsche Bank Ag\ | ||
| PEAK6 Investments LLC | ||
| Banco BTG Pactual S.A. | ||
| Bank of New York Mellon Corp | ||
| DekaBank Deutsche Girozentrale | ||
| Adage Capital Partners Gp, L.l.c. | ||
| Somerset Capital Management LLP | ||
| Alliancebernstein L.p. | ||
| Kcl Capital, L.p. | ||
| Tiger Management L.l.c. | ||
| Brookfield Asset Management Inc. | ||
| Russell Investments Group, Ltd. | ||
| Qube Research & Technologies Ltd | ||
| Bellwether Advisors, LLC | ||
| Gainplan LLC | ||
| Acadian Asset Management Llc | ||
| DMAGX - Driehaus Multi-Asset Growth Economies Fund | ||
| Fifth Third Bancorp | ||
| Atticus Wealth Management, Llc | ||
| Crawford Lake Capital Management, LLC | ||
| Altshuler Shaham Ltd | ||
| Kb Financial Partners, Llc | ||
| Calamos Advisors LLC | ||
| Thornburg Investment Management Inc | ||
| Wafra Inc. | ||
| Tcw Group Inc | ||
| FRIEX - Federated Emerging Markets Equity Fund Class C Shares | ||
| Truist Financial Corp | ||
| FLCLX - Fidelity Flex Large Cap Growth Fund | ||
| PIGDX - Federated International Growth Fund Class C Shares | ||
| Driehaus Capital Management Llc | ||
| TGDMX - TCW Developing Markets Equity Fund Class I | ||
| GWM Advisors LLC | ||
| Outfitter Financial LLC | ||
| PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C | ||
| AAGOX - Alger Large Cap Growth Portfolio Class S | ||
| Wolverine Trading, Llc | ||
| Cubist Systematic Strategies, LLC | ||
| Marshall Wace, Llp | ||
| Wealthgate Family Office, LLC | ||
| 3G Capital Partners LP | ||
| Blueshift Asset Management, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Susquehanna International Group, Llp | 198,800 |
| Summit Partners Public Asset Management, Llc | 0 |
| Name | Current Calls |
|---|---|
| Jane Street Group, Llc | 132,100 |
| Wolverine Trading, Llc | 39,600 |
| Bank Of Montreal /can/ | 29,600 |
| Cutler Group LP | 16,600 |
| Royal Bank Of Canada | 11,900 |
| HAP Trading, LLC | 11,200 |
| PEAK6 Investments LLC | 0 |
| 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 | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Frontier Capital Management Co Llc | 2,934,909 | 26.25 |
| EEMAX - Columbia Emerging Markets Fund Class A | 386,131 | 28.83 |
| Values First Advisors, Inc. | 28,392 | 26.24 |
| Exchange Traded Concepts, Llc | 5,469 | 26.33 |
| Urban Wealth Management, LLC | 595 | 26.89 |
| Mizuho Securities Co. Ltd. | 145 | 34.48 |
| Somerset Capital Management LLP | 0 |
| Name | Shares | PPS |
|---|---|---|
| Somerset Capital Management LLP |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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