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 | 521 | 386.00 | 4.32 | 85.07 |
| Previous Quarter | 539 | 4.00 | 3.45 | 3.68 |
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 | 48 | 126 | 109 | 246 | 153 | 133 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 1 | 0 | 1 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 4 | 2 | 2 | 3 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 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 | 34,420,670 | 30.41 | 4.31 | 41,253,540 | 36.44 | 4.30 |
| Previous Quarter | 34,391,640 | 30.38 | 3.46 | 42,280,399 | 37.35 | 3.88 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 19,974,694 | 4.32 |
| Vanguard Group Inc | 18,056,572 | 4.32 |
| Sylebra Capital Ltd | 14,328,391 | 4.32 |
| ArrowMark Colorado Holdings LLC | 12,778,721 | 4.32 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,277,375 | 4.32 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,643,269 | 4.23 |
| State Street Corp | 4,655,590 | 4.32 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,289,503 | 4.32 |
| Jacobs Levy Equity Management, Inc | 2,939,205 | 4.32 |
| Morgan Stanley | 2,837,100 | 4.32 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,733,702 | 4.32 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,605,170 | 4.32 |
| D. E. Shaw & Co., Inc. | 2,215,513 | 4.32 |
| Geode Capital Management, Llc | 2,090,763 | 0.00 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,835,432 | 4.32 |
| MERDX - MERIDIAN GROWTH FUND Legacy Class | 1,677,773 | 4.32 |
| MERDX - MERIDIAN GROWTH FUND Legacy Class | 1,677,773 | 4.32 |
| VITAX - Vanguard Information Technology Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,614,151 | 4.28 |
| Needham Investment Management Llc | 1,600,000 | 4.32 |
| NESGX - Needham Small Cap Growth Fund Retail Class | 1,600,000 | 4.32 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 19,743,621 | 3.45 |
| Vanguard Group Inc | 19,220,650 | 3.45 |
| Sylebra Capital Ltd | 14,242,379 | 3.45 |
| ArrowMark Colorado Holdings LLC | 9,329,219 | 3.45 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,784,997 | 3.45 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,851,070 | 4.89 |
| Millennium Management Llc | 4,299,571 | 3.45 |
| State Street Corp | 4,213,943 | 3.45 |
| Morgan Stanley | 3,573,091 | 3.45 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,093,158 | 3.45 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,899,144 | 3.45 |
| Archon Capital Management LLC | 2,693,528 | 3.45 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,603,539 | 3.45 |
| Jacobs Levy Equity Management, Inc | 2,521,054 | 3.45 |
| Deutsche Bank Ag\ | 2,478,418 | 3.45 |
| Tiger Global Management Llc | 2,166,968 | 3.45 |
| Geode Capital Management, Llc | 2,031,985 | 3.45 |
| D. E. Shaw & Co., Inc. | 1,814,468 | 3.45 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,672,129 | 3.45 |
| VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,667,707 | 3.45 |
| Name | Shares | PPS |
|---|---|---|
| MORGAN STANLEY | 1,340,506 | |
| IJS - iShares S&P Small-Cap 600 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 989,566 | 4.32 |
| Weiss Multi-Strategy Advisers LLC | 800,000 | 0.00 |
| Nishkama Capital, LLC | 798,864 | 4.32 |
| SLYV - SPDR(R) S & P 600 Small Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 566,813 | 4.32 |
| Fuller & Thaler Asset Management, Inc. | 537,205 | 0.00 |
| S Squared Technology, LLC | 271,388 | 4.32 |
| Perkins Capital Management Inc | 208,500 | 4.32 |
| Susquehanna Fundamental Investments, Llc | 155,744 | 4.32 |
| SWSCX - Schwab Small-Cap Equity Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,988 | 4.23 |
| Buckingham Strategic Wealth, Llc | 101,548 | 4.32 |
| Shell Asset Management Co | 68,541 | |
| Kerrisdale Advisers, LLC | 61,700 | 4.33 |
| FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares | 58,150 | 4.32 |
| CI Private Wealth, LLC | 45,388 | 4.32 |
| Quantbot Technologies LP | 44,688 | 4.32 |
| PSC - Principal U.S. Small-Cap Multi-Factor Index ETF | 31,621 | 4.33 |
| Alpine Global Management, LLC | 27,724 | |
| Sequoia Financial Advisors, LLC | 26,774 | 4.33 |
| Point72 Middle East FZE | 23,229 | 4.30 |
| Name | Shares | PPS |
|---|---|---|
| Tiger Global Management Llc | 2,166,968 | 3.45 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 916,320 | 12.59 |
| SAGWX - Touchstone Small Company Fund Class A | 627,928 | 5.15 |
| Bloom Tree Partners, Llc | 564,617 | 3.45 |
| Parametric Portfolio Associates Llc | 439,178 | 12.59 |
| PXSCX - Pax Small Cap Fund Investor Class | 373,491 | 5.15 |
| Occudo Quantitative Strategies Lp | 282,886 | 3.45 |
| PCSVX - PACE Small/Medium Co Value Equity Investments Class P | 149,480 | 9.17 |
| Buckingham Strategic Partners | 100,026 | 3.45 |
| Quadrature Capital Ltd | 97,910 | 3.44 |
| XTX Topco Ltd | 73,519 | 3.45 |
| Townsquare Capital Llc | 65,660 | 3.46 |
| Qube Research & Technologies Ltd | 64,697 | 3.45 |
| JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) | 58,145 | 12.59 |
| Amalgamated Financial Corp. | 57,292 | 12.58 |
| Ensign Peak Advisors, Inc | 54,390 | 3.46 |
| TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund | 47,590 | 5.15 |
| Trexquant Investment LP | 37,342 | 3.45 |
| Everence Capital Management Inc | 26,120 | 3.45 |
| FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,969 | 9.17 |
| Delphia (USA) Inc. | 24,901 | 3.45 |
| Corton Capital Inc. | 24,445 | 3.44 |
| State of Wyoming | 24,268 | 3.46 |
| Aquatic Capital Management LLC | 23,600 | 3.43 |
| Bank Of Montreal /can/ | 22,813 | 3.68 |
| Bayesian Capital Management, LP | 22,029 | 3.45 |
| Handelsbanken Fonder AB | 19,725 | 3.45 |
| Bridgefront Capital, LLC | 19,364 | 3.46 |
| Two Sigma Securities, Llc | 19,131 | 3.45 |
| Amundi | 17,902 | 3.63 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 17,608 | 12.61 |
| Spouting Rock Asset Management, LLC | 15,343 | 3.45 |
| StepStone Group LP | 14,150 | 3.46 |
| Virginia Retirement Systems Et Al | 12,000 | 12.58 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 11,620 | 9.21 |
| Point72 Hong Kong Ltd | 11,548 | 3.46 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio | 9,319 | 12.55 |
| MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 9,020 | 12.64 |
| RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S | 7,793 | 9.11 |
| Macquarie Group Ltd | 4,737 | 4.43 |
| FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,222 | 9.24 |
| Axiom Investment Management LLC | 2,900 | 3.45 |
| TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,820 | 4.96 |
| BKSE - BNY Mellon US Small Cap Core Equity ETF | 2,494 | 9.22 |
| ANEW - ProShares MSCI Transformational Changes ETF | 2,279 | 7.46 |
| Guardian Wealth Advisors, LLC | 276 | 3.62 |
| DMRS - DeltaShares S&P 600 Managed Risk ETF | 222 | 13.51 |
| Smithfield Trust Co | 200 | 5.00 |
| Almanack Investment Partners, LLC. | 178 | 5.62 |
| Prestige Wealth Management Group LLC | 111 | |
| Cutler Group LP | 69 | |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | 30 | |
| Ronald Blue Trust, Inc. | 27 | |
| Voloridge Investment Management, Llc | ||
| Neo Ivy Capital Management | ||
| Gsa Capital Partners Llp | ||
| Massachusetts Financial Services Co /ma/ | ||
| Newbridge Financial Services Group, Inc. | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Silvercrest Asset Management Group Llc | ||
| Stephens Investment Management Group LLC | ||
| Bell Investment Advisors, Inc | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Sciencast Management LP | ||
| Profund Advisors Llc | ||
| Nomura Holdings Inc | ||
| Ergoteles LLC | ||
| Blueshift Asset Management, LLC | ||
| Edgestream Partners, L.P. | ||
| Impax Asset Management Group plc | ||
| Synovus Financial Corp | ||
| Eaton Vance Management | ||
| Tcwp Llc | ||
| CVSIX - Calamos Market Neutral Income Fund Class A | ||
| Private Capital Group, LLC | ||
| Man Group plc | ||
| Capital Advisors, Ltd. LLC | ||
| Verition Fund Management LLC | ||
| First Washington CORP | ||
| NinePointTwo Capital | ||
| GHP Investment Advisors, Inc. | ||
| Global Retirement Partners, LLC | ||
| Mass Ave Global Inc. | ||
| State of New Jersey Common Pension Fund D | ||
| California Public Employees Retirement System | ||
| WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Gemmer Asset Management LLC | ||
| Captrust Financial Advisors | ||
| Luxor Capital Group, LP | ||
| Heritage Wealth Management, Llc | ||
| Concord Wealth Partners | ||
| Fort Washington Investment Advisors Inc /oh/ | ||
| Pluribus Labs, LLC | ||
| Maverick Capital Ltd | ||
| Algert Global Llc | ||
| Campbell & CO Investment Adviser LLC | ||
| Segall Bryant & Hamill, Llc | ||
| Kistler-Tiffany Companies, LLC | ||
| QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares | ||
| Lapides Asset Management, LLC | ||
| Capital Fund Management S.a. | ||
| Alphacrest Capital Management Llc | ||
| Stamina Capital Management Lp | ||
| Elequin Capital Lp | ||
| Archer Investment Corp | ||
| King Street Capital Management, L.p. | ||
| Vestcor Inc | ||
| Petrus Trust Company, LTA | ||
| First Trust Advisors Lp | ||
| Myriad Asset Management Ltd. | ||
| Liontrust Investment Partners LLP | ||
| Sageworth Trust Co of South Dakota | ||
| American Portfolios Advisors | ||
| Arrowstreet Capital, Limited Partnership | ||
| Jefferies Group LLC | ||
| Sapience Investments, LLC | ||
| Caption Management, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Aaron Wealth Advisors LLC | ||
| Dorsey & Whitney Trust CO LLC | ||
| GAM Holding AG | ||
| Holocene Advisors, LP | ||
| Perigon Wealth Management, LLC | ||
| Wolverine Trading, Llc | ||
| Sageworth Trust Co |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,643,269 | 4.23 | 4,851,070 | 4.89 |
| Geode Capital Management, Llc | 2,090,763 | 0.00 | 2,031,985 | 3.45 |
| VITAX - Vanguard Information Technology Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,614,151 | 4.28 | 520,126 | 5.21 |
| Millennium Management Llc | 1,458,318 | 0.00 | 4,299,571 | 3.45 |
| FSCFX - Strategic Advisers Small-Mid Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,224,886 | 4.28 | 1,019,827 | 5.21 |
| ExodusPoint Capital Management, LP | 1,219,520 | 0.00 | 240,050 | 3.45 |
| Renaissance Technologies Llc | 1,049,030 | 0.00 | 1,212,030 | 3.45 |
| FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 953,550 | 4.23 | 830,338 | 4.89 |
| Fisher Asset Management, LLC | 895,436 | 0.00 | 715,005 | 3.45 |
| QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 762,123 | 4.23 | 762,123 | 4.89 |
| QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 735,685 | 4.23 | 735,685 | 4.89 |
| FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 643,389 | 4.28 | 590,695 | 5.21 |
| VIOO - Vanguard S&P Small-Cap 600 Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 552,278 | 4.28 | 534,750 | 5.21 |
| Cooper Creek Partners Management Llc | 515,606 | 0.00 | 515,606 | 3.45 |
| SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 508,271 | 4.28 | 464,346 | 5.21 |
| NMSAX - Columbia Small Cap Index Fund Class A | 454,895 | 4.28 | 463,292 | 5.21 |
| Nuveen Asset Management, LLC | 332,347 | 0.00 | 393,096 | 3.45 |
| Rhumbline Advisers | 326,473 | 0.00 | 320,329 | 3.45 |
| Tudor Investment Corp Et Al | 319,778 | 0.00 | 91,004 | 3.45 |
| PSCT - Invesco S&P SmallCap Information Technology ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 314,909 | 4.28 | 384,396 | 5.21 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 19,974,694 | 4.32 | 19,743,621 | 3.45 |
| Vanguard Group Inc | 18,056,572 | 4.32 | 19,220,650 | 3.45 |
| Sylebra Capital Ltd | 14,328,391 | 4.32 | 14,242,379 | 3.45 |
| ArrowMark Colorado Holdings LLC | 12,778,721 | 4.32 | 9,329,219 | 3.45 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,277,375 | 4.32 | 8,784,997 | 3.45 |
| State Street Corp | 4,655,590 | 4.32 | 4,213,943 | 3.45 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,289,503 | 4.32 | 3,093,158 | 3.45 |
| Jacobs Levy Equity Management, Inc | 2,939,205 | 4.32 | 2,521,054 | 3.45 |
| Morgan Stanley | 2,837,100 | 4.32 | 3,573,091 | 3.45 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,733,702 | 4.32 | 2,899,144 | 3.45 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,605,170 | 4.32 | 2,603,539 | 3.45 |
| D. E. Shaw & Co., Inc. | 2,215,513 | 4.32 | 1,814,468 | 3.45 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,835,432 | 4.32 | 1,627,880 | 3.45 |
| MERDX - MERIDIAN GROWTH FUND Legacy Class | 1,677,773 | 4.32 | 1,104,853 | 3.45 |
| Needham Investment Management Llc | 1,600,000 | 4.32 | 1,200,000 | 3.45 |
| NESGX - Needham Small Cap Growth Fund Retail Class | 1,600,000 | 4.32 | 1,200,000 | 3.45 |
| Citadel Advisors Llc | 1,594,824 | 4.32 | 913,357 | 3.45 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,575,263 | 4.32 | 1,672,129 | 3.45 |
| VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,574,771 | 4.32 | 1,667,707 | 3.45 |
| Federated Hermes, Inc. | 1,393,461 | 4.32 | 1,574,441 | 3.45 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| DRW Securities, LLC | 15,900 |
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Group One Trading, L.p. | 34,000 | 134,800 | 100,800 | 33.73 |
| Name |
|---|
| Morningstar Funds Trust - Morningstar Alternatives Fund |
| LEOIX - Lazard Enhanced Opportunities Portfolio Institutional Shares |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) |
| ADANX - AQR Diversified Arbitrage Fund Class N |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Simplex Trading, Llc | 20,800 | 14,600 | 35,400 | -58.76 |
| Susquehanna International Group, Llp | 4,829 | 33,100 | 37,929 | -12.73 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| PEAK6 Investments LLC | 21,200 | 20,000 | 41,200 | -51.46 |
| Walleye Trading LLC | 8,000 | 199,400 | 207,400 | -3.86 |
| Name |
|---|
| GFSYX - Strategic Alternatives Fund Institutional |
| SSIJX - American Beacon SSI Alternative Income Fund Institutional Class |
| FAAAX - Franklin K2 Alternative Strategies Fund Class A |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| American Portfolios Advisors |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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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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