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	91	1.00	0.56	0.52
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	80	24	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	1	3	0	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	1	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	501,583	0.58	0.56	5,771,566	6.66	0.54
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
ROCHE FINANCE LTD	4,998,936
Gurnet Point L.P.	4,976,714
LSP V Cooperatieve U.A.	2,953,673
Vanguard Group Inc	2,822,193	0.56
Menora Mivtachim Holdings Ltd.	2,094,208	0.56
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,519,165	0.56
American Financial Group Inc	1,480,000	0.56
Harel Insurance Investments & Financial Services Ltd.	1,176,401	0.27
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,154,415	0.56
Altshuler Shaham Ltd	1,088,848	0.56
Silverarc Capital Management, Llc	1,041,499	0.27
Geode Capital Management, Llc	800,333	0.56
Nantahala Capital Management, LLC	774,767	0.56
Clal Insurance Enterprises Holdings Ltd	585,000	0.56
BlackRock Inc.	501,583	0.56
FSMAX - Fidelity Extended Market Index Fund	365,751	0.44
Bridgeway Capital Management Inc	309,400	0.56
BRSIX - Ultra-Small Company Market Fund Class N	309,400	0.56
Two Sigma Advisers, Lp	233,400	0.56
State Street Corp	189,959	0.56

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

Recent Quarter 80 New Institutes added position

Name	Shares	PPS
ROCHE FINANCE LTD	4,998,936
Gurnet Point L.P.	4,976,714
LSP V Cooperatieve U.A.	2,953,673
Vanguard Group Inc	2,822,193	0.56
Menora Mivtachim Holdings Ltd.	2,094,208	0.56
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,519,165	0.56
American Financial Group Inc	1,480,000	0.56
Harel Insurance Investments & Financial Services Ltd.	1,176,401	0.27
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,154,415	0.56
Altshuler Shaham Ltd	1,088,848	0.56
Silverarc Capital Management, Llc	1,041,499	0.27
Geode Capital Management, Llc	800,333	0.56
Nantahala Capital Management, LLC	774,767	0.56
Clal Insurance Enterprises Holdings Ltd	585,000	0.56
BlackRock Inc.	501,583	0.56
FSMAX - Fidelity Extended Market Index Fund	365,751	0.44
Bridgeway Capital Management Inc	309,400	0.56
BRSIX - Ultra-Small Company Market Fund Class N	309,400	0.56
Two Sigma Advisers, Lp	233,400	0.56
State Street Corp	189,959	0.56

Recent Quarter 24 Institutes closed out their positions

Name	Shares	PPS
Citadel Advisors Llc
Barclays Plc
VHCIX - Vanguard Health Care Index Fund Admiral Shares
Occudo Quantitative Strategies Lp
Goldman Sachs Group Inc
Anson Funds Management LP
Susquehanna International Group, Llp
Group One Trading, L.p.
Susquehanna International Group, Llp
Citadel Advisors Llc
Rafferty Asset Management, LLC
SCHA - Schwab U.S. Small-Cap ETF
Fmr Llc
Private Advisor Group, LLC
Ergoteles LLC
Victory Capital Management Inc
Price T Rowe Associates Inc /md/
SCHB - Schwab U.S. Broad Market ETF
Natixis
Sawtooth Solutions, LLC
ExodusPoint Capital Management, LP
Citadel Advisors Llc
Two Sigma Securities, Llc
Altium Capital Management LP

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Recent Quarter 1 New Institutes added Put Positions

Name	Current Puts
Citadel Advisors Llc	0

Recent Quarter 3 New Institutes added Call Positions

Name	Current Calls
HAP Trading, LLC	15,000
Simplex Trading, Llc	2,400
Proequities, Inc.	0

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Silverarc Capital Management, Llc	1,041,499	0.27

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name