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 | 1,041 | 142.00 | 67.14 | 68.63 |
Previous Quarter | 1,083 | 139.00 | 64.81 | 65.97 |
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 | 52 | 189 | 103 | 447 | 267 | 210 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 0 | 0 | 0 | 1 | 0 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Current Quarter | 1 | 3 | 1 | 0 | 1 | 0 |
Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
Past Week | 20 | 20 | 4 | 198 | 105 | 82 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Past Week | 0 | 0 | 0 | 1 | 0 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Past Week | 0 | 1 | 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 | 24,768,097 | 17.58 | 33.44 | 27,922,305 | 19.81 | 66.34 |
Previous Quarter | 12,618,713 | 8.95 | 64.85 | 27,825,420 | 19.75 | 65.18 |
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 | 14,094,967 | |
Vanguard Group Inc | 14,089,614 | 67.14 |
BlackRock Inc. | 12,431,829 | |
Capital International Investors | 12,348,820 | |
BlackRock Inc. | 12,307,035 | 67.14 |
Capital International Investors | 12,189,775 | 67.15 |
Fmr Llc | 5,980,740 | 67.14 |
Boston Partners | 5,920,365 | 67.16 |
ABALX - AMERICAN BALANCED FUND Class A | 4,919,195 | 64.80 |
State Street Corp | 4,886,392 | 64.80 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,173,693 | 64.80 |
IJH - iShares Core S&P Mid-Cap ETF | 4,072,085 | 64.80 |
Macquarie Group Ltd | 3,996,894 | 67.16 |
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A | 3,707,639 | 64.80 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares | 3,582,563 | 64.80 |
AMRMX - AMERICAN MUTUAL FUND Class A | 3,537,737 | 71.78 |
Ci Investments Inc. | 3,152,695 | 67.14 |
Capital Research Global Investors | 2,863,733 | 67.14 |
Aristotle Capital Management, LLC | 2,736,571 | |
CAIBX - CAPITAL INCOME BUILDER Class A | 2,668,647 | 71.78 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|---|---|
Vanguard Group Inc | 14,017,409 | 64.80 |
BlackRock Inc. | 12,545,954 | 64.80 |
Capital International Investors | 11,853,853 | 64.82 |
Fmr Llc | 5,774,618 | 64.80 |
Boston Partners | 5,537,054 | 64.82 |
ABALX - AMERICAN BALANCED FUND Class A | 4,919,195 | 64.80 |
State Street Corp | 4,886,392 | 64.80 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 4,173,693 | 64.80 |
IJH - iShares Core S&P Mid-Cap ETF | 4,072,085 | 64.80 |
Macquarie Group Ltd | 4,049,571 | 64.80 |
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A | 3,707,639 | 64.80 |
Ci Investments Inc. | 3,646,609 | 64.80 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares | 3,582,563 | 64.80 |
Capital Research Global Investors | 2,863,463 | 64.80 |
Price T Rowe Associates Inc /md/ | 2,820,075 | 64.80 |
CAIBX - CAPITAL INCOME BUILDER Class A | 2,575,200 | 71.30 |
AMRMX - AMERICAN MUTUAL FUND Class A | 2,463,037 | 71.30 |
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | 2,367,309 | 64.80 |
DEVLX - Delaware Small Cap Value Fund Class A | 2,331,323 | 73.54 |
AGTHX - GROWTH FUND OF AMERICA Class A | 2,280,899 | 73.54 |
Name | Shares | PPS |
---|---|---|
VANGUARD GROUP INC | 14,094,967 | |
T. Rowe Price Investment Management, Inc. | 2,329,783 | 67.14 |
FIDAX - Financial Industries Fund Class A | 226,632 | 71.78 |
FSMVX - Fidelity Mid Cap Value Fund | 149,600 | 71.78 |
DFAM - Dimensional US Marketwide Value ETF | 86,192 | 71.78 |
Beck Bode, LLC | 74,739 | 67.14 |
Boothbay Fund Management, Llc | 60,242 | 67.15 |
USISX - Income Stock Fund Shares | 50,679 | 71.79 |
Los Angeles Capital Management Llc | 49,077 | 67.14 |
UVALX - Value Fund Shares | 47,614 | 71.79 |
Zacks Investment Management | 35,774 | 67.14 |
Atom Investors LP | 32,579 | 67.13 |
Covea Finance | 28,500 | 67.12 |
GDIV - Harbor Dividend Growth Leaders ETF | 26,454 | 71.78 |
Bowling Portfolio Management LLC | 20,050 | 67.13 |
PEXMX - T. Rowe Price Extended Equity Market Index Fund | 19,200 | 64.79 |
Globeflex Capital L P | 19,007 | 67.13 |
USGRX - Growth & Income Fund Shares | 17,785 | 71.80 |
Fox Run Management, L.l.c. | 12,118 | 67.17 |
ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I | 11,960 | 72.16 |
Name | Shares | PPS |
---|---|---|
Assenagon Asset Management S.A. | 527,972 | 64.80 |
Interval Partners, LP | 257,666 | 64.80 |
FIDAX - Financial Industries Fund Class A | 247,893 | 71.30 |
Balyasny Asset Management Llc | 148,896 | 64.80 |
Balyasny Asset Management Llc | 148,896 | 64.80 |
PCGRX - Pioneer Mid Cap Value Fund : Class A | 139,732 | 86.34 |
BOSOX - Boston Trust Small Cap Fund | 115,500 | 78.68 |
ExodusPoint Capital Management, LP | 112,532 | 64.80 |
Employees Retirement System of Texas | 111,000 | 64.80 |
Full18 Capital LLC | 81,036 | 83.54 |
Soros Fund Management Llc | 74,900 | 64.81 |
Two Sigma Investments, Lp | 57,067 | 64.80 |
Virginia Retirement Systems Et Al | 49,100 | 79.02 |
Magnetar Financial LLC | 47,199 | 64.79 |
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA | 43,245 | 78.69 |
Simplex Trading, Llc | 39,800 | 64.80 |
Walleye Trading LLC | 36,200 | 64.81 |
Walleye Trading LLC | 36,200 | 64.81 |
Walleye Trading LLC | 36,200 | 64.81 |
Voloridge Investment Management, Llc | 32,752 | 64.79 |
Gillson Capital LP | 29,133 | 64.81 |
Cipher Capital LP | 25,546 | 64.79 |
Twinbeech Capital Lp | 21,872 | 64.79 |
PEXMX - T. Rowe Price Extended Equity Market Index Fund | 19,200 | 64.79 |
ARSQX - Aristotle Value Equity Fund Class I Shares | 19,053 | 78.68 |
TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 16,405 | 78.70 |
LMBJX - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A | 16,103 | 78.68 |
Strs Ohio | 15,636 | 64.79 |
FEVR - Inspire Faithward Large Cap Momentum ESG ETF | 13,340 | 87.56 |
WESPAC Advisors SoCal, LLC | 10,000 | 64.80 |
Liberty All Star Equity Fund | 8,753 | 78.72 |
GMUEX - GMO U.S. Equity Fund Class III | 8,351 | 87.53 |
Lido Advisors, LLC | 8,205 | 64.72 |
RPGAX - T. Rowe Price Global Allocation Fund, Inc. | 7,205 | 86.33 |
TCOEX - Tactical Offensive Equity Fund | 6,671 | 86.34 |
First Citizens Bank & Trust Co | 5,278 | 64.80 |
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund | 5,000 | 87.60 |
Community Financial Services Group, LLC | 4,832 | 78.64 |
Walleye Capital LLC | 4,542 | 64.73 |
Group One Trading, L.p. | 4,100 | 64.88 |
Astrantus Ltd | 4,100 | 79.02 |
Quest Capital Management Inc /adv | 3,461 | 78.59 |
Naviter Wealth, LLC | 3,186 | 64.66 |
NENGX - Northern Engage360 Fund | 2,326 | 78.68 |
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio | 2,216 | 86.19 |
FLDFX - BALANCED FUND Retail Class | 1,711 | 78.90 |
FLDGX - DYNAMIC ALLOCATION FUND Retail Class | 1,583 | 78.96 |
FLSPX - SPECTRUM FUND Retail Class | 1,461 | 78.71 |
Asset Dedication, LLC | 1,428 | 65.13 |
State of Wyoming | 636 | 64.47 |
CGGR - Capital Group Growth ETF Share Class | 620 | 87.10 |
FLDOX - MODERATE ALLOCATION FUND Retail Class | 609 | 78.82 |
Tobam | 501 | 63.87 |
Dixon Hughes Goodman Wealth Advisors LLC | 500 | 80.00 |
MXDU - Nationwide Maximum Diversification U.S. Core Equity ETF | 370 | 86.49 |
VQNPX - Vanguard Growth and Income Fund Investor Shares | 300 | 80.00 |
Smith Group Asset Management, LLC | 293 | 78.50 |
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | 260 | 76.92 |
Better Money Decisions, LLC | 254 | 62.99 |
Venture Visionary Partners LLC | 233 | 64798.28 |
Concord Wealth Partners | 178 | 67.42 |
NEXT Financial Group, Inc | 171 | 76.02 |
FLFGX - GLOBAL ALLOCATION FUND Retail Class | 163 | 79.75 |
Trust Co Of Vermont | 104 | 67.31 |
Harbor Investment Advisory, Llc | 100 | 60.00 |
Sittner & Nelson, Llc | 81 | 61.73 |
Carroll Financial Associates, Inc. | 53 | 75.47 |
CIBC Private Wealth Group, LLC | 52 | 57.69 |
Sageworth Trust Co of South Dakota | 42 | 71.43 |
Sandy Spring Bank | 36 | 55.56 |
Albion Financial Group /ut | 24 | 83.33 |
RALS - ProShares RAFI Long/Short | 17 | 58.82 |
First Bank & Trust | 14 | 71.43 |
Dark Forest Capital Management Lp | 10 | 100.00 |
Steward Financial Group LLC | 10 | |
Bartlett & Co. LLC | ||
Arkadios Wealth Advisors | ||
Illinois Municipal Retirement Fund | ||
Hrt Financial Lp | ||
Weiss Multi-Strategy Advisers LLC | ||
New Century Advisors, LLC | ||
Centiva Capital, LP | ||
Cetera Advisor Networks LLC | ||
Weaver C. Barksdale & Associates, Inc. | ||
Twin Tree Management, LP | ||
Mystic Asset Management, Inc. | ||
17 Capital Partners, Llc | ||
CIBC World Markets Inc. | ||
Pearl River Capital, LLC | ||
Larson Financial Group LLC | ||
Hartland & Co., LLC | ||
Confluence Wealth Services, Inc. | ||
Manchester Capital Management LLC | ||
Truvestments Capital Llc | ||
Kiwi Wealth Investments Limited Partnership | ||
Cetera Investment Advisers | ||
Capitolis Advisors LLC | ||
Cahill Financial Advisors Inc | ||
O'shaughnessy Asset Management, Llc | ||
Modera Wealth Management, LLC | ||
Old Second National Bank Of Aurora | ||
Pacer Advisors, Inc. | ||
FDx Advisors, Inc. | ||
FORA Capital, LLC | ||
GFSYX - Strategic Alternatives Fund Institutional | ||
Wedbush Securities Inc | ||
StoneX Group Inc. | ||
Point72 Hong Kong Ltd | ||
Atria Investments Llc | ||
FSMD - Fidelity Small-Mid Factor ETF | ||
Gemmer Asset Management LLC | ||
Cutler Group LP | ||
Marshall Wace, Llp | ||
Vestcor Inc | ||
Cambridge Investment Research Advisors, Inc. | ||
Susquehanna Fundamental Investments, Llc | ||
HighTower Advisors, LLC | ||
XTX Topco Ltd | ||
Baker Tilly Financial, Llc | ||
LMR Partners LLP | ||
Fortitude Advisory Group L.L.C. | ||
Fractal Investments LLC | ||
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio | ||
Quantbot Technologies LP | ||
D'Orazio & Associates, Inc. | ||
FWWFX - Fidelity Worldwide Fund | ||
Sterling Investment Advisors, Ltd. | ||
Y-Intercept (Hong Kong) Ltd | ||
Carolinas Wealth Consulting Llc | ||
Telemus Capital, Llc | ||
Grantham, Mayo, Van Otterloo & Co. LLC | ||
Koshinski Asset Management, Inc. | ||
Arlington Partners LLC | ||
Polaris Wealth Advisory Group, LLC | ||
First Command Financial Services, Inc. | ||
Cigna Investments Inc /new | ||
CoreCap Advisors, LLC | ||
Paloma Partners Management Co | ||
Maverick Capital Ltd | ||
First Manhattan Co | ||
Quantitative Investment Management, LLC | ||
Hanseatic Management Services Inc | ||
Vestmark Advisory Solutions, Inc. | ||
Northwest Investment Counselors, Llc | ||
BIGRX - Income & Growth Fund Investor Class | ||
Nomura Holdings Inc | ||
Metropolitan Life Insurance Co/ny | ||
Connectus Wealth, LLC | ||
USA Financial Portformulas Corp | ||
Tcwp Llc | ||
Pluribus Labs, LLC | ||
Mml Investors Services, Llc | ||
Basswood Capital Management, L.l.c. | ||
Snowden Capital Advisors LLC | ||
Empowered Funds, LLC | ||
Fsb Premier Wealth Management, Inc. | ||
Blueshift Asset Management, LLC | ||
Jefferies Group LLC | ||
National Asset Management, Inc. | ||
Jacobi Capital Management LLC | ||
Pendal Group Ltd | ||
Estate Counselors, LLC | ||
Pin Oak Investment Advisors Inc | ||
Integrated Investment Consultants, LLC | ||
DekaBank Deutsche Girozentrale | ||
HHM Wealth Advisors, LLC | ||
KBC Group NV | ||
J.w. Cole Advisors, Inc. | ||
Virtu Financial LLC | ||
Prospera Financial Services Inc | ||
Bokf, Na | ||
Wealthfront Advisers Llc | ||
Wolverine Trading, Llc | ||
Edgestream Partners, L.P. | ||
Csenge Advisory Group | ||
Sarasin & Partners LLP | ||
Veritable, L.P. | ||
Chiron Investment Management, LLC | ||
Polar Asset Management Partners Inc. | ||
Bridgefront Capital, LLC | ||
Neo Ivy Capital Management | ||
IBM Retirement Fund | ||
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund | ||
Wolverine Trading, Llc | ||
Atria Wealth Solutions, Inc. | ||
Mackenzie Financial Corp | ||
Cordant, Inc. | ||
Cambridge Trust Co | ||
Tfo-tdc, Llc |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
BlackRock Inc. | 12,431,829 | 12,545,954 | 64.80 | |
Capital International Investors | 12,348,820 | 11,853,853 | 64.82 | |
Aristotle Capital Management, LLC | 2,736,571 | 8,053 | 64.82 | |
DEVLX - Delaware Small Cap Value Fund Class A | 2,331,323 | 72.17 | 2,331,323 | 73.54 |
AGTHX - GROWTH FUND OF AMERICA Class A | 2,280,899 | 72.17 | 2,280,899 | 73.54 |
FSMAX - Fidelity Extended Market Index Fund | 715,510 | 72.17 | 712,515 | 73.54 |
NDVAX - MFS New Discovery Value Fund A | 515,039 | 72.17 | 509,920 | 73.54 |
PMDAX - Small-MidCap Dividend Income Fund Class A | 366,907 | 72.17 | 363,120 | 73.54 |
SCHM - Schwab U.S. Mid-Cap ETF | 360,216 | 72.17 | 344,452 | 73.54 |
VFAIX - Vanguard Financials Index Fund Admiral Shares | 300,181 | 72.17 | 310,895 | 73.54 |
FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A | 291,200 | 72.17 | 279,000 | 73.54 |
FSOAX - Fidelity Advisor Value Strategies Class A | 287,800 | 72.17 | 132,600 | 73.54 |
GSMCX - Goldman Sachs Mid Cap Value Fund Institutional | 263,300 | 72.17 | 189,503 | 73.54 |
FSKAX - Fidelity Total Market Index Fund | 231,448 | 72.17 | 231,448 | 73.54 |
VMIDX - Mid Cap Index Fund | 202,587 | 72.17 | 205,901 | 73.54 |
FSRBX - Banking Portfolio | 198,300 | 72.17 | 207,100 | 73.54 |
IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares | 186,505 | 72.17 | 185,772 | 73.54 |
NTIAX - Columbia Mid Cap Index Fund Class A | 178,158 | 72.17 | 182,678 | 73.54 |
FCFMX - Fidelity Series Total Market Index Fund | 164,514 | 72.17 | 160,205 | 73.54 |
VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 121,435 | 72.17 | 118,611 | 73.54 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Vanguard Group Inc | 14,089,614 | 67.14 | 14,017,409 | 64.80 |
Fmr Llc | 5,980,740 | 67.14 | 5,774,618 | 64.80 |
Boston Partners | 5,920,365 | 67.16 | 5,537,054 | 64.82 |
Macquarie Group Ltd | 3,996,894 | 67.16 | 4,049,571 | 64.80 |
AMRMX - AMERICAN MUTUAL FUND Class A | 3,537,737 | 71.78 | 2,463,037 | 71.30 |
Ci Investments Inc. | 3,152,695 | 67.14 | 3,646,609 | 64.80 |
Capital Research Global Investors | 2,863,733 | 67.14 | 2,863,463 | 64.80 |
CAIBX - CAPITAL INCOME BUILDER Class A | 2,668,647 | 71.78 | 2,575,200 | 71.30 |
Schroder Investment Management Group | 2,579,360 | 67.14 | 2,253,755 | 66.43 |
Massachusetts Financial Services Co /ma/ | 2,097,679 | 67.14 | 2,073,593 | 64.80 |
Handelsbanken Fonder AB | 2,048,757 | 67.14 | 2,045,757 | 64.80 |
Geode Capital Management, Llc | 1,964,007 | 67.23 | 1,948,566 | 64.80 |
Jpmorgan Chase & Co | 1,860,645 | 67.14 | 1,804,126 | 64.80 |
Invesco Ltd. | 1,701,165 | 67.14 | 1,516,813 | 64.80 |
Bank of New York Mellon Corp | 1,696,941 | 67.14 | 1,696,429 | 64.80 |
Dimensional Fund Advisors Lp | 1,611,426 | 67.14 | 1,566,203 | 64.80 |
Bank Of America Corp /de/ | 1,590,245 | 67.14 | 1,561,128 | 64.80 |
Goldman Sachs Group Inc | 1,531,232 | 67.14 | 1,528,417 | 64.80 |
Principal Financial Group Inc | 1,463,936 | 67.15 | 1,459,121 | 64.80 |
Norges Bank | 1,440,007 | 77.54 | 0 |
Name | Current Puts |
---|
Name | Current Calls |
---|
Name |
---|
Name | Previous Puts |
---|---|
Wolverine Trading, Llc | 0 |
Name | Previous Calls |
---|
Name |
---|
Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
---|---|---|---|---|
PEAK6 Investments LLC | 2,500 | 11,500 | 9,000 | 27.78 |
Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
---|---|---|---|---|
Group One Trading, L.p. | 3,600 | 7,700 | 4,100 | 87.80 |
Jane Street Group, Llc | 13,400 | 29,500 | 16,100 | 83.23 |
Connacht Asset Management LP | 37,337 | 46,000 | 8,663 | 430.99 |
Name |
---|
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
---|
Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
---|---|---|---|---|
Simplex Trading, Llc | 38,000 | 1,800 | 39,800 | -95.48 |
Name |
---|
Name | Shares | PPS |
---|---|---|
T. Rowe Price Investment Management, Inc. | 2,329,783 | 67.14 |
Beck Bode, LLC | 74,739 | 67.14 |
Boothbay Fund Management, Llc | 60,242 | 67.15 |
Zacks Investment Management | 35,774 | 67.14 |
Globeflex Capital L P | 19,007 | 67.13 |
Mariner, LLC | 9,076 | 67.10 |
Alpha DNA Investment Management LLC | 7,980 | 67.04 |
Capula Management Ltd | 7,240 | 67.13 |
Stonehage Fleming Financial Services Holdings Ltd | 7,225 | 67.13 |
Hillsdale Investment Management Inc. | 7,200 | 67.22 |
Ontario Teachers Pension Plan Board | 4,320 | 67.13 |
Connor, Clark & Lunn Investment Management Ltd. | 3,222 | 67.04 |
Global Assets Advisory, LLC | 3,019 | 71.55 |
Ossiam | 1,424 | 67.42 |
Guardian Wealth Advisors, LLC | 80 | 62.50 |
Raleigh Capital Management Inc. | 56 | 71.43 |
Crewe Advisors LLC | 49 | 61.22 |
Loomis Sayles & Co L P | 25 | 80.00 |
ClariVest Asset Management LLC | 20 | 50.00 |
HWG Holdings LP | 12 | 83.33 |
Name | Shares | PPS |
---|---|---|
Lido Advisors, LLC | 8,205 | 64.72 |
Two Sigma Investments, Lp | 57,067 | 64.80 |
Sittner & Nelson, Llc | 81 | 61.73 |
Concord Wealth Partners | 178 | 67.42 |
Twinbeech Capital Lp | 21,872 | 64.79 |
Cipher Capital LP | 25,546 | 64.79 |
Soros Fund Management Llc | 74,900 | 64.81 |
State of Wyoming | 636 | 64.47 |
Dark Forest Capital Management Lp | 10 | 100.00 |
ExodusPoint Capital Management, LP | 112,532 | 64.80 |
Employees Retirement System of Texas | 111,000 | 64.80 |
Magnetar Financial LLC | 47,199 | 64.79 |
CIBC Private Wealth Group, LLC | 52 | 57.69 |
Balyasny Asset Management Llc | 148,896 | 64.80 |
Voloridge Investment Management, Llc | 32,752 | 64.79 |
Group One Trading, L.p. | 4,100 | 64.88 |
Walleye Capital LLC | 4,542 | 64.73 |
Venture Visionary Partners LLC | 233 | 64798.28 |
WESPAC Advisors SoCal, LLC | 10,000 | 64.80 |
Gillson Capital LP | 29,133 | 64.81 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Doheny Asset Management /ca | 6,000 | 67.17 | 6,000 | 79.00 |
Vident Investment Advisory, LLC | 3,887 | 53.25 | 3,508 | 64.42 |
Brown Brothers Harriman & Co | 687 | 66.96 | 116 | 68.97 |
Allworth Financial LP | 70 | 71.43 | 8 | 125.00 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Vanguard Group Inc | 14,089,614 | 67.14 | 14,017,409 | 64.80 |
BlackRock Inc. | 12,307,035 | 67.14 | 12,545,954 | 64.80 |
Capital International Investors | 12,189,775 | 67.15 | 11,853,853 | 64.82 |
Fmr Llc | 5,980,740 | 67.14 | 5,774,618 | 64.80 |
Boston Partners | 5,920,365 | 67.16 | 5,537,054 | 64.82 |
Macquarie Group Ltd | 3,996,894 | 67.16 | 4,049,571 | 64.80 |
Ci Investments Inc. | 3,152,695 | 67.14 | 3,646,609 | 64.80 |
Capital Research Global Investors | 2,863,733 | 67.14 | 2,863,463 | 64.80 |
Schroder Investment Management Group | 2,579,360 | 67.14 | 2,253,755 | 66.43 |
Massachusetts Financial Services Co /ma/ | 2,097,679 | 67.14 | 2,073,593 | 64.80 |
Geode Capital Management, Llc | 1,964,007 | 67.23 | 1,948,566 | 64.80 |
Jpmorgan Chase & Co | 1,860,645 | 67.14 | 1,804,126 | 64.80 |
Invesco Ltd. | 1,701,165 | 67.14 | 1,516,813 | 64.80 |
Bank of New York Mellon Corp | 1,696,941 | 67.14 | 1,696,429 | 64.80 |
Dimensional Fund Advisors Lp | 1,611,426 | 67.14 | 1,566,203 | 64.80 |
Bank Of America Corp /de/ | 1,590,245 | 67.14 | 1,561,128 | 64.80 |
Goldman Sachs Group Inc | 1,531,232 | 67.14 | 1,528,417 | 64.80 |
Principal Financial Group Inc | 1,463,936 | 67.15 | 1,459,121 | 64.80 |
Norges Bank | 1,440,007 | 77.54 | 0 | |
Lord, Abbett & Co. Llc | 1,439,860 | 67.14 | 1,523,168 | 64.80 |
Morgan Stanley | 1,312,971 | 67.14 | 1,432,565 | 64.80 |
Charles Schwab Investment Management Inc | 1,108,940 | 67.14 | 782,406 | 64.80 |
Northern Trust Corp | 1,031,874 | 67.14 | 1,037,548 | 64.80 |
Lazard Asset Management Llc | 885,641 | 67.14 | 1,031,748 | 64.80 |
Bain Capital Public Equity Management Ii, Llc | 849,713 | 67.14 | 0 | |
Zurcher Kantonalbank (Zurich Cantonalbank) | 780,615 | 67.14 | 700,873 | 64.80 |
Nuveen Asset Management, LLC | 753,505 | 67.14 | 761,835 | 64.80 |
Bank Of Montreal /can/ | 628,155 | 74.05 | 572,814 | 67.43 |
Wellington Management Group Llp | 556,141 | 67.14 | 572,610 | 64.80 |
Point72 Asset Management, L.P. | 522,663 | 67.14 | 586,892 | 64.80 |
Price T Rowe Associates Inc /md/ | 470,092 | 67.14 | 2,820,075 | 64.80 |
Wells Fargo & Company/mn | 442,207 | 67.14 | 547,399 | 64.80 |
Aqr Capital Management Llc | 427,963 | 67.14 | 457,671 | 63.39 |
Arrowstreet Capital, Limited Partnership | 427,011 | 67.14 | 369,784 | 64.80 |
Rhumbline Advisers | 426,522 | 67.14 | 387,948 | 64.80 |
William Blair Investment Management, Llc | 426,156 | 67.14 | 402,953 | 64.80 |
American Century Companies Inc | 401,773 | 67.14 | 25,153 | 64.80 |
State Of Wisconsin Investment Board | 367,803 | 67.14 | 396,571 | 64.80 |
Trillium Asset Management, Llc | 351,900 | 67.14 | 356,390 | 64.81 |
Holocene Advisors, LP | 351,691 | 67.14 | 568,905 | 64.80 |
Swiss National Bank | 336,500 | 67.14 | 334,300 | 64.80 |
California Public Employees Retirement System | 316,935 | 67.14 | 274,940 | 64.80 |
Md Sass Investors Services Inc | 309,131 | 67.14 | 456,224 | 64.80 |
Ameriprise Financial Inc | 308,353 | 67.01 | 265,655 | 64.80 |
Interval Partners, LP | 287,987 | 67.14 | 257,666 | 64.80 |
Stieven Capital Advisors, L.P. | 286,865 | 67.14 | 281,965 | 64.80 |
First Trust Advisors Lp | 227,884 | 67.14 | 239,854 | 64.80 |
American International Group, Inc. | 222,382 | 67.14 | 234,455 | 64.80 |
Ubs Asset Management Americas Inc | 222,012 | 67.14 | 238,908 | 64.80 |
DON - WisdomTree U.S. MidCap Dividend Fund N/A | 210,376 | 67.14 | 209,389 | 64.80 |
Legal & General Group Plc | 208,396 | 67.14 | 215,606 | 64.80 |
Envestnet Asset Management Inc | 206,499 | 67.14 | 192,027 | 64.80 |
Renaissance Technologies Llc | 182,733 | 67.14 | 237,733 | 64.80 |
Qube Research & Technologies Ltd | 177,743 | 67.14 | 88,975 | 64.80 |
Acadian Asset Management Llc | 172,558 | 67.11 | 175,933 | 64.79 |
Bank Of Nova Scotia | 151,300 | 67.14 | 0 | |
Citigroup Inc | 148,665 | 67.14 | 176,162 | 64.80 |
Royal Bank Of Canada | 137,184 | 67.14 | 141,382 | 64.80 |
Polar Capital Holdings Plc | 136,413 | 67.14 | 153,156 | 64.80 |
Credit Suisse Ag/ | 130,678 | 67.14 | 115,462 | 64.80 |
Thrivent Financial For Lutherans | 123,575 | 67.14 | 253,955 | 64.80 |
Putnam Investments Llc | 121,873 | 67.14 | 130,466 | 64.81 |
Axa S.a. | 119,600 | 67.14 | 89,700 | 64.80 |
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class | 105,800 | 67.14 | 111,162 | 64.80 |
Maltese Capital Management Llc | 105,000 | 67.13 | 100,000 | 64.79 |
Amalgamated Bank | 101,940 | 67.14 | 105,490 | 64.80 |
EJF Capital LLC | 101,067 | 67.14 | 55,061 | 64.80 |
Brandywine Global Investment Management, LLC | 97,106 | 67.14 | 99,645 | 64.80 |
Capital International Inc /ca/ | 93,310 | 67.14 | 70,210 | 64.81 |
MetLife Investment Management, LLC | 90,509 | 67.14 | 92,275 | 64.80 |
UBS Group AG | 90,237 | 67.13 | 120,377 | 64.80 |
Voya Investment Management Llc | 90,219 | 67.14 | 92,211 | 64.80 |
Elizabeth Park Capital Advisors, Ltd. | 82,323 | 67.14 | 78,823 | 64.80 |
Brookfield Asset Management Inc. | 78,445 | 67.14 | 107,926 | 64.80 |
First Wilshire Securities Management Inc | 76,481 | 67.14 | 76,286 | 64.80 |
Two Sigma Advisers, Lp | 73,000 | 67.14 | 86,100 | 64.80 |
Crestline Management, LP | 70,000 | 67.14 | 62,000 | 64.81 |
Deutsche Bank Ag\ | 69,449 | 67.14 | 288,277 | 64.80 |
Eaton Vance Management | 66,686 | 67.15 | 66,737 | 64.81 |
Adage Capital Partners Gp, L.l.c. | 65,833 | 67.14 | 65,733 | 64.79 |
Natixis | 65,318 | 67.22 | 4,966 | 65.04 |
Taika Capital, LP | 60,700 | 67.13 | 43,900 | 64.81 |
Capital Group Private Client Services, Inc. | 57,833 | 67.14 | 57,292 | 64.81 |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 55,871 | 67.14 | 56,179 | 64.79 |
South Dakota Investment Council | 55,432 | 67.15 | 70,432 | 64.80 |
SFE Investment Counsel | 55,395 | 67.14 | 51,550 | 64.79 |
Westfield Capital Management Co Lp | 54,516 | 67.14 | 55,637 | 64.80 |
Cubist Systematic Strategies, LLC | 54,463 | 67.15 | 34,732 | 64.81 |
Ensign Peak Advisors, Inc | 53,211 | 67.15 | 53,211 | 64.80 |
Prelude Capital Management, Llc | 53,118 | 67.13 | 44,815 | 64.80 |
Sit Investment Associates Inc | 52,503 | 67.14 | 50,210 | 64.81 |
Fuller & Thaler Asset Management, Inc. | 50,522 | 67.14 | 43,375 | 64.81 |
FTVNX - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares | 49,475 | 67.15 | 43,375 | 64.81 |
Stifel Financial Corp | 49,307 | 67.13 | 36,625 | 64.79 |
Sei Investments Co | 49,104 | 67.14 | 41,484 | 64.56 |
Old West Investment Management, LLC | 47,795 | 67.12 | 47,795 | 64.80 |
Jupiter Asset Management Ltd | 44,299 | 67.13 | 13,938 | 64.79 |
Canada Pension Plan Investment Board | 43,700 | 67.14 | 9,500 | 64.84 |
Advisor Group Holdings, Inc. | 42,920 | 67.12 | 32,842 | 64.83 |
Capricorn Fund Managers Ltd | 42,492 | 67.14 | 42,492 | 64.79 |
Ergoteles LLC | 41,860 | 67.13 | 0 | |
EZM - WisdomTree U.S. MidCap Fund N/A | 40,064 | 67.14 | 38,419 | 64.81 |
Federated Hermes, Inc. | 39,394 | 67.14 | 40,058 | 64.78 |
Rafferty Asset Management, LLC | 37,749 | 67.13 | 72,409 | 64.80 |
Ameritas Investment Partners, Inc. | 36,240 | 67.14 | 37,943 | 64.78 |
B. Metzler seel. Sohn & Co. AG | 35,605 | 67.15 | 35,605 | 64.79 |
Bridgewater Associates, LP | 34,367 | 67.13 | 11,368 | 64.83 |
Alphacrest Capital Management Llc | 34,098 | 67.13 | 31,172 | 64.80 |
Man Group plc | 33,848 | 67.12 | 0 | |
PDT Partners, LLC | 33,551 | 67.15 | 48,773 | 64.79 |
Bnp Paribas Arbitrage, Sa | 32,131 | 67.13 | 69,043 | 64.80 |
Capital Fund Management S.a. | 30,689 | 67.13 | 63,661 | 64.80 |
Capital International Sarl | 30,654 | 67.14 | 33,696 | 64.81 |
Meeder Asset Management Inc | 30,643 | 67.13 | 492 | 65.04 |
M&t Bank Corp | 29,751 | 66.79 | 30,453 | 64.49 |
Jane Street Group, Llc | 29,500 | 67.15 | 16,100 | 64.78 |
Bessemer Group Inc | 29,151 | 67.13 | 27,671 | 64.80 |
Tudor Investment Corp Et Al | 28,406 | 67.13 | 0 | |
L & S Advisors Inc | 27,313 | 67.15 | 31,465 | 64.80 |
Utah Retirement Systems | 25,224 | 67.16 | 25,124 | 64.84 |
PineBridge Investments, L.P. | 21,553 | 67.14 | 21,553 | 64.82 |
Verition Fund Management LLC | 20,469 | 67.13 | 0 | |
Northwestern Mutual Investment Management Company, Llc | 20,352 | 67.12 | 23,753 | 64.79 |
Maven Securities LTD | 19,500 | 671.38 | 15,400 | 64.81 |
Gyon Technologies Capital Management, LP | 18,815 | 67.13 | 31,467 | 64.80 |
Intech Investment Management Llc | 18,327 | 67.11 | 49,177 | 64.81 |
Perpetual Investment Management Ltd | 18,249 | 67.13 | 26,131 | 64.79 |
Connacht Asset Management LP | 17,805 | 67.12 | 8,663 | 64.76 |
Dynamic Technology Lab Private Ltd | 15,920 | 67.15 | 0 | |
United Services Automobile Association | 15,608 | 67.15 | 15,181 | 64.82 |
Squarepoint Ops LLC | 15,495 | 67.12 | 0 | |
Susquehanna International Group, Llp | 15,492 | 67.13 | 22,289 | 64.79 |
LPL Financial LLC | 14,866 | 67.13 | 13,872 | 64.81 |
Hsbc Holdings Plc | 14,513 | 68.01 | 38,029 | 65.48 |
Prudential Plc | 14,507 | 67.14 | 14,507 | 64.80 |
Amundi | 14,367 | 73.57 | 15,432 | 63.89 |
Toronto Dominion Bank | 14,225 | 67.14 | 0 | |
Guggenheim Capital Llc | 14,202 | 67.17 | 21,920 | 64.78 |
Tower Research Capital LLC (TRC) | 12,704 | 67.14 | 8,886 | 64.82 |
Kennedy Capital Management, Inc. | 12,634 | 67.12 | 8,386 | 64.75 |
Engineers Gate Manager LP | 12,441 | 67.12 | 22,236 | 64.80 |
Neuberger Berman Group LLC | 10,799 | 67.14 | 4,761 | 64.90 |
Sapience Investments, LLC | 10,702 | 67.18 | 11,342 | 64.80 |
Bradley Foster & Sargent Inc/ct | 10,691 | 67.16 | 10,690 | 64.83 |
Healthcare Of Ontario Pension Plan Trust Fund | 10,425 | 67.15 | 0 | |
BSW Wealth Partners | 9,763 | 67.09 | 9,389 | 64.76 |
Pathstone Family Office, Llc | 9,597 | 67.21 | 12,609 | 64.79 |
Pictet Asset Management Sa | 9,527 | 67.18 | 9,322 | 64.79 |
Panagora Asset Management Inc | 9,366 | 67.16 | 4,500 | 64.89 |
DTD - WisdomTree U.S. Total Dividend Fund N/A | 9,013 | 67.13 | 8,961 | 64.84 |
Dupont Capital Management Corp | 8,781 | 67.19 | 9,919 | 64.83 |
Graham Capital Management, L.P. | 8,471 | 67.05 | 35,120 | 64.78 |
Pnc Financial Services Group, Inc. | 8,207 | 67.14 | 8,623 | 64.71 |
JustInvest LLC | 8,033 | 67.10 | 5,537 | 64.84 |
Beacon Pointe Advisors, LLC | 7,801 | 67.30 | 8,717 | 49.33 |
Copperwynd Financial, LLC | 7,570 | 67.11 | 7,570 | 64.86 |
Shelton Capital Management | 7,519 | 67.16 | 7,519 | 64.77 |
Shell Asset Management Co | 7,501 | 67.19 | 9,468 | 64.85 |
Df Dent & Co Inc | 7,123 | 67.11 | 7,135 | 64.75 |
Winton Capital Group Ltd | 6,640 | 67.17 | 6,815 | 64.86 |
Mercer Global Advisors Inc /adv | 6,264 | 67.21 | 6,011 | 64.88 |
Trexquant Investment LP | 6,218 | 67.06 | 10,758 | 64.79 |
Citizens Financial Group Inc/ri | 5,799 | 67.08 | 5,620 | 64.77 |
Franklin Resources Inc | 5,634 | 67.09 | 3,298 | 64.58 |
Mitsubishi UFJ Trust & Banking Corp | 5,415 | 67.22 | 7,585 | 64.86 |
United Capital Financial Advisers, Llc | 5,006 | 67.12 | 7,724 | 64.86 |
PEAK6 Investments LLC | 4,865 | 67.21 | 9,000 | 64.78 |
Oppenheimer & Co Inc | 4,700 | 67.23 | 4,700 | 64.68 |
Campbell & CO Investment Adviser LLC | 4,681 | 67.08 | 4,516 | 64.88 |
Gotham Asset Management, LLC | 4,388 | 67.23 | 4,352 | 64.80 |
Aristotle Capital Management, LLC | 4,348 | 67.16 | 8,053 | 64.82 |
Alps Advisors Inc | 4,340 | 67.05 | 4,553 | 64.79 |
Blair William & Co/il | 4,105 | 67.24 | 3,458 | 64.78 |
Echo Street Capital Management LLC | 4,083 | 67.11 | 7,796 | 64.78 |
Baird Financial Group, Inc. | 3,721 | 66.92 | 3,821 | 64.64 |
Schonfeld Strategic Advisors LLC | 3,600 | 67.22 | 496,411 | 64.80 |
NinePointTwo Capital | 3,582 | 67.00 | 3,582 | 64.77 |
Gsa Capital Partners Llp | 3,519 | 67.06 | 0 | |
Teza Capital Management LLC | 3,369 | 67.08 | 7,353 | 64.74 |
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class | 3,293 | 67.11 | 3,351 | 64.76 |
Northwestern Mutual Wealth Management Co | 3,047 | 67.28 | 3,456 | 65.10 |
Smithfield Trust Co | 2,762 | 66.98 | 2,762 | 64.81 |
Pier 88 Investment Partners Llc | 2,590 | 67.18 | 2,590 | 64.86 |
Aquatic Capital Management LLC | 1,900 | 67.37 | 0 | |
Parallel Advisors, LLC | 1,539 | 66.93 | 270 | 62.96 |
Quadrant Capital Group Llc | 1,390 | 66.91 | 881 | 64.70 |
Proequities, Inc. | 1,152 | 66.84 | 1,614 | 65.06 |
Covestor Ltd | 1,088 | 67.10 | 195 | 66.67 |
First Horizon Advisors, Inc. | 1,032 | 66.86 | 844 | 63.98 |
Covington Capital Management | 1,003 | 66.80 | 1,003 | 64.81 |
Harvest Fund Management Co., Ltd | 806 | 67.00 | 197 | 65.99 |
Nomura Asset Management Co Ltd | 650 | 67.69 | 650 | 64.62 |
Johnson Financial Group, Inc. | 367 | 68.12 | 186 | 64.52 |
Lindbrook Capital, Llc | 211 | 66.35 | 48 | 62.50 |
Quent Capital, LLC | 84 | 71.43 | 84 | 59.52 |
Howe & Rusling Inc | 69 | 72.46 | 66 | 60.61 |
CNB Bank | 38 | 78.95 | 38 | 52.63 |
Capital Advisors, Ltd. LLC | 29 | 68.97 | 0 |
Name | Current Puts |
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Walleye Trading LLC | 36,200 |
Name | Previous Calls |
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Jane Street Group, Llc | 13,400 | 29,500 | 16,100 | 83.23 |
Name |
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