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 257 29.00 29.55 29.10
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 255 25 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 2 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 908,986 1.43 29.56 1,493,791 2.35 29.41
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
GENERAL ATLANTIC LLC 27,677,201
General Atlantic Llc 15,882,264 29.56
EWC Holdings, Inc. 8,574,390
EWC Management Holdco, LLC 3,634,756
Wellington Management Group Llp 1,933,944 29.56
Bamco Inc /ny/ 1,500,000 29.56
BSCFX - BARON SMALL CAP FUND 1,500,000 29.56
MIG Capital, LLC 1,405,134 29.56
Driehaus Capital Management Llc 1,106,494 29.56
Xn Lp 1,100,000 29.56
Bank of New York Mellon Corp 1,082,307 29.56
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 925,000 27.45
Federated Hermes, Inc. 925,000 29.56
BlackRock Inc. 907,405 29.56
Nuveen Asset Management, LLC 819,176 29.10
TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 765,407 27.45
American Century Companies Inc 761,592 29.56
Vanguard Group Inc 760,205 29.56
Solel Partners LP 700,000 29.56
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 665,841 29.56

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

Name Shares PPS
GENERAL ATLANTIC LLC 27,677,201
General Atlantic Llc 15,882,264 29.56
EWC Holdings, Inc. 8,574,390
EWC Management Holdco, LLC 3,634,756
Wellington Management Group Llp 1,933,944 29.56
Bamco Inc /ny/ 1,500,000 29.56
BSCFX - BARON SMALL CAP FUND 1,500,000 29.56
MIG Capital, LLC 1,405,134 29.56
Driehaus Capital Management Llc 1,106,494 29.56
Xn Lp 1,100,000 29.56
Bank of New York Mellon Corp 1,082,307 29.56
Federated Hermes, Inc. 925,000 29.56
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 925,000 27.45
BlackRock Inc. 907,405 29.56
Nuveen Asset Management, LLC 819,176 29.10
TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 765,407 27.45
American Century Companies Inc 761,592 29.56
Vanguard Group Inc 760,205 29.56
Solel Partners LP 700,000 29.56
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 665,841 29.56
Name Shares PPS
Woodline Partners LP
Deep Field Asset Management LLC
ADANX - AQR Diversified Arbitrage Fund Class N
Weiss Multi-Strategy Advisers LLC
Russell Investments Group, Ltd.
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV
EAM Global Investors LLC
CAGEX - Calamos Global Equity Fund Class A
Glassman Wealth Services
Centiva Capital, LP
Caas Capital Management Lp
Masterton Capital Management, LP
Castleview Partners, Llc
CNB Bank
Renaissance Technologies Llc
Weiss Strategic Interval Fund
EAM Investors, LLC
General Equity Holdings LP
Laurion Capital Management LP
Pinz Capital Management, LP
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
SG Americas Securities, LLC
Waratah Capital Advisors Ltd.
Balyasny Asset Management Llc
Manufacturers Life Insurance Company, The
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
BIVIX - Invenomic Fund Institutional Class shares
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

Past Week Analysis

Name Shares PPS
Redwood Investments, LLC 616,888 17.62
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
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 Percent Decrease
Name