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 | 337 | 30.00 | 30.58 | 30.45 |
| 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 | 330 | 33 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 1 | 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 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 | 2,815,426 | 2.64 | 30.58 | 9,964,702 | 9.34 | 30.50 |
| 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 |
|---|---|---|
| Bain Capital Venture Investors, Llc | 16,539,864 | 30.58 |
| Bain Capital Venture Fund 2014, L.p. | 13,573,035 | |
| Spark Capital Ii Lp | 13,135,639 | |
| Temasek Holdings (Private) Ltd | 10,635,573 | 30.58 |
| FMR LLC | 5,547,599 | |
| Goldman Sachs Group Inc | 5,349,934 | 30.58 |
| Vanguard Group Inc | 5,038,684 | 30.58 |
| VANGUARD GROUP INC | 5,001,062 | |
| Fmr Llc | 3,653,885 | 30.58 |
| Whale Rock Capital Management LLC | 2,852,543 | 30.58 |
| BlackRock Inc. | 2,804,098 | 30.58 |
| Alliancebernstein L.p. | 2,327,995 | 30.58 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 2,106,324 | 38.06 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,874,449 | 30.58 |
| Marshall Wace, Llp | 1,793,408 | 30.58 |
| Millennium Management Llc | 1,731,592 | 30.58 |
| Invesco Ltd. | 1,696,679 | 30.58 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 1,607,038 | 30.58 |
| Adage Capital Partners Gp, L.l.c. | 1,550,000 | 30.58 |
| FBGRX - Fidelity Blue Chip Growth Fund | 1,316,128 | 30.51 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Bain Capital Venture Investors, Llc | 16,539,864 | 30.58 |
| Bain Capital Venture Fund 2014, L.p. | 13,573,035 | |
| Spark Capital Ii Lp | 13,135,639 | |
| Temasek Holdings (Private) Ltd | 10,635,573 | 30.58 |
| FMR LLC | 5,547,599 | |
| Goldman Sachs Group Inc | 5,349,934 | 30.58 |
| Vanguard Group Inc | 5,038,684 | 30.58 |
| VANGUARD GROUP INC | 5,001,062 | |
| Fmr Llc | 3,653,885 | 30.58 |
| Whale Rock Capital Management LLC | 2,852,543 | 30.58 |
| BlackRock Inc. | 2,804,098 | 30.58 |
| Alliancebernstein L.p. | 2,327,995 | 30.58 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 2,106,324 | 38.06 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,874,449 | 30.58 |
| Marshall Wace, Llp | 1,793,408 | 30.58 |
| Millennium Management Llc | 1,731,592 | 30.58 |
| Invesco Ltd. | 1,696,679 | 30.58 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 1,607,038 | 30.58 |
| Adage Capital Partners Gp, L.l.c. | 1,550,000 | 30.58 |
| FBGRX - Fidelity Blue Chip Growth Fund | 1,316,128 | 30.51 |
| Name | Shares | PPS |
|---|---|---|
| Sei Investments Co | ||
| Eaton Vance Management | ||
| Rockefeller Capital Management L.P. | ||
| MMSC - First Trust Multi-Manager Small Cap Opportunities ETF | ||
| Bbr Partners, Llc | ||
| Zimmer Partners, LP | ||
| Level Four Advisory Services, Llc | ||
| Standard Life Aberdeen plc | ||
| TimesSquare Capital Management, LLC | ||
| Jump Financial, LLC | ||
| Teacher Retirement System Of Texas | ||
| Wellington Management Group Llp | ||
| Td Asset Management Inc | ||
| Gilder Gagnon Howe & Co Llc | ||
| Norges Bank | ||
| Susquehanna International Group, Llp | ||
| Ghisallo Capital Management LLC | ||
| Voya Investment Management Llc | ||
| Lisanti Capital Growth, LLC | ||
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV | ||
| Trustees of Princeton University | ||
| Discovery Capital Management, Llc / Ct | ||
| Blackstone Group Inc | ||
| Alyeska Investment Group, L.P. | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Stonnington Group, Llc | ||
| FIL Ltd | ||
| Yale University | ||
| SG Americas Securities, LLC | ||
| Driehaus Capital Management Llc | ||
| Jennison Associates Llc | ||
| Jupiter Asset Management Ltd | ||
| Vahanian & Associates Financial Planning Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Susquehanna International Group, Llp | 8,300 |
| Name |
|---|
| BIVIX - Invenomic Fund Institutional Class shares |
| CLSE - Convergence Long/Short Equity ETF |
| Name | Previous Puts |
|---|
| Name | Previous Calls |
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| Name |
|---|
| 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 |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Hillman Co | 1,229,453 | 17.63 |
| Name | Shares | PPS |
|---|
| 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 | 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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