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 990 69.00 62.97 65.56
Previous Quarter 986 191.00 81.01 84.73

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 84 233 614 20 278 230
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 4 0 6 1 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 5 3 5 0 2 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 26 0 140 0 48 54
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 2 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 12,803,490 0.00 0.00 18,084,444 0.00 0.00
Previous Quarter 6,695,243 0.00 0.00 18,117,233 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
Capital World Investors 12,971,202 62.96
Capital World Investors 11,535,279
VANGUARD GROUP INC 9,085,881
Vanguard Group Inc 9,041,306 62.96
FMR LLC 6,944,635
Price T Rowe Associates Inc /md/ 6,870,442 62.96
BlackRock Inc. 6,524,980
BlackRock Inc. 6,124,711 62.96
Fmr Llc 6,045,730 62.96
Berkshire Hathaway Inc 4,780,000 62.96
Abdiel Capital Advisors, LP 4,348,584 62.96
Sands Capital Management, Llc 4,150,357 62.96
SANDS CAPITAL MANAGEMENT, LLC 4,133,258
SMCWX - SMALLCAP WORLD FUND INC Class A 4,046,400 62.96
AGTHX - GROWTH FUND OF AMERICA Class A 3,720,434 75.44
Wasatch Advisors Inc 3,651,698 62.96
Wcm Investment Management, Llc 2,993,285 66.27
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,964,793 62.96
Bamco Inc /ny/ 2,654,102 62.96
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,537,482 62.96

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
Capital World Investors 11,016,100 81.00
Vanguard Group Inc 9,038,254 81.00
BlackRock Inc. 6,580,259 81.00
Fmr Llc 6,482,324 81.00
Berkshire Hathaway Inc 4,780,000 81.00
Abdiel Capital Advisors, LP 4,283,770 81.00
Sands Capital Management, Llc 4,221,881 81.00
SMCWX - SMALLCAP WORLD FUND INC Class A 4,046,400 81.00
Wasatch Advisors Inc 3,306,234 81.00
Allspring Global Investments Holdings, LLC 3,177,117 81.00
Wcm Investment Management, Llc 3,110,543 81.00
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,895,124 81.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,519,122 81.00
AGTHX - GROWTH FUND OF AMERICA Class A 2,513,134 95.62
Two Creeks Capital Management, LP 2,411,383 81.00
Alliancebernstein L.p. 2,229,116 81.00
State Street Corp 2,041,796 81.00
ANEFX - NEW ECONOMY FUND Class A 1,990,082 95.62
Bamco Inc /ny/ 1,944,086 81.00
Neuberger Berman Group LLC 1,927,327 81.00

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 9,085,881
FMR LLC 6,944,635
SANDS CAPITAL MANAGEMENT, LLC 4,133,258
PRNHX - T. Rowe Price New Horizons Fund, Inc. 1,585,890 62.96
Timucuan Asset Management Inc/fl 1,409,405 62.96
Madison Asset Management, LLC 566,942 62.96
PRWAX - T. Rowe Price New America Growth Fund 430,644 62.96
ArrowMark Colorado Holdings LLC 357,370 62.96
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 285,500 62.96
Ararat Capital Management, LP 172,655 62.96
CBSAX - Columbia Mid Cap Growth Fund Class A 146,204 75.44
Woodson Capital Management, LP 130,000 62.96
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 129,586 79.72
MERAX - Madison Mid Cap Fund Mid Cap Fund Class A 128,112 79.72
BARAX - BARON ASSET FUND 125,000 62.96
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 92,500 62.96
MERDX - MERIDIAN GROWTH FUND Legacy Class 81,339 62.96
FAMFX - FAM Small Cap Fund Investor 80,558 62.96
Saber Capital Managment, LLC 80,404 62.96
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 69,082 62.95
Name Shares PPS
Jpmorgan Chase & Co 814,726 81.00
Melvin Capital Management LP 605,535 81.00
TWHIX - Heritage Fund Investor Class 576,100 135.92
Schroder Investment Management Group 249,138 87.18
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund 203,600 128.91
Two Sigma Investments, Lp 144,479 81.00
Two Sigma Investments, Lp 144,479 81.00
Two Sigma Investments, Lp 144,479 81.00
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 129,586 108.72
ACLWX - Nt Heritage Fund G Class 112,048 135.92
Jane Street Group, Llc 108,500 81.00
Allianz Asset Management GmbH 97,819 130.01
Seven Eight Capital, Lp 78,830 81.00
FWWFX - Fidelity Worldwide Fund 62,000 135.92
Parallax Volatility Advisers, L.P. 50,000 120.80
North Fourth Asset Management, LP 50,000 81.00
ExodusPoint Capital Management, LP 48,989 81.00
RMDAX - AllianzGI Mid-Cap Fund A 48,104 130.01
Man Group plc 43,072 81.00
Arrowstreet Capital, Limited Partnership 42,353 81.01
Bluegrass Capital Partners LP 42,000 81.00
AVCIX - Vp Capital Appreciation Fund Class I 41,993 130.02
Tudor Investment Corp Et Al 40,544 81.00
HISCX - Hartford Small Cap Growth Hls Fund Ia 39,013 120.78
VMSGX - Mid Cap Strategic Growth Fund 36,805 128.92
PEZ - Invesco DWA Consumer Cyclicals Momentum ETF 31,604 108.72
Scholtz & Company, Llc 31,552 81.01
Duality Advisers, Lp 27,699 81.01
Jump Financial, LLC 27,644 81.03
Simplex Trading, Llc 26,400 80.98
Y-Intercept (Hong Kong) Ltd 25,724 81.01
Paloma Partners Management Co 25,348 80.99
Qube Research & Technologies Ltd 23,893 80.99
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 23,700 120.80
Dakota Wealth Management 23,479 81.01
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 23,109 120.78
Echo Street Capital Management LLC 22,019 81.02
J.w. Cole Advisors, Inc. 20,250
Boston Partners 17,358 1.79
Tributary Capital Management, LLC 15,800 81.01
HMS Capital Management, LLC 15,314 80.97
Shellback Capital, LP 15,000 81.00
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 14,970 120.77
Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 14,632 129.99
Bayesian Capital Management, LP 14,600 81.03
B. Metzler seel. Sohn & Co. Holding AG 13,981 120.81
UBS Group AG 12,703 81.00
HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 11,209 135.96
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 10,749 129.97
QALGX - Federated MDT Large Cap Growth Fund Class A Shares 9,328 108.70
Point72 Hong Kong Ltd 8,170 81.03
DNLDX - BNY Mellon Active MidCap Fund Class A 8,110 120.84
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7,942 130.07
Pearl River Capital, LLC 7,891 80.98
Hsbc Holdings Plc 7,765 81.91
HighPoint Advisor Group LLC 7,392 120.81
Landscape Capital Management, L.l.c. 7,309 81.00
Graham Capital Management, L.P. 7,278 80.93
CFA - VictoryShares US 500 Volatility Wtd ETF 6,918 129.95
LZCOX - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6,795 120.82
Fortis Advisors, LLC 6,643 1.05
Bridgefront Capital, LLC 6,487 80.93
AAARX - Strategic Allocation: Aggressive Fund R Class 5,238 135.93
First Mercantile Trust Co 5,099 120.81
Parametrica Management Ltd 4,833 80.90
AZBAX - AllianzGI Small-Cap Fund Class A 4,623 120.70
TWSMX - Strategic Allocation: Moderate Fund Investor Class 4,545 135.97
NEXT Financial Group, Inc 4,005 130.09
Virtu Financial LLC 3,991 80.93
Gsa Capital Partners Llp 3,911 81.05
Knowledge Leaders Capital, LLC 3,696 80.90
Centiva Capital, LP 3,674 81.11
Symmetry Partners, LLC 3,365 81.13
Jennison Associates Llc 3,162 80.96
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 3,079 120.82
Tocqueville Asset Management L.p. 3,000 81.00
Atria Wealth Solutions, Inc. 2,936 81.06
Los Angeles Capital Management Llc 2,892 80.91
AE Wealth Management LLC 2,892 80.91
Mather Group, Llc. 2,884 81.14
Loews Corp 2,880 80.90
Legacy Wealth Asset Management, LLC 2,652 81.07
Canandaigua National Corp 2,621 80.89
Comerica Securities,inc. 2,574 80.81
Machina Capital S.a.s. 2,500 81.20
JSTC - Adasina Social Justice All Cap Global ETF 1,293 129.16
AACRX - Strategic Allocation: Conservative Fund R Class 1,175 136.17
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 1,045 130.14
Healthcare Of Ontario Pension Plan Trust Fund 789 81.12
CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 720 130.56
Canada Pension Plan Investment Board 700 81.43
Cutler Group LP 644 80.75
Cutler Group LP 644 80.75
Bbva Usa 500 120.00
Berman Capital Advisors, LLC 433 117.78
Samalin Investment Counsel, LLC 412 80.10
Koshinski Asset Management, Inc. 391 81.84
De Burlo Group Inc 200 81000.00
Tilia Fiduciary Partners, Inc. 199 80.40
Nomura Asset Management Co Ltd 170 82.35
EverSource Wealth Advisors, LLC 157 82.80
Riverview Trust Co 147 81.63
Rockbridge Investment Management, LCC 146 130.14
IFP Advisors, Inc 129 62.02
Fieldpoint Private Securities, LLC 117 76.92
Money Concepts Capital Corp 75 80.00
SRS Capital Advisors, Inc. 47 85.11
Hartland & Co., LLC 45 88.89
Providence Capital Advisors, LLC 33 90.91
Whittier Trust Co 32 93.75
Cordant, Inc. 26 76.92
Tcwp Llc 16 62.50
Sierra Capital LLC 10 100.00
Patriot Financial Group Insurance Agency, LLC 3
Asset Dedication, LLC 3
JNBA Financial Advisors
Panagora Asset Management Inc
Harvest Investment Services, LLC
Driehaus Capital Management Llc
O'shaughnessy Asset Management, Llc
Sciencast Management LP
XTX Topco Ltd
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
M&g Investment Management Ltd
FORA Capital, LLC
Schonfeld Strategic Advisors LLC
Great Lakes Advisors, Llc
Bokf, Na
Ethic Inc.
Toroso Investments, LLC
Advisory Services Network, LLC
Acadian Asset Management Llc
SPFFX - Sphere 500 Fossil Free Fund
Lido Advisors, LLC
Metropolitan Life Insurance Co/ny
Occudo Quantitative Strategies Lp
Enterprise Financial Services Corp
Advisory Research Inc
Lisanti Capital Growth, LLC
Marino, Stram & Associates Llc
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Sheets Smith Wealth Management
Alps Advisors Inc
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Concorde Asset Management, LLC
Atika Capital Management LLC
Accurate Wealth Management, LLC
SENT - AdvisorShares Alpha DNA Equity Sentiment ETF
Mitsubishi UFJ Trust & Banking Corp
Titan Global Capital Management Usa Llc
Cambridge Trust Co
MARNX - Convergence Long/Short Equity Fund - Institutional Class
Flagship Harbor Advisors, Llc
Friess Associates Llc
Marshall Wace, Llp
Ieq Capital, Llc
GONIX - Gotham Neutral Fund Institutional Class
Strs Ohio
PDT Partners, LLC
HBK Sorce Advisory LLC
Fox Run Management, L.l.c.
Junto Capital Management LP
Prelude Capital Management, Llc
Two Sigma Advisers, Lp
Fred Alger Management, Llc
Pinnacle Financial Partners Inc
Strategic Blueprint, LLC
Modera Wealth Management, LLC
Hrt Financial Lp
First National Bank Of Omaha
Covenant Partners, LLC
Liberty Wealth Management Llc
Fulcrum Asset Management LLP
GARIX - Gotham Absolute Return Fund Institutional Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
Crewe Advisors LLC
Ergoteles LLC
Renaissance Technologies Llc
Newbridge Financial Services Group, Inc.
Wealth Alliance
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Etf Managers Group, Llc
C M Bidwell & Associates Ltd
Alphacrest Capital Management Llc
Symphony Financial, Ltd. Co.
Vigilant Capital Management, LLC
Mercer Global Advisors Inc /adv
Confluence Wealth Services, Inc.
OMERS ADMINISTRATION Corp
Candlestick Capital Management LP
Assetmark, Inc
AIEQ - AI Powered Equity ETF
Snowden Capital Advisors LLC
Sigma Planning Corp
Six Columns Capital, Lp
Wolverine Trading, Llc
DAVENPORT & Co LLC
Empowered Funds, LLC
Exos Asset Management LLC
Bartlett & Co. LLC
McElhenny Sheffield Capital Management, LLC
Standard Family Office LLC
Meridian Wealth Partners, LLC
GFSYX - Strategic Alternatives Fund Institutional
Teachers Retirement System Of The State Of Kentucky
Sheets Smith Investment Management
Macroview Investment Management Llc
Norges Bank
BGLSX - Boston Partners Global Long/Short Fund Institutional Class
Reynders McVeigh Capital Management, LLC
Calamos Advisors LLC
Yarbrough Capital, LLC
Fiduciary Trust Co
Alpha DNA Investment Management LLC
Nvwm, Llc
Axa S.a.
Cahill Financial Advisors Inc
Mirabella Financial Services Llp
Quantbot Technologies LP
CWA Asset Management Group, LLC
Artemis Investment Management LLP
Toth Financial Advisory Corp
Wolverine Trading, Llc
Pathstone Family Office, Llc
Bedel Financial Consulting, Inc.
Banco Santander, S.A.
Wolverine Trading, Llc
Interval Partners, LP
Point72 Asset Management, L.P.
Magnetar Financial LLC
IBM Retirement Fund
SkyOak Wealth, LLC
Smith Group Asset Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Capital World Investors 12,971,202 62.96 11,016,100 81.00
Vanguard Group Inc 9,041,306 62.96 9,038,254 81.00
Price T Rowe Associates Inc /md/ 6,870,442 62.96 828,064 81.00
BlackRock Inc. 6,524,980 6,580,259 81.00
Fmr Llc 6,045,730 62.96 6,482,324 81.00
Berkshire Hathaway Inc 4,780,000 62.96 4,780,000 81.00
Abdiel Capital Advisors, LP 4,348,584 62.96 4,283,770 81.00
Sands Capital Management, Llc 4,150,357 62.96 4,221,881 81.00
SMCWX - SMALLCAP WORLD FUND INC Class A 4,046,400 62.96 4,046,400 81.00
AGTHX - GROWTH FUND OF AMERICA Class A 3,720,434 75.44 2,513,134 95.62
Wasatch Advisors Inc 3,651,698 62.96 3,306,234 81.00
Wcm Investment Management, Llc 2,993,285 66.27 3,110,543 81.00
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,964,793 62.96 2,895,124 81.00
Bamco Inc /ny/ 2,654,102 62.96 1,944,086 81.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,537,482 62.96 2,519,122 81.00
Two Creeks Capital Management, LP 2,418,117 62.96 2,411,383 81.00
Dragoneer Investment Group, LLC 2,066,603 62.96 1,413,326 81.00
Neuberger Berman Group LLC 2,066,168 63.14 1,927,327 81.00
State Street Corp 2,028,857 62.96 2,041,796 81.00
ANEFX - NEW ECONOMY FUND Class A 1,990,082 75.44 1,990,082 95.62
Name Current Shares Current PPS Previous Shares Previous PPS
NLSAX - Neuberger Berman Long Short Fund Class A 251,080 79.72 0
Point72 Asset Management, L.P. 30,000 62.97 0
Chicago Partners Investment Group LLC 24,724 80.57 24,408 69.16
Gotham Asset Management, LLC 16,583 62.96 0
Janney Montgomery Scott LLC 8,331 63.02 0
Aigen Investment Management, Lp 7,465 62.96 0
Artemis Investment Management LLP 6,000 63.50 0
Spouting Rock Asset Management, LLC 6,000 63.00 0
Creative Planning 6,000 63.00 0
Millennium Management Llc 5,171 63.04 0
Fiduciary Group LLC 4,475 89.16 4,475 68.16
Stonnington Group, Llc 3,000 72.67 0
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 2,715 62.98 0
Trust Co Of Vermont 1,020 62.75 0
First Horizon Advisors, Inc. 940 62.77 18 55.56
Huntington National Bank 39 51.28 8
State of Wyoming 29 68.97 0
Schubert & Co 25 80.00 13 76.92
Glassman Wealth Services 11 90.91 40 75.00
Allworth Financial LP 8 125.00 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Price T Rowe Associates Inc /md/ 6,042,378 6,870,442 62.96 828,064 81.00 729.70
Capital World Investors 1,955,102 12,971,202 62.96 11,016,100 81.00 17.75
AGTHX - GROWTH FUND OF AMERICA Class A 1,207,300 3,720,434 75.44 2,513,134 95.62 48.04
Bamco Inc /ny/ 710,016 2,654,102 62.96 1,944,086 81.00 36.52
Dragoneer Investment Group, LLC 653,277 2,066,603 62.96 1,413,326 81.00 46.22
Df Dent & Co Inc 436,859 731,779 62.96 294,920 81.00 148.13
Wasatch Advisors Inc 345,464 3,651,698 62.96 3,306,234 81.00 10.45
Riverbridge Partners Llc 289,292 993,032 62.96 703,740 81.00 41.11
BREFX - Baron Real Estate Fund 264,100 514,700 62.96 250,600 81.00 105.39
NLSAX - Neuberger Berman Long Short Fund Class A 251,080 251,080 79.72 0 0.00
WGFCX - Wells Fargo Growth Fund Class C 201,291 790,792 79.72 589,501 108.72 34.15
FCPGX - Fidelity Small Cap Growth Fund 192,000 350,717 79.72 158,717 108.72 120.97
Macquarie Group Ltd 190,104 1,013,186 62.96 823,082 81.00 23.10
Royal Bank Of Canada 155,200 189,185 62.96 33,985 80.98 456.67
BSCFX - BARON SMALL CAP FUND 150,000 1,400,000 62.96 1,250,000 81.00 12.00
WMGRX - Ivy Mid Cap Growth Fund Class R 141,902 757,691 62.96 615,789 81.00 23.04
Neuberger Berman Group LLC 138,841 2,066,168 63.14 1,927,327 81.00 7.20
Morgan Stanley 134,646 662,094 62.96 527,448 81.00 25.53
BDFFX - BARON DISCOVERY FUND 115,000 500,000 62.96 385,000 81.00 29.87
DFDMX - DF Dent Midcap Growth Fund Investor Shares 108,683 149,939 62.96 41,256 81.01 263.44
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 1,849,683 1,327,434 62.96 3,177,117 81.00 -58.22
Invesco Ltd. 1,243,549 220,494 62.96 1,464,043 81.00 -84.94
Federated Hermes, Inc. 672,989 1,166,100 62.96 1,839,089 81.00 -36.59
Fmr Llc 436,594 6,045,730 62.96 6,482,324 81.00 -6.74
FDGRX - Fidelity Growth Company Fund 385,617 178,737 75.44 564,354 95.62 -68.33
PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 338,700 136,300 62.96 475,000 81.00 -71.31
Alliancebernstein L.p. 338,225 1,890,891 62.96 2,229,116 81.00 -15.17
Wellington Management Group Llp 322,795 667,772 62.96 990,567 81.00 -32.59
Standard Life Aberdeen plc 314,566 248,030 66.27 562,596 87.18 -55.91
Emerson Point Capital Lp 291,185 96,735 62.96 387,920 81.00 -75.06
HAGAX - Carillon Eagle Mid Cap Growth Fund Class A 278,605 440,549 79.72 719,154 108.72 -38.74
Goldman Sachs Group Inc 227,977 405,636 62.96 633,613 81.00 -35.98
Bank Of America Corp /de/ 217,483 361,050 62.96 578,533 81.00 -37.59
Public Employees Retirement Association Of Colorado 211,119 14,569 62.94 225,688 81.00 -93.54
FNIAX - Fidelity Advisor New Insights Fund Class A 206,100 217,500 62.96 423,600 81.00 -48.65
LACAX - Columbia Acorn Fund Class A 201,350 277,987 62.96 479,337 81.00 -42.01
First Trust Advisors Lp 184,088 18,265 62.96 202,353 81.00 -90.97
Frontier Capital Management Co Llc 161,301 440,008 62.96 601,309 81.00 -26.82
VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares 133,776 139,303 79.72 273,079 108.72 -48.99
Artisan Partners Limited Partnership 127,796 737,206 62.96 865,002 81.00 -14.77
Name Current Puts
J. Goldman & Co LP 171,700
Scopus Asset Management, L.p. 100,000
Summit Partners Public Asset Management, Llc 69,700
Nomura Holdings Inc 40,000
Name Current Calls
Name
PASIX - PACE Alternative Strategies Investments Class A
SPECX - Alger Spectra Fund Class A
DWSH - AdvisorShares Dorsey Wright Short ETF
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
BEARX - Federated Prudent Bear Fund Class A Shares
SPEDX - Alger Dynamic Opportunities Fund Class A
Name Previous Puts
North Fourth Asset Management, LP 50,000
Name Previous Calls
Two Sigma Investments, Lp 144,479
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Artemis Investment Management LLP 6,000 6,000 0 0.00
PEAK6 Investments LLC 8,500 34,900 26,400 32.20
Twin Tree Management, LP 29,401 42,700 13,299 221.08
Point72 Asset Management, L.P. 30,000 30,000 0 0.00
Walleye Trading LLC 35,900 66,900 31,000 115.81
Name Increased Calls Current Calls Previous Calls Percentage Increase
Group One Trading, L.p. 6,600 74,800 68,200 9.68
Jane Street Group, Llc 18,800 127,300 108,500 17.33
Susquehanna International Group, Llp 125,100 263,400 138,300 90.46
Name
NELAX - Nuveen Equity Long/Short Fund Class A
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
CLSE - Convergence Long/Short Equity ETF
SEIAX - SIIT Multi-Asset Real Return Fund - Class A
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 1,116,451 141,100 1,257,551 -88.78
Simplex Trading, Llc 1,400 25,000 26,400 -5.30
Name
GHPLX - Gotham Hedged Plus Fund Institutional Class

Past Week Analysis

Name Shares PPS
PRNHX - T. Rowe Price New Horizons Fund, Inc. 1,585,890 62.96
PRWAX - T. Rowe Price New America Growth Fund 430,644 62.96
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 285,500 62.96
BARAX - BARON ASSET FUND 125,000 62.96
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 92,500 62.96
MERDX - MERIDIAN GROWTH FUND Legacy Class 81,339 62.96
FAMFX - FAM Small Cap Fund Investor 80,558 62.96
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 69,082 62.95
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 63,934 62.96
ULTRA SERIES FUND - Mid Cap Fund Class I 54,731 62.96
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 43,699 62.95
WUSAX - Wanger USA 43,612 62.96
CCAFX - Calvert Mid-Cap Fund Class A 37,226 62.97
OALGX - Optimum Large Cap Growth Fund Class A 28,900 62.98
MMLRX - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 28,000 62.96
T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 21,215 62.97
FSMSX - FS Multi-Strategy Alternatives Fund Class I 17,219 62.95
LAUAX - Columbia Acorn USA Class A 16,586 62.94
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 11,111 63.00
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8,636 62.99
WATWX - Wanger Select 6,935 63.01
TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3,790 63.06
BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 3,343 62.82
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 1,525 62.95
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 1,100 62.73
WAUSX - Wasatch U.S. Select Fund Investor Class 718 62.67
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
SMCWX - SMALLCAP WORLD FUND INC Class A 4,046,400 62.96 4,046,400 81.00
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,964,793 62.96 2,895,124 81.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,537,482 62.96 2,519,122 81.00
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 1,500,210 62.96 1,520,389 81.00
VEXMX - Vanguard Extended Market Index Fund Investor Shares 1,422,442 62.96 1,392,368 81.00
BSCFX - BARON SMALL CAP FUND 1,400,000 62.96 1,250,000 81.00
Riverbridge Partners Llc 993,032 62.96 703,740 81.00
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 914,698 62.96 914,698 81.00
CFSIX - Touchstone Sands Capital Select Growth Fund Class Y 907,028 62.96 960,989 81.00
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 796,855 62.96 796,855 81.00
WMGRX - Ivy Mid Cap Growth Fund Class R 757,691 62.96 615,789 81.00
WAAEX - Wasatch Small Cap Growth Fund Investor Class shares 720,540 62.96 720,540 81.00
WGROX - Wasatch Core Growth Fund Investor Class shares 719,608 62.96 623,619 81.00
WAMCX - Wasatch Ultra Growth Fund Investor Class shares 708,453 62.96 605,410 81.00
BREFX - Baron Real Estate Fund 514,700 62.96 250,600 81.00
BDFFX - BARON DISCOVERY FUND 500,000 62.96 385,000 81.00
XHB - SPDR(R) S&P(R) Homebuilders ETF 474,475 62.96 540,282 81.00
ARTSX - Artisan Small Cap Fund Investor Shares 425,847 62.96 551,820 81.00
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 420,000 62.96 420,000 81.00
BMDIX - Baird MidCap Fund Institutional 369,701 62.96 440,451 81.00
IWP - iShares Russell Mid-Cap Growth ETF 355,170 62.96 389,631 81.00
IWF - iShares Russell 1000 Growth ETF 332,278 62.96 340,723 81.00
OGGFX - JPMorgan Small Cap Growth Fund Class I 304,849 62.96 296,723 81.00
IWR - iShares Russell Mid-Cap ETF 287,852 62.96 286,403 81.00
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 281,516 62.96 300,716 81.00
LACAX - Columbia Acorn Fund Class A 277,987 62.96 479,337 81.00
ITB - iShares U.S. Home Construction ETF 269,020 62.96 328,548 81.00
JACFX - John Hancock Mid Cap Growth Fund Class NAV 231,120 62.96 286,837 81.00
FNIAX - Fidelity Advisor New Insights Fund Class A 217,500 62.96 423,600 81.00
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 177,550 62.96 185,060 81.00
DFDMX - DF Dent Midcap Growth Fund Investor Shares 149,939 62.96 41,256 81.01
PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 136,300 62.96 475,000 81.00
ITOT - iShares Core S&P Total U.S. Stock Market ETF 114,097 62.96 104,101 81.00
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 108,677 62.96 88,640 81.00
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 102,387 62.96 103,358 81.00
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 100,089 62.96 126,328 81.00
TFOAX - Touchstone Focused Fund A 99,985 62.96 99,985 81.00
QCSTRX - Stock Account Class R1 99,755 62.96 103,258 81.00
MEFAX - MassMutual Select Mid Cap Growth Fund Class A 82,577 62.96 145,322 81.00
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 78,145 62.96 72,237 81.00
VBINX - Vanguard Balanced Index Fund Investor Shares 77,808 62.96 77,808 80.99
IWB - iShares Russell 1000 ETF 76,480 62.96 70,522 81.00
QVG2Q - Growth Portfolio Investor Class 76,105 62.97 76,105 81.01
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 75,700 62.96 76,600 81.01
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 71,314 62.96 67,539 81.01
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 63,092 62.96 106,527 81.00
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 61,940 62.96 58,972 81.00
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 60,700 62.97 15,440 81.02
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 59,822 62.95 49,038 81.00
MXXIX - Marsico 21st Century Fund 57,687 62.96 57,687 81.01
QCEQRX - Equity Index Account Class R1 55,907 62.96 55,907 80.99
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 48,673 62.95 47,227 80.99
OSTGX - Osterweis Emerging Opportunity Fund Investor Class 47,245 62.97 92,335 81.00
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 46,700 62.96 46,700 81.01
GGEYX - GROWTH EQUITY FUND Institutional 40,980 62.96 78,192 81.01
MMAAX - MassMutual Select Growth Opportunities Fund Class A 39,729 62.95 39,028 80.99
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 37,917 62.95 21,541 81.01
JDSCX - JPMorgan Small Cap Blend Fund Class I 36,640 62.96 33,753 81.00
HCVEX - The Value Equity Portfolio HC Strategic Shares 36,426 62.95 36,426 81.01
WAGOX - Wasatch Global Opportunities Fund Investor Class shares 35,119 62.96 16,201 80.98
FDSVX - Fidelity Growth Discovery Fund 34,300 62.97 30,216 80.98
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 34,016 62.97 37,979 80.99
Liberty All Star Growth Fund Inc. 30,500 62.95 30,500 80.98
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 29,601 62.97 30,817 80.99
MSJSX - Global Endurance Portfolio Class IS 29,122 62.98 31,847 81.01
IWV - iShares Russell 3000 ETF 26,872 62.97 26,959 81.01
LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 26,046 62.97 24,751 81.01
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 25,673 62.95 12,931 80.97
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 25,343 62.98 81,343 81.00
DFDSX - DF Dent Small Cap Growth Fund Investor Shares 24,458 62.97 22,114 80.99
SSMHX - State Street Small/mid Cap Equity Index Portfolio 24,456 62.97 22,956 80.98
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 22,877 62.95 9,417 81.02
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 21,424 62.97 47,199 81.00
BSGSX - Baird Small/Mid Cap Growth Fund Investor Class 21,295 62.97 32,645 80.99
BUFMX - Buffalo Mid Cap Fund Investor Class 20,800 62.98 9,800 81.02
SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 20,358 62.97 12,193 81.03
PEXMX - T. Rowe Price Extended Equity Market Index Fund 18,994 62.97 18,994 81.03
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 16,700 62.93 16,700 81.02
MFCPX - M Capital Appreciation Fund 15,449 62.98 10,246 81.01
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 15,200 62.96 18,300 80.98
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 15,035 62.99 15,035 81.01
FMDGX - Fidelity Mid Cap Growth Index Fund 14,830 62.98 19,319 81.01
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 14,393 62.95 25,266 81.02
VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares 13,773 62.95 13,773 81.03
JOPPX - Johnson Opportunity Fund 13,600 62.94 13,600 81.03
SATOX - Tax-Aware Overlay A Portfolio Class 1 13,500 62.96 14,520 80.99
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 12,454 62.95 12,454 81.02
USMIX - Extended Market Index Fund 12,344 62.95 12,374 80.98
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 12,099 62.98 42,569 81.00
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 11,597 62.95 15,081 81.03
EKSAX - Wells Fargo Diversified Income Builder Fund Class A 9,718 62.98 9,576 81.04
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 9,547 62.95 9,942 80.97
POMIX - T. Rowe Price Total Equity Market Index Fund 8,891 62.99 8,891 80.98
BBGLX - Bridge Builder Large Cap Growth Fund 8,887 63.01 8,887 81.02
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 8,493 62.99 8,620 80.97
SMMD - iShares Russell 2500 ETF 8,281 62.92 6,759 80.93
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 7,242 62.97 7,960 81.03
SAOOX - Overlay A Portfolio Class 1 6,160 62.99 6,750 81.04
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5,848 62.93 5,848 81.05
PGLOX - T. Rowe Price Global Consumer Fund 5,418 62.94 6,470 80.99
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 5,103 62.90 5,103 80.93
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5,029 63.03 5,287 80.95
WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares 4,909 62.95 5,589 81.05
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 4,723 62.88 4,723 81.09
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4,489 63.04 4,489 81.09
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 4,389 62.88 4,723 81.09
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4,284 63.03 4,460 80.94
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 3,600 63.06 3,600 81.11
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,121 62.80 3,041 80.89
AMOMX - AQR Large Cap Momentum Style Fund Class I 2,980 63.09 16,300 80.98
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 2,980 63.09 2,980 80.87
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 2,800 62.86 2,800 81.07
SLGFX - SIMT Large Cap Index Fund Class F 2,700 62.96 2,700 81.11
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 2,505 63.07 2,505 81.04
TRSZX - T. Rowe Price Mid-Cap Index Fund 2,476 63.00 2,280 81.14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2,136 62.73 2,136 80.99
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 1,956 62.88 2,162 80.94
ONEO - SPDR Russell 1000 Momentum Focus ETF 1,949 63.11 3,511 80.89
JETSX - Total Stock Market Index Trust NAV 1,885 63.13 1,885 81.17
GSPKX - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 1,700 62.94 1,700 81.18
TLSTX - Stock Index Fund 1,672 62.80 1,672 80.74
CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 1,466 62.76 1,466 81.17
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,408 63.21 1,322 80.94
RYRIX - Retailing Fund Investor Class 1,352 62.87 1,013 80.95
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,241 62.85 1,241 81.39
QWVPX - Clearwater Core Equity Fund 1,059 63.27 1,159 81.10
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 1,000 63.00 1,400 80.71
EPS - WisdomTree U.S. LargeCap Fund N/A 820 63.41 793 80.71
GLCAX - Global Counterpoint Portfolio A 811 62.89 1,159 81.10
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 696 63.22 1,206 81.26
SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 654 62.69 336 80.36
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 649 63.17 74 81.08
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 519 63.58 340 82.35
Nuveen S&p 500 Dynamic Overwrite Fund 517 63.83 517 81.24
Profunds - Profund Vp Consumer Services 430 62.79 471 80.68
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 373 61.66 280 82.14
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 349 63.04 334 80.84
NCGFX - New Covenant Growth Fund 232 64.66 232 81.90
Humankind Benefit Corp - Humankind US Stock ETF 99 60.61 56 89.29
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 1 8 125.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Riverbridge Partners Llc 289,292 993,032 62.96 703,740 81.00 41.11
BREFX - Baron Real Estate Fund 264,100 514,700 62.96 250,600 81.00 105.39
BSCFX - BARON SMALL CAP FUND 150,000 1,400,000 62.96 1,250,000 81.00 12.00
WMGRX - Ivy Mid Cap Growth Fund Class R 141,902 757,691 62.96 615,789 81.00 23.04
BDFFX - BARON DISCOVERY FUND 115,000 500,000 62.96 385,000 81.00 29.87
DFDMX - DF Dent Midcap Growth Fund Investor Shares 108,683 149,939 62.96 41,256 81.01 263.44
WAMCX - Wasatch Ultra Growth Fund Investor Class shares 103,043 708,453 62.96 605,410 81.00 17.02
WGROX - Wasatch Core Growth Fund Investor Class shares 95,989 719,608 62.96 623,619 81.00 15.39
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 69,669 2,964,793 62.96 2,895,124 81.00 2.41
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 45,260 60,700 62.97 15,440 81.02 293.13
VEXMX - Vanguard Extended Market Index Fund Investor Shares 30,074 1,422,442 62.96 1,392,368 81.00 2.16
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 20,037 108,677 62.96 88,640 81.00 22.60
WAGOX - Wasatch Global Opportunities Fund Investor Class shares 18,918 35,119 62.96 16,201 80.98 116.77
NAESX - Vanguard Small-Cap Index Fund Investor Shares 18,360 2,537,482 62.96 2,519,122 81.00 0.73
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16,376 37,917 62.95 21,541 81.01 76.02
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 13,460 22,877 62.95 9,417 81.02 142.93
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 12,742 25,673 62.95 12,931 80.97 98.54
BUFMX - Buffalo Mid Cap Fund Investor Class 11,000 20,800 62.98 9,800 81.02 112.24
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 10,784 59,822 62.95 49,038 81.00 21.99
ITOT - iShares Core S&P Total U.S. Stock Market ETF 9,996 114,097 62.96 104,101 81.00 9.60
SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 8,165 20,358 62.97 12,193 81.03 66.96
OGGFX - JPMorgan Small Cap Growth Fund Class I 8,126 304,849 62.96 296,723 81.00 2.74
IWB - iShares Russell 1000 ETF 5,958 76,480 62.96 70,522 81.00 8.45
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 5,908 78,145 62.96 72,237 81.00 8.18
MFCPX - M Capital Appreciation Fund 5,203 15,449 62.98 10,246 81.01 50.78
FDSVX - Fidelity Growth Discovery Fund 4,084 34,300 62.97 30,216 80.98 13.52
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 3,775 71,314 62.96 67,539 81.01 5.59
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 2,968 61,940 62.96 58,972 81.00 5.03
JDSCX - JPMorgan Small Cap Blend Fund Class I 2,887 36,640 62.96 33,753 81.00 8.55
DFDSX - DF Dent Small Cap Growth Fund Investor Shares 2,344 24,458 62.97 22,114 80.99 10.60
SMMD - iShares Russell 2500 ETF 1,522 8,281 62.92 6,759 80.93 22.52
SSMHX - State Street Small/mid Cap Equity Index Portfolio 1,500 24,456 62.97 22,956 80.98 6.53
IWR - iShares Russell Mid-Cap ETF 1,449 287,852 62.96 286,403 81.00 0.51
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 1,446 48,673 62.95 47,227 80.99 3.06
LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 1,295 26,046 62.97 24,751 81.01 5.23
MMAAX - MassMutual Select Growth Opportunities Fund Class A 701 39,729 62.95 39,028 80.99 1.80
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 575 649 63.17 74 81.08 777.03
RYRIX - Retailing Fund Investor Class 339 1,352 62.87 1,013 80.95 33.46
SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 318 654 62.69 336 80.36 94.64
TRSZX - T. Rowe Price Mid-Cap Index Fund 196 2,476 63.00 2,280 81.14 8.60
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 179 519 63.58 340 82.35 52.65
EKSAX - Wells Fargo Diversified Income Builder Fund Class A 142 9,718 62.98 9,576 81.04 1.48
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 93 373 61.66 280 82.14 33.21
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 86 1,408 63.21 1,322 80.94 6.51
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 80 3,121 62.80 3,041 80.89 2.63
Humankind Benefit Corp - Humankind US Stock ETF 43 99 60.61 56 89.29 76.79
EPS - WisdomTree U.S. LargeCap Fund N/A 27 820 63.41 793 80.71 3.40
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 15 349 63.04 334 80.84 4.49
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 338,700 136,300 62.96 475,000 81.00 -71.31
FNIAX - Fidelity Advisor New Insights Fund Class A 206,100 217,500 62.96 423,600 81.00 -48.65
LACAX - Columbia Acorn Fund Class A 201,350 277,987 62.96 479,337 81.00 -42.01
ARTSX - Artisan Small Cap Fund Investor Shares 125,973 425,847 62.96 551,820 81.00 -22.83
BMDIX - Baird MidCap Fund Institutional 70,750 369,701 62.96 440,451 81.00 -16.06
XHB - SPDR(R) S&P(R) Homebuilders ETF 65,807 474,475 62.96 540,282 81.00 -12.18
MEFAX - MassMutual Select Mid Cap Growth Fund Class A 62,745 82,577 62.96 145,322 81.00 -43.18
ITB - iShares U.S. Home Construction ETF 59,528 269,020 62.96 328,548 81.00 -18.12
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 56,000 25,343 62.98 81,343 81.00 -68.84
JACFX - John Hancock Mid Cap Growth Fund Class NAV 55,717 231,120 62.96 286,837 81.00 -19.42
CFSIX - Touchstone Sands Capital Select Growth Fund Class Y 53,961 907,028 62.96 960,989 81.00 -5.62
OSTGX - Osterweis Emerging Opportunity Fund Investor Class 45,090 47,245 62.97 92,335 81.00 -48.83
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 43,435 63,092 62.96 106,527 81.00 -40.77
GGEYX - GROWTH EQUITY FUND Institutional 37,212 40,980 62.96 78,192 81.01 -47.59
IWP - iShares Russell Mid-Cap Growth ETF 34,461 355,170 62.96 389,631 81.00 -8.84
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 30,470 12,099 62.98 42,569 81.00 -71.58
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 26,239 100,089 62.96 126,328 81.00 -20.77
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 25,775 21,424 62.97 47,199 81.00 -54.61
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 20,179 1,500,210 62.96 1,520,389 81.00 -1.33
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 19,200 281,516 62.96 300,716 81.00 -6.38
AMOMX - AQR Large Cap Momentum Style Fund Class I 13,320 2,980 63.09 16,300 80.98 -81.72
BSGSX - Baird Small/Mid Cap Growth Fund Investor Class 11,350 21,295 62.97 32,645 80.99 -34.77
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 10,873 14,393 62.95 25,266 81.02 -43.03
IWF - iShares Russell 1000 Growth ETF 8,445 332,278 62.96 340,723 81.00 -2.48
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 7,510 177,550 62.96 185,060 81.00 -4.06
FMDGX - Fidelity Mid Cap Growth Index Fund 4,489 14,830 62.98 19,319 81.01 -23.24
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 3,963 34,016 62.97 37,979 80.99 -10.43
QCSTRX - Stock Account Class R1 3,503 99,755 62.96 103,258 81.00 -3.39
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 3,484 11,597 62.95 15,081 81.03 -23.10
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3,100 15,200 62.96 18,300 80.98 -16.94
MSJSX - Global Endurance Portfolio Class IS 2,725 29,122 62.98 31,847 81.01 -8.56
ONEO - SPDR Russell 1000 Momentum Focus ETF 1,562 1,949 63.11 3,511 80.89 -44.49
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 1,216 29,601 62.97 30,817 80.99 -3.95
PGLOX - T. Rowe Price Global Consumer Fund 1,052 5,418 62.94 6,470 80.99 -16.26
SATOX - Tax-Aware Overlay A Portfolio Class 1 1,020 13,500 62.96 14,520 80.99 -7.02
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 971 102,387 62.96 103,358 81.00 -0.94
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 900 75,700 62.96 76,600 81.01 -1.17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 718 7,242 62.97 7,960 81.03 -9.02
WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares 680 4,909 62.95 5,589 81.05 -12.17
SAOOX - Overlay A Portfolio Class 1 590 6,160 62.99 6,750 81.04 -8.74
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 510 696 63.22 1,206 81.26 -42.29
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 400 1,000 63.00 1,400 80.71 -28.57
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 395 9,547 62.95 9,942 80.97 -3.97
GLCAX - Global Counterpoint Portfolio A 348 811 62.89 1,159 81.10 -30.03
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 334 4,389 62.88 4,723 81.09 -7.07
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 258 5,029 63.03 5,287 80.95 -4.88
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 206 1,956 62.88 2,162 80.94 -9.53
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 176 4,284 63.03 4,460 80.94 -3.95
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 127 8,493 62.99 8,620 80.97 -1.47
QWVPX - Clearwater Core Equity Fund 100 1,059 63.27 1,159 81.10 -8.63
IWV - iShares Russell 3000 ETF 87 26,872 62.97 26,959 81.01 -0.32
Profunds - Profund Vp Consumer Services 41 430 62.79 471 80.68 -8.70
USMIX - Extended Market Index Fund 30 12,344 62.95 12,374 80.98 -0.24
AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 7 1 8 125.00 -87.50
Name Current Puts
Name Current Calls
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
BEARX - Federated Prudent Bear Fund Class A Shares
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