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 | 201 | NaN | 0.00 | 21.78 |
| 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 | 195 | 52 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 1 | 1 | 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 | 2 | 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 | 618,030 | 0.74 | 20.94 | 1,852,845 | 2.21 | 21.91 |
| 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 |
|---|---|---|
| Accel Growth Fund IV L.P. | 13,091,352 | |
| GravityRock A.S. | 9,828,833 | |
| Foundation Capital VII, L.P. | 8,543,800 | |
| Riverwood Capital Partners III (Parallel - B) L.P. | 7,119,660 | |
| KKR Fox Investors LLC | 5,287,352 | |
| Meritech Capital Partners IV L.P. | 4,052,400 | |
| Price T Rowe Associates Inc /md/ | 3,882,685 | 21.92 |
| Meritech Capital Associates IV, L.L.C. | 3,463,200 | 21.92 |
| Rosch Francis C | 3,364,026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,505,514 | |
| Light Street Capital Management, Llc | 1,998,786 | 21.92 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 1,226,401 | |
| Point72 Asset Management, L.P. | 1,139,563 | 21.92 |
| ArrowMark Colorado Holdings LLC | 1,111,129 | 21.92 |
| Riverwood Capital Management Ltd. | 1,067,949 | 21.92 |
| ALGER ASSOCIATES INC | 1,001,722 | |
| Matrix Capital Management Company, LP | 1,000,000 | |
| Wellington Management Group Llp | 977,053 | 21.92 |
| VANGUARD GROUP INC | 956,640 | |
| Vanguard Group Inc | 928,188 | 21.92 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Accel Growth Fund IV L.P. | 13,091,352 | |
| GravityRock A.S. | 9,828,833 | |
| Foundation Capital VII, L.P. | 8,543,800 | |
| Riverwood Capital Partners III (Parallel - B) L.P. | 7,119,660 | |
| KKR Fox Investors LLC | 5,287,352 | |
| Meritech Capital Partners IV L.P. | 4,052,400 | |
| Price T Rowe Associates Inc /md/ | 3,882,685 | 21.92 |
| Meritech Capital Associates IV, L.L.C. | 3,463,200 | 21.92 |
| Rosch Francis C | 3,364,026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,505,514 | |
| Light Street Capital Management, Llc | 1,998,786 | 21.92 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | 1,226,401 | |
| Point72 Asset Management, L.P. | 1,139,563 | 21.92 |
| ArrowMark Colorado Holdings LLC | 1,111,129 | 21.92 |
| Riverwood Capital Management Ltd. | 1,067,949 | 21.92 |
| ALGER ASSOCIATES INC | 1,001,722 | |
| Matrix Capital Management Company, LP | 1,000,000 | |
| Wellington Management Group Llp | 977,053 | 21.92 |
| VANGUARD GROUP INC | 956,640 | |
| Vanguard Group Inc | 928,188 | 21.92 |
| Name | Shares | PPS |
|---|---|---|
| First Republic Investment Management, Inc. | ||
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund | ||
| Stony Point Capital LLC | ||
| Citadel Advisors Llc | ||
| Traynor Capital Management, Inc. | ||
| Woodline Partners LP | ||
| Stifel Financial Corp | ||
| LMR Partners LLP | ||
| Matrix Capital Management Company, LP | ||
| Tradition Wealth Management, LLC | ||
| Pinz Capital Management, LP | ||
| Davidson Kempner Capital Management Lp | ||
| Pnc Financial Services Group, Inc. | ||
| Lead Edge Capital Management, LLC | ||
| Point72 Hong Kong Ltd | ||
| Neuberger Berman Next Generation Connectivity Fund Inc. | ||
| Invesco Ltd. | ||
| Caas Capital Management Lp | ||
| Squarepoint Ops LLC | ||
| Boothbay Fund Management, Llc | ||
| Zweig-DiMenna Associates LLC | ||
| Blackstone Group Inc | ||
| Zimmer Partners, LP | ||
| Tower Research Capital LLC (TRC) | ||
| Alta Park Capital, LP | ||
| FBGRX - Fidelity Blue Chip Growth Fund | ||
| FSBDX - Fidelity Series Blue Chip Growth Fund | ||
| FBCGX - Fidelity Blue Chip Growth K6 Fund | ||
| M&t Bank Corp | ||
| Cnh Partners Llc | ||
| Laurion Capital Management LP | ||
| FLCLX - Fidelity Flex Large Cap Growth Fund | ||
| Itau Unibanco Holding S.A. | ||
| FinTrust Capital Advisors, LLC | ||
| Hudson Bay Capital Management LP | ||
| ADANX - AQR Diversified Arbitrage Fund Class N | ||
| Neuberger Berman Group LLC | ||
| FFMGX - Fidelity Flex Mid Cap Growth Fund | ||
| FSKGX - Fidelity Growth Strategies K6 Fund | ||
| FRTY - Alger Mid Cap 40 ETF | ||
| Kcl Capital, L.p. | ||
| Accenture plc | ||
| PXQ - Invesco Dynamic Networking ETF | ||
| FAGAX - Fidelity Advisor Growth Opportunities Fund Class A | ||
| FAOFX - Fidelity Advisor Series Growth Opportunities Fund | ||
| FDEGX - Fidelity Growth Strategies Fund | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Rokos Capital Management LLP | ||
| Voloridge Investment Management, Llc | ||
| Janus Henderson Group Plc | ||
| Ion Asset Management Ltd. | ||
| Lisanti Capital Growth, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Citadel Advisors Llc | 45,600 |
| Name |
|---|
| 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 |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Commonwealth Equity Services, Llc | 10,500 | 21.33 |
| Bogart Wealth, LLC | 3,492 | 21.48 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| 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 | 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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