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 | 339 | 18.00 | 17.92 | 17.99 |
| 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 | 312 | 81 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 6 | 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 | 10 | 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 | 2,074,042 | 0.75 | 8.00 | 5,937,884 | 2.13 | 18.27 |
| 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 Leaders Fund L.P. | 64,425,950 | |
| SC US (TTGP), LTD. | 21,482,653 | |
| CapitalG 2013 LP | 20,637,691 | |
| Mathrubootham Rathnagirish | 18,227,988 | |
| Ward Ferry Management (BVI) Ltd | 6,729,186 | 17.92 |
| Steadview Capital Management LLC | 6,063,870 | 17.92 |
| Hound Partners, LLC | 4,096,125 | 17.92 |
| GILDER GAGNON HOWE & CO LLC | 3,993,709 | |
| Hound Partners, LLC | 3,925,642 | |
| Alliancebernstein L.p. | 3,699,680 | 17.92 |
| Morgan Stanley | 3,566,323 | 17.92 |
| Capital Research Global Investors | 3,276,608 | 17.92 |
| Gilder Gagnon Howe & Co Llc | 3,165,281 | 17.92 |
| ALLIANCEBERNSTEIN L.P. | 2,982,620 | |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 2,902,583 | 17.92 |
| Sc Us (ttgp), Ltd. | 2,885,303 | 17.92 |
| Franklin Resources Inc | 2,787,825 | 17.92 |
| Jpmorgan Chase & Co | 2,749,130 | 17.92 |
| VANGUARD GROUP INC | 2,719,174 | |
| Vanguard Group Inc | 2,700,035 | 17.92 |
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 Leaders Fund L.P. | 64,425,950 | |
| SC US (TTGP), LTD. | 21,482,653 | |
| CapitalG 2013 LP | 20,637,691 | |
| Mathrubootham Rathnagirish | 18,227,988 | |
| Ward Ferry Management (BVI) Ltd | 6,729,186 | 17.92 |
| Steadview Capital Management LLC | 6,063,870 | 17.92 |
| Hound Partners, LLC | 4,096,125 | 17.92 |
| GILDER GAGNON HOWE & CO LLC | 3,993,709 | |
| Alliancebernstein L.p. | 3,699,680 | 17.92 |
| Morgan Stanley | 3,566,323 | 17.92 |
| Capital Research Global Investors | 3,276,608 | 17.92 |
| Gilder Gagnon Howe & Co Llc | 3,165,281 | 17.92 |
| ALLIANCEBERNSTEIN L.P. | 2,982,620 | |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 2,902,583 | 17.92 |
| Sc Us (ttgp), Ltd. | 2,885,303 | 17.92 |
| Franklin Resources Inc | 2,787,825 | 17.92 |
| Jpmorgan Chase & Co | 2,749,130 | 17.92 |
| VANGUARD GROUP INC | 2,719,174 | |
| Vanguard Group Inc | 2,700,035 | 17.92 |
| Tiger Global Management Llc | 2,429,913 | 17.92 |
| Name | Shares | PPS |
|---|---|---|
| Leverage Partners Absolute Return Fund SPC | ||
| Steadfast Capital Management Lp | ||
| Verition Fund Management LLC | ||
| Atom Investors LP | ||
| Atika Capital Management LLC | ||
| LMR Partners LLP | ||
| ICICI Prudential Asset Management Co Ltd | ||
| Lakewood Capital Management, Lp | ||
| Ubs Oconnor Llc | ||
| Hill City Capital, LP | ||
| Lone Pine Capital Llc | ||
| Agf Investments Inc. | ||
| Castle Hook Partners LP | ||
| Symmetry Investments LP | ||
| Brookfield Asset Management Inc. | ||
| Point72 Europe (London) LLP | ||
| Manufacturers Life Insurance Company, The | ||
| Laurion Capital Management LP | ||
| Kerrisdale Advisers, LLC | ||
| Alyeska Investment Group, L.P. | ||
| Envestnet Asset Management Inc | ||
| Point72 Asset Management, L.P. | ||
| Woodline Partners LP | ||
| Macroview Investment Management Llc | ||
| Pinz Capital Management, LP | ||
| Point72 Hong Kong Ltd | ||
| Whale Rock Capital Management LLC | ||
| Samlyn Capital, Llc | ||
| Seven Grand Managers, Llc | ||
| Ghisallo Capital Management LLC | ||
| Lead Edge Capital Management, LLC | ||
| Discovery Capital Management, Llc / Ct | ||
| TenCore Partners, LP | ||
| Wellington Management Group Llp | ||
| Legal & General Group Plc | ||
| Davidson Kempner Capital Management Lp | ||
| Lord, Abbett & Co. Llc | ||
| Cnh Partners Llc | ||
| Hudson Bay Capital Management LP | ||
| Blackstone Group Inc | ||
| Advent International Corp/ma | ||
| Wildcat Capital Management, LLC | ||
| Stony Point Capital LLC | ||
| Contour Asset Management LLC | ||
| Islet Management, LP | ||
| Zweig-DiMenna Associates LLC | ||
| Zimmer Partners, LP | ||
| FSBDX - Fidelity Series Blue Chip Growth Fund | ||
| Alpha Family Trust | ||
| Janus Henderson Group Plc | ||
| Royal Bank Of Canada | ||
| Connacht Asset Management LP | ||
| Brant Point Investment Management Llc | ||
| Kcl Capital, L.p. | ||
| Gyon Technologies Capital Management, LP | ||
| Creative Financial Designs Inc /adv | ||
| Hm Payson & Co | ||
| Voloridge Investment Management, Llc | ||
| Think Investments LP | ||
| Pictet Asset Management Sa | ||
| Cutler Group LP | ||
| Rokos Capital Management LLP | ||
| Pfs Investments Inc. | ||
| Monashee Investment Management LLC | ||
| Marshall Wace, Llp | ||
| Suvretta Capital Management, Llc | ||
| Driehaus Capital Management Llc | ||
| Oribel Capital Management, LP | ||
| FNY Investment Advisers, LLC | ||
| Dragoneer Investment Group, LLC | ||
| Two Sigma Investments, Lp | ||
| Schonfeld Strategic Advisors LLC | ||
| Gladstone Capital Management LLP | ||
| Seven Eight Capital, Lp | ||
| Maverick Capital Ltd | ||
| Flight Deck Capital, LP | ||
| Squarepoint Ops LLC | ||
| Caas Capital Management Lp | ||
| Jennison Associates Llc | ||
| Mirabella Financial Services Llp | ||
| PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Barclays Plc | 179,600 |
| PEAK6 Investments LLC | 7,400 |
| Name | Current Calls |
|---|---|
| Citadel Advisors Llc | 312,000 |
| Jane Street Group, Llc | 153,300 |
| Susquehanna International Group, Llp | 136,300 |
| Wolverine Trading, Llc | 123,700 |
| Parallax Volatility Advisers, L.P. | 89,100 |
| Cutler Group LP | 18,300 |
| 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 |
|---|
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Artemis Investment Management LLP | 718,803 | 13.18 |
| SCHA - Schwab U.S. Small-Cap ETF | 138,831 | 15.76 |
| Allspring Global Investments Holdings, LLC | 131,447 | 13.15 |
| MTCAX - MFS Technology Fund A | 99,712 | 15.76 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A | 83,738 | 15.76 |
| SCHB - Schwab U.S. Broad Market ETF | 17,151 | 15.74 |
| PBSM - Invesco PureBeta MSCI USA Small Cap ETF | 750 | 16.00 |
| Washington Trust Advisors, Inc. | 232 | 12.93 |
| Geneos Wealth Management Inc. | 200 | 10.00 |
| Steward Financial Group LLC | 6 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|