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	189	11.00	10.70	9.86
Previous Quarter	196	12.00	10.71	10.05

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	6	39	15	0	5	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	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	0	1	2	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	1	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	317,458	1.95	10.70	695,137	4.26	10.77
Previous Quarter	317,458	1.95	10.70	695,137	4.26	10.77

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
Harley Joshua	5,332,764
Sampson Glenn A.	1,553,156
Cannell Capital Llc	1,491,349	10.70
CANNELL CAPITAL LLC	1,258,348
Fregenal Marco	1,114,965
Syndicated Capital Inc.	805,559
Gilder Gagnon Howe & Co Llc	395,490	10.70
Vanguard Group Inc	351,424	10.70
Skylands Capital, LLC	330,464	10.70
BlackRock Inc.	316,834	10.70
Caption Management, LLC	315,000	10.70
HAP Trading, LLC	303,300	4.65
EMG Holdings, L.P.	303,200	10.70
HAP Trading, LLC	300,000	0.01
Manatuck Hill Partners, LLC	280,400	10.70
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	232,611	10.70
HAP Trading, LLC	220,317	10.70
Forager Funds Management Pty Ltd	216,671	7.84
IWM - iShares Russell 2000 ETF	129,677	10.70
Prelude Capital Management, Llc	112,880	10.70

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
Cannell Capital Llc	1,491,349	10.70
Gilder Gagnon Howe & Co Llc	395,490	10.70
Vanguard Group Inc	351,424	10.70
Skylands Capital, LLC	330,464	10.70
BlackRock Inc.	316,834	10.70
Caption Management, LLC	315,000	10.70
HAP Trading, LLC	303,300	4.65
EMG Holdings, L.P.	303,200	10.70
HAP Trading, LLC	300,000	0.01
Manatuck Hill Partners, LLC	280,400	10.70
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	232,611	10.70
HAP Trading, LLC	220,317	10.70
Forager Funds Management Pty Ltd	216,671	10.70
IWM - iShares Russell 2000 ETF	129,677	10.70
Prelude Capital Management, Llc	112,880	10.70
Geode Capital Management, Llc	106,488	10.70
State Street Corp	98,077	10.70
Susquehanna International Group, Llp	76,300	10.69
VEXMX - Vanguard Extended Market Index Fund Investor Shares	75,279	10.69
Caption Management, LLC	65,552	10.71

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
Harley Joshua	5,332,764
Sampson Glenn A.	1,553,156
CANNELL CAPITAL LLC	1,258,348
Fregenal Marco	1,114,965
Syndicated Capital Inc.	805,559
RYLD - Global X Russell 2000 Covered Call ETF	1,865	7.51

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	76,300	10.69
Susquehanna International Group, Llp	76,300	10.69
Belvedere Trading LLC	23,100	7.62
Belvedere Trading LLC	23,100	7.62
ISCG - iShares Morningstar Small-Cap Growth ETF	1,255	25.50
Psagot Investment House Ltd.	667	26.99
Winch Advisory Services, LLC
Venator Capital Management Ltd.
Ellevest, Inc.
Calamos Advisors LLC
Millennium Management Llc
Altshuler Shaham Ltd
Jump Financial, LLC
Financial Counselors Inc
Advisory Services Network, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
Berman Capital Advisors, LLC
1492 Capital Management LLC
Gsa Capital Partners Llp
Jacobs Levy Equity Management, Inc
Qube Research & Technologies Ltd
Quadrant Capital Group Llc
FLMFX - MUIRFIELD FUND Retail Class
Renaissance Technologies Llc
Captrust Financial Advisors
Union Square Park Capital Management, LLC
Tradition Wealth Management, LLC
Psagot Value Holdings Ltd. / (Israel)
Russell Investments Group, Ltd.
Marshall Wace, Llp
Quantbot Technologies LP
Schonfeld Strategic Advisors LLC
Cwm, Llc
ISCB - iShares Morningstar Small-Cap ETF
Proequities, Inc.
Nomura Holdings Inc
Acas, Llc
PLHAX - PGIM QMA Long-Short Equity Fund Class A	26.67
LEQAX - LoCorr Dynamic Equity Fund Class A	26.64

Recent Quarter 15 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Forager Funds Management Pty Ltd	216,671	7.84	216,671	10.70
FSSNX - Fidelity Small Cap Index Fund	55,984	7.41	48,170	14.30
Act Wealth Management, Llc	22,000	7.82	22,000	10.68
SWSSX - Schwab Small-Cap Index Fund	15,184	7.44	13,291	14.30
PREOX - Perritt Ultra MicroCap Fund Investor Class	13,000	7.38	13,000	14.31
Teamwork Financial Advisors, LLC	12,402	7.82	12,402	10.72
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	7,394	7.44	7,394	14.34
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	5,366	7.45	5,366	14.35
PNASX - SmallCap Growth Fund I R-1	1,204	7.48	984	14.23
FLXSX - Fidelity Flex Small Cap Index Fund	1,028	7.78	587	13.63
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A	885	7.91	885	14.69
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	749	8.01	618	14.56
GMRAX - Nationwide Small Cap Index Fund Class A	528	7.58	528	15.15
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A	364	8.24	364	13.74
UAPIX - Ultrasmall-cap Profund Investor Class	140	7.14	140	14.29

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FSSNX - Fidelity Small Cap Index Fund	7,814	55,984	7.41	48,170	14.30	16.22
SWSSX - Schwab Small-Cap Index Fund	1,893	15,184	7.44	13,291	14.30	14.24
FLXSX - Fidelity Flex Small Cap Index Fund	441	1,028	7.78	587	13.63	75.13
PNASX - SmallCap Growth Fund I R-1	220	1,204	7.48	984	14.23	22.36
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	131	749	8.01	618	14.56	21.20

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
SLPIX - Small-cap Profund Investor Class	4	5		9		-44.44

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Belvedere Trading LLC	23,100

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Belvedere Trading LLC	23,100	7.62

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Forager Funds Management Pty Ltd	216,671	7.84	216,671	10.70
Teamwork Financial Advisors, LLC	12,402	7.82	12,402	10.72

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 1 Previous Institutes closed Call Positions

Name	Previous Calls
Belvedere Trading LLC	23,100

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name