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	142	10.00	9.85	9.85
Previous Quarter	144	10.00	9.85	9.85

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	4	32	2	2	3	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	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	0	1	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 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	6,279,323	11.39	9.85	0	0.00	0.00
Previous Quarter	6,279,323	11.39	9.85	0	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
BlackRock Inc.	4,914,296	9.85
Dragoneer Investment Group, LLC	4,000,000	9.85
Weiss Asset Management LP	3,366,343	9.85
Sculptor Capital LP	2,625,889	9.85
Marshall Wace, Llp	2,374,119	9.85
HAAC Sponsor, LLC	2,311,624
General Catalyst Group Management, Llc	2,311,624	9.85
D. E. Shaw & Co., Inc.	1,849,555	9.85
Finepoint Capital LP	1,838,417	9.85
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,747,926	9.86
Harspring Capital Management, LLC	1,542,057	9.85
BlackRock Health Sciences Trust II	1,361,273	9.85
Goldman Sachs Group Inc	1,215,316	9.85
Fir Tree Capital Management Lp	1,066,112	9.85
Moore Capital Management, Lp	1,000,000	9.85
INTEGRATED CORE STRATEGIES (US) LLC	854,601
Millennium Management Llc	833,791	9.85
Radcliffe Capital Management, L.P.	804,854	9.85
Spring Creek Capital Llc	734,560	9.85
Ubs Oconnor Llc	722,883	9.85

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
BlackRock Inc.	4,914,296	9.85
Dragoneer Investment Group, LLC	4,000,000	9.85
Weiss Asset Management LP	3,366,343	9.85
Sculptor Capital LP	2,625,889	9.85
Marshall Wace, Llp	2,374,119	9.85
General Catalyst Group Management, Llc	2,311,624	9.85
D. E. Shaw & Co., Inc.	1,849,555	9.85
Finepoint Capital LP	1,838,417	9.85
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,747,926	9.80
Harspring Capital Management, LLC	1,542,057	9.85
BlackRock Health Sciences Trust II	1,361,273	9.85
Goldman Sachs Group Inc	1,215,316	9.85
Fir Tree Capital Management Lp	1,066,112	9.85
Moore Capital Management, Lp	1,000,000	9.85
Millennium Management Llc	833,791	9.85
Radcliffe Capital Management, L.P.	804,854	9.85
Spring Creek Capital Llc	734,560	9.85
Ubs Oconnor Llc	722,883	9.85
Linden Advisors Lp	681,736	9.85
Hbk Investments L P	660,786	9.85

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
HAAC Sponsor, LLC	2,311,624
INTEGRATED CORE STRATEGIES (US) LLC	854,601
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)	20,611	9.85
Stelac Advisory Services LLC	0

Recent Quarter 32 Institutes closed out their positions

Name	Shares	PPS
Walleye Trading LLC	304,810	9.85
GAM Holding AG	68,122	9.85
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)	20,611	9.85
Cutler Group LP	12,781	9.78
IFP Advisors, Inc	12,590	9.93
Wolverine Trading, Llc
Levin Capital Strategies, L.p.
Private Advisor Group, LLC
Panagora Asset Management Inc
Lincoln National Corp
Caas Capital Management Lp
Wolverine Trading, Llc
Wolverine Trading, Llc
HAP Trading, LLC
Captrust Financial Advisors
Cowen And Company, Llc
Stelac Advisory Services LLC
Cohen & Co Financial Management, LLC
PEAK6 Investments LLC
Context Capital Management, LLC
Group One Trading, L.p.
Fortress Investment Group LLC
Wolverine Asset Management Llc
Proequities, Inc.
Prelude Capital Management, Llc
Blackstone Group Inc
EJF Capital LLC
Element Capital Management Llc
Credit Suisse Ag/
National Bank Of Canada /fi/
Wolfswood Holdings, LLC
Athanor Capital, Lp

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Voya Prime Rate Trust	20,290	9.86	359	11.14
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	334	8.98	333	9.01

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,747,926	9.86	1,747,926	9.80
OTA Financial Group L.P.	34,065	9.86	32,752	9.83

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Voya Prime Rate Trust	19,931	20,290	9.86	359	11.14	5551.81
OTA Financial Group L.P.	1,313	34,065	9.86	32,752	9.83	4.01
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	1	334	8.98	333	9.01	0.30

Recent Quarter 0 Institutes Decreased Positions

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

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Wolverine Trading, Llc	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Cowen And Company, Llc	0

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
GAM Holding AG	68,122	9.85

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SHSSX - Blackrock Health Sciences Opportunities Portfolio Institutional	1,747,926	9.86	1,747,926	9.80

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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