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 89 11.00 10.79 10.79
Previous Quarter 0 0.00 0.00 0.00

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 87 7 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 2 0 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 0 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 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 333,093 0.10 10.79 2,515,405 0.75 10.79
Previous Quarter 0 0.00 0.00 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
Hagerty Holding Corp. 176,033,906
MARKEL CORP 78,540,000
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 59,000,000
State Farm Mutual Automobile Insurance Co 50,000,000 10.79
Wasatch Advisors Inc 7,025,761 10.79
WGROX - Wasatch Core Growth Fund Investor Class shares 3,000,000 10.79
WAMCX - Wasatch Ultra Growth Fund Investor Class shares 2,385,162 10.79
Granahan Investment Management Inc/ma 1,285,499 10.79
Vanguard Group Inc 1,263,265 10.79
Price T Rowe Associates Inc /md/ 1,151,575 10.79
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 798,442 10.79
Fenimore Asset Management Inc 553,570 10.79
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 459,303 10.79
FAMFX - FAM Small Cap Fund Investor 456,746 10.79
Royce & Associates Lp 450,000 10.79
Royce Value Trust Inc 375,000 10.79
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 363,800 10.79
VEXMX - Vanguard Extended Market Index Fund Investor Shares 345,000 10.79
BlackRock Inc. 333,093 10.79
NAESX - Vanguard Small-Cap Index Fund Investor Shares 326,705 10.79

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

 

Recent Quarter Analysis

Name Shares PPS
Hagerty Holding Corp. 176,033,906
MARKEL CORP 78,540,000
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 59,000,000
State Farm Mutual Automobile Insurance Co 50,000,000 10.79
Wasatch Advisors Inc 7,025,761 10.79
WGROX - Wasatch Core Growth Fund Investor Class shares 3,000,000 10.79
WAMCX - Wasatch Ultra Growth Fund Investor Class shares 2,385,162 10.79
Granahan Investment Management Inc/ma 1,285,499 10.79
Vanguard Group Inc 1,263,265 10.79
Price T Rowe Associates Inc /md/ 1,151,575 10.79
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 798,442 10.79
Fenimore Asset Management Inc 553,570 10.79
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 459,303 10.79
FAMFX - FAM Small Cap Fund Investor 456,746 10.79
Royce & Associates Lp 450,000 10.79
Royce Value Trust Inc 375,000 10.79
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 363,800 10.79
VEXMX - Vanguard Extended Market Index Fund Investor Shares 345,000 10.79
BlackRock Inc. 333,093 10.79
NAESX - Vanguard Small-Cap Index Fund Investor Shares 326,705 10.79
Name Shares PPS
CoreCap Advisors, LLC
Ford Financial Group, LLC
Cwm, Llc
Henrickson Nauta Wealth Advisors, Inc.
Proequities, Inc.
GWM Advisors LLC
Cnh Partners Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Citadel Advisors Llc 11,300
Cutler Group LP 100
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 Percentage Decrease
Name

Past Week Analysis

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