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 207 17.00 17.10 16.87
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 206 18 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 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 1,009,548 1.27 17.10 2,193,789 2.76 16.95
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
General Atlantic Llc 29,719,898 17.10
STONE POINT CAPITAL LLC 18,409,824
Stone Point Capital Llc 16,552,424 17.10
RJC GIS Holdings LLC 10,895,969
Indaba Capital Management, L.P. 3,726,043 17.10
Ameriprise Financial Inc 2,470,431 17.10
Massachusetts Financial Services Co /ma/ 2,405,691 17.10
NDVAX - MFS New Discovery Value Fund A 1,689,766 13.07
SLMCX - Columbia Seligman Communications and Information Fund Class A 1,581,092 13.07
Rubric Capital Management LP 1,523,266 17.10
Simcoe Capital Management, LLC 1,260,525 17.10
Citadel Advisors Llc 1,229,544 17.10
Vanguard Group Inc 1,124,494 17.10
BlackRock Inc. 1,006,910 17.10
Jennison Associates Llc 975,307 17.10
ANONX - Small Cap Growth Fund I Class 918,603 13.60
BIVIX - Invenomic Fund Institutional Class shares 909,289 17.29
Emerald Advisers, Llc 883,124 17.10
Emerald Mutual Fund Advisers Trust 752,686 17.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 676,654 17.10

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
General Atlantic Llc 29,719,898 17.10
STONE POINT CAPITAL LLC 18,409,824
Stone Point Capital Llc 16,552,424 17.10
RJC GIS Holdings LLC 10,895,969
Indaba Capital Management, L.P. 3,726,043 17.10
Ameriprise Financial Inc 2,470,431 17.10
Massachusetts Financial Services Co /ma/ 2,405,691 17.10
NDVAX - MFS New Discovery Value Fund A 1,689,766 13.07
SLMCX - Columbia Seligman Communications and Information Fund Class A 1,581,092 13.07
Rubric Capital Management LP 1,523,266 17.10
Simcoe Capital Management, LLC 1,260,525 17.10
Citadel Advisors Llc 1,229,544 17.10
Vanguard Group Inc 1,124,494 17.10
BlackRock Inc. 1,006,910 17.10
Jennison Associates Llc 975,307 17.10
ANONX - Small Cap Growth Fund I Class 918,603 13.60
BIVIX - Invenomic Fund Institutional Class shares 909,289 17.29
Emerald Advisers, Llc 883,124 17.10
Emerald Mutual Fund Advisers Trust 752,686 17.10
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 676,654 17.10
Name Shares PPS
Caas Capital Management Lp
Susquehanna International Group, Llp
FCYIX - Industrials Portfolio
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A
Artemis Investment Management LLP
Zimmer Partners, LP
Man Group plc
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Teacher Retirement System Of Texas
Lazard Asset Management Llc
Ford Financial Group, LLC
Point72 Hong Kong Ltd
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
Sandia Investment Management LP
FAOFX - Fidelity Advisor Series Growth Opportunities Fund
PBQAX - PGIM Jennison Blend Fund Class A
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 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