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	96	34.00	35.53	35.00
Previous Quarter	97	35.00	35.53	35.36

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	3	26	12	0	1	3
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	2	2	0	1	1
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	98,198	0.27	35.53	0	0.00	0.00
Previous Quarter	98,198	0.27	35.53	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
Renaissance Technologies Llc	1,429,600	35.53
Crossmark Global Holdings, Inc.	164,466	35.53
O'shaughnessy Asset Management, Llc	129,365	35.53
Dimensional Fund Advisors Lp	104,841	35.54
BlackRock Inc.	98,198	35.53
Arrowstreet Capital, Limited Partnership	96,435	35.53
Acadian Asset Management Llc	86,756	35.44
Herald Investment Management Ltd	83,485	35.44
SGIDX - Steward Global Equity Income Fund Class A	75,360	31.17
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	62,027	31.16
Envestnet Asset Management Inc	46,541	35.54
Schroder Investment Management Group	44,307	35.73
Ritholtz Wealth Management	38,257	24.99
Renaissance Group Llc	32,696	35.54
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	31,584	33.91
Janney Montgomery Scott LLC	28,823	35.53
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	27,433	31.17
Veriti Management LLC	20,528	24.99
Goldman Sachs Group Inc	18,630	35.53
Parametric Portfolio Associates Llc	18,334	35.51

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
Renaissance Technologies Llc	1,429,600	35.53
Crossmark Global Holdings, Inc.	164,466	35.53
O'shaughnessy Asset Management, Llc	129,365	35.53
Dimensional Fund Advisors Lp	104,841	35.54
BlackRock Inc.	98,198	35.53
Arrowstreet Capital, Limited Partnership	96,435	35.53
Acadian Asset Management Llc	86,756	35.44
Herald Investment Management Ltd	83,485	35.44
SGIDX - Steward Global Equity Income Fund Class A	75,360	33.21
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	62,027	33.21
Ritholtz Wealth Management	49,357	35.54
Envestnet Asset Management Inc	46,541	35.54
Schroder Investment Management Group	44,307	35.73
Renaissance Group Llc	32,696	35.54
Janney Montgomery Scott LLC	28,823	35.53
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	28,588	37.43
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	27,953	33.20
Veriti Management LLC	25,358	35.53
Goldman Sachs Group Inc	18,630	35.53
Parametric Portfolio Associates Llc	18,334	35.51

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
Strategic Asset Management, LLC	475	25.26
Dimensional ETF Trust - Dimensional Emerging Markets Value ETF	152	32.89
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF	100	30.00

Recent Quarter 26 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	15,313	28.15
Susquehanna International Group, Llp	6,391	35.52
Legacy Wealth Asset Management, LLC	5,684	35.54
Global Retirement Partners, LLC	30	33.33
UBS Group AG
Jpmorgan Chase & Co
Ford Financial Group, LLC
Arkadios Wealth Advisors
Bivin & Associates, Inc.
CPAEX - Counterpoint Tactical Equity Fund Class A Shares
Millennium Management Llc
Marshall Wace, Llp
Deutsche Bank Ag\
Citadel Advisors Llc
Smith, Moore & Co.
Citadel Advisors Llc
Two Sigma Investments, Lp
Barclays Plc
Tower Research Capital LLC (TRC)
Citadel Advisors Llc
D'Orazio & Associates, Inc.
Jane Street Group, Llc
PEAK6 Investments LLC
Connor, Clark & Lunn Investment Management Ltd.
Boston Private Wealth Llc
Counterpoint Mutual Funds LLC

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SGIDX - Steward Global Equity Income Fund Class A	75,360	31.17	75,360	33.21
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	62,027	31.16	62,027	33.21
Ritholtz Wealth Management	38,257	24.99	49,357	35.54
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	31,584	33.91	28,588	37.43
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	27,433	31.17	27,953	33.20
Veriti Management LLC	20,528	24.99	25,358	35.53
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A	12,947	31.20	12,947	33.21
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	4,941	31.17	4,941	33.19
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	3,459	31.22	3,459	33.25
AEMGX - Acadian Emerging Markets Portfolio Investor Class Shares	2,816	31.25	2,816	33.38
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	2,253	31.07	2,253	33.29
AdvisorNet Financial, Inc	360	25.00	360	36.11

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	2,996	31,584	33.91	28,588	37.43	10.48

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Ritholtz Wealth Management	11,100	38,257	24.99	49,357	35.54	-22.49
Veriti Management LLC	4,830	20,528	24.99	25,358	35.53	-19.05
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	520	27,433	31.17	27,953	33.20	-1.86

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
Proequities, Inc.	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
PEAK6 Investments 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 2 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	15,313	28.15
Legacy Wealth Asset Management, LLC	5,684	35.54

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	31,584	33.91	28,588	37.43
Veriti Management LLC	20,528	24.99	25,358	35.53

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	2,996	31,584	33.91	28,588	37.43	10.48

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Veriti Management LLC	4,830	20,528	24.99	25,358	35.53	-19.05

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