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 | 325 | 687.00 | 16.30 | 37.38 |
| Previous Quarter | 345 | 21.00 | 20.07 | 20.35 |
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 | 29 | 85 | 229 | 17 | 109 | 66 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 3 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 1 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 2 | 0 | 0 | 2 |
| 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 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 | 9,898,051 | 3.49 | 16.61 | 10,606,272 | 3.74 | 17.29 |
| Previous Quarter | 10,295,507 | 3.63 | 20.44 | 10,070,966 | 3.55 | 21.02 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 117,494,970 | |
| Canada Pension Plan Investment Board | 73,445,447 | 16.29 |
| EvomLux S.a r.l. | 64,995,012 | |
| Ithaca L.P. | 59,950,017 | |
| Wellington Management Group Llp | 10,496,775 | 16.29 |
| BlackRock Inc. | 6,542,323 | 16.29 |
| HFMCX - THE HARTFORD MIDCAP FUND Class A | 4,938,362 | 19.36 |
| Capital World Investors | 4,606,448 | 16.29 |
| ANEFX - NEW ECONOMY FUND Class A | 4,468,145 | 17.18 |
| FIL Ltd | 4,158,649 | 16.29 |
| Vanguard Group Inc | 3,640,999 | 16.29 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,365,885 | 19.36 |
| Price T Rowe Associates Inc /md/ | 1,149,918 | 0.02 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,056,927 | 16.29 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 923,642 | 16.29 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 668,104 | 17.18 |
| HIMCX - Hartford Midcap Hls Fund Ia | 664,698 | 16.29 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 647,606 | 16.29 |
| PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 620,800 | 16.29 |
| Jacobs Levy Equity Management, Inc | 617,879 | 16.29 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Canada Pension Plan Investment Board | 73,445,447 | 20.07 |
| Wellington Management Group Llp | 11,417,485 | 20.07 |
| BlackRock Inc. | 6,826,258 | 20.07 |
| HFMCX - THE HARTFORD MIDCAP FUND Class A | 4,933,873 | 22.90 |
| Capital World Investors | 3,725,034 | 20.07 |
| ANEFX - NEW ECONOMY FUND Class A | 3,613,000 | 22.07 |
| Vanguard Group Inc | 3,499,308 | 20.07 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,234,333 | 22.90 |
| FIL Ltd | 3,218,101 | 20.07 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,049,527 | 20.07 |
| Price T Rowe Associates Inc /md/ | 976,649 | 20.07 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 902,369 | 20.07 |
| HIMCX - Hartford Midcap Hls Fund Ia | 777,617 | 20.07 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio | 685,412 | 20.07 |
| Jacobs Levy Equity Management, Inc | 673,816 | 20.07 |
| BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 638,675 | 20.07 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 636,290 | 22.07 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 634,221 | 20.07 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 615,935 | 20.07 |
| Fmr Llc | 599,775 | 20.07 |
| Name | Shares | PPS |
|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOARD | 117,494,970 | |
| EvomLux S.a r.l. | 64,995,012 | |
| Ithaca L.P. | 59,950,017 | |
| Aqr Capital Management Llc | 157,782 | 15.95 |
| Polygon Management Ltd. | 79,187 | 16.29 |
| EZM - WisdomTree U.S. MidCap Fund N/A | 43,914 | 16.28 |
| CI Private Wealth, LLC | 37,500 | 16.29 |
| Illinois Municipal Retirement Fund | 25,495 | |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,700 | 16.29 |
| XTX Topco Ltd | 22,459 | 16.30 |
| Susquehanna Fundamental Investments, Llc | 18,946 | 16.31 |
| Man Group plc | 17,000 | 16.29 |
| Aquatic Capital Management LLC | 16,900 | |
| RSEAX - U.S. Strategic Equity Fund Class A | 16,253 | 19.38 |
| PDT Partners, LLC | 15,742 | 16.26 |
| Versor Investments LP | 13,900 | 16290.00 |
| SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,317 | 19.32 |
| Hrt Financial Lp | 12,080 | 16.23 |
| JHMM - John Hancock Multifactor Mid Cap ETF | 11,270 | 19.34 |
| FCLD - Fidelity Cloud Computing ETF | 10,726 | 16.32 |
| Name | Shares | PPS |
|---|---|---|
| First Trust Advisors Lp | 161,389 | 20.07 |
| FXL - First Trust Technology AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,818 | 22.90 |
| Teacher Retirement System Of Texas | 101,116 | 20.07 |
| Pentwater Capital Management LP | 80,000 | 20.07 |
| Pentwater Capital Management LP | 80,000 | 20.07 |
| Brookfield Asset Management Inc. | 75,000 | 19.75 |
| Parametric Portfolio Associates Llc | 30,771 | 19.73 |
| Aptus Capital Advisors, LLC | 29,535 | 20.08 |
| PEAK6 Investments LLC | 25,678 | 20.06 |
| Advisor Resource Council | 17,389 | 20.07 |
| VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,469 | 19.71 |
| Vident Investment Advisory, LLC | 11,284 | 20.03 |
| CIBC Asset Management Inc | 10,793 | 20.11 |
| Bnp Paribas Arbitrage, Sa | 7,723 | 20.07 |
| SHE - SPDR SSGA Gender Diversity Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,387 | 20.04 |
| Amalgamated Financial Corp. | 7,306 | 19.71 |
| Ensign Peak Advisors, Inc | 6,930 | 20.06 |
| BIGY - Defiance Next Gen Big Data ETF | 3,048 | 19.69 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 | 1,136 | 19.37 |
| MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5 | 1,081 | 19.43 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 754 | 19.89 |
| ONEO - SPDR Russell 1000 Momentum Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 516 | 19.38 |
| VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 328 | 18.29 |
| Cwm, Llc | 304 | 19.74 |
| Parkside Financial Bank & Trust | 109 | 18.35 |
| Allworth Financial LP | 88 | 22.73 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 79 | 25.32 |
| Capital Advisors, Ltd. LLC | 64 | 15.62 |
| Massmutual Trust Co Fsb/adv | 22 | |
| Quadrant Capital Group Llc | 17 | |
| FCNTX - Fidelity Contrafund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Woodline Partners LP | ||
| FNIAX - Fidelity Advisor New Insights Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| FFPIX - Fidelity Flex Opportunistic Insights Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Blueshift Asset Management, LLC | ||
| Laurion Capital Management LP | ||
| Renaissance Technologies Llc | ||
| Sturgeon Ventures LLP | ||
| Weiss Asset Management LP | ||
| LMR Partners LLP | ||
| APEEX - Aperture Endeavour Equity Fund Class X Shares | ||
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A | ||
| Holocene Advisors, LP | ||
| Ghisallo Capital Management LLC | ||
| Marshall Wace, Llp | ||
| 272 Capital LP | ||
| Alyeska Investment Group, L.P. | ||
| Cornercap Investment Counsel Inc | ||
| FVWSX - Fidelity Series Opportunistic Insights Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Engle Capital Management, L.P. | ||
| Aperture Investors, LLC | ||
| SPWIX - Simt Small Cap Growth Fund Class I | ||
| Meeder Asset Management Inc | ||
| Davidson Kempner Capital Management Lp | ||
| Jump Financial, LLC | ||
| Quantbot Technologies LP | ||
| Cypress Capital, LLC | ||
| Mirabella Financial Services Llp | ||
| EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA | ||
| Captrust Financial Advisors | ||
| CSCVX - CornerCap Small-Cap Value Fund Investor Shares | ||
| TCOEX - Tactical Offensive Equity Fund | ||
| Anomaly Capital Management, LP | ||
| First Manhattan Co | ||
| Strategic Asset Management, LLC | ||
| Point72 Asset Management, L.P. | ||
| Sei Investments Co | ||
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class | ||
| Stifel Financial Corp | ||
| Proequities, Inc. | ||
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class | ||
| FLCNX - Fidelity Contrafund K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A | ||
| Metropolitan Life Insurance Co/ny | ||
| Caas Capital Management Lp | ||
| Gsa Capital Partners Llp | ||
| Manufacturers Life Insurance Company, The | ||
| Penserra Capital Management LLC | ||
| Voya Investment Management Llc | ||
| Rokos Capital Management LLP | ||
| Point72 Hong Kong Ltd | ||
| EAM Investors, LLC | ||
| Franklin Resources Inc | ||
| SLLAX - SIMT Small Cap Fund Class F | ||
| VASFX - Vanguard Alternative Strategies Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22.88 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Canada Pension Plan Investment Board | 73,445,447 | 16.29 | 73,445,447 | 20.07 |
| Wellington Management Group Llp | 10,496,775 | 16.29 | 11,417,485 | 20.07 |
| BlackRock Inc. | 6,542,323 | 16.29 | 6,826,258 | 20.07 |
| HFMCX - THE HARTFORD MIDCAP FUND Class A | 4,938,362 | 19.36 | 4,933,873 | 22.90 |
| Capital World Investors | 4,606,448 | 16.29 | 3,725,034 | 20.07 |
| ANEFX - NEW ECONOMY FUND Class A | 4,468,145 | 17.18 | 3,613,000 | 22.07 |
| FIL Ltd | 4,158,649 | 16.29 | 3,218,101 | 20.07 |
| Vanguard Group Inc | 3,640,999 | 16.29 | 3,499,308 | 20.07 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,365,885 | 19.36 | 3,234,333 | 22.90 |
| Price T Rowe Associates Inc /md/ | 1,149,918 | 0.02 | 976,649 | 20.07 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,056,927 | 16.29 | 1,049,527 | 20.07 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 923,642 | 16.29 | 902,369 | 20.07 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 668,104 | 17.18 | 636,290 | 22.07 |
| HIMCX - Hartford Midcap Hls Fund Ia | 664,698 | 16.29 | 777,617 | 20.07 |
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 647,606 | 16.29 | 615,935 | 20.07 |
| PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 620,800 | 16.29 | 458,500 | 20.07 |
| Jacobs Levy Equity Management, Inc | 617,879 | 16.29 | 673,816 | 20.07 |
| BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 609,758 | 16.29 | 634,221 | 20.07 |
| State Street Corp | 592,426 | 16.29 | 590,231 | 20.07 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio | 587,855 | 16.29 | 685,412 | 20.07 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Federated Hermes, Inc. | 138,038 | 16.29 | 0 | |
| Millennium Management Llc | 113,563 | 0.02 | 0 | |
| Papp L Roy & Associates | 87,500 | 16290.00 | 87,500 | 20.07 |
| Allspring Global Investments Holdings, LLC | 51,083 | 16290.00 | 29,233 | 20.05 |
| Ergoteles LLC | 26,663 | 16.28 | 0 | |
| Renaissance Capital LLC | 13,239 | 16289.98 | 13,604 | 20.07 |
| Cubist Systematic Strategies, LLC | 12,718 | 16.28 | 0 | |
| Jane Street Group, Llc | 10,208 | 16.26 | 0 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,229 | 16289.92 | 5,229 | 20.08 |
| State of Wyoming | 1,513 | 16.52 | 0 | |
| Quent Capital, LLC | 1,037 | 16290.26 | 22 | |
| American International Group, Inc. | 410 | 16290.24 | 414 | 19.32 |
| Dark Forest Capital Management Lp | 358 | 16.76 | 0 | |
| Pacer Advisors, Inc. | 164 | 16292.68 | 164 | 18.29 |
| Bell Investment Advisors, Inc | 120 | 16291.67 | 42 | 23.81 |
| National Bank Of Canada /fi/ | 50 | 16280.00 | 50 | 20.00 |
| Ellevest, Inc. | 20 | 16300.00 | 425 | 21.18 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| VASFX - Vanguard Alternative Strategies Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
| 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 |
|---|
| GHPLX - Gotham Hedged Plus Fund Institutional Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 47,600 | 18,000 | 65,600 | -72.56 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 3,429 | 17.79 | 4,125 | 22.79 |
| BKSE - BNY Mellon US Small Cap Core Equity ETF | 551 | 18.15 | 590 | 23.73 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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