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	229	200.00	203.08	201.35
Previous Quarter	238	202.00	203.12	202.55

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	2	23	31	0	6	4
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	1	2	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	214,500	11.29	101.03	132,410	6.97	202.81
Previous Quarter	106,637	5.61	203.21	132,410	6.97	202.81

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
Markel Corp	213,300	203.21
BlackRock Inc.	107,863
BlackRock Inc.	106,251	203.22
Dimensional Fund Advisors Lp	88,251	203.22
Vanguard Group Inc	66,916	203.22
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	37,598	203.20
Fmr Llc	33,916	203.24
IWM - iShares Russell 2000 ETF	29,642	203.23
Geode Capital Management, Llc	24,010	203.21
State Street Corp	24,001	203.20
Renaissance Technologies Llc	22,600	203.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares	21,033	203.20
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	20,940	187.63
Wells Fargo & Company/mn	17,760	203.21
DFSTX - U.s. Small Cap Portfolio - Institutional Class	16,866	187.66
Northern Trust Corp	13,064	203.15
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	12,407	187.64
Eaton Vance Management	11,615	203.19
IWN - iShares Russell 2000 Value ETF	11,045	203.17
Goldman Sachs Group Inc	10,919	203.22

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
Markel Corp	213,300	203.21
BlackRock Inc.	106,251	203.22
Dimensional Fund Advisors Lp	88,251	203.22
Vanguard Group Inc	66,916	203.22
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	37,598	203.20
Fmr Llc	33,916	203.24
IWM - iShares Russell 2000 ETF	29,642	203.23
Geode Capital Management, Llc	24,010	203.21
State Street Corp	24,001	203.20
Renaissance Technologies Llc	22,600	203.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares	21,033	203.20
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	20,940	200.00
Wells Fargo & Company/mn	17,760	203.21
DFSTX - U.s. Small Cap Portfolio - Institutional Class	16,866	199.99
Northern Trust Corp	13,064	203.15
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	12,382	199.97
Eaton Vance Management	11,615	203.19
IWN - iShares Russell 2000 Value ETF	11,045	203.17
Goldman Sachs Group Inc	10,919	203.22
Bank of New York Mellon Corp	10,880	203.22

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	76	157.89
RYLD - Global X Russell 2000 Covered Call ETF	11	181.82

Recent Quarter 23 Institutes closed out their positions

Name	Shares	PPS
Insight Folios Inc	2,161	203.15
Franklin Street Advisors Inc /nc	1,250	203.20
JESIX - Small Cap Index Trust NAV	159	182.39
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV	125	184.00
JSML - Janus Henderson Small Cap Growth Alpha ETF	116	189.66
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF	115	191.30
Mesirow Financial Investment Management, Inc.
Aspiriant, Llc
Livingston Group Asset Management CO (operating as Southport Capital Management)
Advisory Services Network, LLC
Legato Capital Management LLC
Nisa Investment Advisors, Llc
Russell Investments Group, Ltd.
First Trust Advisors Lp
Us Bancorp \de\
Two Sigma Investments, Lp
SG Americas Securities, LLC
Virtu Financial LLC
Sun Life Financial Inc
FLMFX - MUIRFIELD FUND Retail Class
O'shaughnessy Asset Management, Llc
Proequities, Inc.
Trustcore Financial Services, Llc

Recent Quarter 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	107,863		106,251	203.22
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	20,940	187.63	20,940	200.00
DFSTX - U.s. Small Cap Portfolio - Institutional Class	16,866	187.66	16,866	199.99
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	12,407	187.64	12,382	199.97
FSSNX - Fidelity Small Cap Index Fund	10,032	187.70	9,551	199.98
DFAT - Dimensional U.S. Targeted Value ETF	7,750	187.61	7,750	200.00
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	5,686	187.65	5,686	199.96
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	3,752	187.63	3,752	199.89
DFAS - Dimensional U.S. Small Cap ETF	3,664	187.77	3,664	200.05
SWSSX - Schwab Small-Cap Index Fund	2,923	187.48	2,923	200.14
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	2,106	187.56	2,106	199.91
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	1,961	187.66	1,961	199.90
SWSCX - Schwab Small-Cap Equity Fund	1,858	187.84	1,858	200.22
DFAC - Dimensional U.S. Core Equity 2 ETF	1,811	187.74	1,811	199.89
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A	1,728	187.50	1,728	200.23
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	1,669	187.54	1,881	199.89
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	1,606	187.42	1,606	199.88
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	1,069	188.03	1,069	200.19
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	763	187.42	763	200.52
SWTSX - Schwab Total Stock Market Index Fund	697	187.95	697	199.43

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	1,612	107,863		106,251	203.22	1.52
FSSNX - Fidelity Small Cap Index Fund	481	10,032	187.70	9,551	199.98	5.04
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A	73	146	184.93	73	205.48	100.00
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	25	12,407	187.64	12,382	199.97	0.20
FLXSX - Fidelity Flex Small Cap Index Fund	16	129	186.05	113	203.54	14.16
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	13	144	187.50	131	198.47	9.92

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	212	1,669	187.54	1,881	199.89	-11.27
PJARX - SmallCap Value Fund II R-3	34	62	193.55	96	197.92	-35.42
UAPIX - Ultrasmall-cap Profund Investor Class	2	27	185.19	29	206.90	-6.90
SLPIX - Small-cap Profund Investor Class	1	1		2		-50.00

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 1 New Institutes added position

Name	Shares	PPS
Allworth Financial LP	76	157.89

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Insight Folios Inc	2,161	203.15
Franklin Street Advisors Inc /nc	1,250	203.20

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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