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 1,218 335.00 155.67 158.68
Previous Quarter 1,370 498.00 155.65 157.15

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 19 361 3 186 75 73
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 3 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 2 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 2 2 18 4 8
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 12,910,045 20.87 77.89 11,199,377 18.10 155.05
Previous Quarter 6,459,694 10.44 155.67 11,158,126 18.03 154.84

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
BlackRock Inc. 6,457,122 155.67
BlackRock Inc. 6,450,368
Vanguard Group Inc 5,602,650 155.67
VANGUARD GROUP INC 5,544,701
Jpmorgan Chase & Co 3,289,166 155.67
JPMORGAN CHASE & CO 3,248,156
Wellington Management Group Llp 2,625,134 155.67
State Street Corp 2,345,235 155.67
Lsv Asset Management 1,807,992 155.67
Fmr Llc 1,753,877 155.67
IJH - iShares Core S&P Mid-Cap ETF 1,743,379 155.67
FMR LLC 1,702,656
RENAISSANCE TECHNOLOGIES LLC 1,700,509
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,693,898 155.67
Renaissance Technologies Llc 1,517,309 155.67
Polaris Capital Management, LLC 1,503,960 155.67
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,463,948 155.67
HFMCX - THE HARTFORD MIDCAP FUND Class A 1,196,675 160.22
Canada Pension Plan Investment Board 1,167,917 155.67
Janus Henderson Group Plc 1,080,527 155.67

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
BlackRock Inc. 6,457,122 155.67
Vanguard Group Inc 5,602,650 155.67
Jpmorgan Chase & Co 3,289,166 155.67
Wellington Management Group Llp 2,625,134 155.67
State Street Corp 2,345,235 155.67
Lsv Asset Management 1,807,992 155.67
Fmr Llc 1,753,877 155.67
IJH - iShares Core S&P Mid-Cap ETF 1,743,379 155.67
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,693,898 155.67
Renaissance Technologies Llc 1,517,309 155.67
Polaris Capital Management, LLC 1,503,960 155.67
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,463,948 155.67
HFMCX - THE HARTFORD MIDCAP FUND Class A 1,425,179 138.91
Canada Pension Plan Investment Board 1,167,917 155.67
Janus Henderson Group Plc 1,080,527 155.67
Goldman Sachs Group Inc 1,062,229 155.67
Dimensional Fund Advisors Lp 1,009,398 155.67
Franklin Resources Inc 999,184 155.67
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 958,634 155.67
Samlyn Capital, Llc 939,413 155.67

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 5,544,701
JPMORGAN CHASE & CO 3,248,156
FMR LLC 1,702,656
RENAISSANCE TECHNOLOGIES LLC 1,700,509
Wedge Capital Management L L P/nc 240,622 156.01
USSCX - Science & Technology Fund Shares 104,480 160.22
Frontier Capital Management Co Llc 77,535 156.01
SPECX - Alger Spectra Fund Class A 66,919 160.22
ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 62,659 160.22
SPEDX - Alger Dynamic Opportunities Fund Class A 17,302 160.21
AMGAX - Alger MidCap Growth Fund Class A 5,173 160.26
ALMRX - Alger MidCap Growth Institutional Fund Class I 1,693 160.07
PAILX - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 779 160.46
IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 270 159.26
AAINX - Thrivent Opportunity Income Plus Fund Class A 234 158.12
Urban Wealth Management, LLC 107 158.88
AABFX - Thrivent Balanced Income Plus Fund Class A 100 160.00
Trust Co Of Vermont 85 152.94
Steward Financial Group LLC 22 136.36
Name Shares PPS
UBS Group AG 169,074 155.67
Clough Capital Partners L P 66,410 155.67
Walleye Trading LLC 48,508 155.67
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 23,623 130.21
FVAL - Fidelity Value Factor ETF 21,331 138.91
Cardan Capital Partners, LLC 20,543 130.21
D. E. Shaw & Co., Inc. 10,000 155.70
Wolverine Trading, Llc 7,000 157.43
Wolverine Trading, Llc 7,000 157.43
Caption Management, LLC 5,760 155.73
NorthCoast Asset Management LLC 5,381 130.27
CBTG - Cabot Growth ETF 5,004 119.90
World Asset Management Inc 2,549 130.25
Miracle Mile Advisors, LLC 2,079 155.84
All Season Financial Advisors, Inc. 1,424 155.90
Parametrica Management Ltd 1,359 156.00
Investment Managers Series Trust II - Cannabis Growth ETF 600 138.33
Berman Capital Advisors, LLC 136 125.00
Peoples Financial Services Corp. 36 166.67
Carroll Financial Associates, Inc. 33 121.21
IFP Advisors, Inc 26 153.85
Herold Advisors, Inc. 25 155640.00
Exane Derivatives 20 150.00
SOA Wealth Advisors, LLC. 19 105.26
Crescent Capital Consulting, LLC 16 125.00
First Financial Corp /in/ 16 125.00
Heritage Wealth Management, Llc 3
Sonora Investment Management, LLC 2
PSI Advisors, LLC 1
Strs Ohio
Brighton Jones Llc
Advisory Services Network, LLC
FLDFX - BALANCED FUND Retail Class
Sarissa Capital Management LP
Nationwide Asset Management LLC
First Mercantile Trust Co
SWLSX - Schwab Large-Cap Growth Fund
RAZAX - Multi-Asset Growth Strategy Fund Class A
IBM Retirement Fund
Mason Hill Advisors Llc
CFIPX - QS Global Equity Fund Class A
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Wolf Group Capital Advisors
Redpoint Investment Management Pty Ltd
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
FAB - First Trust Multi Cap Value AlphaDEX Fund
Veriti Management LLC
Angelo Gordon & Co., L.p.
Cowen And Company, Llc
FUQIX - Fidelity SAI U.S. Quality Index Fund
Boardman Bay Capital Management Llc
Asymmetry Capital Management, L.P.
Vigilant Capital Management, LLC
QABGX - Federated MDT Balanced Fund Class A Shares
ClariVest Asset Management LLC
GAKIX - AXS Merger Fund Class I
FNK - First Trust Mid Cap Value AlphaDEX Fund
Mangrove Partners
Cibc World Markets Corp
Corient Capital Partners, LLC
Atom Investors LP
AUENX - AQR Large Cap Defensive Style Fund Class N
Grace Capital
JQUA - JPMorgan U.S. Quality Factor ETF
Sonic Fund II, L.P.
QCELX - AQR Large Cap Multi-Style Fund Class I
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares
Absoluto Partners Gestao de Recursos Ltda
FLDOX - MODERATE ALLOCATION FUND Retail Class
CSMOX - Chiron SMid Opportunities Fund Class I Shares
MLVIX - BMO Large-Cap Value Fund Class I
Kylin Management LLC
Davidson Kempner Capital Management Lp
Busey Wealth Management
Atticus Wealth Management, Llc
NIFE - Direxion Fallen Knives ETF
MGLVX - Mercer Global Low Volatility Equity Fund Class Y-3
Vivid Financial Management, Inc.
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
Hanson & Doremus Investment Management
COWZ - Pacer US Cash Cows 100 ETF
CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF
QALGX - Federated MDT Large Cap Growth Fund Class A Shares
Roosevelt Investment Group Llc
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Nomura Holdings Inc
6 Meridian
CHICAGO TRUST Co NA
CFA - VictoryShares US 500 Volatility Wtd ETF
Strategic Blueprint, LLC
TVDAX - Guggenheim RBP Large-Cap Defensive Fund Class A
Orser Capital Management, Llc
Premier Asset Management Llc
Wolverine Asset Management Llc
Syverson Strege & Co
HLAL - Wahed FTSE USA Shariah ETF
Toth Financial Advisory Corp
TrimTabs Asset Management, LLC
Samalin Investment Counsel, LLC
QAACX - Federated MDT All Cap Core Fund Class A Shares
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
AGF Investments LLC
Janney Montgomery Scott LLC
FLSP - Franklin Liberty Systematic Style Premia ETF
Susquehanna Fundamental Investments, Llc
DFNV - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
Soviero Asset Management, LP
Alps Advisors Inc
Albar Capital Ltd
Acadian Asset Management Llc
Independent Investors Inc
Lazard Asset Management Llc
Quantitative Investment Management, LLC
Bp Plc
SPRAX - Pgim Qma Mid-cap Value Fund Class A
Center for Financial Planning, Inc.
CCAFX - Calvert Mid-Cap Fund Class A
CTOGX - Calamos Timpani SMID Growth Fund Class R6
FORA Capital, LLC
Benjamin F. Edwards & Company, Inc.
Kestra Private Wealth Services, Llc
Gotham Asset Management, LLC
AMRGX - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
Newman Dignan & Sheerar, Inc.
TDEAX - Touchstone Dynamic Equity Fund A
Regal Investment Advisors LLC
WMNUX - Westwood Alternative Income Fund ULTRA SHARES
VELA Funds - VELA Small Cap Fund Class I
Private Portfolio Partners Llc
Donoghue Forlines LLC
GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
Chiron Investment Management, LLC
SummerHaven Investment Management, LLC
Perennial Advisors, LLC
Yarra Square Partners LP
Paragon Wealth Strategies, LLC
Connacht Asset Management LP
GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
TTAC - TrimTabs All Cap U.S. Free-Cash-Flow ETF
Interchange Capital Partners, LLC
LNFIX - QS Global Market Neutral Fund Class A
Transamerica Financial Advisors, Inc.
Armor Advisors, L.l.c.
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
Heron Bay Capital Management
Qtron Investments LLC
Shannon River Fund Management LLC
SWHFX - Schwab Health Care Fund
CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
PEAK6 Investments LLC
DNLDX - BNY Mellon Active MidCap Fund Class A
GONIX - Gotham Neutral Fund Institutional Class
Copernicus Capital Management, Llc
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
Polianta Ltd
DOMIX - Domini Impact International Equity Fund Investor Shares
Enterprise Financial Services Corp
Edmond De Rothschild Holding S.a.
Centric Wealth Management
Laurion Capital Management LP
FLMFX - MUIRFIELD FUND Retail Class
Financial Enhancement Group LLC
ALIBX - ALPS | Smith Balanced Opportunity Fund Investor Class
Advisor Resource Council
Stratos Wealth Partners, LTD.
PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6
Kettle Hill Capital Management, Llc
Quantbot Technologies LP
MLUAX - MassMutual Select Mid-Cap Value Fund Class A
Atlas Private Wealth Advisors
BUL - Pacer US Cash Cows Growth ETF
VFMF - Vanguard U.S. Multifactor ETF ETF Shares
Bartlett & Co. LLC
Altrinsic Global Advisors Llc
Kalos Management, Inc.
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A
Rice Hall James & Associates, Llc
Financial Advocates Investment Management
Occudo Quantitative Strategies Lp
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
FNIAX - Fidelity Advisor New Insights Fund Class A
Pzena Investment Management Llc
FLQL - Franklin LibertyQ U.S. Equity ETF
Confluence Investment Management Llc
Pacer Advisors, Inc.
Man Group plc
Y-Intercept (Hong Kong) Ltd
TVRAX - Guggenheim Directional Allocation Fund Class A
IUSG - iShares Core S&P U.S. Growth ETF
Alphacrest Capital Management Llc
JDERX - PGIM JENNISON MID-CAP GROWTH FUND Class R
CALIFORNIA FIRST LEASING Corp
Duality Advisers, Lp
DSTL - Distillate U.S. Fundamental Stability & Value ETF
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
FULVX - Fidelity U.S. Low Volatility Equity Fund
M&g Investment Management Ltd
TPLC - Timothy Plan US Large Cap Core ETF
Alpha Paradigm Partners, LLC
Cigna Investments Inc /new
CoreCap Advisors, LLC
Kessler Investment Group, LLC
Profunds - Profund Vp Mid-cap Growth
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF
GENIX - Gotham Enhanced Return Fund Institutional Class
VMNFX - Vanguard Market Neutral Fund Investor Shares
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF
QRPNX - AQR Alternative Risk Premia Fund Class N
Distillate Capital Partners LLC
Jacobi Capital Management LLC
Bokf, Na
MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
ExodusPoint Capital Management, LP
RFG - Invesco S&P MidCap 400 Pure Growth ETF
RYBHX - S&P MidCap 400 Pure Growth Fund Class H
MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
FVWSX - Fidelity Series Opportunistic Insights Fund
BEARX - Federated Prudent Bear Fund Class A Shares
Sterling Investment Advisors, Ltd.
Glenmede Trust Co Na
Bellevue Asset Management, Llc
Campbell & CO Investment Adviser LLC
Moors & Cabot, Inc.
Aigen Investment Management, Lp
Capitolis Advisors LLC
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
VGLSX - Global Strategy Fund
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
GDMYX - Defensive Market Strategies Fund Institutional
Seaport Global Advisors, LLC
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
Mackenzie Financial Corp
Hrt Financial Lp
VSEQX - Vanguard Strategic Equity Fund Investor Shares
GHPLX - Gotham Hedged Plus Fund Institutional Class
Ossiam
Agf Investments Inc.
Arkadios Wealth Advisors
FLGEX - Fidelity Large Cap Growth Enhanced Index Fund
Magnetar Financial LLC
Edge Wealth Management LLC
Covington Capital Management
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)
SG3 Management, LLC
Aqr Capital Management Llc
USEQ - Invesco Russell 1000 Enhanced Equal Weight ETF
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
Deltec Asset Management Llc
LEQAX - LoCorr Dynamic Equity Fund Class A
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Harbor Investment Advisory, Llc
Hudson Bay Capital Management LP
Alpine Woods Capital Investors, Llc
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
Antonetti Capital Management LLC
Means Investment Co., Inc.
MGPIX - Mid-cap Growth Profund Investor Class
SG3 Management, LLC
SMSAX - SIMT Multi-Strategy Alternative Fund Class F
HLGE - Hartford Longevity Economy ETF
VIDI - Vident International Equity Fund
SECUX - Guggenheim StylePlus - Mid Growth Fund A-Class
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Private Ocean, LLC
SG3 Management, LLC
Fsb Premier Wealth Management, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
FLCNX - Fidelity Contrafund K6
Great West Life Assurance Co /can/
RBCGX - Reynolds Blue Chip Growth Fund
Achmea Investment Management B.V.
Cullen/frost Bankers, Inc.
Zullo Investment Group, Inc.
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
Ford Financial Group, LLC
Jefferies Group LLC
StoneX Group Inc.
IJK - iShares S&P Mid-Cap 400 Growth ETF
Arrowstreet Capital, Limited Partnership
Evolution Wealth Advisors, LLC
TAP Consulting, LLC
O'shaughnessy Asset Management, Llc
Twinbeech Capital Lp
Jefferies Group LLC
Congress Asset Management Co /ma
QQQJ - Invesco NASDAQ Next Gen 100 ETF
Fieldpoint Private Securities, LLC
PMDEX - PMC Diversified Equity Fund Advisor Class Shares
Krs Capital Management, Llc
PHASX - MidCap Growth Fund III R-1
GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
Capula Management Ltd
QVMM - Invesco S&P MidCap 400 QVM Multi-factor ETF
Sanders Morris Harris Llc
Bayesian Capital Management, LP
Norges Bank
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF
Sigma Planning Corp
Hsbc Holdings Plc
Manteio Capital LLC
GWM Advisors LLC
FCNTX - Fidelity Contrafund
Segall Bryant & Hamill, Llc
Gerber Kawasaki Wealth & Investment Management
Mark Sheptoff Financial Planning, Llc
Nuveen Nasdaq 100 Dynamic Overwrite Fund
VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
Maverick Capital Ltd
MML Series Investment Fund II - MML Equity Rotation Fund Class II
City Holding Co
Voloridge Investment Management, Llc
Crewe Advisors LLC
Asahi Life Asset Management Co., Ltd.
VVMCX - Mid Cap Value Fund
DWSH - AdvisorShares Dorsey Wright Short ETF
Snowden Capital Advisors LLC
Adell Harriman & Carpenter Inc
Twin Tree Management, LP
Two Sigma Investments, Lp
Plante Moran Financial Advisors, LLC
Amerivest Investment Management LLC
SILVX - SGI U.S. Large Cap Equity Fund Class I
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Boothbay Fund Management, Llc
Bridgefront Capital, LLC
Cambridge Trust Co
Two Sigma Investments, Lp
VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares
IPLIX - Voya Index Plus LargeCap Portfolio Class I
Masso Torrence Wealth Management Inc.
HAP Trading, LLC
BMDIX - Baird MidCap Fund Institutional
AdvisorNet Financial, Inc
Glenview Trust Co
TMLCX - Simt Tax-managed Large Cap Fund Class F
PTMC - Pacer Trendpilot US Mid Cap ETF
Zions Bancorporation, N.A.
Aquatic Capital Management LLC
Connectus Wealth, LLC
MXDU - Nationwide Maximum Diversification U.S. Core Equity ETF
MOPPX - Mercator International Opportunity Fund Institutional Class
Meridian Wealth Partners, LLC
Meristem Family Wealth, LLC
Belpointe Asset Management LLC
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV
Bridgewater Associates, LP
Huntington National Bank
ROUS - Hartford Multifactor US Equity ETF
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF
FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF
Flagship Harbor Advisors, Llc
Qube Research & Technologies Ltd
FFPIX - Fidelity Flex Opportunistic Insights Fund
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A
AMP Capital Investors Ltd
Systematic Alpha Investments, LLC
Lingohr & Partner Asset Management GmbH
Name Current Shares Current PPS Previous Shares Previous PPS
Louisiana State Employees Retirement System 16,400 158.90 16,100 168.01
Stonnington Group, Llc 4,300 158.37 6,600 160.15
Spire Wealth Management 201 154.23 386 155.44
Name Current Shares Current PPS Previous Shares Previous PPS
HFMCX - THE HARTFORD MIDCAP FUND Class A 1,196,675 160.22 1,425,179 138.91
FDVLX - Fidelity Value Fund 496,067 160.22 533,067 138.91
FDMLX - Fidelity Series Intrinsic Opportunities Fund 345,000 160.22 345,000 138.91
FBDIX - Franklin Biotechnology Discovery Fund Class A 269,708 160.22 222,400 138.91
Dfa Investment Trust Co - The U.s. Large Cap Value Series 216,185 160.22 216,185 138.91
FRSGX - Franklin Small-mid Cap Growth Fund Class A 169,800 160.22 157,000 138.91
XT - iShares Exponential Technologies ETF 166,967 160.22 170,531 138.91
FSMDX - Fidelity Mid Cap Index Fund 147,010 160.22 136,201 138.91
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 144,674 160.22 149,574 138.91
FCPVX - Fidelity Small Cap Value Fund 133,600 160.22 133,600 138.91
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class 127,574 160.22 129,773 138.91
RSEAX - U.S. Strategic Equity Fund Class A 114,759 160.22 120,984 138.91
VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares 110,947 160.22 69,767 138.91
VLUE - iShares Edge MSCI USA Value Factor ETF 104,021 160.22 112,806 138.91
USAUX - Aggressive Growth Fund Shares 93,398 160.22 81,376 138.91
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 88,712 160.22 88,712 138.91
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 85,223 160.21 85,223 138.91
USAAX - Growth Fund Shares 83,205 160.22 74,055 138.91
PJP - Invesco Dynamic Pharmaceuticals ETF 73,125 160.22 88,346 138.91
FSMVX - Fidelity Mid Cap Value Fund 70,913 160.22 82,413 138.91
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Summit Global Investments 67,883 67,883 177.73 0 0.00
FBDIX - Franklin Biotechnology Discovery Fund Class A 47,308 269,708 160.22 222,400 138.91 21.27
VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares 41,180 110,947 160.22 69,767 138.91 59.03
CVGRX - Calamos Growth Fund Class A 41,081 41,081 160.22 0 0.00
FTLS - First Trust Long/Short Equity ETF 23,189 23,189 160.21 0 0.00
FRSGX - Franklin Small-mid Cap Growth Fund Class A 12,800 169,800 160.22 157,000 138.91 8.15
USAUX - Aggressive Growth Fund Shares 12,022 93,398 160.22 81,376 138.91 14.77
FSMDX - Fidelity Mid Cap Index Fund 10,809 147,010 160.22 136,201 138.91 7.94
AHSAX - Alger Health Sciences Fund Class A 9,933 27,259 160.20 17,326 138.92 57.33
USAAX - Growth Fund Shares 9,150 83,205 160.22 74,055 138.91 12.36
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 8,000 68,900 160.22 60,900 138.92 13.14
FASEX - Nuveen Mid Cap Value Fund Class A 4,436 35,768 160.23 31,332 138.90 14.16
USGRX - Growth & Income Fund Shares 3,675 69,799 160.22 66,124 138.91 5.56
PRF - Invesco FTSE RAFI US 1000 ETF 3,277 11,352 160.24 8,075 138.95 40.58
LOGSX - Live Oak Health Sciences Fund 2,247 14,387 160.21 12,140 138.88 18.51
PMPRX - MidCap Value Fund I R-3 2,207 4,453 160.12 2,246 138.91 98.26
FLCOX - Fidelity Large Cap Value Index Fund 2,166 16,154 160.21 13,988 138.90 15.48
Sumitomo Mitsui DS Asset Management Company, Ltd 1,485 4,233 155.92 2,748 155.75 54.04
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 1,438 14,072 160.25 12,634 138.91 11.38
ACWI - iShares MSCI ACWI ETF 1,365 18,334 160.19 16,969 138.90 8.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HFMCX - THE HARTFORD MIDCAP FUND Class A 228,504 1,196,675 160.22 1,425,179 138.91 -16.03
AustralianSuper Pty Ltd 63,358 56,832 156.00 120,190 155.67 -52.71
FDVLX - Fidelity Value Fund 37,000 496,067 160.22 533,067 138.91 -6.94
PJP - Invesco Dynamic Pharmaceuticals ETF 15,221 73,125 160.22 88,346 138.91 -17.23
FSMVX - Fidelity Mid Cap Value Fund 11,500 70,913 160.22 82,413 138.91 -13.95
VLUE - iShares Edge MSCI USA Value Factor ETF 8,785 104,021 160.22 112,806 138.91 -7.79
Truist Financial Corp 7,017 29,102 156.04 36,119 155.65 -19.43
RSEAX - U.S. Strategic Equity Fund Class A 6,225 114,759 160.22 120,984 138.91 -5.15
CNBS - Amplify Seymour Cannabis ETF 5,552 12,080 160.18 17,632 138.90 -31.49
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 4,900 144,674 160.22 149,574 138.91 -3.28
FSWCX - Fidelity SAI U.S. Value Index Fund 4,731 32,085 160.23 36,816 138.91 -12.85
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 3,979 6,513 160.29 10,492 138.87 -37.92
TOK - iShares MSCI Kokusai ETF 3,913 192 161.46 4,105 138.86 -95.32
PILL - Direxion Daily Pharmaceutical & Medical Bull 3X Shares 3,619 2,424 160.07 6,043 138.84 -59.89
XT - iShares Exponential Technologies ETF 3,564 166,967 160.22 170,531 138.91 -2.09
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 3,286 9,553 160.26 12,839 138.87 -25.59
New Mexico Educational Retirement Board 3,100 9,800 156.02 12,900 155.66 -24.03
DFAT - Dimensional U.S. Targeted Value ETF 2,853 59,653 160.23 62,506 138.91 -4.56
Stonnington Group, Llc 2,300 4,300 158.37 6,600 160.15 -34.85
IIGIX - Voya Multi-Manager International Equity Fund Class I 2,200 22,400 160.22 24,600 138.90 -8.94
Name Current Puts
Name Current Calls
Name
Name Previous Puts
HAP Trading, LLC 0
Two Sigma Investments, Lp 0
Name Previous Calls
SG3 Management, LLC 0
Proequities, Inc. 0
Twin Tree Management, LP 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
GFSYX - Strategic Alternatives Fund Institutional
CVSIX - Calamos Market Neutral Income Fund Class A
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
Frontier Capital Management Co Llc 77,535 156.01
Urban Wealth Management, LLC 107 158.88
Trust Co Of Vermont 85 152.94
Steward Financial Group LLC 22 136.36
Name Shares PPS
Parametrica Management Ltd 1,359 156.00
PSI Advisors, LLC 1
Name Current Shares Current PPS Previous Shares Previous PPS
Louisiana State Employees Retirement System 16,400 158.90 16,100 168.01
Spire Wealth Management 201 154.23 386 155.44
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 29,102 156.04 36,119 155.65
Equitec Proprietary Markets, Llc 28,800 156.01 28,800 155.66
Brinker Capital Investments, LLC 24,124 156.03 25,202 155.66
HWMIX - Hotchkis & Wiley Mid-Cap Value Fund Class I 16,000 156.00 15,400 155.65
Bowling Portfolio Management LLC 9,929 156.01 10,021 155.67
New Mexico Educational Retirement Board 9,800 156.02 12,900 155.66
Commonwealth Equity Services, Llc 9,490 155.95 10,167 155.60
Gulf International Bank (UK) Ltd 8,534 156.32 8,534 155.61
American Assets Investment Management, LLC 7,000 156.00 7,000 155.71
Hennion & Walsh Asset Management, Inc. 5,590 155.99 4,919 155.72
Exchange Traded Concepts, Llc 4,786 156.08 4,384 155.57
SPMIX - S&P MidCap Index Fund Direct Shares 3,129 149.57 3,129 137.42
Gables Capital Management Inc. 2,781 156.06 2,846 155.66
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 2,106 149.57 2,106 137.23
Sandy Spring Bank 850 156.47 850 155.29
Money Concepts Capital Corp 712 158.71 712 155.90
DSHFX - Destinations Shelter Fund Class I 238 151.26 238 138.66
Byrne Asset Management LLC 106 160.38 180 155.56
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Hennion & Walsh Asset Management, Inc. 671 5,590 155.99 4,919 155.72 13.64
HWMIX - Hotchkis & Wiley Mid-Cap Value Fund Class I 600 16,000 156.00 15,400 155.65 3.90
Exchange Traded Concepts, Llc 402 4,786 156.08 4,384 155.57 9.17
Louisiana State Employees Retirement System 300 16,400 158.90 16,100 168.01 1.86
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 7,017 29,102 156.04 36,119 155.65 -19.43
New Mexico Educational Retirement Board 3,100 9,800 156.02 12,900 155.66 -24.03
Brinker Capital Investments, LLC 1,078 24,124 156.03 25,202 155.66 -4.28
Commonwealth Equity Services, Llc 677 9,490 155.95 10,167 155.60 -6.66
Spire Wealth Management 185 201 154.23 386 155.44 -47.93
Bowling Portfolio Management LLC 92 9,929 156.01 10,021 155.67 -0.92
Byrne Asset Management LLC 74 106 160.38 180 155.56 -41.11
Gables Capital Management Inc. 65 2,781 156.06 2,846 155.66 -2.28
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