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	28	3.00	1.53	1.70
Previous Quarter	24	4.00	2.51	2.61

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	6	4	10	0	4	3
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	4	0	8	0	4	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 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	13,825	0.53	1.52	48,482	1.86	4.56
Previous Quarter	13,825	0.53	2.46	48,790	1.87	4.78

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
SUBIN NEIL S	1,612,932
Independent Family Office, LLC	716,514	1.52
RENAISSANCE TECHNOLOGIES LLC	99,653
Renaissance Technologies Llc	36,653	1.53
Morgan Stanley	26,677	1.50
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	23,810	7.27
Boston Private Wealth Llc	14,392	1.53
BlackRock Inc.	13,825	1.52
VEXMX - Vanguard Extended Market Index Fund Investor Shares	12,336	2.35
Vanguard Group Inc	12,336	1.54
Two Sigma Securities, Llc	10,798	1.48
Two Sigma Investments, Lp	10,714	1.49
UBS Group AG	9,266	1.51
Tower Research Capital LLC (TRC)	5,408	1.48
FSMAX - Fidelity Extended Market Index Fund	3,767	2.65
Empery Asset Management, LP	3,112	1.61
IWC - iShares Micro-Cap ETF	2,306	7.37
FNCMX - Fidelity Nasdaq Composite Index Fund	939	2.13
ITOT - iShares Core S&P Total U.S. Stock Market ETF	364	2.75
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	187	5.35

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
Independent Family Office, LLC	716,514	2.47
Renaissance Technologies Llc	98,053	2.47
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	23,810	7.27
Boston Private Wealth Llc	14,392	2.50
Morgan Stanley	13,970	2.51
BlackRock Inc.	13,825	2.46
Vanguard Group Inc	12,644	2.45
VEXMX - Vanguard Extended Market Index Fund Investor Shares	12,336	2.35
FSMAX - Fidelity Extended Market Index Fund	3,780	3.70
IWC - iShares Micro-Cap ETF	2,306	7.37
Tower Research Capital LLC (TRC)	1,772	2.26
UBS Group AG	1,496	2.67
FNCMX - Fidelity Nasdaq Composite Index Fund	939	4.26
ITOT - iShares Core S&P Total U.S. Stock Market ETF	364	2.75
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	187	5.35
FSKAX - Fidelity Total Market Index Fund	105
FCFMX - Fidelity Series Total Market Index Fund	43
Captrust Financial Advisors	34
Fmr Llc	25
Wells Fargo & Company/mn	9

Recent Quarter Analysis

Recent Quarter 6 New Institutes added position

Name	Shares	PPS
SUBIN NEIL S	1,612,932
RENAISSANCE TECHNOLOGIES LLC	99,653
Two Sigma Securities, Llc	10,798	1.48
Two Sigma Investments, Lp	10,714	1.49
Empery Asset Management, LP	3,112	1.61
Royal Bank Of Canada	1

Recent Quarter 4 Institutes closed out their positions

Name	Shares	PPS
Northern Trust Corp
O'shaughnessy Asset Management, Llc
Proequities, Inc.
Bank Of America Corp /de/

Recent Quarter 10 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Independent Family Office, LLC	716,514	1.52	716,514	2.47
Renaissance Technologies Llc	36,653	1.53	98,053	2.47
Morgan Stanley	26,677	1.50	13,970	2.51
Boston Private Wealth Llc	14,392	1.53	14,392	2.50
BlackRock Inc.	13,825	1.52	13,825	2.46
Vanguard Group Inc	12,336	1.54	12,644	2.45
UBS Group AG	9,266	1.51	1,496	2.67
Tower Research Capital LLC (TRC)	5,408	1.48	1,772	2.26
FSMAX - Fidelity Extended Market Index Fund	3,767	2.65	3,780	3.70
FNCMX - Fidelity Nasdaq Composite Index Fund	939	2.13	939	4.26

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Morgan Stanley	12,707	26,677	1.50	13,970	2.51	90.96
UBS Group AG	7,770	9,266	1.51	1,496	2.67	519.39
Tower Research Capital LLC (TRC)	3,636	5,408	1.48	1,772	2.26	205.19
Wells Fargo & Company/mn	1	10		9		11.11

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	61,400	36,653	1.53	98,053	2.47	-62.62
Vanguard Group Inc	308	12,336	1.54	12,644	2.45	-2.44
FSMAX - Fidelity Extended Market Index Fund	13	3,767	2.65	3,780	3.70	-0.34

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 4 New Institutes added position

Name	Shares	PPS
Two Sigma Securities, Llc	10,798	1.48
Two Sigma Investments, Lp	10,714	1.49
Empery Asset Management, LP	3,112	1.61
Royal Bank Of Canada	1

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Independent Family Office, LLC	716,514	1.52	716,514	2.47
Renaissance Technologies Llc	36,653	1.53	98,053	2.47
Morgan Stanley	26,677	1.50	13,970	2.51
Boston Private Wealth Llc	14,392	1.53	14,392	2.50
BlackRock Inc.	13,825	1.52	13,825	2.46
Vanguard Group Inc	12,336	1.54	12,644	2.45
UBS Group AG	9,266	1.51	1,496	2.67
Tower Research Capital LLC (TRC)	5,408	1.48	1,772	2.26

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Morgan Stanley	12,707	26,677	1.50	13,970	2.51	90.96
UBS Group AG	7,770	9,266	1.51	1,496	2.67	519.39
Tower Research Capital LLC (TRC)	3,636	5,408	1.48	1,772	2.26	205.19
Wells Fargo & Company/mn	1	10		9		11.11

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	61,400	36,653	1.53	98,053	2.47	-62.62
Vanguard Group Inc	308	12,336	1.54	12,644	2.45	-2.44

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