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 323 15.00 14.79 14.80
Previous Quarter 0 0.00 0.00 0.00

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 314 43 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 4 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 3 1 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 2,584,576 0.86 14.79 11,973,043 3.98 14.80
Previous Quarter 0 0.00 0.00 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
Leonard Green & Partners, L.P. 219,213,079 14.79
Green Equity Investors VI, L.P. 219,213,079
Wasatch Advisors Inc 9,989,232 14.79
Sun Life Financial Inc 9,269,238 14.79
FIL Ltd 6,889,066 14.79
Vanguard Group Inc 6,091,233 14.79
Alliancebernstein L.p. 4,595,089 14.79
Fmr Llc 4,507,975 14.79
Crow's Nest Holdings LP 3,784,731 14.79
Allspring Global Investments Holdings, LLC 3,459,671 14.79
Wellington Management Group Llp 3,305,813 14.79
Janus Henderson Group Plc 3,174,734 14.79
WAAEX - Wasatch Small Cap Growth Fund Investor Class shares 3,124,282 14.79
JATTX - Janus Henderson Triton Fund Class T 2,931,672 14.79
Woodson Capital Management, LP 2,900,000 14.79
WGROX - Wasatch Core Growth Fund Investor Class shares 2,745,985 14.79
BlackRock Inc. 2,576,375 14.79
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 2,385,985 14.40
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,159,136 14.79
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,855,708 14.79

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

 

Recent Quarter Analysis

Name Shares PPS
Leonard Green & Partners, L.P. 219,213,079 14.79
Green Equity Investors VI, L.P. 219,213,079
Wasatch Advisors Inc 9,989,232 14.79
Sun Life Financial Inc 9,269,238 14.79
FIL Ltd 6,889,066 14.79
Vanguard Group Inc 6,091,233 14.79
Alliancebernstein L.p. 4,595,089 14.79
Fmr Llc 4,507,975 14.79
Crow's Nest Holdings LP 3,784,731 14.79
Allspring Global Investments Holdings, LLC 3,459,671 14.79
Wellington Management Group Llp 3,305,813 14.79
Janus Henderson Group Plc 3,174,734 14.79
WAAEX - Wasatch Small Cap Growth Fund Investor Class shares 3,124,282 14.79
JATTX - Janus Henderson Triton Fund Class T 2,931,672 14.79
Woodson Capital Management, LP 2,900,000 14.79
WGROX - Wasatch Core Growth Fund Investor Class shares 2,745,985 14.79
BlackRock Inc. 2,576,375 14.79
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 2,385,985 14.40
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,159,136 14.79
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,855,708 14.79
Name Shares PPS
Evoke Wealth, Llc
Trexquant Investment LP
Healthcare Of Ontario Pension Plan Trust Fund
Ironwood Financial, llc
SRS Investment Management, LLC
Magnetar Financial LLC
Metropolitan Life Insurance Co/ny
Walleye Capital LLC
Russell Investments Group, Ltd.
Candlestick Capital Management LP
Cutler Group LP
Providence Equity Partners L.L.C.
Temasek Holdings (Private) Ltd
Citadel Advisors Llc
Caas Capital Management Lp
TCOEX - Tactical Offensive Equity Fund
Ergoteles LLC
Blackstone Group Inc
Teachers Retirement System Of The State Of Kentucky
Raymond James Financial Services Advisors, Inc.
Citadel Advisors Llc
Parkside Financial Bank & Trust
Pittenger & Anderson Inc
Laurion Capital Management LP
Voya Investment Management Llc
Renaissance Technologies Llc
Panagora Asset Management Inc
Pinnacle Wealth Planning Services, Inc.
Westfield Capital Management Co Lp
First Community Trust Na
Blueshift Asset Management, LLC
Susquehanna International Group, Llp
Tudor Investment Corp Et Al
Shellback Capital, LP
Woodline Partners LP
Zurcher Kantonalbank (Zurich Cantonalbank)
Ghisallo Capital Management LLC
Harbour Investments, Inc.
Two Sigma Investments, Lp
Brown Advisory Inc
Qube Research & Technologies Ltd
Weiss Multi-Strategy Advisers LLC
Rokos Capital Management LLP
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Clear Street Markets Llc 3,600
Name Current Calls
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
LNFIX - QS Global Market Neutral Fund Class A
BIVIX - Invenomic Fund Institutional Class shares
NELAX - Nuveen Equity Long/Short Fund Class A
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Private Advisor Group, LLC 10,580 10.87
Allworth Financial LP 9
Parkside Financial Bank & Trust 0
Name Shares PPS
Parkside Financial Bank & Trust
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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