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 374 51.00 52.92 51.13
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 361 45 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 4 2 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 9 0 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 4,105,492 13.84 26.55 2,478,458 8.36 52.51
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
ALGER ASSOCIATES INC 3,174,023
Fred Alger Management, Llc 3,174,023 52.93
Capital Research Global Investors 2,699,774 52.93
UBS ASSET MANAGEMENT AMERICAS INC 2,405,620
SMCWX - SMALLCAP WORLD FUND INC Class A 2,364,506 52.93
Capital Research Global Investors 2,179,882
BlackRock Inc. 2,056,565 52.93
BlackRock Inc. 2,045,847
Ubs Asset Management Americas Inc 1,714,314 52.93
Vanguard Group Inc 1,276,059 52.93
Truist Financial Corp 1,217,600 33.76
ALMAX - Alger Weatherbie Specialized Growth Fund Class A 1,184,288 45.37
Champlain Investment Partners, LLC 934,050 52.93
Driehaus Capital Management Llc 778,013 52.93
Blair William & Co/il 744,018 52.93
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 728,500 45.37
Federated Hermes, Inc. 728,500 52.93
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 693,096 52.93
Bamco Inc /ny/ 651,537 52.93
William Blair Investment Management, Llc 609,894 52.93

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
Fred Alger Management, Llc 3,174,023 52.93
ALGER ASSOCIATES INC 3,174,023
Capital Research Global Investors 2,699,774 52.93
UBS ASSET MANAGEMENT AMERICAS INC 2,405,620
SMCWX - SMALLCAP WORLD FUND INC Class A 2,364,506 52.93
BlackRock Inc. 2,056,565 52.93
Ubs Asset Management Americas Inc 1,714,314 52.93
Vanguard Group Inc 1,276,059 52.93
Truist Financial Corp 1,217,600 33.76
ALMAX - Alger Weatherbie Specialized Growth Fund Class A 1,184,288 45.37
Champlain Investment Partners, LLC 934,050 52.93
Driehaus Capital Management Llc 778,013 52.93
Blair William & Co/il 744,018 52.93
Federated Hermes, Inc. 728,500 52.93
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 728,500 45.37
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 693,096 52.93
Bamco Inc /ny/ 651,537 52.93
William Blair Investment Management, Llc 609,894 52.93
IWM - iShares Russell 2000 ETF 600,164 52.93
BDFFX - BARON DISCOVERY FUND 599,642 52.93
Name Shares PPS
Magnetar Financial LLC
PEAK6 Investments LLC
Los Angeles Capital Management Llc
SG Americas Securities, LLC
C M Bidwell & Associates Ltd
FORA Capital, LLC
Steward Partners Investment Advisory, Llc
Ghisallo Capital Management LLC
Assenagon Asset Management S.A.
Millrace Asset Group, Inc.
Victory Capital Management Inc
Voloridge Investment Management, Llc
Pinz Capital Management, LP
Scopus Asset Management, L.p.
Lombard Odier Asset Management (USA) Corp
Atria Investments Llc
Point72 Hong Kong Ltd
SG3 Management, LLC
Cetera Investment Advisers
Schonfeld Strategic Advisors LLC
Us Bancorp \de\
Prelude Capital Management, Llc
EAM Global Investors LLC
Islet Management, LP
Hudson Bay Capital Management LP
Scopus Asset Management, L.p.
First Manhattan Co
Canada Pension Plan Investment Board
Phoenix Holdings Ltd.
Susquehanna International Group, Llp
YHB Investment Advisors, Inc.
ArrowMark Colorado Holdings LLC
Discovery Capital Management, Llc / Ct
Point72 Asset Management, L.P.
Tudor Investment Corp Et Al
Mach-1 Financial Group, Inc.
Qube Research & Technologies Ltd
Element Capital Management Llc
Pensionmark Financial Group, Llc
EAM Investors, LLC
Quantbot Technologies LP
Caas Capital Management Lp
Laurion Capital Management LP
Alyeska Investment Group, L.P.
Monashee Investment Management LLC
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
Susquehanna International Group, Llp 15,200
D. E. Shaw & Co., Inc. 10,000
Jane Street Group, Llc 7,300
PEAK6 Investments LLC 5,100
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
BIVIX - Invenomic Fund Institutional Class shares
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
Truist Financial Corp 1,217,600 33.76
Granite Investment Partners, LLC 514,827 33.76
Naviter Wealth, LLC 229,603 33.76
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 96,693 40.51
Artemis Investment Management LLP 47,836 33.80
Conestoga Capital Advisors, LLC 33,035 33.75
Shufro Rose & Co Llc 9,031 33.77
Wooster Corthell Wealth Management, Inc. 7,185 33.82
TCI Wealth Advisors, Inc. 97 30.93
Name Shares PPS
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