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	78	8.00	7.67	7.77
Previous Quarter	84	8.00	8.14	8.14

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	30	33	3	15	11
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	1	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	3	17	0	9	7
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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	180	0.00	0.00	0	0.00	0.00
Previous Quarter	180	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
DISCIPLINED GROWTH INVESTORS INC /MN	47,983,725
Edenbrook Capital, LLC	40,861,725
JACOBS IAN	33,761,850
Disciplined Growth Investors Inc /mn	2,418,431	8.14
Wellington Management Group Llp	1,655,949	7.60
Edenbrook Capital, LLC	1,264,086	7.60
Kopion Asset Management, LLC	657,979	7.60
Bandera Partners LLC	584,334	7.60
Renaissance Technologies Llc	506,052	7.60
Harber Asset Management Llc	452,768	7.60
Meros Investment Management, LP	282,410	7.60
Pinnacle Associates Ltd	115,650	7.60
Dimensional Fund Advisors Lp	105,887	7.59
Acadian Asset Management Llc	50,423	7.52
Penn Mutual Asset Management, LLC	42,410	7.59
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	40,982	7.83
PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares	36,410	8.13
Millennium Management Llc	32,398	8.15
AFMCX - Acuitas US Microcap Fund Institutional Shares	29,375	7.59
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	27,358	7.82

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
Disciplined Growth Investors Inc /mn	2,418,431	8.14
Wellington Management Group Llp	1,220,567	8.14
Edenbrook Capital, LLC	1,210,562	8.14
Bandera Partners LLC	584,334	8.14
Kopion Asset Management, LLC	560,824	8.14
Renaissance Technologies Llc	519,442	8.14
Harber Asset Management Llc	416,689	8.14
Meros Investment Management, LP	282,819	8.14
Pinnacle Associates Ltd	114,435	8.14
Dimensional Fund Advisors Lp	107,768	8.14
Acadian Asset Management Llc	91,609	8.14
Parallax Volatility Advisers, L.P.	74,947	8.14
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	40,982	11.05
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	37,895	0.42
Penn Mutual Asset Management, LLC	36,410	8.13
PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares	36,410	8.13
Millennium Management Llc	32,398	8.15
RYJ - Invesco Raymond James SB-1 Equity ETF	26,496	11.06
AFMCX - Acuitas US Microcap Fund Institutional Shares	25,866	8.16
Raymond James & Associates	22,417	8.12

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
DISCIPLINED GROWTH INVESTORS INC /MN	47,983,725
JACOBS IAN	33,761,850

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Parallax Volatility Advisers, L.P.	74,947	8.14
Parallax Volatility Advisers, L.P.	74,947	8.14
Susquehanna International Group, Llp	19,800	8.13
Susquehanna International Group, Llp	19,800	8.13
Susquehanna International Group, Llp	19,800	8.13
Grantham, Mayo, Van Otterloo & Co. LLC	16,079	8.15
Jpmorgan Chase & Co	1,101	8.17
Rockefeller Capital Management L.P.	71
Mackenzie Financial Corp
Arrowstreet Capital, Limited Partnership
Campbell & CO Investment Adviser LLC
Sei Investments Co
New York State Common Retirement Fund
Commonwealth Equity Services, Llc
State Of Wisconsin Investment Board
Deutsche Bank Ag\
Acuitas Investments, LLC
Manatuck Hill Partners, LLC
Rice Hall James & Associates, Llc
Quadrant Capital Group Llc
Group One Trading, L.p.
Seizert Capital Partners, Llc
Barclays Plc
Marshall Wace, Llp
QWVOX - Clearwater Small Companies Fund
J.w. Cole Advisors, Inc.
Citadel Advisors Llc
Kestra Private Wealth Services, Llc
Aquatic Capital Management LLC
Parallel Advisors, LLC

Recent Quarter 33 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Edenbrook Capital, LLC	40,861,725		1,210,562	8.14
Wellington Management Group Llp	1,655,949	7.60	1,220,567	8.14
Kopion Asset Management, LLC	657,979	7.60	560,824	8.14
Bandera Partners LLC	584,334	7.60	584,334	8.14
Renaissance Technologies Llc	506,052	7.60	519,442	8.14
Harber Asset Management Llc	452,768	7.60	416,689	8.14
Meros Investment Management, LP	282,410	7.60	282,819	8.14
Pinnacle Associates Ltd	115,650	7.60	114,435	8.14
Dimensional Fund Advisors Lp	105,887	7.59	107,768	8.14
Acadian Asset Management Llc	50,423	7.52	91,609	8.14
Penn Mutual Asset Management, LLC	42,410	7.59	36,410	8.13
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	40,982	7.83	40,982	11.05
AFMCX - Acuitas US Microcap Fund Institutional Shares	29,375	7.59	25,866	8.16
Invesco Ltd.	26,937	7.61	12,864	8.16
RYJ - Invesco Raymond James SB-1 Equity ETF	21,365	7.82	26,496	11.06
Raymond James & Associates	21,233	7.58	22,417	8.12
Morgan Stanley	17,009	7.58	18,044	8.15
Royal Bank Of Canada	16,391	7.63	16,861	8.13
Envestnet Asset Management Inc	15,516	7.61	15,108	8.14
Abundance Wealth Counselors	10,129	7.60	10,004	8.10

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	27,358	7.82	37,895	0.42
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	5,899	7.80	4,997	0.40
Simplex Trading, Llc	2,000	7.50	100

Recent Quarter 15 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Edenbrook Capital, LLC	39,651,163	40,861,725		1,210,562	8.14	3275.43
Wellington Management Group Llp	435,382	1,655,949	7.60	1,220,567	8.14	35.67
Kopion Asset Management, LLC	97,155	657,979	7.60	560,824	8.14	17.32
Harber Asset Management Llc	36,079	452,768	7.60	416,689	8.14	8.66
Invesco Ltd.	14,073	26,937	7.61	12,864	8.16	109.40
Penn Mutual Asset Management, LLC	6,000	42,410	7.59	36,410	8.13	16.48
AFMCX - Acuitas US Microcap Fund Institutional Shares	3,509	29,375	7.59	25,866	8.16	13.57
Pinnacle Associates Ltd	1,215	115,650	7.60	114,435	8.14	1.06
Tower Research Capital LLC (TRC)	1,142	2,204	7.71	1,062	8.47	107.53
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	902	5,899	7.80	4,997	0.40	18.05
Envestnet Asset Management Inc	408	15,516	7.61	15,108	8.14	2.70
UBS Group AG	400	1,000	8.00	600	8.33	66.67
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF	294	515	7.77	221	9.05	133.03
Advisor Group Holdings, Inc.	294	2,262	7.96	1,968	8.13	14.94
Abundance Wealth Counselors	125	10,129	7.60	10,004	8.10	1.25

Recent Quarter 11 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Acadian Asset Management Llc	41,186	50,423	7.52	91,609	8.14	-44.96
Renaissance Technologies Llc	13,390	506,052	7.60	519,442	8.14	-2.58
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	10,537	27,358	7.82	37,895	0.42	-27.81
Russell Investments Group, Ltd.	8,220	7,406	7.43	15,626	8.06	-52.60
RYJ - Invesco Raymond James SB-1 Equity ETF	5,131	21,365	7.82	26,496	11.06	-19.37
Dimensional Fund Advisors Lp	1,881	105,887	7.59	107,768	8.14	-1.75
Raymond James & Associates	1,184	21,233	7.58	22,417	8.12	-5.28
Morgan Stanley	1,035	17,009	7.58	18,044	8.15	-5.74
Bank Of America Corp /de/	559	3,000	7.67	3,559	8.15	-15.71
Royal Bank Of Canada	470	16,391	7.63	16,861	8.13	-2.79
Meros Investment Management, LP	409	282,410	7.60	282,819	8.14	-0.14

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Parallax Volatility Advisers, L.P.	74,947
Citadel Advisors Llc	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Group One Trading, L.p.	0
Proequities, Inc.	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Simplex Trading, Llc	1,900	2,000	100	1900.00

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 0 New Institutes added position

Name	Shares	PPS

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
Parallax Volatility Advisers, L.P.	74,947	8.14
Jpmorgan Chase & Co	1,101	8.17
Grantham, Mayo, Van Otterloo & Co. LLC	16,079	8.15

Past Week 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Wellington Management Group Llp	1,655,949	7.60	1,220,567	8.14
Edenbrook Capital, LLC	1,264,086	7.60	1,210,562	8.14
Bandera Partners LLC	584,334	7.60	584,334	8.14
Renaissance Technologies Llc	506,052	7.60	519,442	8.14
Harber Asset Management Llc	452,768	7.60	416,689	8.14
Meros Investment Management, LP	282,410	7.60	282,819	8.14
Dimensional Fund Advisors Lp	105,887	7.59	107,768	8.14
Acadian Asset Management Llc	50,423	7.52	91,609	8.14
Penn Mutual Asset Management, LLC	42,410	7.59	36,410	8.13
Invesco Ltd.	26,937	7.61	12,864	8.16
Morgan Stanley	17,009	7.58	18,044	8.15
Royal Bank Of Canada	16,391	7.63	16,861	8.13
Envestnet Asset Management Inc	15,516	7.61	15,108	8.14
Bank Of America Corp /de/	3,000	7.67	3,559	8.15
Advisor Group Holdings, Inc.	2,262	7.96	1,968	8.13
Tower Research Capital LLC (TRC)	2,204	7.71	1,062	8.47
UBS Group AG	1,000	8.00	600	8.33

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 9 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wellington Management Group Llp	435,382	1,655,949	7.60	1,220,567	8.14	35.67
Edenbrook Capital, LLC	53,524	1,264,086	7.60	1,210,562	8.14	4.42
Harber Asset Management Llc	36,079	452,768	7.60	416,689	8.14	8.66
Invesco Ltd.	14,073	26,937	7.61	12,864	8.16	109.40
Penn Mutual Asset Management, LLC	6,000	42,410	7.59	36,410	8.13	16.48
Tower Research Capital LLC (TRC)	1,142	2,204	7.71	1,062	8.47	107.53
Envestnet Asset Management Inc	408	15,516	7.61	15,108	8.14	2.70
UBS Group AG	400	1,000	8.00	600	8.33	66.67
Advisor Group Holdings, Inc.	294	2,262	7.96	1,968	8.13	14.94

Past Week 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Acadian Asset Management Llc	41,186	50,423	7.52	91,609	8.14	-44.96
Renaissance Technologies Llc	13,390	506,052	7.60	519,442	8.14	-2.58
Dimensional Fund Advisors Lp	1,881	105,887	7.59	107,768	8.14	-1.75
Morgan Stanley	1,035	17,009	7.58	18,044	8.15	-5.74
Bank Of America Corp /de/	559	3,000	7.67	3,559	8.15	-15.71
Royal Bank Of Canada	470	16,391	7.63	16,861	8.13	-2.79
Meros Investment Management, LP	409	282,410	7.60	282,819	8.14	-0.14

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Susquehanna International Group, Llp	19,800

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