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 518 41.00 11.04 28.85
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 461 110 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 2 15 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 15 3 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 7,916,192 1.46 6.75 30,562,711 5.63 11.05
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
Granite Ventures Ii L P 54,382,234
Gardner Jason M. 51,611,083
ICONIQ Strategic Partners III, L.P. 42,390,165
Capital Research Global Investors 37,142,171 11.04
HMI Capital Management, L.P. 25,624,524 11.04
HMI Capital Management, L.P. 23,774,524
Discover Financial Services 17,862,152
LONE PINE CAPITAL LLC 17,476,795
Lone Pine Capital Llc 16,609,826 11.04
ALGER ASSOCIATES INC 15,638,464
Vanguard Group Inc 15,582,276 11.04
Fred Alger Management, Llc 13,132,783 11.04
Visa Inc. 12,444,690 11.04
Vitruvian Partners LLP 10,766,183 8.11
SMCWX - SMALLCAP WORLD FUND INC Class A 10,588,681 11.04
ANEFX - NEW ECONOMY FUND Class A 9,278,282 11.73
AMCPX - AMCAP FUND Class A 9,121,819 11.73
Industry Ventures, L.L.C. 8,781,666 8.11
Franklin Resources Inc 8,588,268 11.04
Echo Street Capital Management LLC 7,717,780 11.04

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
Granite Ventures Ii L P 54,382,234
Gardner Jason M. 51,611,083
ICONIQ Strategic Partners III, L.P. 42,390,165
Capital Research Global Investors 37,142,171 11.04
HMI Capital Management, L.P. 25,624,524 11.04
Discover Financial Services 17,862,152
LONE PINE CAPITAL LLC 17,476,795
Lone Pine Capital Llc 16,609,826 11.04
ALGER ASSOCIATES INC 15,638,464
Vanguard Group Inc 15,582,276 11.04
Fred Alger Management, Llc 13,132,783 11.04
Visa Inc. 12,444,690 11.04
Vitruvian Partners LLP 10,766,183 8.11
SMCWX - SMALLCAP WORLD FUND INC Class A 10,588,681 11.04
ANEFX - NEW ECONOMY FUND Class A 9,278,282 11.73
AMCPX - AMCAP FUND Class A 9,121,819 11.73
Industry Ventures, L.L.C. 8,781,666 8.11
Franklin Resources Inc 8,588,268 11.04
Echo Street Capital Management LLC 7,717,780 11.04
AGTHX - GROWTH FUND OF AMERICA Class A 7,268,518 11.73
Name Shares PPS
Soros Fund Management Llc
Transform Wealth, LLC
Hsbc Holdings Plc
Schusterman Interests, LLC
Standard Life Aberdeen plc
Sterling Investment Advisors, Ltd.
FTLS - First Trust Long/Short Equity ETF
Pathstone Family Office, Llc
Tudor Investment Corp Et Al
FNY Investment Advisers, LLC
Nomura Holdings Inc
Jefferies Group LLC
TrinityPoint Wealth, LLC
Jefferies Group LLC
Steadfast Capital Management (UK) Ltd.
Canton Hathaway, LLC
Sculptor Capital LP
Aaron Wealth Advisors LLC
Botty Investors LLC
Euclidean Capital LLC
Bluefin Capital Management, Llc
Bank Of America Corp /de/
Blackstone Group Inc
Phoenix Holdings Ltd.
FRTY - Alger Mid Cap 40 ETF
Belvedere Trading LLC
Agf Investments Inc.
PEAK6 Investments LLC
Jackson Square Partners, LLC
Weiss Multi-Strategy Advisers LLC
BNGLX - Ubs Global Allocation Fund Class A
Amundi
Steadfast Capital Management Lp
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
Jefferies Group LLC
Gilder Gagnon Howe & Co Llc
Davidson Kempner Capital Management Lp
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
Koshinski Asset Management, Inc.
Marshall Wace, Llp
Snowden Capital Advisors LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Ghisallo Capital Management LLC
Trustees of Princeton University
LPL Financial LLC
Massachusetts Institute Of Technology
Gsa Capital Partners Llp
Norges Bank
Eaton Vance Management
Victory Capital Management Inc
Brookfield Asset Management Inc.
Octavia Wealth Advisors, LLC
Money Concepts Capital Corp
Collaborative Holdings Management LP
Triumph Capital Management
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A
Belvedere Trading LLC
Summit Trail Advisors, Llc
Ellevest, Inc.
Sowell Financial Services LLC
Man Group plc
Wellington Management Group Llp
Caption Management, LLC
Walleye Trading LLC
Paloma Partners Management Co
Artisan Partners Limited Partnership
Bayesian Capital Management, LP
Mystic Asset Management, Inc.
UBS Group AG
Rokos Capital Management LLP
Cwm, Llc
Kerrisdale Advisers, LLC
Islet Management, LP
Financial Management Professionals, Inc.
Sugarloaf Wealth Management, LLC
Cherrydale Wealth Management, Llc
Engine No. 1 Llc
Coatue Management Llc
Sumitomo Mitsui Trust Holdings, Inc.
Dragoneer Investment Group, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
GGRW - Gabelli Growth Innovators ETF
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
Gainplan LLC
PEAK6 Investments LLC
HN Saltoro Capital, LP
FirstPurpose Wealth LLC
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio
PLBBX - Plumb Balanced Fund
Lord, Abbett & Co. Llc
Paragon Capital Management Ltd
Harel Insurance Investments & Financial Services Ltd.
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Dumac, Inc.
Virtu Financial LLC
Symmetry Investments LP
First Trust Advisors Lp
IHT Wealth Management, LLC
Shay Capital LLC
SeaTown Holdings Pte. Ltd.
Wisconsin Capital Management Llc
Banque Cantonale Vaudoise
Interval Partners, LP
Crawford Lake Capital Management, LLC
Weiss Multi-Strategy Advisers LLC
Jennison Associates Llc
Pentwater Capital Management LP
Janney Montgomery Scott LLC
Resonant Capital Advisors, LLC
Tiger Global 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
Parallax Volatility Advisers, L.P. 126,500
Jefferies Group LLC 0
Name Current Calls
Goldman Sachs Group Inc 1,850,000
Susquehanna International Group, Llp 1,492,800
Islet Management, LP 1,000,000
Wolverine Trading, Llc 909,500
Nomura Holdings Inc 882,700
Jane Street Group, Llc 785,700
Caption Management, LLC 369,800
D. E. Shaw & Co., Inc. 240,000
Bluefin Capital Management, Llc 216,200
Walleye Trading LLC 171,700
Symmetry Peak Management Llc 150,000
North Fourth Asset Management, LP 85,000
Cutler Group LP 58,600
Weiss Multi-Strategy Advisers LLC 0
Belvedere Trading LLC 0
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Allspring Global Investments Holdings, LLC 3,321,040 8.11
Artemis Investment Management LLP 2,803,153 8.13
SCHA - Schwab U.S. Small-Cap ETF 926,873 10.47
Strs Ohio 142,300 8.11
SCHB - Schwab U.S. Broad Market ETF 117,559 10.47
Truist Financial Corp 17,989 8.12
PSMHX - Small-MidCap Growth Fund Institutional 11,294 10.45
ETPA - Tortoise Digital Payments Infrastructure Fund 6,151 10.40
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 3,069 10.43
Geneos Wealth Management Inc. 500 8.00
Washington Trust Advisors, Inc. 406 7.39
Hc Financial Advisors Inc 185 10.81
Canton Hathaway, LLC 0
Aaron Wealth Advisors LLC 0
Belvedere Trading LLC 0
Name Shares PPS
Canton Hathaway, LLC
Aaron Wealth Advisors LLC
Belvedere Trading 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
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