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	29	10.00	9.99	9.98
Previous Quarter	47	10.00	10.03	10.05

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	39	4	0	2	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	0	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	0	0.00	0.00	0	0.00	0.00
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
WELLINGTON MANAGEMENT GROUP LLP	1,847,443
Hartree Partners, LP	1,727,205
HGHAX - THE HARTFORD HEALTHCARE FUND Class A	360,463	10.00
HIAHX - Hartford Healthcare Hls Fund Ia	45,130	10.04
Hrt Financial Lp	43,415	9.79
USSCX - Science & Technology Fund Shares	8,811	9.99
Integrity Capital Management (HK) Ltd	4,700	9.79
Tower Research Capital LLC (TRC)	215	9.30
UBS Group AG	100	10.00
Deerfield Management Company, L.p. (series C)	1
Ancora Advisors, LLC	0
Magnetar Financial LLC	0
Zeke Capital Advisors, Llc	0
Weiss Strategic Interval Fund	0
Marshall Wace, Llp	0
Bank Of America Corp /de/	0
MSD Partners, L.P.	0
Morgan Stanley	0
Virtu Financial LLC	0
Citadel Advisors Llc	0

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
Wellington Management Group Llp	1,847,443	10.03
MSD Partners, L.P.	400,000	10.03
HGHAX - THE HARTFORD HEALTHCARE FUND Class A	366,004	10.22
Gilder Gagnon Howe & Co Llc	310,224	10.03
Bracebridge Capital, LLC	296,572	10.03
Zeke Capital Advisors, Llc	200,000	10.03
Magnetar Financial LLC	75,537	10.03
Virtu Financial LLC	61,500	10.03
HIAHX - Hartford Healthcare Hls Fund Ia	45,130	10.04
Hrt Financial Lp	43,415	10.02
Landscape Capital Management, L.l.c.	22,401	10.04
USSCX - Science & Technology Fund Shares	8,945	10.17
UBS Group AG	654	10.70
Tower Research Capital LLC (TRC)	215	9.30
Barometer Capital Management Inc.	0
J. Goldman & Co LP	0
Periscope Capital Inc.	0
Pura Vida Investments, Llc	0
Glazer Capital, Llc	0
Ci Investments Inc.	0

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
WELLINGTON MANAGEMENT GROUP LLP	1,847,443
Integrity Capital Management (HK) Ltd	4,700	9.79

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
Wellington Management Group Llp	1,847,443	10.03
MSD Partners, L.P.	400,000	10.03
Gilder Gagnon Howe & Co Llc	310,224	10.03
Bracebridge Capital, LLC	296,572	10.03
Zeke Capital Advisors, Llc	200,000	10.03
Magnetar Financial LLC	75,537	10.03
Virtu Financial LLC	61,500	10.03
Landscape Capital Management, L.l.c.	22,401	10.04
Barometer Capital Management Inc.
Millennium Management Llc
Weiss Multi-Strategy Advisers LLC
Ci Investments Inc.
Vestcor Inc
K.J. Harrison & Partners Inc
Walleye Capital LLC
Royal Bank Of Canada
MYDA Advisors LLC
Maven Securities LTD
Flow Traders U.s. Llc
Diameter Capital Partners LP
SG3 Management, LLC
Morgan Stanley
TIG Advisors, LLC
Islet Management, LP
Proequities, Inc.
Glazer Capital, Llc
Nomura Holdings Inc
Bank Of America Corp /de/
Citadel Advisors Llc
Pura Vida Investments, Llc
Goldman Sachs Group Inc
J. Goldman & Co LP
Periscope Capital Inc.
Marshall Wace, Llp
Raymond James & Associates
Amtrust Financial Services, Inc.
Ancora Advisors, LLC
Weiss Strategic Interval Fund
Water Island Capital Llc

Recent Quarter 4 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
HGHAX - THE HARTFORD HEALTHCARE FUND Class A	360,463	10.00	366,004	10.22
Hrt Financial Lp	43,415	9.79	43,415	10.02
USSCX - Science & Technology Fund Shares	8,811	9.99	8,945	10.17
UBS Group AG	100	10.00	654	10.70

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Hartree Partners, LP	1,727,205	1,727,205		0		0.00
Deerfield Management Company, L.p. (series C)	1	1		0		0.00

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
HGHAX - THE HARTFORD HEALTHCARE FUND Class A	5,541	360,463	10.00	366,004	10.22	-1.51
UBS Group AG	554	100	10.00	654	10.70	-84.71
USSCX - Science & Technology Fund Shares	134	8,811	9.99	8,945	10.17	-1.50

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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