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	116	41.00	39.23	41.12
Previous Quarter	111	37.00	39.20	36.58

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	9	12	1	21	4	2
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	1	0	1	2	1	2
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	82,252	1.13	39.23	356,996	4.92	39.22
Previous Quarter	82,252	1.13	39.23	356,996	4.92	39.22

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
Fmr Llc	838,665	39.22
FMR LLC	830,225
RANKIN ALFRED M ET AL	661,630
FLPSX - Fidelity Low-Priced Stock Fund	526,284	46.08
Abigail II, LLC	484,148
DIMENSIONAL FUND ADVISORS LP	432,695
Dimensional Fund Advisors Lp	431,931	39.22
Renaissance Technologies Llc	263,415	39.22
RENAISSANCE TECHNOLOGIES LLC	247,818
Vanguard Group Inc	178,934	39.22
FDMLX - Fidelity Series Intrinsic Opportunities Fund	173,109	46.08
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	145,129	46.08
Prescott Group Capital Management, L.l.c.	122,791	39.22
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	111,685	39.22
BlackRock Inc.	82,252	39.23
Lsv Asset Management	70,040	39.22
Bridgeway Capital Management Inc	61,465	39.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares	59,884	39.23
FLKSX - Fidelity Low-Priced Stock K6 Fund	58,918	46.08
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	52,892	46.08

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
Fmr Llc	838,665	39.22
FLPSX - Fidelity Low-Priced Stock Fund	523,058	30.50
Dimensional Fund Advisors Lp	431,931	39.22
Renaissance Technologies Llc	263,415	39.22
Vanguard Group Inc	178,934	39.22
FDMLX - Fidelity Series Intrinsic Opportunities Fund	173,109	30.50
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	145,129	30.50
Prescott Group Capital Management, L.l.c.	122,791	39.22
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	111,685	39.22
BlackRock Inc.	82,252	39.23
Lsv Asset Management	70,040	39.22
Bridgeway Capital Management Inc	61,465	39.23
VEXMX - Vanguard Extended Market Index Fund Investor Shares	59,884	39.23
FLKSX - Fidelity Low-Priced Stock K6 Fund	56,953	30.50
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	52,892	30.50
DFSTX - U.s. Small Cap Portfolio - Institutional Class	45,889	30.51
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	40,634	30.49
Geode Capital Management, Llc	35,570	39.22
Bank of New York Mellon Corp	30,462	39.20
UBS Group AG	30,210	39.23

Recent Quarter Analysis

Recent Quarter 9 New Institutes added position

Name	Shares	PPS
FMR LLC	830,225
RANKIN ALFRED M ET AL	661,630
Abigail II, LLC	484,148
DIMENSIONAL FUND ADVISORS LP	432,695
RENAISSANCE TECHNOLOGIES LLC	247,818
SWTSX - Schwab Total Stock Market Index Fund	1,966	46.29
Dorsey Wright & Associates	1,000	38.00
AdvisorNet Financial, Inc	55	36.36
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	12	83.33

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
Tibra Equities Europe Ltd
Barrow Hanley Mewhinney & Strauss Llc
Farmers & Merchants Investments Inc
Charles Schwab Investment Management Inc
Ergoteles LLC
Hrt Financial Lp
Proequities, Inc.
Barclays Plc
Magnolia Group, Llc
Pnc Financial Services Group, Inc.
Jacobs Levy Equity Management, Inc
Delphia (USA) Inc.

Recent Quarter 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Denali Advisors Llc	2,900	37.93	2,500	39.20

Recent Quarter 21 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FLPSX - Fidelity Low-Priced Stock Fund	526,284	46.08	523,058	30.50
FDMLX - Fidelity Series Intrinsic Opportunities Fund	173,109	46.08	173,109	30.50
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	145,129	46.08	145,129	30.50
FLKSX - Fidelity Low-Priced Stock K6 Fund	58,918	46.08	56,953	30.50
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	52,892	46.08	52,892	30.50
DFSTX - U.s. Small Cap Portfolio - Institutional Class	45,889	46.09	45,889	30.51
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	40,634	46.07	40,634	30.49
DFAT - Dimensional U.S. Targeted Value ETF	30,907	46.07	27,199	30.52
DFAS - Dimensional U.S. Small Cap ETF	13,974	46.09	13,974	30.49
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	13,931	46.08	13,931	30.51
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	11,718	46.08	11,718	30.47
DFAC - Dimensional U.S. Core Equity 2 ETF	7,344	46.02	7,344	30.50
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	6,859	46.07	6,859	30.47
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii	6,832	46.11	6,832	30.44
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio	2,143	46.20	2,143	30.33
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class	800	46.25	800	30.00
FFNPX - Fidelity Flex Intrinsic Opportunities Fund	482	45.64	482	31.12
Byrne Asset Management LLC	300	40.00	1,160	38.79
DFUS - Dimensional U.S. Equity ETF	287	45.30	287	31.36
DFAU - Dimensional US Core Equity Market ETF	68	44.12	68	29.41

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFAT - Dimensional U.S. Targeted Value ETF	3,708	30,907	46.07	27,199	30.52	13.63
FLPSX - Fidelity Low-Priced Stock Fund	3,226	526,284	46.08	523,058	30.50	0.62
FLKSX - Fidelity Low-Priced Stock K6 Fund	1,965	58,918	46.08	56,953	30.50	3.45
Denali Advisors Llc	400	2,900	37.93	2,500	39.20	16.00

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Byrne Asset Management LLC	860	300	40.00	1,160	38.79	-74.14
Ellevest, Inc.	34	22	45.45	56	35.71	-60.71

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 1 New Institutes added position

Name	Shares	PPS
Dorsey Wright & Associates	1,000	38.00

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Denali Advisors Llc	2,900	37.93	2,500	39.20

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Byrne Asset Management LLC	300	40.00	1,160	38.79
Ellevest, Inc.	22	45.45	56	35.71

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Denali Advisors Llc	400	2,900	37.93	2,500	39.20	16.00

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Byrne Asset Management LLC	860	300	40.00	1,160	38.79	-74.14
Ellevest, Inc.	34	22	45.45	56	35.71	-60.71

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