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 1,068 52.00 23.22 23.51
Previous Quarter 1,053 25.00 27.23 26.07

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 92 247 491 220 294 301
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 3 5 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 2 0 1 2 4 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 14 0 183 4 63 82
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 1

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 43,329,779 0.00 0.00 69,819,911 0.00 0.00
Previous Quarter 21,577,377 0.00 0.00 86,240,641 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
Windacre Partnership Llc 98,190,100 23.22
WINDACRE PARTNERSHIP LLC 98,186,880
VANGUARD GROUP INC 44,593,436
Vanguard Group Inc 35,354,705 23.22
BlackRock Inc. 21,738,026 23.22
BlackRock Inc. 21,302,288
NOMURA HOLDINGS INC 18,046,788
Elliott Investment Management L.P. 16,600,000 23.22
Nomura Holdings Inc 15,894,688 23.61
FMR LLC 13,669,365
State Street Corp 11,927,185 23.22
Clarkston Capital Partners, LLC 10,602,937
Clarkston Capital Partners, LLC 10,543,152 23.22
Fmr Llc 8,863,217 23.22
VFINX - Vanguard 500 Index Fund Investor Shares 7,955,967 23.22
Goldman Sachs Group Inc 7,440,864 23.22
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 7,412,310 23.22
Geode Capital Management, Llc 6,959,884 23.20
NAESX - Vanguard Small-Cap Index Fund Investor Shares 6,356,994 23.22
Segantii Capital Management Ltd 5,997,331 23.22

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
Vanguard Group Inc 43,345,467 27.24
Windacre Partnership Llc 34,555,300 27.24
BlackRock Inc. 21,549,580 27.24
Clarkston Capital Partners, LLC 21,414,445 27.24
Fmr Llc 21,204,886 27.24
Nomura Holdings Inc 17,554,127 27.32
Elliott Investment Management L.P. 16,600,000 27.24
FBALX - Fidelity Balanced Fund 12,630,085 17.42
Pentwater Capital Management LP 12,364,540 27.24
State Street Corp 12,181,420 27.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 10,365,161 27.24
NAESX - Vanguard Small-Cap Index Fund Investor Shares 8,998,311 27.24
VFINX - Vanguard 500 Index Fund Investor Shares 7,851,997 27.24
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 7,464,921 18.86
Goldman Sachs Group Inc 7,408,083 27.24
Geode Capital Management, Llc 7,059,048 27.20
Price T Rowe Associates Inc /md/ 6,821,098 27.24
Ariel Investments, Llc 6,755,059 27.24
Lazard Asset Management Llc 6,453,150 27.24
CFSMX - Clarkston Partners Fund Founders Class 6,452,000 27.24

 

Recent Quarter Analysis

Name Shares PPS
WINDACRE PARTNERSHIP LLC 98,186,880
VANGUARD GROUP INC 44,593,436
NOMURA HOLDINGS INC 18,046,788
FMR LLC 13,669,365
MORGAN STANLEY 2,120,841
MNA - IQ Merger Arbitrage ETF 1,631,906 26.81
New York Life Investment Management Llc 1,558,299 23.22
ARBFX - ARBITRAGE FUND Class R 1,526,980 25.56
TEQIX - Franklin Mutual Quest Fund Class A 1,452,324 23.22
Vivaldi Asset Management, LLC 1,247,222 23.22
VARAX - Vivaldi Merger Arbitrage Fund Class A Shares 1,201,192 23.22
Whitebox Advisors Llc 861,500 23.22
Palliser Capital (UK) Ltd 646,900 23.22
GIMFX - GMO Implementation Fund 551,676 25.56
GABELLI & Co INVESTMENT ADVISERS, INC. 515,100 23.22
CVSIX - Calamos Market Neutral Income Fund Class A 426,734 26.81
Two Sigma Investments, Lp 384,949 23.22
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 335,082 26.81
Hotchkis & Wiley Capital Management Llc 329,200 23.22
Magnetar Financial LLC 308,422 23.22
Name Shares PPS
Nomura Holdings Inc 17,554,127 27.32
Nomura Holdings Inc 17,554,127 27.32
Pentwater Capital Management LP 12,364,540 27.24
Goldman Sachs Group Inc 7,408,083 27.24
Goldman Sachs Group Inc 7,408,083 27.24
Ariel Investments, Llc 6,755,059 27.24
Barclays Plc 4,997,423 27.24
TIG Advisors, LLC 3,449,080 27.24
Glazer Capital, Llc 3,000,000 27.24
Jpmorgan Chase & Co 1,143,992 27.24
Axa S.a. 1,047,800 27.24
FSOAX - Fidelity Advisor Value Strategies Class A 978,000 17.42
Group One Trading, L.p. 871,500 27.24
Bank Of America Corp /de/ 842,518 27.24
Picton Mahoney Asset Management 825,000 27.24
Renaissance Technologies Llc 641,000 27.24
Millennium Management Llc 634,400 27.24
Twin Securities, Inc. 628,651 27.24
Twin Securities, Inc. 628,651 27.24
Twin Securities, Inc. 628,651 27.24
Robeco Institutional Asset Management B.V. 616,898 27.24
VSCAX - Invesco Small Cap Value Fund Class A 615,000 18.86
Kiltearn Partners LLP 598,696 27.24
Melqart Asset Management (uk) Ltd 579,000 27.24
VVOAX - Invesco Value Opportunities Fund Class A 467,100 18.86
Tudor Investment Corp Et Al 450,000 27.24
P Schoenfeld Asset Management Lp 423,413 27.24
Verition Fund Management LLC 397,846 27.24
Verition Fund Management LLC 397,846 27.24
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 299,937 20.51
Bardin Hill Management Partners Lp 285,557 27.24
FSTRX - Federated MDT Large Cap Value Fund Class A Shares 279,099 18.86
GABELLI & Co INVESTMENT ADVISERS, INC. 254,100 27.24
Ensign Peak Advisors, Inc 251,355 27.24
DLD Asset Management, LP 250,000 27.24
FSWCX - Fidelity SAI U.S. Value Index Fund 214,985 18.86
Caption Management, LLC 202,200 27.25
Vestcor Inc 200,000 27.24
Cloverfields Capital Group, Lp 155,723 27.24
FALCX - Strategic Advisers Large Cap Fund 137,605 17.42
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 102,300 27.24
Kepos Capital LP 100,000 27.24
Wolverine Trading, Llc 88,400 27.02
Wolverine Trading, Llc 88,400 27.02
CSM - ProShares Large Cap Core Plus 85,267 17.42
HAP Trading, LLC 83,700 0.06
HAP Trading, LLC 83,700 0.06
Harvest Management Llc 82,500 27.24
Moore Capital Management, Lp 80,000 27.24
Balyasny Asset Management Llc 77,500 27.24
Cinctive Capital Management LP 75,000 27.24
Holocene Advisors, LP 61,700 27.24
Clear Street Markets Llc 60,000 27.23
Virtu Financial LLC 50,969 27.23
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares 50,156 18.86
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 42,515 19.19
Belvedere Trading LLC 38,112 27.05
Belvedere Trading LLC 38,112 27.05
Banque Pictet & Cie Sa 35,000 27.23
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 32,322 17.42
Quantbot Technologies LP 31,484 27.22
Shay Capital LLC 31,000 27.23
Sei Investments Co 30,011 27.39
Sagefield Capital LP 20,000 27.25
qPULA Trading Management LP 19,944 27.23
TCOEX - Tactical Offensive Equity Fund 18,800 18.88
K2 Principal Fund, L.p. 18,400 27.23
PTLC - Pacer Trendpilot US Large Cap ETF 18,049 18.84
FFMVX - Fidelity Flex Mid Cap Value Fund 17,308 18.84
Boothbay Fund Management, Llc 17,079 27.23
Regions Financial Corp 16,660 27.25
American Century Companies Inc 16,499 27.21
World Asset Management Inc 14,262 19.21
Aquatic Capital Management LLC 14,200 27.25
Bridgefront Capital, LLC 13,523 27.21
JHCS - John Hancock Multifactor Media and Communications ETF 12,922 18.88
JHML - John Hancock Multifactor Large Cap ETF 12,334 18.89
Mercer Global Advisors Inc /adv 11,510 27.28
Laurion Capital Management LP 11,100 27.21
XR Securities LLC 11,100 2.52
Seven Eight Capital, Lp 10,902 27.24
Andesa Financial Management Inc. 9,346 27.28
Horizon Investments, LLC 8,941 27.29
CVAR - Cultivar ETF 8,510 18.80
Kestra Advisory Services, LLC 8,342
Systematic Alpha Investments, LLC 8,100 27.28
Gateway Investment Advisers Llc 8,057 27.18
Raymond James Financial Services Advisors, Inc. 7,607 27.21
Apollon Wealth Management, LLC 7,427 27.20
ARAAX - Horizon Active Risk Assist Fund Advisor Class 5,982 17.39
TLARX - Transamerica Large Core R 4,036 18.83
State of Wyoming 3,669 27.26
Banque Cantonale Vaudoise 2,347 27.27
XVV - iShares ESG Screened S&P 500 ETF 2,332 27.44
IFP Advisors, Inc 2,170 30.41
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 2,113 18.93
Repertoire Partners LP 1,000 27.00
Berman Capital Advisors, LLC 989 18.20
AAWVX - MID CAP CORE EQUITY FUND CLASS A 949 17.91
USVT - US VALUE ETF 828 16.91
Beaird Harris Wealth Management, LLC 250 28.00
Fieldpoint Private Securities, LLC 175 28.57
MUFG Americas Holdings Corp 174 28.74
Cordant, Inc. 150 26.67
Geneos Wealth Management Inc. 68 14.71
Tarbox Family Office, Inc. 43 23.26
Tcwp Llc 21
TRPL - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 18
NSFGX - Natixis Sustainable Future 2035 Fund Class N
K.J. Harrison & Partners Inc
Golden Gate Private Equity, Inc.
Amplius Wealth Advisors, LLC
Alphasimplex Group, Llc
PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
Capital Advisors, Ltd. LLC
NSFLX - Natixis Sustainable Future 2055 Fund Class N
TQMVX - T. Rowe Price QM U.S. Value Equity Fund
Gemmer Asset Management LLC
GSSFX - Gotham Short Strategies Fund Institutional Class
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
Brahman Capital Corp.
Gulf International Bank (UK) Ltd
Harvest Fund Management Co., Ltd
IYJ - iShares U.S. Industrials ETF
FSCFX - Strategic Advisers Small-Mid Cap Fund
Dark Forest Capital Management Lp
River Road Asset Management, LLC
Cigna Investments Inc /new
PWS - Pacer WealthShield ETF
Bellwether Advisors, LLC
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I
Carroll Financial Associates, Inc.
GFSYX - Strategic Alternatives Fund Institutional
PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
VFMF - Vanguard U.S. Multifactor ETF ETF Shares
Wasatch Advisors Inc
NSFMX - Natixis Sustainable Future 2060 Fund Class N
Paloma Partners Management Co
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
Byrne Asset Management LLC
Teza Capital Management LLC
ARSMX - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES
Blue Door Asset Management, LLC
Echo Street Capital Management LLC
NSFKX - Natixis Sustainable Future 2050 Fund Class N
Barrow Hanley Mewhinney & Strauss Llc
GDLFX - Gotham Defensive Long 500 Fund Institutional Class
Occudo Quantitative Strategies Lp
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
Cassady Schiller Wealth Management, LLC
Putnam Investments Llc
Resolute Advisors LLC
TCI Wealth Advisors, Inc.
FFILX - FormulaFolios US Equity Fund Institutional Class
USS Investment Management Ltd
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
Acadian Asset Management Llc
NSFBX - Natixis Sustainable Future 2015 Fund Class N
Engineers Gate Manager LP
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
NSFJX - Natixis Sustainable Future 2045 Fund Class N
Voloridge Investment Management, Llc
WBIF - WBI BullBear Value 3000 ETF
GTAPX - Quantitative U.S. Long/Short Equity Portfolio
Advantage Advisers Xanthus Fund, L.l.c.
Ossiam
Agf Investments Inc.
Twinbeech Capital Lp
Oak Thistle LLC
GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
PLRG - Principal U.S. Large-Cap Adaptive Multi-Factor ETF
Gerber Kawasaki Wealth & Investment Management
Jupiter Asset Management Ltd
Personal Wealth Partners
AFLG - First Trust Active Factor Large Cap ETF
Salem Investment Counselors Inc
Snowden Capital Advisors LLC
Intact Investment Management Inc.
MXMVX - Great-West Mid Cap Value Fund Investor Class
Capitolis Advisors LLC
Achmea Investment Management B.V.
Royal Fund Management, LLC
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
Alphacrest Capital Management Llc
VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1
NSFEX - Natixis Sustainable Future 2025 Fund Class N
NSFDX - Natixis Sustainable Future 2020 Fund Class N
VFQY - Vanguard U.S. Quality Factor ETF ETF Shares
WestEnd Advisors, LLC
CVA Family Office, LLC
VSEQX - Vanguard Strategic Equity Fund Investor Shares
Dynamic Technology Lab Private Ltd
Zions Bancorporation, N.A.
Sciencast Management LP
OASGX - Optimum Small-mid Cap Growth Fund Class A
BNP Paribas Asset Management Holding S.A.
Wbi Investments, Inc.
PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
MUFG Securities EMEA plc
AGF Investments LLC
Rothschild Asset Management Inc
Kiwi Wealth Investments Limited Partnership
Platinum Investment Management Ltd
Stone Point Wealth LLC
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares
CUSUX - Six Circles U.S. Unconstrained Equity Fund
O'shaughnessy Asset Management, Llc
Private Capital Group, LLC
Man Group plc
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
Y-Intercept (Hong Kong) Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
Cantillon Capital Management Llc
Norges Bank
Machina Capital S.a.s.
NSFHX - Natixis Sustainable Future 2040 Fund Class N
PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares
NSFFX - Natixis Sustainable Future 2030 Fund Class N
WMCVX - Wasatch Small Cap Value Fund Investor Class shares
IBM Retirement Fund
GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
Lapides Asset Management, LLC
GCHDX - Gotham Hedged Core Fund Institutional Class
Lombard Odier Asset Management (Switzerland) SA
Intersect Capital LLC
M&g Investment Management Ltd
GAOAX - JPMorgan Global Allocation Fund Class A
Contravisory Investment Management, Inc.
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
Parallax Volatility Advisers, L.P.
FORA Capital, LLC
Trexquant Investment LP
Maverick Capital Ltd
RLSIX - RiverPark Long/Short Opportunity Fund Institutional Class
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares
Acap Strategic Fund
GDMYX - Defensive Market Strategies Fund Institutional
NOLVX - Northern Large Cap Value Fund
Quantitative Investment Management, LLC
West Bancorporation Inc
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 18.87
BPRRX - Boston Partners Long/Short Research Fund Investor Class 17.42
Name Current Shares Current PPS Previous Shares Previous PPS
Windacre Partnership Llc 98,190,100 23.22 34,555,300 27.24
Vanguard Group Inc 35,354,705 23.22 43,345,467 27.24
BlackRock Inc. 21,738,026 23.22 21,549,580 27.24
Elliott Investment Management L.P. 16,600,000 23.22 16,600,000 27.24
Nomura Holdings Inc 15,894,688 23.61 17,554,127 27.32
State Street Corp 11,927,185 23.22 12,181,420 27.24
Clarkston Capital Partners, LLC 10,602,937 21,414,445 27.24
Fmr Llc 8,863,217 23.22 21,204,886 27.24
VFINX - Vanguard 500 Index Fund Investor Shares 7,955,967 23.22 7,851,997 27.24
Goldman Sachs Group Inc 7,440,864 23.22 7,408,083 27.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 7,412,310 23.22 10,365,161 27.24
Geode Capital Management, Llc 6,959,884 23.20 7,059,048 27.20
NAESX - Vanguard Small-Cap Index Fund Investor Shares 6,356,994 23.22 8,998,311 27.24
Segantii Capital Management Ltd 5,997,331 23.22 2,550,000 27.24
Dimensional Fund Advisors Lp 5,680,274 23.22 5,680,579 27.24
Barclays Plc 4,923,568 23.22 4,997,423 27.24
Invesco Ltd. 4,689,930 23.22 6,256,803 27.24
Lazard Asset Management Llc 4,263,639 23.22 6,453,150 27.24
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 4,202,974 23.22 5,891,901 27.24
Spdr S&p 500 Etf Trust 3,888,209 23.22 3,910,449 27.24
Name Current Shares Current PPS Previous Shares Previous PPS
FXAIX - Fidelity 500 Index Fund 3,782,852 25.56 3,674,399 17.42
RSP - Invesco S&P 500 Equal Weight ETF 3,708,441 26.81 3,180,920 18.86
FBALX - Fidelity Balanced Fund 3,559,172 25.56 12,630,085 17.42
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 3,301,244 26.81 7,464,921 18.86
Hrt Financial Lp 1,463,438 23.22 0
Nuveen Asset Management, LLC 1,409,999 23.22 1,483,040 22.76
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 1,393,629 26.81 1,398,587 18.86
Arrowstreet Capital, Limited Partnership 1,280,696 23.22 0
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,092,240 26.81 1,092,240 18.86
FDVLX - Fidelity Value Fund 937,800 26.81 5,679,300 18.86
FSMDX - Fidelity Mid Cap Index Fund 877,029 26.81 798,446 18.86
SCHM - Schwab U.S. Mid-Cap ETF 871,040 25.56 856,631 17.42
RPV - Invesco S&P 500 Pure Value ETF 804,193 26.81 676,858 18.86
VADCX - Invesco Equally-weighted S&p 500 Fund Class C 756,429 25.56 687,473 17.42
Qube Research & Technologies Ltd 745,214 23.22 0
FSAEX - Fidelity Series All-Sector Equity Fund 743,484 26.81 1,475,284 18.86
SWPPX - Schwab S&P 500 Index Fund 649,679 26.81 640,897 18.86
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 633,041 26.81 633,041 18.86
FABLX - Fidelity Advisor Balanced Fund Class A 588,686 25.56 1,995,242 17.42
FSKAX - Fidelity Total Market Index Fund 575,759 25.56 568,422 17.42
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Windacre Partnership Llc 63,634,800 98,190,100 23.22 34,555,300 27.24 184.15
Segantii Capital Management Ltd 3,447,331 5,997,331 23.22 2,550,000 27.24 135.19
Bank Of Nova Scotia 2,515,140 2,523,829 23.22 8,689 27.28 28946.25
Sand Grove Capital Management LLP 1,685,340 2,526,242 23.22 840,902 27.24 200.42
Millennium Management Llc 1,555,237 2,189,637 23.22 634,400 27.24 245.15
Hrt Financial Lp 1,463,438 1,463,438 23.22 0 0.00
Franklin Resources Inc 1,455,068 1,465,506 23.22 10,438 27.21 13940.10
Arrowstreet Capital, Limited Partnership 1,280,696 1,280,696 23.22 0 0.00
Grantham, Mayo, Van Otterloo & Co. LLC 985,199 2,014,756 23.22 1,029,557 27.24 95.69
Westchester Capital Management, LLC 844,187 1,575,259 23.22 731,072 27.24 115.47
MERFX - The Merger Fund - Investor Class Shares 832,354 1,418,756 23.22 586,402 27.24 141.94
Qube Research & Technologies Ltd 745,214 745,214 23.22 0 0.00
Marshall Wace, Llp 664,722 905,329 23.22 240,607 27.24 276.27
Cnh Partners Llc 658,782 915,541 23.18 256,759 27.24 256.58
Winton Capital Group Ltd 614,758 669,927 23.22 55,169 27.24 1114.32
Morgan Stanley 614,325 2,711,660 23.22 2,097,335 27.24 29.29
Ergoteles LLC 606,811 744,271 23.22 137,460 27.24 441.45
Water Island Capital Llc 561,275 2,487,275 23.22 1,926,000 27.24 29.14
RSP - Invesco S&P 500 Equal Weight ETF 527,521 3,708,441 26.81 3,180,920 18.86 16.58
Calamos Advisors LLC 517,000 647,000 23.22 130,000 27.24 397.69
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Fmr Llc 12,341,669 8,863,217 23.22 21,204,886 27.24 -58.20
Clarkston Capital Partners, LLC 10,811,508 10,602,937 21,414,445 27.24 -50.49
Pentwater Capital Management LP 10,338,040 2,026,500 23.22 12,364,540 27.24 -83.61
FBALX - Fidelity Balanced Fund 9,070,913 3,559,172 25.56 12,630,085 17.42 -71.82
Vanguard Group Inc 7,990,762 35,354,705 23.22 43,345,467 27.24 -18.44
Price T Rowe Associates Inc /md/ 4,951,047 1,870,051 23.22 6,821,098 27.24 -72.58
FDVLX - Fidelity Value Fund 4,741,500 937,800 26.81 5,679,300 18.86 -83.49
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 4,163,677 3,301,244 26.81 7,464,921 18.86 -55.78
CFSMX - Clarkston Partners Fund Founders Class 3,477,000 2,975,000 23.22 6,452,000 27.24 -53.89
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,952,851 7,412,310 23.22 10,365,161 27.24 -28.49
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,641,317 6,356,994 23.22 8,998,311 27.24 -29.35
Healthcare Of Ontario Pension Plan Trust Fund 2,440,300 185,000 23.22 2,625,300 27.24 -92.95
TIG Advisors, LLC 2,425,505 1,023,575 23.22 3,449,080 27.24 -70.32
Lazard Asset Management Llc 2,189,511 4,263,639 23.22 6,453,150 27.24 -33.93
PRFDX - T. Rowe Price Equity Income Fund 2,040,000 790,000 23.22 2,830,000 27.24 -72.08
Bank of New York Mellon Corp 1,985,932 2,424,945 23.22 4,410,877 27.24 -45.02
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,688,927 4,202,974 23.22 5,891,901 27.24 -28.67
Nomura Holdings Inc 1,659,439 15,894,688 23.61 17,554,127 27.32 -9.45
Invesco Ltd. 1,566,873 4,689,930 23.22 6,256,803 27.24 -25.04
Citigroup Inc 1,472,434 930,931 23.22 2,403,365 27.24 -61.27
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Twin Securities, Inc. 628,651
Tudor Investment Corp Et Al 450,000
Belvedere Trading LLC 38,112
Name Previous Calls
Caption Management, LLC 202,200
Wolverine Trading, Llc 88,400
XR Securities LLC 11,100
CenterStar Asset Management, LLC 0
Proequities, Inc. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Equitec Proprietary Markets, Llc 8,300 19,800 11,500 72.17
Bluefin Capital Management, Llc 491,000 541,000 50,000 982.00
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Glazer Capital, Llc 2,988,655 11,345 3,000,000 -99.62
Walleye Trading LLC 94,600 48,000 142,600 -66.34
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Group One Trading, L.p. 652,900 218,600 871,500 -74.92
Cutler Group LP 90,000 28,800 118,800 -75.76
SG3 Management, LLC 57,800 31,000 88,800 -65.09
Simplex Trading, Llc 29,700 63,500 93,200 -31.87
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

Past Week Analysis

Name Shares PPS
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 168,578 23.22
CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 107,619 23.22
MASTER BOND LLC - Master Total Return Portfolio 50,337 23.22
HOMPX - HW Opportunities MP Fund 30,500 23.21
BlackRock Capital Allocation Trust 23,838 23.24
BlackRock ESG Capital Allocation Trust 21,901 23.24
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 19,814 23.22
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 13,687 23.23
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 13,469 23.24
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 8,157 23.17
VYSVX - Vericimetry U.S. Small Cap Value Fund 3,500 23.14
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 3,165 23.06
XVV - iShares ESG Screened S&P 500 ETF 2,584 23.22
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 646 23.22
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
VFINX - Vanguard 500 Index Fund Investor Shares 7,955,967 23.22 7,851,997 27.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 7,412,310 23.22 10,365,161 27.24
NAESX - Vanguard Small-Cap Index Fund Investor Shares 6,356,994 23.22 8,998,311 27.24
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 4,202,974 23.22 5,891,901 27.24
Spdr S&p 500 Etf Trust 3,888,209 23.22 3,910,449 27.24
IVV - iShares Core S&P 500 ETF 3,010,781 23.22 3,131,548 27.24
CFSMX - Clarkston Partners Fund Founders Class 2,975,000 23.22 6,452,000 27.24
VINIX - Vanguard Institutional Index Fund Institutional Shares 2,669,798 23.22 2,681,840 27.24
VEIPX - Vanguard Equity Income Fund Investor Shares 2,335,078 23.22 3,065,342 27.24
XLI - The Industrial Select Sector SPDR Fund 1,843,120 23.22 1,918,347 27.24
MERFX - The Merger Fund - Investor Class Shares 1,418,756 23.22 586,402 27.24
CIMDX - Clarkston Founders Fund Institutional Class 1,040,000 23.22 2,300,000 27.24
IWD - iShares Russell 1000 Value ETF 1,031,277 23.22 1,001,585 27.24
IWR - iShares Russell Mid-Cap ETF 998,921 23.22 1,007,600 27.24
PRFDX - T. Rowe Price Equity Income Fund 790,000 23.22 2,830,000 27.24
IWS - iShares Russell Mid-Cap Value ETF 743,354 23.22 728,173 27.24
QBA2Q - Balanced Portfolio Initial Class 544,718 23.22 1,270,080 27.24
IVE - iShares S&P 500 Value ETF 513,412 23.22 498,058 27.24
ITOT - iShares Core S&P Total U.S. Stock Market ETF 387,155 23.22 353,835 27.24
Prelude Capital Management, Llc 345,482 23.22 209,854 27.24
MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class 341,452 23.22 245,132 27.24
QCSTRX - Stock Account Class R1 321,248 23.22 340,027 27.24
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 313,638 23.22 301,814 27.24
SPYV - SPDR(R) Portfolio S&P 500 Value ETF 266,666 23.22 275,306 27.24
PREIX - T. Rowe Price Equity Index 500 Fund 259,205 23.22 288,570 27.24
IWB - iShares Russell 1000 ETF 253,168 23.22 256,552 27.24
IUSV - iShares Core S&P U.S. Value ETF 220,243 23.22 214,883 27.24
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 218,845 23.22 209,868 27.24
BBVLX - Bridge Builder Large Cap Value Fund 207,364 23.22 513,833 27.24
CILGX - Clarkston Fund Institutional Class 200,000 23.22 485,000 27.24
QCEQRX - Equity Index Account Class R1 196,358 23.22 196,358 27.24
VBINX - Vanguard Balanced Index Fund Investor Shares 193,696 23.22 277,896 27.24
SMSAX - SIMT Multi-Strategy Alternative Fund Class F 186,429 23.22 29,558 27.23
LZFIX - Lazard Equity Franchise Portfolio Institutional Shares 182,752 23.22 303,113 27.24
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 170,584 23.22 243,092 27.24
SPLG - SPDR(R) Portfolio Large Cap ETF 142,607 23.22 136,132 27.24
NOSIX - Northern Stock Index Fund 123,375 23.22 95,181 27.24
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 121,300 23.22 287,384 27.24
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 120,759 23.22 120,759 27.24
XAOKX - Index 500 Portfolio Initial Class 112,294 23.22 112,380 27.24
IWV - iShares Russell 3000 ETF 96,520 23.22 96,838 27.24
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 90,161 23.23 103,556 27.24
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 83,406 23.22 82,533 27.24
HCMNX - HCM Dividend Sector Plus Fund Class A Shares 82,961 23.22 82,961 27.24
HLEIX - JPMorgan Equity Index Fund Class I 81,197 23.22 75,142 27.24
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 79,260 23.21 78,871 27.23
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 79,096 23.22 79,096 27.25
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 74,969 23.22 76,184 27.24
JFIVX - 500 Index Trust NAV 72,928 23.21 72,928 27.25
SSEYX - State Street Equity 500 Index II Portfolio 66,225 23.22 66,225 27.24
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 65,746 23.23 27,256 27.22
JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 65,480 23.21 229,880 27.24
FTVNX - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 60,005 23.21 56,055 27.24
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 56,200 23.22 78,000 27.24
SPTM - SPDR(R) Portfolio Total Stock Market ETF 53,045 23.23 52,781 27.24
CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 52,842 23.22 52,842 27.23
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 49,790 23.22 49,198 27.24
FIMVX - Fidelity Mid Cap Value Index Fund 47,781 23.21 53,463 27.23
Gdl Fund 47,000 23.21 6,500 27.23
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 41,841 23.23 41,841 27.25
PACIFIC SELECT FUND - Equity Index Portfolio Class I 41,106 23.21 36,407 27.25
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 41,052 23.21 51,863 27.24
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 40,230 23.22 41,601 27.23
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 39,581 23.22 24,945 27.26
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 37,002 23.21 37,002 27.24
MXVIX - Great-West S&P 500 Index Fund Investor Class 36,644 23.22 36,644 27.24
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 36,402 23.21 44,011 27.24
MXEQX - Great-West Large Cap Value Fund Investor Class 35,807 23.21 124,207 27.24
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 33,238 23.23 115,838 27.24
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 32,983 23.22 33,028 27.25
VQNPX - Vanguard Growth and Income Fund Investor Shares 29,600 23.21 148,610 27.24
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 29,329 23.22 29,329 27.24
SMMD - iShares Russell 2500 ETF 28,710 23.23 23,835 27.23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 28,405 23.24 28,405 27.25
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 28,385 23.22 27,504 27.23
MIEAX - MM S&P 500 Index Fund Class R4 27,934 23.23 30,844 27.23
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 27,408 23.20 27,408 27.25
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 26,898 23.24 27,129 27.24
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 24,000 23.21 6,500 27.23
EXI - iShares Global Industrials ETF 23,461 23.23 24,210 27.22
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 23,063 23.24 23,063 27.23
GEQYX - EQUITY INDEX FUND Institutional 22,454 23.20 40,749 27.24
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 22,199 23.20 18,416 27.26
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 22,074 23.24 22,364 27.23
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 21,810 23.20 21,810 27.24
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 21,157 23.21 18,906 27.24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 18,832 23.21 18,832 27.24
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 18,534 23.20 17,950 27.24
MERVX - The Merger Fund VL 17,716 23.20 7,317 27.20
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 17,168 23.24 16,102 27.26
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 16,905 23.25 16,905 27.21
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 16,672 23.21 16,317 27.21
SHE - SPDR SSGA Gender Diversity Index ETF 16,537 23.22 17,323 27.25
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 16,448 23.22 66,348 27.24
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 15,264 23.19 15,175 27.22
GABCX - The Gabelli Abc Fund Class Aaa 15,000 23.20 6,500 27.23
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 14,778 23.21 14,049 27.26
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14,753 23.25 15,765 27.21
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF 13,723 23.25 13,591 27.22
SWP1Z - Schwab S&P 500 Index Portfolio 13,162 23.25 13,568 27.27
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 12,261 23.24 12,261 27.24
FLCGX - QUANTEX FUND Retail Class 11,950 23.18 11,950 27.28
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 11,569 23.25 11,569 27.23
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 11,203 23.21 11,424 27.22
BBVSX - Bridge Builder Small/Mid Cap Value Fund 10,770 23.21 9,718 27.27
Securian Funds Trust - SFT Index 500 Fund Class 1 10,715 23.24 10,610 27.24
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 10,658 23.18 10,658 27.21
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10,578 23.26 10,332 27.20
RYZAX - S&P 500 Pure Value Fund Class H 10,393 23.19 34,018 27.25
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 10,382 23.21 10,957 27.20
VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares 10,100 23.27 6,500 27.23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 10,088 23.20 10,088 27.26
SAAAX - SIMT MULTI-ASSET ACCUMULATION FUND Class F 10,077 23.22 10,077 27.19
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 9,531 23.19 9,595 27.20
SLGFX - SIMT Large Cap Index Fund Class F 9,500 23.26 9,100 27.25
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9,392 23.21 9,392 27.26
DEMZ - DEMZ POLITICAL CONTRIBUTIONS ETF 9,186 23.19 4,887 27.22
SSPIX - SIMT S&P 500 Index Fund Class F 9,000 23.22 9,300 27.20
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 8,528 23.22 8,947 27.27
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7,876 23.24 8,400 27.26
NCGFX - New Covenant Growth Fund 7,584 23.21 7,584 27.29
PSIAX - PGIM QMA STOCK INDEX FUND Class A 7,400 23.24 7,400 27.30
KSMVX - Keeley Small-Mid Cap Value Fund Class A 6,948 23.17 13,316 27.26
SDYAX - SIMT Dynamic Asset Allocation Fund Class F 6,834 23.27 6,834 27.22
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 6,828 23.29 7,145 27.29
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6,754 23.25 6,830 27.23
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 6,732 23.17 6,732 27.18
EFIV - Spdr S&p 500 Esg Etf 6,683 23.19 6,422 27.25
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 6,402 23.27 36,454 27.24
TLSTX - Stock Index Fund 6,163 23.20 6,314 27.24
TEQI - T. Rowe Price Equity Income ETF 5,636 23.24 12,177 27.26
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5,051 23.16 4,567 27.15
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,769 23.28 4,478 27.24
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 4,709 23.15 4,709 27.18
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4,563 23.23 4,784 27.17
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 4,300 23.26 4,300 27.21
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4,211 23.27 4,211 27.31
ONEO - SPDR Russell 1000 Momentum Focus ETF 4,099 23.18 9,619 27.24
GAFAX - ASG Global Alternatives Fund Class A 3,871 23.25 5,110 27.20
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 3,800 23.16 3,800 27.37
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3,799 23.16 3,763 27.37
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3,748 23.21 3,739 27.28
SBSPX - QS S&P 500 Index Fund Class A 3,464 23.09 3,464 27.14
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3,461 23.11 3,429 27.12
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3,273 23.22 3,273 27.19
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3,203 23.10 3,203 27.16
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 3,000 23.33 2,462 27.21
VLU - SPDR S&P 1500 Value Tilt ETF 2,955 23.35 3,276 27.17
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 2,712 23.23 3,043 27.28
MUXAX - Victory S&P 500 Index Fund Class A 2,497 23.23 2,580 27.13
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,418 23.16 2,418 27.30
WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares 2,223 23.39 68,520 27.23
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 2,175 23.45 2,154 27.39
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 1,999 23.01 1,924 27.03
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 1,824 23.03 1,801 27.21
SSSPX - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 1,799 23.35 1,799 27.24
RAFE - PIMCO RAFI ESG U.S. ETF 1,698 22.97 1,622 27.13
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 1,231 23.56 1,176 27.21
RYTTX - S&P 500 2x Strategy Fund A 1,200 23.33 1,866 27.33
QRPNX - AQR Alternative Risk Premia Fund Class N 1,136 22.89 1,136 27.29
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 1,135 22.91 1,326 27.15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 1,013 23.69 1,043 26.85
Profunds - Profund Vp Industrials 933 23.58 1,150 26.96
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 853 23.45 853 26.96
RYSOX - S&P 500 Fund Class A 848 23.58 1,420 27.46
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 796 22.61 734 27.25
Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 659 22.76 586 27.30
MMTM - SPDR S&P 1500 Momentum Tilt ETF 631 23.77 40 25.00
ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 601 23.29 601 26.62
JDVSX - JPMorgan Diversified Fund Class I 579 22.45 556 26.98
SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 477 23.06 682 27.86
VSLU - Applied Finance Valuation Large Cap ETF 471 23.35 545 27.52
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 461 23.86 569 26.36
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 436 22.94 443 27.09
RYNVX - Nova Fund Investor Class 430 23.26 3,203 27.16
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 421 23.75 383 26.11
Profunds - Profund Vp Bull 352 22.73 340 26.47
LSEIX - Persimmon Long/Short Fund Class I Shares 344 23.26 344 26.16
Profunds - Profund Vp Large-cap Value 325 24.62 453 26.49
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 292 23.97 333 27.03
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 262 22.90 262 26.72
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 102 19.61 330 27.27
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 87 22.99 396 27.78
Name Current Shares Current PPS Previous Shares Previous PPS
INDEX - S&P 500(R) Equal Weight No Load Shares 7,471 23.16 9,675 20.47
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 3,431 23.32 0
MML Series Investment Fund II - MML Equity Rotation Fund Class II 2,387 23.04 0
Profunds - Profund Vp Ultrabull 79 25.32 90 22.22
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
MERFX - The Merger Fund - Investor Class Shares 832,354 1,418,756 23.22 586,402 27.24 141.94
SMSAX - SIMT Multi-Strategy Alternative Fund Class F 156,871 186,429 23.22 29,558 27.23 530.72
Prelude Capital Management, Llc 135,628 345,482 23.22 209,854 27.24 64.63
VFINX - Vanguard 500 Index Fund Investor Shares 103,970 7,955,967 23.22 7,851,997 27.24 1.32
MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class 96,320 341,452 23.22 245,132 27.24 39.29
Gdl Fund 40,500 47,000 23.21 6,500 27.23 623.08
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 38,490 65,746 23.23 27,256 27.22 141.22
ITOT - iShares Core S&P Total U.S. Stock Market ETF 33,320 387,155 23.22 353,835 27.24 9.42
IWD - iShares Russell 1000 Value ETF 29,692 1,031,277 23.22 1,001,585 27.24 2.96
NOSIX - Northern Stock Index Fund 28,194 123,375 23.22 95,181 27.24 29.62
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 17,500 24,000 23.21 6,500 27.23 269.23
IVE - iShares S&P 500 Value ETF 15,354 513,412 23.22 498,058 27.24 3.08
IWS - iShares Russell Mid-Cap Value ETF 15,181 743,354 23.22 728,173 27.24 2.08
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 14,636 39,581 23.22 24,945 27.26 58.67
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 11,824 313,638 23.22 301,814 27.24 3.92
MERVX - The Merger Fund VL 10,399 17,716 23.20 7,317 27.20 142.12
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 8,977 218,845 23.22 209,868 27.24 4.28
GABCX - The Gabelli Abc Fund Class Aaa 8,500 15,000 23.20 6,500 27.23 130.77
SPLG - SPDR(R) Portfolio Large Cap ETF 6,475 142,607 23.22 136,132 27.24 4.76
HLEIX - JPMorgan Equity Index Fund Class I 6,055 81,197 23.22 75,142 27.24 8.06
IUSV - iShares Core S&P U.S. Value ETF 5,360 220,243 23.22 214,883 27.24 2.49
SMMD - iShares Russell 2500 ETF 4,875 28,710 23.23 23,835 27.23 20.45
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4,699 41,106 23.21 36,407 27.25 12.91
DEMZ - DEMZ POLITICAL CONTRIBUTIONS ETF 4,299 9,186 23.19 4,887 27.22 87.97
FTVNX - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 3,950 60,005 23.21 56,055 27.24 7.05
RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 3,783 22,199 23.20 18,416 27.26 20.54
VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares 3,600 10,100 23.27 6,500 27.23 55.38
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 3,431 3,431 23.32 0 0.00
MML Series Investment Fund II - MML Equity Rotation Fund Class II 2,387 2,387 23.04 0 0.00
VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 2,251 21,157 23.21 18,906 27.24 11.91
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 1,066 17,168 23.24 16,102 27.26 6.62
BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,052 10,770 23.21 9,718 27.27 10.83
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 881 28,385 23.22 27,504 27.23 3.20
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 873 83,406 23.22 82,533 27.24 1.06
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 729 14,778 23.21 14,049 27.26 5.19
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 592 49,790 23.22 49,198 27.24 1.20
MMTM - SPDR S&P 1500 Momentum Tilt ETF 591 631 23.77 40 25.00 1477.50
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 584 18,534 23.20 17,950 27.24 3.25
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 538 3,000 23.33 2,462 27.21 21.85
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 484 5,051 23.16 4,567 27.15 10.60
SLGFX - SIMT Large Cap Index Fund Class F 400 9,500 23.26 9,100 27.25 4.40
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 389 79,260 23.21 78,871 27.23 0.49
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 355 16,672 23.21 16,317 27.21 2.18
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 291 4,769 23.28 4,478 27.24 6.50
SPTM - SPDR(R) Portfolio Total Stock Market ETF 264 53,045 23.23 52,781 27.24 0.50
EFIV - Spdr S&p 500 Esg Etf 261 6,683 23.19 6,422 27.25 4.06
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 246 10,578 23.26 10,332 27.20 2.38
SPYX - SPDR S&P 500 Fossil Fuel Reserves Free ETF 132 13,723 23.25 13,591 27.22 0.97
Securian Funds Trust - SFT Index 500 Fund Class 1 105 10,715 23.24 10,610 27.24 0.99
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 89 15,264 23.19 15,175 27.22 0.59
RAFE - PIMCO RAFI ESG U.S. ETF 76 1,698 22.97 1,622 27.13 4.69
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 75 1,999 23.01 1,924 27.03 3.90
Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 73 659 22.76 586 27.30 12.46
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 62 796 22.61 734 27.25 8.45
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 55 1,231 23.56 1,176 27.21 4.68
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 38 421 23.75 383 26.11 9.92
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 36 3,799 23.16 3,763 27.37 0.96
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 32 3,461 23.11 3,429 27.12 0.93
JDVSX - JPMorgan Diversified Fund Class I 23 579 22.45 556 26.98 4.14
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 23 1,824 23.03 1,801 27.21 1.28
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 21 2,175 23.45 2,154 27.39 0.97
Profunds - Profund Vp Bull 12 352 22.73 340 26.47 3.53
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9 3,748 23.21 3,739 27.28 0.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CFSMX - Clarkston Partners Fund Founders Class 3,477,000 2,975,000 23.22 6,452,000 27.24 -53.89
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,952,851 7,412,310 23.22 10,365,161 27.24 -28.49
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,641,317 6,356,994 23.22 8,998,311 27.24 -29.35
PRFDX - T. Rowe Price Equity Income Fund 2,040,000 790,000 23.22 2,830,000 27.24 -72.08
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,688,927 4,202,974 23.22 5,891,901 27.24 -28.67
CIMDX - Clarkston Founders Fund Institutional Class 1,260,000 1,040,000 23.22 2,300,000 27.24 -54.78
VEIPX - Vanguard Equity Income Fund Investor Shares 730,264 2,335,078 23.22 3,065,342 27.24 -23.82
QBA2Q - Balanced Portfolio Initial Class 725,362 544,718 23.22 1,270,080 27.24 -57.11
BBVLX - Bridge Builder Large Cap Value Fund 306,469 207,364 23.22 513,833 27.24 -59.64
CILGX - Clarkston Fund Institutional Class 285,000 200,000 23.22 485,000 27.24 -58.76
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 166,084 121,300 23.22 287,384 27.24 -57.79
JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 164,400 65,480 23.21 229,880 27.24 -71.52
IVV - iShares Core S&P 500 ETF 120,767 3,010,781 23.22 3,131,548 27.24 -3.86
LZFIX - Lazard Equity Franchise Portfolio Institutional Shares 120,361 182,752 23.22 303,113 27.24 -39.71
VQNPX - Vanguard Growth and Income Fund Investor Shares 119,010 29,600 23.21 148,610 27.24 -80.08
MXEQX - Great-West Large Cap Value Fund Investor Class 88,400 35,807 23.21 124,207 27.24 -71.17
VBINX - Vanguard Balanced Index Fund Investor Shares 84,200 193,696 23.22 277,896 27.24 -30.30
T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 82,600 33,238 23.23 115,838 27.24 -71.31
XLI - The Industrial Select Sector SPDR Fund 75,227 1,843,120 23.22 1,918,347 27.24 -3.92
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 72,508 170,584 23.22 243,092 27.24 -29.83
WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares 66,297 2,223 23.39 68,520 27.23 -96.76
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 49,900 16,448 23.22 66,348 27.24 -75.21
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 30,052 6,402 23.27 36,454 27.24 -82.44
PREIX - T. Rowe Price Equity Index 500 Fund 29,365 259,205 23.22 288,570 27.24 -10.18
RYZAX - S&P 500 Pure Value Fund Class H 23,625 10,393 23.19 34,018 27.25 -69.45
Spdr S&p 500 Etf Trust 22,240 3,888,209 23.22 3,910,449 27.24 -0.57
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 21,800 56,200 23.22 78,000 27.24 -27.95
QCSTRX - Stock Account Class R1 18,779 321,248 23.22 340,027 27.24 -5.52
GEQYX - EQUITY INDEX FUND Institutional 18,295 22,454 23.20 40,749 27.24 -44.90
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 13,395 90,161 23.23 103,556 27.24 -12.94
VINIX - Vanguard Institutional Index Fund Institutional Shares 12,042 2,669,798 23.22 2,681,840 27.24 -0.45
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 10,811 41,052 23.21 51,863 27.24 -20.85
IWR - iShares Russell Mid-Cap ETF 8,679 998,921 23.22 1,007,600 27.24 -0.86
SPYV - SPDR(R) Portfolio S&P 500 Value ETF 8,640 266,666 23.22 275,306 27.24 -3.14
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 7,609 36,402 23.21 44,011 27.24 -17.29
TEQI - T. Rowe Price Equity Income ETF 6,541 5,636 23.24 12,177 27.26 -53.72
KSMVX - Keeley Small-Mid Cap Value Fund Class A 6,368 6,948 23.17 13,316 27.26 -47.82
FIMVX - Fidelity Mid Cap Value Index Fund 5,682 47,781 23.21 53,463 27.23 -10.63
ONEO - SPDR Russell 1000 Momentum Focus ETF 5,520 4,099 23.18 9,619 27.24 -57.39
IWB - iShares Russell 1000 ETF 3,384 253,168 23.22 256,552 27.24 -1.32
MIEAX - MM S&P 500 Index Fund Class R4 2,910 27,934 23.23 30,844 27.23 -9.43
RYNVX - Nova Fund Investor Class 2,773 430 23.26 3,203 27.16 -86.58
INDEX - S&P 500(R) Equal Weight No Load Shares 2,204 7,471 23.16 9,675 20.47 -22.78
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 1,371 40,230 23.22 41,601 27.23 -3.30
GAFAX - ASG Global Alternatives Fund Class A 1,239 3,871 23.25 5,110 27.20 -24.25
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 1,215 74,969 23.22 76,184 27.24 -1.59
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 1,012 14,753 23.25 15,765 27.21 -6.42
SHE - SPDR SSGA Gender Diversity Index ETF 786 16,537 23.22 17,323 27.25 -4.54
EXI - iShares Global Industrials ETF 749 23,461 23.23 24,210 27.22 -3.09
RYTTX - S&P 500 2x Strategy Fund A 666 1,200 23.33 1,866 27.33 -35.69
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 575 10,382 23.21 10,957 27.20 -5.25
RYSOX - S&P 500 Fund Class A 572 848 23.58 1,420 27.46 -40.28
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 524 7,876 23.24 8,400 27.26 -6.24
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 419 8,528 23.22 8,947 27.27 -4.68
SWP1Z - Schwab S&P 500 Index Portfolio 406 13,162 23.25 13,568 27.27 -2.99
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 331 2,712 23.23 3,043 27.28 -10.88
VLU - SPDR S&P 1500 Value Tilt ETF 321 2,955 23.35 3,276 27.17 -9.80
IWV - iShares Russell 3000 ETF 318 96,520 23.22 96,838 27.24 -0.33
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 317 6,828 23.29 7,145 27.29 -4.44
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 309 87 22.99 396 27.78 -78.03
SSPIX - SIMT S&P 500 Index Fund Class F 300 9,000 23.22 9,300 27.20 -3.23
CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 290 22,074 23.24 22,364 27.23 -1.30
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 231 26,898 23.24 27,129 27.24 -0.85
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 228 102 19.61 330 27.27 -69.09
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 221 4,563 23.23 4,784 27.17 -4.62
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 221 11,203 23.21 11,424 27.22 -1.93
Profunds - Profund Vp Industrials 217 933 23.58 1,150 26.96 -18.87
SIOAX - SIMT MULTI-ASSET INCOME FUND Class F 205 477 23.06 682 27.86 -30.06
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 191 1,135 22.91 1,326 27.15 -14.40
TLSTX - Stock Index Fund 151 6,163 23.20 6,314 27.24 -2.39
Profunds - Profund Vp Large-cap Value 128 325 24.62 453 26.49 -28.26
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 108 461 23.86 569 26.36 -18.98
XAOKX - Index 500 Portfolio Initial Class 86 112,294 23.22 112,380 27.24 -0.08
MUXAX - Victory S&P 500 Index Fund Class A 83 2,497 23.23 2,580 27.13 -3.22
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 76 6,754 23.25 6,830 27.23 -1.11
VSLU - Applied Finance Valuation Large Cap ETF 74 471 23.35 545 27.52 -13.58
SFAAX - Wells Fargo Index Asset Allocation Fund Class A 64 9,531 23.19 9,595 27.20 -0.67
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 45 32,983 23.22 33,028 27.25 -0.14
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 41 292 23.97 333 27.03 -12.31
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 30 1,013 23.69 1,043 26.85 -2.88
Profunds - Profund Vp Ultrabull 11 79 25.32 90 22.22 -12.22
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 7 436 22.94 443 27.09 -1.58
Name Current Puts
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Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I