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 | 34 | NaN | 0.00 | NaN |
| Previous Quarter | 60 | 0.00 | 0.11 | 0.11 |
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 | 0 | 55 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 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 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 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| IBBQ - Invesco Nasdaq Biotechnology ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | |
| Virtu Financial LLC | 0 | |
| Laurel Wealth Advisors LLC | 0 | |
| NEA Management Company, LLC | 0 | |
| Bank Of America Corp /de/ | 0 | |
| UBS Group AG | 0 | |
| Credit Suisse Ag/ | 0 | |
| Group One Trading, L.p. | 0 | |
| Bnp Paribas Arbitrage, Sa | 0 | |
| Tucker Asset Management Llc | 0 | |
| Banque Cantonale Vaudoise | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Simplex Trading, Llc | 0 | |
| Proequities, Inc. | 0 | |
| Proequities, Inc. | 0 | |
| Wedbush Securities Inc | 0 | |
| Proequities, Inc. | 0 | |
| Cutter & CO Brokerage, Inc. | 0 | |
| Hrt Financial Lp | 0 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| NEA Management Company, LLC | 4,586,563 | 0.11 |
| Cutter & CO Brokerage, Inc. | 147,700 | 0.10 |
| Abingworth LLP | 87,999 | 0.15 |
| Banque Cantonale Vaudoise | 25,000 | |
| Laurel Wealth Advisors LLC | 13,000 | 0.08 |
| Simplex Trading, Llc | 1,489 | |
| Simplex Trading, Llc | 200 | |
| Group One Trading, L.p. | 0 | |
| Virtu Financial LLC | 0 | |
| China Universal Asset Management Co., Ltd. | 0 | |
| BlackRock Inc. | 0 | |
| Barclays Plc | 0 | |
| Group One Trading, L.p. | 0 | |
| Medicxi Ventures Management (Jersey) Ltd | 0 | |
| Howe & Rusling Inc | 0 | |
| Tucker Asset Management Llc | 0 | |
| Proequities, Inc. | 0 | |
| Advisor Group Holdings, Inc. | 0 | |
| Group One Trading, L.p. | 0 | |
| Proequities, Inc. | 0 |
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| NEA Management Company, LLC | 4,586,563 | 0.11 |
| Cutter & CO Brokerage, Inc. | 147,700 | 0.10 |
| Abingworth LLP | 87,999 | 0.15 |
| Banque Cantonale Vaudoise | 25,000 | |
| Laurel Wealth Advisors LLC | 13,000 | 0.08 |
| Simplex Trading, Llc | 1,489 | |
| Simplex Trading, Llc | 1,489 | |
| Howe & Rusling Inc | ||
| Optiver Holding B.V. | ||
| Susquehanna International Group Ltd. | ||
| Raymond James Financial Services Advisors, Inc. | ||
| Susquehanna International Group, Llp | ||
| Evoke Wealth, Llc | ||
| Two Sigma Investments, Lp | ||
| Renaissance Technologies Llc | ||
| Loumaye Ernest | ||
| Royal Bank Of Canada | ||
| Sofinnova Venture Partners VIII, L.P. | ||
| Medicxi Ventures Management (Jersey) Ltd | ||
| State Street Corp | ||
| Tower Research Capital LLC (TRC) | ||
| Susquehanna Fundamental Investments, Llc | ||
| Goldman Sachs Group Inc | ||
| BlackRock Inc. | ||
| Barclays Plc | ||
| China Universal Asset Management Co., Ltd. | ||
| JustInvest LLC | ||
| Clark Financial Services Group Inc /bd | ||
| IBBQ - Invesco Nasdaq Biotechnology ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | ||
| Bank Of America Corp /de/ | ||
| Banque Pictet & Cie Sa | ||
| Deutsche Bank Ag\ | ||
| HighMark Wealth Management LLC | ||
| Virtu Financial LLC | ||
| UBS Group AG | ||
| Bnp Paribas Arbitrage, Sa | ||
| Wedbush Securities Inc | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| Sofinnova Investments, Inc. | ||
| Pictet Asset Management Sa | ||
| Citadel Advisors Llc | ||
| Advisor Group Holdings, Inc. | ||
| Group One Trading, L.p. | ||
| Wells Fargo & Company/mn | ||
| Tucker Asset Management Llc | ||
| Credit Suisse Ag/ | ||
| Hrt Financial Lp | ||
| Compagnie Lombard Odier SCmA | ||
| Morgan Stanley | ||
| Citigroup Inc | ||
| Group One Trading, L.p. | ||
| Proequities, Inc. | ||
| Geode Capital Management, Llc | ||
| Citadel Advisors Llc | ||
| Millennium Management Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
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| Name | Current Calls |
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| Name |
|---|
| Name | Previous Puts |
|---|---|
| Citadel Advisors Llc | 0 |
| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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| Name |
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| Name | Shares | PPS |
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| Name | Shares | PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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