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 | 529 | 15.00 | 14.09 | 14.15 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 496 | 116 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 6 | 4 | 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 | 90 | 3 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 1 | 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 | 12,757,994 | 0.00 | 0.00 | 16,085,630 | 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 |
|---|---|---|
| Advent International Corp/ma | 499,468,771 | 14.09 |
| HEILBRONN CHARLES | 38,136,163 | |
| Fmr Llc | 16,916,307 | 14.09 |
| Price T Rowe Associates Inc /md/ | 13,465,001 | 14.09 |
| BlackRock Inc. | 10,463,928 | 14.09 |
| Vanguard Group Inc | 8,191,312 | 14.09 |
| Janus Henderson Group Plc | 4,920,492 | 14.09 |
| TimesSquare Capital Management, LLC | 3,907,300 | 14.09 |
| JAMRX - Janus Henderson Research Fund Class T | 3,475,713 | 14.09 |
| FDGRX - Fidelity Growth Company Fund | 3,355,704 | 16.12 |
| Citadel Advisors Llc | 3,163,444 | 14.09 |
| FIL Ltd | 3,085,018 | 14.09 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,859,683 | 14.09 |
| PRWAX - T. Rowe Price New America Growth Fund | 2,594,466 | 14.09 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,497,400 | 14.09 |
| Manufacturers Life Insurance Company, The | 2,450,852 | 14.09 |
| Morgan Stanley | 2,424,437 | 14.09 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,240,020 | 14.09 |
| FCNTX - Fidelity Contrafund | 2,189,861 | 14.09 |
| Tremblant Capital Group | 1,936,939 | 14.09 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Advent International Corp/ma | 499,468,771 | 14.09 |
| HEILBRONN CHARLES | 38,136,163 | |
| Fmr Llc | 16,916,307 | 14.09 |
| Price T Rowe Associates Inc /md/ | 13,465,001 | 14.09 |
| BlackRock Inc. | 10,463,928 | 14.09 |
| Vanguard Group Inc | 8,191,312 | 14.09 |
| Janus Henderson Group Plc | 4,920,492 | 14.09 |
| TimesSquare Capital Management, LLC | 3,907,300 | 14.09 |
| JAMRX - Janus Henderson Research Fund Class T | 3,475,713 | 14.09 |
| FDGRX - Fidelity Growth Company Fund | 3,355,704 | 16.12 |
| Citadel Advisors Llc | 3,163,444 | 14.09 |
| FIL Ltd | 3,085,018 | 14.09 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,859,683 | 14.09 |
| PRWAX - T. Rowe Price New America Growth Fund | 2,594,466 | 14.09 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,497,400 | 14.09 |
| Manufacturers Life Insurance Company, The | 2,450,852 | 14.09 |
| Morgan Stanley | 2,424,437 | 14.09 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,240,020 | 14.09 |
| FCNTX - Fidelity Contrafund | 2,189,861 | 14.09 |
| Tremblant Capital Group | 1,936,939 | 14.09 |
| Name | Shares | PPS |
|---|---|---|
| Mane Global Capital Management Lp | ||
| Banco Santander, S.A. | ||
| Gilder Gagnon Howe & Co Llc | ||
| Natixis | ||
| QWVPX - Clearwater Core Equity Fund | ||
| BEARX - Federated Prudent Bear Fund Class A Shares | ||
| Angeles Investment Advisors, LLC | ||
| Jane Street Group, Llc | ||
| Dynamic Technology Lab Private Ltd | ||
| Goldman Sachs Group Inc | ||
| PEAK6 Investments LLC | ||
| Bank Of Montreal /can/ | ||
| PEAK6 Investments LLC | ||
| North Star Investment Management Corp. | ||
| Putnam Investments Llc | ||
| Point72 Asset Management, L.P. | ||
| Tremblant Capital Group | ||
| LGLAX - Lord Abbett Growth Leaders Fund Class A | ||
| ARTTX - Artisan Thematic Fund Investor Shares | ||
| North Fourth Asset Management, LP | ||
| Caption Management, LLC | ||
| DSMDX - Driehaus Small/Mid Cap Growth Fund | ||
| Hudson Bay Capital Management LP | ||
| Jefferies Group LLC | ||
| Atika Capital Management LLC | ||
| Walleye Capital LLC | ||
| Oak Thistle LLC | ||
| Kornitzer Capital Management Inc /ks | ||
| Trexquant Investment LP | ||
| SG Americas Securities, LLC | ||
| Jump Financial, LLC | ||
| Beaird Harris Wealth Management, LLC | ||
| O'Neil Global Advisors, Inc. | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| RPGEX - T. Rowe Price Global Growth Stock Fund | ||
| Mml Investors Services, Llc | ||
| Quantbot Technologies LP | ||
| Armistice Capital, Llc | ||
| PHSKX - Virtus KAR Mid-Cap Growth Fund Class A | ||
| FSAEX - Fidelity Series All-Sector Equity Fund | ||
| EFCAX - Emerald Insights Fund Class A | ||
| Viking Global Investors Lp | ||
| Woodson Capital Management, LP | ||
| Clearbridge Investments, LLC | ||
| Winton Capital Group Ltd | ||
| Absolute Capital Management, LLC | ||
| FWWFX - Fidelity Worldwide Fund | ||
| Driehaus Capital Management Llc | ||
| FNY Investment Advisers, LLC | ||
| Millennium Management Llc | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Cinctive Capital Management LP | ||
| Nvwm, Llc | ||
| Weiss Strategic Interval Fund | ||
| SENT - AdvisorShares Alpha DNA Equity Sentiment ETF | ||
| Prelude Capital Management, Llc | ||
| Scopus Asset Management, L.p. | ||
| LMR Partners LLP | ||
| Natixis Advisors, L.p. | ||
| Paloma Partners Management Co | ||
| TCOEX - Tactical Offensive Equity Fund | ||
| JSML - Janus Henderson Small Cap Growth Alpha ETF | ||
| Woodline Partners LP | ||
| Harbour Investments, Inc. | ||
| Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 | ||
| Mcdonald Partners Llc | ||
| Rokos Capital Management LLP | ||
| BUFMX - Buffalo Mid Cap Fund Investor Class | ||
| Point72 Hong Kong Ltd | ||
| FKDNX - Franklin Dynatech Fund Class A | ||
| Two Sigma Investments, Lp | ||
| Islet Management, LP | ||
| Teacher Retirement System Of Texas | ||
| State Of Wisconsin Investment Board | ||
| Wolverine Trading, Llc | ||
| Citigroup Inc | ||
| Wolverine Trading, Llc | ||
| Group One Trading, L.p. | ||
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class | ||
| Wolverine Trading, Llc | ||
| Bluestein R H & Co | ||
| Tcwp Llc | ||
| Jefferies Group LLC | ||
| BlueCrest Capital Management Ltd | ||
| Metropolitan Life Insurance Co/ny | ||
| Vestmark Advisory Solutions, Inc. | ||
| Laurion Capital Management LP | ||
| Pura Vida Investments, Llc | ||
| Bridger Management, Llc | ||
| Norges Bank | ||
| Engineers Gate Manager LP | ||
| Caas Capital Management Lp | ||
| Belvedere Trading LLC | ||
| Parallax Volatility Advisers, L.P. | ||
| Melvin Capital Management LP | ||
| Prelude Capital Management, Llc | ||
| Jane Street Group, Llc | ||
| Ahrens Investment Partners LLC | ||
| Macroview Investment Management Llc | ||
| C M Bidwell & Associates Ltd | ||
| UBS Group AG | ||
| Belvedere Trading LLC | ||
| CenterBook Partners LP | ||
| First Horizon Advisors, Inc. | ||
| Gyon Technologies Capital Management, LP | ||
| Crestline Management, LP | ||
| Bank Of Nova Scotia | ||
| ExodusPoint Capital Management, LP | ||
| Goldman Sachs Group Inc | ||
| VCDAX - Vanguard Consumer Discretionary Index Fund Admiral Shares | ||
| Walleye Trading LLC | ||
| Candlestick Capital Management LP | ||
| LGT Fund Management Co Ltd. | ||
| XTX Topco Ltd | ||
| Ratan Capital Management LP | ||
| Alpha DNA Investment Management LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Prelude Capital Management, Llc | 0 |
| Wolverine Trading, Llc | 0 |
| Name | Current Calls |
|---|---|
| Cutler Group LP | 15,500 |
| Caption Management, LLC | 0 |
| Parallax Volatility Advisers, L.P. | 0 |
| Belvedere Trading LLC | 0 |
| PEAK6 Investments LLC | 0 |
| Jefferies Group LLC | 0 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| LNFIX - QS Global Market Neutral Fund Class A |
| REUYX - Sustainable Equity Fund Class Y |
| NELAX - Nuveen Equity Long/Short Fund Class A |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| JAMRX - Janus Henderson Research Fund Class T | 3,475,713 | 14.09 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 2,859,683 | 14.09 |
| PRWAX - T. Rowe Price New America Growth Fund | 2,594,466 | 14.09 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 2,497,400 | 14.09 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 2,240,020 | 14.09 |
| FCNTX - Fidelity Contrafund | 2,189,861 | 14.09 |
| Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) | 1,639,333 | 14.09 |
| LGILX - Laudus U.S. Large Cap Growth Fund | 1,006,938 | 14.09 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 965,340 | 14.09 |
| PACIFIC SELECT FUND - Focused Growth Portfolio Class I | 816,032 | 14.09 |
| VIGRX - Vanguard Growth Index Fund Investor Shares | 783,599 | 14.09 |
| Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A | 658,984 | 14.09 |
| VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares | 647,909 | 14.09 |
| FLCNX - Fidelity Contrafund K6 | 550,662 | 14.09 |
| PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth Fund | 456,000 | 14.09 |
| Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) | 456,000 | 14.09 |
| IWP - iShares Russell Mid-Cap Growth ETF | 426,137 | 14.09 |
| IWF - iShares Russell 1000 Growth ETF | 398,963 | 14.09 |
| PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I | 395,604 | 14.09 |
| MEFAX - MassMutual Select Mid Cap Growth Fund Class A | 390,000 | 14.09 |
| IWR - iShares Russell Mid-Cap ETF | 346,580 | 14.09 |
| FNIAX - Fidelity Advisor New Insights Fund Class A | 329,578 | 14.09 |
| VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class | 283,613 | 14.09 |
| MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class | 135,591 | 14.09 |
| FVWSX - Fidelity Series Opportunistic Insights Fund | 133,700 | 14.09 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio | 130,138 | 14.09 |
| Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund | 118,200 | 14.09 |
| Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A | 115,171 | 14.09 |
| JAGRX - Janus Henderson Research Portfolio Service Shares | 110,266 | 14.09 |
| VLACX - Vanguard Large-Cap Index Fund Investor Shares | 103,493 | 14.09 |
| IWB - iShares Russell 1000 ETF | 91,134 | 14.09 |
| QCSTRX - Stock Account Class R1 | 85,293 | 14.09 |
| VBINX - Vanguard Balanced Index Fund Investor Shares | 81,743 | 14.09 |
| BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio | 79,246 | 14.10 |
| BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I | 76,292 | 14.09 |
| MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio | 74,023 | 14.09 |
| OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio | 69,889 | 14.09 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 67,259 | 14.09 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 61,546 | 14.09 |
| QCEQRX - Equity Index Account Class R1 | 43,357 | 14.09 |
| VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 43,044 | 14.08 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio | 42,738 | 14.09 |
| VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio | 36,158 | 14.08 |
| MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 35,940 | 14.08 |
| IWV - iShares Russell 3000 ETF | 34,737 | 14.08 |
| VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class | 31,100 | 14.08 |
| VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class | 30,100 | 14.09 |
| SSMHX - State Street Small/mid Cap Equity Index Portfolio | 28,000 | 14.11 |
| MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class | 22,548 | 14.10 |
| JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) | 22,273 | 14.10 |
| EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA | 19,600 | 14.08 |
| USMIX - Extended Market Index Fund | 19,144 | 14.10 |
| FMDGX - Fidelity Mid Cap Growth Index Fund | 17,963 | 14.08 |
| QBA2Q - Balanced Portfolio Initial Class | 17,600 | 14.09 |
| MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I | 16,857 | 14.12 |
| CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A | 15,000 | 14.07 |
| BBGSX - Bridge Builder Small/Mid Cap Growth Fund | 11,703 | 14.10 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA | 11,495 | 14.09 |
| JETSX - Total Stock Market Index Trust NAV | 11,131 | 14.10 |
| EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA | 10,742 | 14.06 |
| BBGLX - Bridge Builder Large Cap Growth Fund | 10,240 | 14.06 |
| SMMD - iShares Russell 2500 ETF | 10,025 | 14.06 |
| SEMCX - Simt Mid Cap Fund Class F | 8,690 | 14.04 |
| EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 7,600 | 14.08 |
| JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) | 7,366 | 14.12 |
| CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A | 6,379 | 14.11 |
| PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 5,642 | 14.00 |
| Nuveen S&p 500 Dynamic Overwrite Fund | 5,617 | 14.06 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 | 5,249 | 14.10 |
| PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 5,197 | 14.05 |
| BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund | 5,052 | 14.05 |
| ONEV - SPDR Russell 1000 Low Volatility Focus ETF | 4,870 | 14.17 |
| EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB | 3,800 | 14.21 |
| SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F | 3,600 | 14.17 |
| SLGFX - SIMT Large Cap Index Fund Class F | 3,500 | 14.00 |
| TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity | 3,350 | 14.03 |
| MML Series Investment Fund II - MML Special Situations Fund Class II | 2,994 | 14.03 |
| TRSZX - T. Rowe Price Mid-Cap Index Fund | 2,953 | 14.22 |
| SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2,400 | 14.17 |
| ONEO - SPDR Russell 1000 Momentum Focus ETF | 2,339 | 14.11 |
| SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 1,940 | 13.92 |
| TLSTX - Stock Index Fund | 1,877 | 13.85 |
| CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A | 1,500 | 14.00 |
| VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares | 873 | 13.75 |
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 | 440 | 13.64 |
| Profunds - Profund Vp Consumer Goods | 295 | 13.56 |
| MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio | 277 | 14.44 |
| QWVPX - Clearwater Core Equity Fund | 0 | |
| BEARX - Federated Prudent Bear Fund Class A Shares | 0 | |
| Prelude Capital Management, Llc | 0 |
| Name | Shares | PPS |
|---|---|---|
| BEARX - Federated Prudent Bear Fund Class A Shares | ||
| QWVPX - Clearwater Core Equity Fund | ||
| Prelude Capital Management, Llc |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| LNFIX - QS Global Market Neutral Fund Class A |
| 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 |
|---|