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 | 470 | 58.00 | 57.96 | 58.27 |
| 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 | 448 | 64 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 4 | 4 | 5 | 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 | 10 | 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 | 1,375,043 | 1.02 | 59.18 | 9,507,333 | 7.07 | 57.98 |
| 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 |
|---|---|---|
| ICONIQ Capital, LLC | 44,808,883 | 57.96 |
| Bessemer Venture Partners VIII L.P. | 14,152,963 | |
| Deer Management Co. LLC | 12,182,642 | 57.96 |
| TIGER GLOBAL MANAGEMENT LLC | 7,889,130 | |
| Courtemanche Craig F. Jr. | 7,221,330 | |
| D1 Capital Partners L.P. | 6,325,309 | 57.96 |
| Price T Rowe Associates Inc /md/ | 4,979,105 | 57.96 |
| Vanguard Group Inc | 4,778,273 | 57.96 |
| Tiger Global Management Llc | 4,614,185 | 57.96 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 3,459,683 | 57.96 |
| 12 West Capital Management LP | 3,208,211 | 57.96 |
| Morgan Stanley | 3,024,813 | 57.96 |
| Echo Street Capital Management LLC | 2,109,110 | 57.96 |
| Gilder Gagnon Howe & Co Llc | 2,058,318 | 57.96 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,914,594 | 57.96 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 1,653,554 | 57.96 |
| American Century Companies Inc | 1,607,847 | 57.96 |
| Franklin Resources Inc | 1,345,888 | 57.96 |
| Dragoneer Investment Group, LLC | 1,318,639 | 57.96 |
| BlackRock Inc. | 1,297,960 | 57.96 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| ICONIQ Capital, LLC | 44,808,883 | 57.96 |
| Bessemer Venture Partners VIII L.P. | 14,152,963 | |
| Deer Management Co. LLC | 12,182,642 | 57.96 |
| TIGER GLOBAL MANAGEMENT LLC | 7,889,130 | |
| Courtemanche Craig F. Jr. | 7,221,330 | |
| D1 Capital Partners L.P. | 6,325,309 | 57.96 |
| Price T Rowe Associates Inc /md/ | 4,979,105 | 57.96 |
| Vanguard Group Inc | 4,778,273 | 57.96 |
| Tiger Global Management Llc | 4,614,185 | 57.96 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 3,459,683 | 57.96 |
| 12 West Capital Management LP | 3,208,211 | 57.96 |
| Morgan Stanley | 3,024,813 | 57.96 |
| Echo Street Capital Management LLC | 2,109,110 | 57.96 |
| Gilder Gagnon Howe & Co Llc | 2,058,318 | 57.96 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,914,594 | 57.96 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 1,653,554 | 57.96 |
| American Century Companies Inc | 1,607,847 | 57.96 |
| Franklin Resources Inc | 1,345,888 | 57.96 |
| Dragoneer Investment Group, LLC | 1,318,639 | 57.96 |
| BlackRock Inc. | 1,297,960 | 57.96 |
| Name | Shares | PPS |
|---|---|---|
| First Trust Advisors Lp | ||
| Confluence Wealth Services, Inc. | ||
| ExodusPoint Capital Management, LP | ||
| Qube Research & Technologies Ltd | ||
| Alpine Global Management, LLC | ||
| FGRAX - Franklin Growth Opportunities Fund Class A | ||
| Kb Financial Partners, Llc | ||
| Ford Financial Group, LLC | ||
| Discovery Capital Management, Llc / Ct | ||
| Blueshift Asset Management, LLC | ||
| Alyeska Investment Group, L.P. | ||
| Voya Investment Management Llc | ||
| Group One Trading, L.p. | ||
| Hm Payson & Co | ||
| Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF | ||
| Hitchwood Capital Management LP | ||
| Engle Capital Management, L.P. | ||
| EPIQ Capital Group, LLC | ||
| Xn Lp | ||
| Whale Rock Capital Management LLC | ||
| Wildcat Capital Management, LLC | ||
| VISVX - Vanguard Small-Cap Value Index Fund Investor Shares | ||
| Blackstone Group Inc | ||
| SQN Investors LP | ||
| Metropolitan Life Insurance Co/ny | ||
| University Of Texas/texas Am Investment Managment Co | ||
| Moloney Securities Asset Management, LLC | ||
| Handelsbanken Fonder AB | ||
| Balyasny Asset Management Llc | ||
| Lee Financial Co | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Pearl River Capital, LLC | ||
| Stokes Family Office, LLC | ||
| Amundi | ||
| Lee Capital Holdings LLC | ||
| Long Pond Capital, LP | ||
| Dark Forest Capital Management Lp | ||
| Centiva Capital, LP | ||
| Atika Capital Management LLC | ||
| Caas Capital Management Lp | ||
| Parkwood LLC | ||
| Luxor Capital Group, LP | ||
| First Pacific Advisors, LP | ||
| PRGTX - T. Rowe Price Global Technology Fund, Inc. | ||
| Temasek Holdings (Private) Ltd | ||
| Creative Planning | ||
| Panagora Asset Management Inc | ||
| GAM Holding AG | ||
| Utah Retirement Systems | ||
| Jericho Capital Asset Management L.P. | ||
| Thornburg Investment Management Inc | ||
| Junto Capital Management LP | ||
| Capital Research Global Investors | ||
| Point72 Hong Kong Ltd | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Arkadios Wealth Advisors | ||
| St. Louis Trust Co | ||
| State Of Wisconsin Investment Board | ||
| Bbr Partners, Llc | ||
| Cwm, Llc | ||
| Norges Bank | ||
| Credit Suisse Ag/ | ||
| Vantage Investment Partners, LLC | ||
| Maverick Capital Ltd |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Nomura Holdings Inc | 45,000 |
| PEAK6 Investments LLC | 13,800 |
| Wolverine Trading, Llc | 13,000 |
| Cutler Group LP | 5,000 |
| Name | Current Calls |
|---|---|
| Jane Street Group, Llc | 113,000 |
| Summit Partners Public Asset Management, Llc | 92,000 |
| Susquehanna International Group, Llp | 44,500 |
| Walleye Trading LLC | 7,300 |
| Name |
|---|
| HDGE - AdvisorShares Ranger Equity Bear ETF |
| BPRRX - Boston Partners Long/Short Research Fund Investor Class |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
| BIVIX - Invenomic Fund Institutional Class shares |
| BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL |
| 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 |
|---|---|---|
| Brinker Capital Investments, LLC | 48,842 | 45.39 |
| Truist Financial Corp | 7,001 | 45.42 |
| Altium Wealth Management LLC | 6,786 | 45.39 |
| First Bank & Trust | 6,513 | 45.29 |
| Ellevest, Inc. | 1,113 | 45.82 |
| Harbor Investment Advisory, Llc | 830 | 45.78 |
| Umb Bank N A/mo | 290 | 44.83 |
| Macroview Investment Management Llc | 149 | 46.98 |
| Annapolis Financial Services, LLC | 10 | |
| Bogart Wealth, LLC | 2 |
| Name | Shares | PPS |
|---|
| 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 |
|---|
| 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 |
|---|