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 | 1,595 | 1096.00 | 339.23 | 336.58 |
| Previous Quarter | 1,690 | 1400.00 | 351.26 | 371.72 |
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 | 51 | 337 | 800 | 34 | 366 | 330 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 3 | 0 | 1 | 4 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 5 | 2 | 5 | 1 | 2 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 21 | 36 | 278 | 22 | 126 | 134 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 1 | 0 | 0 | 1 | 1 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 2 | 0 | 2 | 1 | 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 | 8,481,339 | 0.00 | 0.00 | 8,713,139 | 0.00 | 0.00 |
| Previous Quarter | 4,324,418 | 0.00 | 0.00 | 8,761,148 | 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 |
|---|---|---|
| Vanguard Group Inc | 4,450,166 | 318.21 |
| BlackRock Inc. | 4,432,438 | |
| VANGUARD GROUP INC | 4,411,856 | |
| BlackRock Inc. | 4,033,197 | 318.21 |
| State Street Corp | 1,542,950 | 351.23 |
| Select Equity Group, L.P. | 1,362,213 | 0.32 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,342,511 | |
| Neuberger Berman Group LLC | 1,144,755 | 318.20 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,120,333 | 351.23 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 887,283 | 351.23 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 862,810 | 339.19 |
| Geode Capital Management, Llc | 854,407 | 317.86 |
| Morgan Stanley | 741,545 | 318.21 |
| NBGNX - Neuberger Berman Genesis Fund Investor Class | 735,821 | 339.19 |
| Invesco Ltd. | 627,674 | 318.21 |
| William Blair Investment Management, Llc | 611,339 | 318.21 |
| Massachusetts Financial Services Co /ma/ | 603,779 | 318.21 |
| Pictet Asset Management Sa | 587,792 | 318.21 |
| Blair William & Co/il | 553,137 | 318.21 |
| Findlay Park Partners LLP | 535,470 | 318.21 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 4,466,086 | 351.23 |
| BlackRock Inc. | 4,308,332 | 351.23 |
| State Street Corp | 1,542,950 | 351.23 |
| Kayne Anderson Rudnick Investment Management Llc | 1,330,222 | 351.23 |
| Select Equity Group, L.P. | 1,199,504 | 0.35 |
| Neuberger Berman Group LLC | 1,153,294 | 351.24 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,120,333 | 351.23 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 887,283 | 351.23 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 862,810 | 398.62 |
| Geode Capital Management, Llc | 854,482 | 350.63 |
| Invesco Ltd. | 751,815 | 351.23 |
| NBGNX - Neuberger Berman Genesis Fund Investor Class | 747,834 | 398.62 |
| Massachusetts Financial Services Co /ma/ | 667,445 | 351.23 |
| OTCAX - MFS Mid Cap Growth Fund A | 588,237 | 398.62 |
| Fmr Llc | 552,092 | 351.23 |
| Pictet Asset Management Sa | 551,773 | 351.23 |
| Findlay Park Partners LLP | 535,470 | 351.23 |
| Blair William & Co/il | 527,195 | 351.23 |
| Artemis Investment Management LLP | 501,095 | 351.90 |
| Morgan Stanley | 484,672 | 351.23 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 4,411,856 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,342,511 | |
| Atika Capital Management LLC | 72,000 | 318.21 |
| T. Rowe Price Investment Management, Inc. | 50,406 | 318.22 |
| AGRFX - AB Growth Fund Class A | 32,760 | 357.69 |
| Moore Capital Management, Lp | 24,210 | 318.22 |
| Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II | 19,336 | 351.21 |
| Osborne Partners Capital Management, Llc | 17,301 | 318.19 |
| Marlowe Partners LP | 16,095 | 318.24 |
| Silvant Capital Management LLC | 14,430 | 318.23 |
| Woodline Partners LP | 13,449 | 318.24 |
| Cinctive Capital Management LP | 8,967 | 318.17 |
| Mariner, LLC | 8,588 | 318.23 |
| CenterBook Partners LP | 5,712 | 318.28 |
| Balyasny Asset Management Llc | 5,003 | 318.21 |
| OSCV - Opus Small Cap Value ETF | 4,797 | 357.72 |
| Czech National Bank | 4,601 | 318.19 |
| MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 4,140 | 351.21 |
| FNDX - Schwab Fundamental U.S. Large Company Index ETF | 4,017 | 339.31 |
| Seven Eight Capital, Lp | 3,905 | 318.31 |
| Name | Shares | PPS |
|---|---|---|
| Kayne Anderson Rudnick Investment Management Llc | 1,330,222 | 351.23 |
| Goldman Sachs Group Inc | 266,752 | 351.23 |
| Point72 Asset Management, L.P. | 120,972 | 351.23 |
| Arrowstreet Capital, Limited Partnership | 89,274 | 351.23 |
| Royal Bank Of Canada | 81,380 | 351.23 |
| Virginia Retirement Systems Et Al | 76,000 | 422.86 |
| Los Angeles Capital Management Llc | 65,798 | 351.23 |
| Barclays Plc | 52,856 | 351.22 |
| PDP - Invesco DWA Momentum ETF | 43,615 | 476.26 |
| PGGM Investments | 37,952 | 566.00 |
| Bridgewater Associates, LP | 28,266 | 351.23 |
| STFGX - State Farm Growth Fund | 27,000 | 566.00 |
| VQNPX - Vanguard Growth and Income Fund Investor Shares | 24,530 | 566.00 |
| FNDA - Schwab Fundamental U.S. Small Company Index ETF | 22,523 | 458.60 |
| Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II | 19,336 | 351.21 |
| Hudson Bay Capital Management LP | 17,814 | 351.24 |
| PRN - Invesco DWA Industrials Momentum ETF | 17,086 | 476.24 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) | 15,100 | 566.03 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y | 12,052 | 565.96 |
| CPEAX - Catalyst Dynamic Alpha Fund Class A | 12,000 | 566.00 |
| Employees Retirement System of Texas | 10,300 | 351.26 |
| Prelude Capital Management, Llc | 10,000 | 351.20 |
| Prelude Capital Management, Llc | 10,000 | 351.20 |
| NN Investment Partners Holdings N.V. | 9,882 | 422.79 |
| VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares | 9,000 | 476.22 |
| Lighthouse Investment Partners, LLC | 8,908 | 351.26 |
| Zacks Investment Management | 8,822 | 351.17 |
| SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares | 8,274 | 476.19 |
| RSMOX - Victory RS Mid Cap Growth Fund Class A | 6,770 | 566.03 |
| RSDGX - Victory RS Select Growth Fund Class A | 6,480 | 566.05 |
| Group One Trading, L.p. | 5,400 | 351.30 |
| Nations Financial Group Inc, /ia/ /adv | 5,200 | 351.15 |
| Taika Capital, LP | 5,165 | 351.21 |
| FDLO - Fidelity Low Volatility Factor ETF | 5,146 | 476.29 |
| Wealth Enhancement Advisory Services, Llc | 5,033 | 378.10 |
| MD Financial Management Inc. | 4,383 | 566.05 |
| MAI Capital Management | 4,286 | 351.14 |
| MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 4,140 | 351.21 |
| FNDX - Schwab Fundamental U.S. Large Company Index ETF | 3,980 | 398.74 |
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV | 3,738 | 458.53 |
| FORA Capital, LLC | 3,714 | 0.27 |
| DWEQ - AdvisorShares Dorsey Wright Alpha Equal Weight ETF | 3,704 | 565.87 |
| ClariVest Asset Management LLC | 3,700 | 351.35 |
| HighTower Advisors, LLC | 3,524 | 350.74 |
| PDT Partners, LLC | 3,492 | 351.09 |
| Gsa Capital Partners Llp | 3,193 | 351.08 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,150 | 422.86 |
| USS Investment Management Ltd | 2,966 | 351.31 |
| Maryland State Retirement & Pension System | 2,964 | 351.21 |
| Virtu Financial LLC | 2,851 | 351.10 |
| Twin Capital Management Inc | 2,700 | 351.11 |
| PENN SERIES FUNDS INC - Smid Cap Growth Fund | 2,659 | 566.00 |
| STNC - Stance Equity ESG Large Cap Core ETF | 2,454 | 458.44 |
| RSEAX - U.S. Strategic Equity Fund Class A | 2,445 | 476.07 |
| FLQL - Franklin LibertyQ U.S. Equity ETF | 2,319 | 423.03 |
| JQUA - JPMorgan U.S. Quality Factor ETF | 2,173 | 476.30 |
| Resource Management, LLC | 2,089 | 565.82 |
| Precept Management LLC | 2,000 | 351.00 |
| PTLC - Pacer Trendpilot US Large Cap ETF | 1,972 | 476.17 |
| AADGX - Aasgard Small & Mid-Cap Fund No Load Class | 1,965 | 565.90 |
| Two Sigma Securities, Llc | 1,900 | 351.05 |
| TCOEX - Tactical Offensive Equity Fund | 1,882 | 476.09 |
| THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A | 1,662 | 566.19 |
| Yorktown Management & Research Co Inc | 1,635 | 351.07 |
| Centiva Capital, LP | 1,483 | 351.31 |
| Winton Capital Group Ltd | 1,369 | 351.35 |
| Motive Wealth Advisors | 1,363 | 351.43 |
| Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I | 1,283 | 565.86 |
| NEXT Financial Group, Inc | 1,276 | 565.83 |
| Holocene Advisors, LP | 1,267 | 351.22 |
| SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A | 1,198 | 458.26 |
| SLCAX - Siit Large Cap Fund - Class A | 1,159 | 458.15 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A | 1,153 | 566.35 |
| Ieq Capital, Llc | 969 | 350.88 |
| BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund | 847 | 565.53 |
| RBUS - Nationwide Risk-Based U.S. Equity ETF | 804 | 458.96 |
| NorthRock Partners, LLC | 750 | 350.67 |
| Veriti Management LLC | 672 | 351.19 |
| Jennison Associates Llc | 656 | 350.61 |
| Magnetar Financial LLC | 645 | 351.94 |
| Donaldson Capital Management, Llc | 639 | 350.55 |
| Siemens Fonds Invest GmbH | 614 | 351.79 |
| OALC - OneAscent Large Cap Core ETF | 612 | 459.15 |
| Fort, L.p. | 609 | 351.40 |
| Metis Global Partners, LLC | 608 | 350.33 |
| Corton Capital Inc. | 600 | 351.67 |
| Gyon Technologies Capital Management, LP | 596 | 350.67 |
| Heartland Bank & Trust Co | 595 | 351.26 |
| MQS Management LLC | 590 | 350.85 |
| Wilbanks Smith & Thomas Asset Management Llc | 587 | 350.94 |
| USRAX - Horizon Defensive Multi-Factor Fund Investor Class | 576 | 458.33 |
| AIA Group Ltd | 539 | 350.65 |
| SGMAX - SIIT Global Managed Volatility Fund Class A | 517 | 458.41 |
| Exchange Traded Concepts, Llc | 439 | 350.80 |
| GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares | 355 | 476.06 |
| SLPAX - Siit Small Cap Fund - Class A | 352 | 457.39 |
| Venture Visionary Partners LLC | 332 | 351228.92 |
| THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A | 309 | 566.34 |
| Bank Julius Baer & Co. Ltd, Zurich | 295 | 352.54 |
| ESG - FlexShares STOXX US ESG Impact Index Fund | 284 | 475.35 |
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A | 272 | 566.18 |
| Globeflex Capital L P | 269 | 349.44 |
| GAFAX - ASG Global Alternatives Fund Class A | 233 | 566.52 |
| ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A | 224 | 566.96 |
| THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A | 224 | 566.96 |
| VFLQ - Vanguard U.S. Liquidity Factor ETF ETF Shares | 212 | 457.55 |
| CX Institutional | 206 | 349.51 |
| TNBCX - 1290 SmartBeta Equity Fund Class T | 200 | 475.00 |
| Harel Insurance Investments & Financial Services Ltd. | 200 | 350.00 |
| FTSIX - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares | 185 | 567.57 |
| Sierra Capital LLC | 175 | 348.57 |
| ESGG - FlexShares STOXX Global ESG Impact Index Fund | 150 | 473.33 |
| RESP - WisdomTree U.S. Total Market Fund N/A | 146 | 568.49 |
| Concord Wealth Partners | 124 | 354.84 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A | 103 | 563.11 |
| MXDU - Nationwide Maximum Diversification U.S. Core Equity ETF | 103 | 456.31 |
| WGRO - WisdomTree U.S. Growth & Momentum Fund NA | 99 | 565.66 |
| Curi Wealth Management, LLC | 85 | 352.94 |
| PWS - Pacer WealthShield ETF | 79 | 481.01 |
| IndexIQ Advisors LLC | 77 | 428.57 |
| American National Bank | 69 | 347.83 |
| Credit Agricole S A | 66 | 348.48 |
| FLSP - Franklin Liberty Systematic Style Premia ETF | 54 | 425.93 |
| MXCCX - Federated Max-Cap Index Fund Class C Shares | 34 | 470.59 |
| Carroll Financial Associates, Inc. | 30 | 533.33 |
| VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares | 28 | 464.29 |
| Horan Securities, Inc. | 26 | 384.62 |
| Crescent Capital Consulting, LLC | 25 | 560.00 |
| Bartlett & Co. LLC | 23 | 347.83 |
| Sageworth Trust Co of South Dakota | 21 | 333.33 |
| Jones Financial Companies Lllp | 17 | 352.94 |
| Lenox Wealth Advisors, LLC | 16 | 437.50 |
| HHM Wealth Advisors, LLC | 16 | 375.00 |
| Ellevest, Inc. | 11 | 363.64 |
| Vigilant Capital Management, LLC | 9 | 333.33 |
| Ahrens Investment Partners LLC | 9 | 333.33 |
| Pacifica Partners Inc. | 7 | 428.57 |
| Johnson Financial Group, Inc. | 5 | 400.00 |
| Psagot Value Holdings Ltd. / (Israel) | 3 | 333.33 |
| Fairfield, Bush & Co. | 3 | 333.33 |
| RALS - ProShares RAFI Long/Short | 3 | 333.33 |
| Sound Income Strategies, LLC | 2 | 500.00 |
| Steward Financial Group LLC | 1 | |
| Trust Asset Management LLC | ||
| Syverson Strege & Co | ||
| Claraphi Advisory Network, LLC | ||
| Gladstone Institutional Advisory LLC | ||
| Castleview Partners, Llc | ||
| Delta Financial Advisors Llc | ||
| Sound Financial Strategies Group, LLC | ||
| D'Orazio & Associates, Inc. | ||
| Delta Asset Management Llc/tn | ||
| Kessler Investment Group, LLC | ||
| Sweet Financial Partners, LLC | ||
| Signet Financial Management, Llc | ||
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | ||
| Candriam Luxembourg S.C.A. | ||
| Pallas Capital Advisors LLC | ||
| Counterpoint Mutual Funds LLC | ||
| BI Asset Management Fondsmaeglerselskab A/S | ||
| Redhawk Wealth Advisors, Inc. | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Bridgeway Capital Management Inc | ||
| Maverick Capital Ltd | ||
| MUFG Securities EMEA plc | ||
| Bridgefront Capital, LLC | ||
| GWM Advisors LLC | ||
| JNBA Financial Advisors | ||
| Sageworth Trust Co | ||
| Asset Dedication, LLC | ||
| Greenleaf Trust | ||
| Granite Investment Partners, LLC | ||
| Stevens Capital Management Lp | ||
| Graves-Light Private Wealth Management, Inc. | ||
| Meiji Yasuda Asset Management Co Ltd. | ||
| Schwab Charitable Fund | ||
| Nomura Holdings Inc | ||
| Voya Financial Advisors, Inc. | ||
| Providence Capital Advisors, LLC | ||
| Resolute Advisors LLC | ||
| Angeles Investment Advisors, LLC | ||
| AMJ Financial Wealth Management | ||
| Intrinsic Edge Capital Management LLC | ||
| Diversified Trust Co | ||
| Laffer Investments | ||
| Presidio Capital Management, LLC | ||
| Kingfisher Capital LLC | ||
| QCGDX - Quantified Common Ground Fund Investor Class Shares | ||
| Sandler Capital Management | ||
| Horizon Investments, LLC | ||
| Zweig-DiMenna Associates LLC | ||
| Barber Financial Group, Inc. | ||
| Twinbeech Capital Lp | ||
| J.w. Cole Advisors, Inc. | ||
| Snowden Capital Advisors LLC | ||
| Albion Financial Group /ut | ||
| Boulder Hill Capital Management Lp | ||
| PGDIX - Global Diversified Income Fund Institutional Class | ||
| Consolidated Planning Corp | ||
| Simon Quick Advisors, Llc | ||
| BW Gestao de Investimentos Ltda. | ||
| Boothbay Fund Management, Llc | ||
| O'Dell Group, LLC | ||
| FirstPurpose Wealth LLC | ||
| Wealth Advisory Solutions, LLC | ||
| Cypress Capital Group | ||
| Checchi Capital Advisers, LLC | ||
| Qtron Investments LLC | ||
| Ambassador Advisors, LLC | ||
| Cresset Asset Management, LLC | ||
| Total Clarity Wealth Management, Inc. | ||
| Scopus Asset Management, L.p. | ||
| Westfield Capital Management Co Lp | ||
| Trexquant Investment LP | ||
| Sciencast Management LP | ||
| Mackay Shields Llc | ||
| Catalyst Capital Advisors LLC | ||
| Corbett Road Capital Management, Llc | ||
| Kings Point Capital Management | ||
| Marquette Asset Management, LLC | ||
| Jacobi Capital Management LLC | ||
| Procyon Private Wealth Partners, LLC | ||
| Advisors Preferred, LLC | ||
| AdvisorShares Investments LLC | ||
| Allstate Corp | ||
| Leverage Partners Absolute Return Fund SPC | ||
| Institutional & Family Asset Management, Llc | ||
| Cadent Capital Advisors, LLC | ||
| Susquehanna Fundamental Investments, Llc | ||
| Empowered Funds, LLC | ||
| Keebeck Alpha, LP | ||
| Tcwp Llc | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| GHP Investment Advisors, Inc. | ||
| qPULA Trading Management LP | ||
| Wealthspire Advisors, LLC | ||
| Vident Investment Advisory, LLC | ||
| Angeles Wealth Management, Llc | ||
| Cookson Peirce & Co Inc | ||
| Liberty Wealth Management Llc | ||
| Aaron Wealth Advisors LLC | ||
| Tradewinds Capital Management, LLC | ||
| Wahed Invest LLC | ||
| Cordant, Inc. | ||
| Davy Global Fund Management Ltd | ||
| International Assets Investment Management, Llc | ||
| XTX Topco Ltd | ||
| Koshinski Asset Management, Inc. | ||
| Wellington Shields Capital Management, LLC | ||
| Arrow Investment Advisors, LLC | ||
| Braun-Bostich & Associates Inc. | ||
| IBM Retirement Fund | ||
| Bellevue Group AG | ||
| Altshuler Shaham Ltd | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| Parametrica Management Ltd | ||
| 1832 Asset Management L.P. | ||
| Aigen Investment Management, Lp | ||
| Pitcairn Co | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Federated Hermes, Inc. | ||
| Agf Investments Inc. | ||
| Arabesque Asset Management Ltd | ||
| Gitterman Wealth Management, LLC | ||
| IHT Wealth Management, LLC | ||
| GraniteShares Advisors LLC | ||
| Brasada Capital Management, Lp | ||
| Marathon Capital Management | ||
| Cooper Financial Group | ||
| Triasima Portfolio Management inc. | ||
| Wunderlich Securities, Inc. | ||
| Enterprise Financial Services Corp | ||
| Bremer Bank National Association | ||
| Newfound Research LLC | ||
| SRB Corp | ||
| Kovack Advisors, Inc. | ||
| FinTrust Capital Advisors, LLC | ||
| Brookfield Asset Management Inc. | ||
| Quantamental Technologies LLC | ||
| Krane Funds Advisors LLC | ||
| First Personal Financial Services | ||
| Corient Capital Partners, LLC | ||
| AMP Capital Investors Ltd | ||
| Martingale Asset Management L P | ||
| Thompson Davis & Co., Inc. | ||
| Lee Financial Co | ||
| Bayesian Capital Management, LP | ||
| Strs Ohio | ||
| Dark Forest Capital Management Lp | ||
| Change Path, LLC | ||
| Chicago Partners Investment Group LLC | ||
| Beck Bode, LLC | ||
| L & S Advisors Inc | ||
| Avidian Wealth Solutions, LLC | ||
| Fulcrum Asset Management LLP | ||
| TFC Financial Management | ||
| Tradition Wealth Management, LLC | ||
| Blue Square Asset Management, Llc | ||
| Integrated Wealth Concepts LLC | ||
| Menard Financial Group LLC | ||
| Financial Management Professionals, Inc. | ||
| Two Sigma Investments, Lp | ||
| Drive Wealth Management, Llc | ||
| Associated Banc-corp | ||
| Veracity Capital LLC | ||
| Fortitude Advisory Group L.L.C. | ||
| Weaver C. Barksdale & Associates, Inc. | ||
| Two Sigma Investments, Lp | ||
| Hancock Whitney Investment Services Inc. | ||
| Two Sigma Investments, Lp | ||
| HAP Trading, LLC | ||
| Sage Mountain Advisors LLC | ||
| AGF Investments LLC | ||
| Capital International Investors | ||
| Wolverine Trading, Llc | ||
| CTC Capital Management, LLC | ||
| Circle Wealth Management, LLC | ||
| Lombard Odier Asset Management (Switzerland) SA | ||
| Donoghue Forlines LLC | ||
| Gemmer Asset Management LLC | ||
| Profund Advisors Llc | ||
| Scopus Asset Management, L.p. | ||
| Wolverine Trading, Llc | ||
| Wolverine Trading, Llc | ||
| Twin Tree Management, LP | ||
| Meritage Portfolio Management | ||
| Etf Managers Group, Llc | ||
| Ing Groep Nv | ||
| Bellwether Advisors, LLC | ||
| Capstone Investment Advisors, Llc | ||
| Capstone Investment Advisors, Llc | ||
| Capital Advisors, Ltd. LLC | ||
| Fermata Advisors, LLC | ||
| Vise Technologies, Inc. | ||
| Unigestion Holding SA | ||
| Cigna Investments Inc /new | ||
| OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | 405.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 4,450,166 | 318.21 | 4,466,086 | 351.23 |
| BlackRock Inc. | 4,432,438 | 4,308,332 | 351.23 | |
| Select Equity Group, L.P. | 1,362,213 | 0.32 | 1,199,504 | 0.35 |
| Neuberger Berman Group LLC | 1,144,755 | 318.20 | 1,153,294 | 351.24 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 862,810 | 339.19 | 862,810 | 398.62 |
| Geode Capital Management, Llc | 854,407 | 317.86 | 854,482 | 350.63 |
| Morgan Stanley | 741,545 | 318.21 | 484,672 | 351.23 |
| NBGNX - Neuberger Berman Genesis Fund Investor Class | 735,821 | 339.19 | 747,834 | 398.62 |
| Invesco Ltd. | 627,674 | 318.21 | 751,815 | 351.23 |
| William Blair Investment Management, Llc | 611,339 | 318.21 | 304,218 | 351.23 |
| Massachusetts Financial Services Co /ma/ | 603,779 | 318.21 | 667,445 | 351.23 |
| Pictet Asset Management Sa | 587,792 | 318.21 | 551,773 | 351.23 |
| Blair William & Co/il | 553,137 | 318.21 | 527,195 | 351.23 |
| Findlay Park Partners LLP | 535,470 | 318.21 | 535,470 | 351.23 |
| OTCAX - MFS Mid Cap Growth Fund A | 480,709 | 339.19 | 588,237 | 398.62 |
| Brown Brothers Harriman & Co | 477,474 | 318.21 | 370,834 | 351.23 |
| Echo Street Capital Management LLC | 444,338 | 318.21 | 436,140 | 351.23 |
| FXAIX - Fidelity 500 Index Fund | 429,812 | 339.19 | 422,650 | 398.62 |
| Northern Trust Corp | 397,880 | 318.21 | 404,594 | 351.23 |
| Bank of New York Mellon Corp | 389,419 | 318.21 | 399,073 | 351.23 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Norges Bank | 344,857 | 434.41 | 0 | |
| Man Group plc | 36,402 | 318.20 | 0 | |
| Carlson Capital L P | 27,400 | 318.21 | 0 | |
| Squarepoint Ops LLC | 26,186 | 318.22 | 0 | |
| Schonfeld Strategic Advisors LLC | 18,326 | 318.24 | 0 | |
| Jefferies Group LLC | 12,710 | 312.82 | 0 | |
| Jump Financial, LLC | 8,046 | 318.29 | 0 | |
| Worldquant Millennium Advisors Llc | 7,025 | 318.15 | 0 | |
| Stewart Asset Management, LLC | 2,719 | 318.13 | 0 | |
| Chimera Capital Management LLC | 2,281 | 318.28 | 0 | |
| Steward Partners Investment Advisory, Llc | 2,091 | 0.48 | 4,817 | 0.42 |
| Caxton Associates Lp | 1,999 | 318.16 | 0 | |
| Ergoteles LLC | 1,509 | 318.09 | 0 | |
| Rafferty Asset Management, LLC | 1,370 | 318.25 | 0 | |
| Walleye Capital LLC | 1,250 | 318.40 | 0 | |
| Park Avenue Securities Llc | 1,117 | 317815.58 | 1,154 | 350.95 |
| Quantitative Investment Management, LLC | 1,075 | 318.14 | 0 | |
| Machina Capital S.a.s. | 1,072 | 318.10 | 0 | |
| PEAK6 Investments LLC | 1,000 | 318.00 | 0 | |
| Hrt Financial Lp | 783 | 318.01 | 0 |
| Name | Current Puts |
|---|---|
| PointState Capital LP | 200,000 |
| Caption Management, LLC | 23,400 |
| Cutler Group LP | 2,400 |
| Name | Current Calls |
|---|
| Name |
|---|
| PASIX - PACE Alternative Strategies Investments Class A |
| Name | Previous Puts |
|---|---|
| Capstone Investment Advisors, Llc | 0 |
| Wolverine Trading, Llc | 0 |
| HAP Trading, LLC | 0 |
| Two Sigma Investments, Lp | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 500 | 500 | 0 | 0.00 |
| Two Sigma Securities, Llc | 5,300 | 7,200 | 1,900 | 278.95 |
| Simplex Trading, Llc | 8,500 | 10,600 | 2,100 | 404.76 |
| Walleye Trading LLC | 13,300 | 18,900 | 5,600 | 237.50 |
| Jpmorgan Chase & Co | 128,671 | 250,000 | 121,329 | 106.05 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| PEAK6 Investments LLC | 1,000 | 1,000 | 0 | 0.00 |
| Tudor Investment Corp Et Al | 3,000 | 4,700 | 1,700 | 176.47 |
| Name |
|---|
| SEIAX - SIIT Multi-Asset Real Return Fund - Class A |
| REUYX - Sustainable Equity Fund Class Y |
| NELAX - Nuveen Equity Long/Short Fund Class A |
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| REBYX - U.S. Small Cap Equity Fund Class Y |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 4,400 | 86,700 | 91,100 | -4.83 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Jane Street Group, Llc | 19,900 | 20,500 | 40,400 | -49.26 |
| Group One Trading, L.p. | 1,600 | 3,800 | 5,400 | -29.63 |
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Atika Capital Management LLC | 72,000 | 318.21 |
| T. Rowe Price Investment Management, Inc. | 50,406 | 318.22 |
| Moore Capital Management, Lp | 24,210 | 318.22 |
| Marlowe Partners LP | 16,095 | 318.24 |
| Silvant Capital Management LLC | 14,430 | 318.23 |
| Woodline Partners LP | 13,449 | 318.24 |
| Cinctive Capital Management LP | 8,967 | 318.17 |
| Mariner, LLC | 8,588 | 318.23 |
| Caption Management, LLC | 7,500 | 318.40 |
| CenterBook Partners LP | 5,712 | 318.28 |
| Balyasny Asset Management Llc | 5,003 | 318.21 |
| Seven Eight Capital, Lp | 3,905 | 318.31 |
| Advisor Partners Ii, Llc | 2,480 | 318.15 |
| Burney Co/ | 1,145 | 317.90 |
| ELCO Management Co., LLC | 1,000 | 318.00 |
| Teza Capital Management LLC | 920 | 318.48 |
| Rinkey Investments | 602 | 350.50 |
| Osterweis Capital Management Inc | 41 | 317.07 |
| Guardian Wealth Advisors, LLC | 23 | 304.35 |
| Stonebridge Capital Advisors LLC | 2 | 500.00 |
| Raleigh Capital Management Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Concord Wealth Partners | 124 | 354.84 |
| Drive Wealth Management, Llc | ||
| ClariVest Asset Management LLC | 3,700 | 351.35 |
| Point72 Asset Management, L.P. | 120,972 | 351.23 |
| FORA Capital, LLC | 3,714 | 0.27 |
| Taika Capital, LP | 5,165 | 351.21 |
| Lighthouse Investment Partners, LLC | 8,908 | 351.26 |
| Credit Agricole S A | 66 | 348.48 |
| Zacks Investment Management | 8,822 | 351.17 |
| Arrowstreet Capital, Limited Partnership | 89,274 | 351.23 |
| Centiva Capital, LP | 1,483 | 351.31 |
| Group One Trading, L.p. | 5,400 | 351.30 |
| PGGM Investments | 37,952 | 566.00 |
| Johnson Financial Group, Inc. | 5 | 400.00 |
| Gyon Technologies Capital Management, LP | 596 | 350.67 |
| Winton Capital Group Ltd | 1,369 | 351.35 |
| Prelude Capital Management, Llc | 10,000 | 351.20 |
| Globeflex Capital L P | 269 | 349.44 |
| Siemens Fonds Invest GmbH | 614 | 351.79 |
| Magnetar Financial LLC | 645 | 351.94 |
| Precept Management LLC | 2,000 | 351.00 |
| Employees Retirement System of Texas | 10,300 | 351.26 |
| Psagot Value Holdings Ltd. / (Israel) | 3 | 333.33 |
| Nations Financial Group Inc, /ia/ /adv | 5,200 | 351.15 |
| MQS Management LLC | 590 | 350.85 |
| Hudson Bay Capital Management LP | 17,814 | 351.24 |
| Bridgewater Associates, LP | 28,266 | 351.23 |
| Corton Capital Inc. | 600 | 351.67 |
| Two Sigma Securities, Llc | 1,900 | 351.05 |
| Gsa Capital Partners Llp | 3,193 | 351.08 |
| Kayne Anderson Rudnick Investment Management Llc | 1,330,222 | 351.23 |
| Holocene Advisors, LP | 1,267 | 351.22 |
| Fort, L.p. | 609 | 351.40 |
| PDT Partners, LLC | 3,492 | 351.09 |
| Venture Visionary Partners LLC | 332 | 351228.92 |
| MAI Capital Management | 4,286 | 351.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 4,450,166 | 318.21 | 4,466,086 | 351.23 |
| BlackRock Inc. | 4,033,197 | 318.21 | 4,308,332 | 351.23 |
| Select Equity Group, L.P. | 1,362,213 | 0.32 | 1,199,504 | 0.35 |
| Neuberger Berman Group LLC | 1,144,755 | 318.20 | 1,153,294 | 351.24 |
| Geode Capital Management, Llc | 854,407 | 317.86 | 854,482 | 350.63 |
| Morgan Stanley | 741,545 | 318.21 | 484,672 | 351.23 |
| Invesco Ltd. | 627,674 | 318.21 | 751,815 | 351.23 |
| William Blair Investment Management, Llc | 611,339 | 318.21 | 304,218 | 351.23 |
| Massachusetts Financial Services Co /ma/ | 603,779 | 318.21 | 667,445 | 351.23 |
| Pictet Asset Management Sa | 587,792 | 318.21 | 551,773 | 351.23 |
| Blair William & Co/il | 553,137 | 318.21 | 527,195 | 351.23 |
| Findlay Park Partners LLP | 535,470 | 318.21 | 535,470 | 351.23 |
| Brown Brothers Harriman & Co | 477,474 | 318.21 | 370,834 | 351.23 |
| Echo Street Capital Management LLC | 444,338 | 318.21 | 436,140 | 351.23 |
| Northern Trust Corp | 397,880 | 318.21 | 404,594 | 351.23 |
| Bank of New York Mellon Corp | 389,419 | 318.21 | 399,073 | 351.23 |
| American Century Companies Inc | 367,558 | 318.21 | 247,350 | 351.23 |
| Wasatch Advisors Inc | 367,254 | 318.21 | 378,285 | 351.23 |
| Macquarie Group Ltd | 356,713 | 318.21 | 308,096 | 351.23 |
| Wells Fargo & Company/mn | 336,351 | 318.21 | 345,543 | 351.23 |
| Fmr Llc | 328,752 | 318.21 | 552,092 | 351.23 |
| Capital World Investors | 317,700 | 318.21 | 317,700 | 351.23 |
| Charles Schwab Investment Management Inc | 309,747 | 318.21 | 306,009 | 351.23 |
| Gilder Gagnon Howe & Co Llc | 308,620 | 318.21 | 309,429 | 351.23 |
| Baird Financial Group, Inc. | 299,712 | 318.21 | 287,930 | 351.23 |
| Bank Of America Corp /de/ | 291,201 | 318.21 | 322,531 | 351.23 |
| Chilton Investment Co Llc | 286,204 | 318.21 | 273,421 | 351.23 |
| California Public Employees Retirement System | 283,227 | 318.21 | 291,164 | 351.23 |
| Legal & General Group Plc | 278,565 | 318.21 | 307,564 | 351.23 |
| Dimensional Fund Advisors Lp | 272,110 | 318.21 | 268,451 | 351.20 |
| Price T Rowe Associates Inc /md/ | 260,103 | 318.22 | 304,921 | 351.23 |
| TimesSquare Capital Management, LLC | 253,120 | 318.21 | 281,320 | 351.23 |
| Eventide Asset Management, Llc | 247,100 | 318.21 | 247,100 | 351.23 |
| Deutsche Bank Ag\ | 236,564 | 318.21 | 249,883 | 351.23 |
| Standard Life Aberdeen plc | 203,307 | 318.21 | 204,803 | 350.47 |
| Goldman Sachs Group Inc | 194,780 | 318.21 | 266,752 | 351.23 |
| Envestnet Asset Management Inc | 175,038 | 318.21 | 173,949 | 351.23 |
| Swiss National Bank | 173,468 | 318.21 | 174,268 | 351.23 |
| Ubs Asset Management Americas Inc | 173,063 | 318.21 | 174,954 | 351.23 |
| Amundi | 147,851 | 330.86 | 134,820 | 369.03 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 144,573 | 318.21 | 140,199 | 351.23 |
| Nuveen Asset Management, LLC | 138,558 | 318.21 | 150,673 | 351.23 |
| Voloridge Investment Management, Llc | 129,986 | 318.21 | 14,693 | 351.26 |
| Ensign Peak Advisors, Inc | 118,596 | 318.22 | 109,903 | 351.23 |
| Renaissance Technologies Llc | 114,636 | 318.21 | 133,636 | 351.23 |
| Jpmorgan Chase & Co | 113,341 | 318.22 | 121,329 | 351.24 |
| Quadrature Capital Ltd | 112,330 | 318.25 | 25,813 | 351.26 |
| FIL Ltd | 106,072 | 318.21 | 105,155 | 351.23 |
| Robeco Schweiz AG | 101,016 | 318.21 | 118,387 | 351.23 |
| Bamco Inc /ny/ | 96,187 | 318.21 | 64,888 | 351.24 |
| Parnassus Investments /ca | 89,405 | 318.21 | 89,405 | 351.23 |
| Eaton Vance Management | 84,175 | 318.21 | 80,823 | 351.24 |
| Adage Capital Partners Gp, L.l.c. | 82,123 | 318.21 | 73,152 | 351.23 |
| Rhumbline Advisers | 80,423 | 318.20 | 79,198 | 351.23 |
| Hsbc Holdings Plc | 78,224 | 318.50 | 84,105 | 351.51 |
| United Capital Financial Advisers, Llc | 75,971 | 318.21 | 74,398 | 351.23 |
| Nfj Investment Group, Llc | 72,993 | 318.21 | 61,737 | 351.23 |
| Loomis Sayles & Co L P | 70,396 | 318.21 | 78,447 | 351.23 |
| Credit Suisse Ag/ | 68,196 | 318.22 | 71,681 | 351.24 |
| Stifel Financial Corp | 63,811 | 318.25 | 61,176 | 351.27 |
| Cubist Systematic Strategies, LLC | 63,591 | 318.21 | 9,597 | 351.26 |
| Caisse De Depot Et Placement Du Quebec | 57,554 | 318.21 | 28,977 | 351.24 |
| Axa S.a. | 56,202 | 318.21 | 150,091 | 351.22 |
| Boston Private Wealth Llc | 56,010 | 318.21 | 56,867 | 351.22 |
| Principal Financial Group Inc | 54,257 | 318.21 | 51,719 | 351.24 |
| BNP Paribas Asset Management Holding S.A. | 52,655 | 318.20 | 51,390 | 351.24 |
| Intech Investment Management Llc | 50,009 | 318.22 | 89,938 | 351.23 |
| Sei Investments Co | 49,941 | 318.22 | 45,328 | 351.20 |
| Ameriprise Financial Inc | 49,936 | 317.87 | 58,231 | 351.10 |
| Voya Investment Management Llc | 47,418 | 318.21 | 25,251 | 351.23 |
| Edgestream Partners, L.P. | 46,505 | 318.20 | 8,927 | 351.18 |
| Bnp Paribas Arbitrage, Sa | 46,131 | 318.20 | 37,919 | 351.22 |
| Thornburg Investment Management Inc | 44,384 | 318.20 | 43,304 | 351.24 |
| Prospect Capital Advisors, LLC | 40,605 | 318.19 | 35,865 | 351.23 |
| Congress Wealth Management LLC / DE / | 40,442 | 318.23 | 38,925 | 351.24 |
| Lord, Abbett & Co. Llc | 39,700 | 318.21 | 60,900 | 351.23 |
| Liontrust Investment Partners LLP | 33,000 | 318.21 | 33,000 | 351.24 |
| Citigroup Inc | 31,382 | 318.21 | 19,562 | 351.19 |
| Wedgewood Partners Inc | 30,223 | 318.17 | 30,718 | 351.19 |
| Aviva Plc | 28,649 | 318.20 | 25,758 | 351.23 |
| 2Xideas AG | 28,414 | 318.22 | 31,745 | 351.24 |
| Mitsubishi UFJ Trust & Banking Corp | 28,250 | 318.23 | 29,540 | 351.22 |
| Bank Of Montreal /can/ | 27,586 | 318.97 | 40,280 | 353.92 |
| Bell Asset Management Ltd | 26,397 | 318.22 | 24,359 | 351.25 |
| Noked Israel Ltd | 25,726 | 318.20 | 69,675 | 351.23 |
| Noked Capital LTD | 25,726 | 318.20 | 69,675 | 351.23 |
| First Trust Advisors Lp | 22,978 | 318.22 | 26,527 | 351.23 |
| Johnson Investment Counsel Inc | 22,311 | 318.23 | 22,126 | 351.22 |
| B. Metzler seel. Sohn & Co. AG | 21,395 | 318.21 | 21,395 | 351.25 |
| Norinchukin Bank, The | 21,186 | 318.23 | 18,855 | 351.26 |
| Stony Point Capital LLC | 20,421 | 318.20 | 30,283 | 351.22 |
| Epoch Investment Partners, Inc. | 19,175 | 318.23 | 22,193 | 351.24 |
| ExodusPoint Capital Management, LP | 18,958 | 318.23 | 14,235 | 351.25 |
| State Of Wisconsin Investment Board | 18,086 | 318.20 | 19,972 | 351.24 |
| Crown Advisors Management, Inc. | 18,000 | 318.17 | 18,000 | 351.22 |
| Toronto Dominion Bank | 17,941 | 318.10 | 19,066 | 351.15 |
| GW&K Investment Management, LLC | 17,759 | 318.20 | 8,744 | 351.21 |
| American International Group, Inc. | 17,342 | 318.19 | 17,756 | 351.21 |
| Nicholas Company, Inc. | 16,780 | 318.24 | 16,780 | 351.25 |
| Aqr Capital Management Llc | 16,306 | 318.23 | 18,984 | 345.03 |
| Wellington Management Group Llp | 16,284 | 318.17 | 20,975 | 351.23 |
| Nomura Asset Management Co Ltd | 15,933 | 318.21 | 13,584 | 351.30 |
| Occudo Quantitative Strategies Lp | 15,472 | 318.19 | 2,854 | 351.09 |
| Korea Investment CORP | 15,371 | 318.20 | 13,315 | 351.26 |
| Townsquare Capital Llc | 15,188 | 318.21 | 14,331 | 351.20 |
| Amalgamated Bank | 15,002 | 318.22 | 15,231 | 351.26 |
| APG Asset Management N.V. | 14,889 | 324.80 | 26,395 | 335.97 |
| Royal London Asset Management Ltd | 14,743 | 318.32 | 15,192 | 351.30 |
| UBS Group AG | 14,555 | 318.17 | 24,820 | 351.25 |
| Dai-Ichi Life Insurance Company, Ltd | 13,944 | 318.20 | 13,944 | 351.26 |
| Kennedy Capital Management, Inc. | 13,896 | 318.22 | 1,853 | 351.32 |
| Nippon Life Global Investors Americas, Inc. | 13,230 | 318.22 | 10,920 | 351.19 |
| Bancreek Capital Management, LP | 12,407 | 318.21 | 12,605 | 351.21 |
| MetLife Investment Management, LLC | 12,088 | 318.25 | 12,370 | 351.25 |
| Point72 Hong Kong Ltd | 12,069 | 318.17 | 2,748 | 351.16 |
| Jane Street Group, Llc | 11,900 | 318.24 | 40,400 | 351.24 |
| Nissay Asset Management Corp /japan/ /adv | 11,127 | 318.23 | 10,692 | 351.20 |
| First National Bank Of Omaha | 11,025 | 318.19 | 11,556 | 351.25 |
| Brant Point Investment Management Llc | 10,762 | 318.25 | 32,200 | 351.24 |
| Guggenheim Capital Llc | 10,646 | 318.24 | 12,768 | 351.19 |
| Oppenheimer Asset Management Inc. | 10,385 | 318.34 | 9,996 | 351.24 |
| Qube Research & Technologies Ltd | 10,117 | 318.18 | 14,195 | 351.25 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | 318.20 | 15,000 | 351.20 |
| Alberta Investment Management Corp | 9,715 | 318.17 | 8,440 | 351.18 |
| Dynamic Technology Lab Private Ltd | 8,955 | 318.26 | 718 | 350.97 |
| NewEdge Wealth, LLC | 8,766 | 318.16 | 8,421 | 351.26 |
| Wealthfront Advisers Llc | 8,705 | 318.21 | 8,364 | 351.27 |
| Franklin Resources Inc | 8,210 | 318.15 | 8,754 | 351.27 |
| Tredje AP-fonden | 7,954 | 318.20 | 4,667 | 351.19 |
| Andra AP-fonden | 7,800 | 318.21 | 8,200 | 351.22 |
| Schroder Investment Management Group | 7,742 | 318.26 | 8,223 | 349.99 |
| DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A | 7,349 | 318.27 | 6,644 | 351.29 |
| LPL Financial LLC | 7,226 | 318.16 | 9,878 | 351.18 |
| Cibc World Markets Corp | 7,210 | 318.17 | 9,744 | 351.19 |
| Utah Retirement Systems | 6,922 | 318.12 | 6,887 | 351.24 |
| Skandinaviska Enskilda Banken AB (publ) | 6,438 | 318.27 | 5,603 | 351.24 |
| Tower Research Capital LLC (TRC) | 6,422 | 318.13 | 8,299 | 351.25 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,265 | 318.28 | 5,700 | 351.23 |
| FDx Advisors, Inc. | 6,162 | 318.24 | 6,311 | 351.29 |
| Verition Fund Management LLC | 5,887 | 318.16 | 3,264 | 351.10 |
| Picton Mahoney Asset Management | 5,855 | 317.85 | 10,755 | 351.09 |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 5,791 | 318.25 | 5,835 | 351.16 |
| Northwestern Mutual Wealth Management Co | 5,754 | 318.21 | 18,576 | 351.21 |
| Vestcor Inc | 5,739 | 318.17 | 9,325 | 351.21 |
| New York Life Investment Management Llc | 5,692 | 318.17 | 5,715 | 351.36 |
| Pnc Financial Services Group, Inc. | 5,520 | 318.30 | 5,608 | 351.28 |
| Settian Capital LP | 5,375 | 318.14 | 4,375 | 351.31 |
| Walleye Trading LLC | 5,139 | 318.16 | 5,600 | 351.25 |
| King Luther Capital Management Corp | 5,120 | 318.16 | 3,508 | 351.20 |
| MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class | 5,093 | 318.28 | 5,066 | 351.16 |
| Commonwealth Equity Services, Llc | 5,042 | 318.13 | 2,837 | 351.08 |
| Ameritas Investment Partners, Inc. | 5,019 | 317.99 | 526 | 349.81 |
| Seeyond | 4,812 | 318.16 | 5,069 | 351.15 |
| Weik Capital Management | 4,800 | 318.12 | 4,800 | 351.25 |
| Susquehanna International Group, Llp | 4,674 | 318.14 | 91,100 | 351.23 |
| Marks Group Wealth Management, Inc | 4,672 | 318.28 | 4,522 | 351.17 |
| Alphacrest Capital Management Llc | 4,533 | 318.11 | 4,195 | 351.13 |
| Bahl & Gaynor Inc | 4,451 | 318.13 | 5,004 | 351.32 |
| Tudor Investment Corp Et Al | 4,394 | 318.16 | 1,700 | 350.59 |
| Blueshift Asset Management, LLC | 4,385 | 318.13 | 1,384 | 351.16 |
| Public Sector Pension Investment Board | 4,281 | 318.15 | 3,831 | 351.34 |
| Intrust Bank Na | 4,188 | 318.29 | 4,148 | 351.25 |
| Healthcare Of Ontario Pension Plan Trust Fund | 4,126 | 318.23 | 10,326 | 351.25 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3,936 | 318.09 | 4,635 | 351.24 |
| Campbell & CO Investment Adviser LLC | 3,729 | 318.32 | 2,027 | 351.26 |
| Meridian Wealth Management, LLC | 3,641 | 318.32 | 6,829 | 351.30 |
| Canada Pension Plan Investment Board | 3,570 | 318.21 | 1,570 | 350.96 |
| Engineers Gate Manager LP | 3,560 | 318.26 | 4,220 | 351.18 |
| Kingsview Wealth Management, LLC | 3,541 | 318.27 | 3,713 | 351.20 |
| Pathstone Family Office, Llc | 3,470 | 317.87 | 3,047 | 351.49 |
| Df Dent & Co Inc | 3,331 | 318.22 | 2,944 | 351.22 |
| Bank Of Nova Scotia | 3,283 | 318.31 | 3,286 | 351.49 |
| Covington Capital Management | 3,120 | 318.27 | 3,055 | 351.23 |
| Mml Investors Services, Llc | 3,078 | 318.06 | 3,195 | 351.17 |
| Atria Wealth Solutions, Inc. | 2,798 | 325.95 | 5,110 | 351.27 |
| Shell Asset Management Co | 2,782 | 318.12 | 3,411 | 351.22 |
| Tocqueville Asset Management L.p. | 2,750 | 318.18 | 2,750 | 351.27 |
| Great Lakes Advisors, Llc | 2,707 | 318.06 | 2,856 | 351.19 |
| Bessemer Group Inc | 2,450 | 318.37 | 2,245 | 351.45 |
| Natixis | 2,438 | 318.29 | 1,741 | 350.95 |
| Barbara Oil Co. | 2,425 | 318.35 | 2,425 | 351.34 |
| CIBC World Markets Inc. | 2,339 | 318.08 | 2,401 | 351.10 |
| Mercer Global Advisors Inc /adv | 2,284 | 318.30 | 2,948 | 351.42 |
| Metropolitan Life Insurance Co/ny | 2,274 | 318.38 | 2,330 | 351.07 |
| Panagora Asset Management Inc | 2,266 | 318.18 | 2,269 | 351.26 |
| Cerity Partners LLC | 2,127 | 318.29 | 1,994 | 351.05 |
| Capital Asset Advisory Services LLC | 2,064 | 318.31 | 2,875 | 351.30 |
| RiverPark Advisors, LLC | 2,011 | 318.25 | 2,011 | 351.07 |
| PAX Financial Group, LLC | 1,998 | 318.32 | 1,907 | 351.34 |
| O'shaughnessy Asset Management, Llc | 1,887 | 317.97 | 2,134 | 351.45 |
| Advisory Services Network, LLC | 1,830 | 318.58 | 1,847 | 351.38 |
| Dupont Capital Management Corp | 1,766 | 318.23 | 3,079 | 351.09 |
| Thrivent Financial For Lutherans | 1,763 | 318.21 | 1,767 | 351.44 |
| Sigma Planning Corp | 1,694 | 318.18 | 1,621 | 351.02 |
| Aureus Asset Management, LLC | 1,687 | 318.32 | 1,687 | 351.51 |
| Intercontinental Wealth Advisors, LLC | 1,682 | 318.07 | 1,654 | 351.27 |
| DLN - WisdomTree U.S. LargeCap Dividend Fund N/A | 1,680 | 318.45 | 1,623 | 351.20 |
| Heritage Wealth Management, Llc | 1,576 | 318.53 | 1,616 | 351287.13 |
| M&t Bank Corp | 1,545 | 300.32 | 1,678 | 330.15 |
| Roberts Capital Advisors, LLC | 1,508 | 318.30 | 1,508 | 351.46 |
| Kestra Private Wealth Services, Llc | 1,486 | 1,620 | 0.62 | |
| Fayez Sarofim & Co | 1,484 | 318.06 | 1,484 | 351.08 |
| Northwestern Mutual Investment Management Company, Llc | 1,471 | 318.15 | 1,600 | 351.25 |
| Veritable, L.P. | 1,458 | 318.24 | 1,458 | 351.17 |
| Regentatlantic Capital Llc | 1,452 | 318.18 | 1,416 | 350.99 |
| Axxcess Wealth Management, Llc | 1,417 | 318.28 | 1,351 | 350.85 |
| We Are One Seven, LLC | 1,359 | 317.88 | 1,429 | 351.29 |
| Parallel Advisors, LLC | 1,262 | 318.54 | 1,354 | 351.55 |
| JustInvest LLC | 1,257 | 318.22 | 1,351 | 351.59 |
| Cetera Advisor Networks LLC | 1,191 | 318.22 | 3,023 | 351.31 |
| TrinityPoint Wealth, LLC | 1,103 | 318.22 | 1,281 | 351.29 |
| Alpha Paradigm Partners, LLC | 1,063 | 634 | 351.74 | |
| Covenant Partners, LLC | 1,035 | 317.87 | 1,035 | 351.69 |
| Perennial Investment Advisors, LLC | 1,031 | 318.14 | 871 | 351.32 |
| Oak Associates Ltd /oh/ | 1,030 | 318.45 | 1,030 | 351.46 |
| Prudential Plc | 1,021 | 318.32 | 943 | 351.01 |
| Aquatic Capital Management LLC | 1,000 | 318.00 | 900 | 351.11 |
| Wealth Alliance | 989 | 318.50 | 916 | 351.53 |
| Alps Advisors Inc | 949 | 318.23 | 767 | 350.72 |
| Argent Trust Co | 947 | 317.85 | 945 | 351.32 |
| One Wealth Advisors, LLC | 944 | 317.80 | 942 | 351.38 |
| Choate Investment Advisors | 935 | 318.72 | 1,200 | 350.83 |
| Fred Alger Management, Llc | 932 | 318.67 | 32,620 | 351.23 |
| Systematic Alpha Investments, LLC | 917 | 318.43 | 917 | 351.15 |
| National Asset Management, Inc. | 876 | 321.92 | 1,090 | 352.29 |
| Banco Bilbao Vizcaya Argentaria, S.a. | 868 | 317.97 | 884 | 350.68 |
| Acadian Asset Management Llc | 860 | 316.28 | 4,347 | 351.28 |
| Beacon Pointe Advisors, LLC | 858 | 320.51 | 773 | 353.17 |
| Element Capital Management Llc | 816 | 318.63 | 816 | 351.72 |
| Moreno Evelyn V | 815 | 317.79 | 656 | 350.61 |
| First Horizon Advisors, Inc. | 814 | 316.95 | 811 | 350.18 |
| Ellis Investment Partners, LLC | 805 | 318.01 | 805 | 350.31 |
| Graham Capital Management, L.P. | 782 | 317.14 | 1,395 | 350.54 |
| Fiduciary Trust Co | 767 | 318.12 | 769 | 351.11 |
| PineBridge Investments, L.P. | 754 | 318.30 | 754 | 351.46 |
| Wetherby Asset Management Inc | 752 | 317.82 | 822 | 351.58 |
| Tokio Marine Asset Management Co Ltd | 713 | 318.37 | 693 | 350.65 |
| Delphia (USA) Inc. | 699 | 319.03 | 735 | 351.02 |
| Fuller & Thaler Asset Management, Inc. | 680 | 317.65 | 705 | 351.77 |
| Bokf, Na | 662 | 317.22 | 2,147 | 351.19 |
| DTD - WisdomTree U.S. Total Dividend Fund N/A | 621 | 318.84 | 617 | 351.70 |
| Edmond De Rothschild Holding S.a. | 521 | 318.62 | 475 | 351.58 |
| Belpointe Asset Management LLC | 466 | 317.60 | 349 | 349.57 |
| FTSAX - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares | 435 | 317.24 | 385 | 350.65 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A | 421 | 318.29 | 423 | 352.25 |
| Natixis Investment Managers International | 373 | 316.35 | 373 | 351.21 |
| Ci Investments Inc. | 364 | 318.68 | 2,307 | 351.11 |
| EPS - WisdomTree U.S. LargeCap Fund N/A | 271 | 317.34 | 359 | 350.97 |
| Meeder Asset Management Inc | 265 | 316.98 | 377 | 350.13 |
| Standard Family Office LLC | 263 | 319.39 | 263 | 349.81 |
| Covestor Ltd | 199 | 321.61 | 404 | 351.49 |
| MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class | 194 | 319.59 | 202 | 351.49 |
| Quadrant Capital Group Llc | 194 | 319.59 | 231 | 350.65 |
| Penserra Capital Management LLC | 191 | 314.14 | 187 | 347.59 |
| Quent Capital, LLC | 149 | 322.15 | 149 | 348.99 |
| Column Capital Advisors, LLC | 134 | 320.90 | 134 | 350.75 |
| Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class | 122 | 319.67 | 122 | 352.46 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A | 116 | 318.97 | 115 | 347.83 |
| Harding Loevner Lp | 103 | 320.39 | 103 | 349.51 |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | 320.00 | 400 | 350.00 |
| Smithfield Trust Co | 80 | 325.00 | 80 | 362.50 |
| Archer Investment Corp | 50 | 320.00 | 50 | 360.00 |
| Harvest Fund Management Co., Ltd | 46 | 326.09 | 157 | 350.32 |
| HWG Holdings LP | 44 | 318.18 | 2,669 | 423.00 |
| Bell Investment Advisors, Inc | 38 | 315.79 | 40 | 350.00 |
| Lumature Wealth Partners, LLC | 30 | 333.33 | 44 | 340.91 |
| Earnest Partners Llc | 25 | 320.00 | 25 | 360.00 |
| Ten Capital Wealth Advisors, LLC | 25 | 320.00 | 25 | 360.00 |
| Evermay Wealth Management Llc | 25 | 320.00 | 85 | 352.94 |
| Glassman Wealth Services | 23 | 304.35 | 29 | 344.83 |
| Allworth Financial LP | 21 | 333.33 | 51 | 352.94 |
| Crewe Advisors LLC | 17 | 294.12 | 10 | 400.00 |
| Hartland & Co., LLC | 17 | 294.12 | 22 | 363.64 |
| Thomas J. Herzfeld Advisors, Inc. | 14 | 285.71 | 14 | 357.14 |
| First Manhattan Co | 12 | 250.00 | 12 | 333.33 |
| Lazard Asset Management Llc | 7 | 285.71 | 727 | 349.38 |
| Advisor Group Holdings, Inc. | 1 | 13,888 | 351.38 | |
| HighTower Advisors, LLC | 1 | 3,524 | 350.74 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Norges Bank | 344,857 | 434.41 | 0 | |
| Man Group plc | 36,402 | 318.20 | 0 | |
| Carlson Capital L P | 27,400 | 318.21 | 0 | |
| Squarepoint Ops LLC | 26,186 | 318.22 | 0 | |
| Schonfeld Strategic Advisors LLC | 18,326 | 318.24 | 0 | |
| Jefferies Group LLC | 12,710 | 312.82 | 0 | |
| Worldquant Millennium Advisors Llc | 7,025 | 318.15 | 0 | |
| Chimera Capital Management LLC | 2,281 | 318.28 | 0 | |
| Steward Partners Investment Advisory, Llc | 2,091 | 0.48 | 4,817 | 0.42 |
| Caxton Associates Lp | 1,999 | 318.16 | 0 | |
| Ergoteles LLC | 1,509 | 318.09 | 0 | |
| Rafferty Asset Management, LLC | 1,370 | 318.25 | 0 | |
| Walleye Capital LLC | 1,250 | 318.40 | 0 | |
| Quantitative Investment Management, LLC | 1,075 | 318.14 | 0 | |
| Machina Capital S.a.s. | 1,072 | 318.10 | 0 | |
| PEAK6 Investments LLC | 1,000 | 318.00 | 0 | |
| Hrt Financial Lp | 783 | 318.01 | 0 | |
| Cetera Investment Advisers | 748 | 318.18 | 0 | |
| Ossiam | 289 | 318.34 | 1 | |
| Parallax Volatility Advisers, L.P. | 200 | 320.00 | 0 | |
| Lindbrook Capital, Llc | 11 | 363.64 | 26 | 346.15 |
| MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class | 5 | 400.00 | 4 | 250.00 |
| Name | Current Puts |
|---|---|
| PointState Capital LP | 200,000 |
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Proequities, Inc. | 149 |
| Name | Previous Calls |
|---|---|
| Royal Bank Of Canada | 81,380 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 200 | 200 | 0 | 0.00 |
| PEAK6 Investments LLC | 1,000 | 1,000 | 0 | 0.00 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Jane Street Group, Llc | 28,500 | 11,900 | 40,400 | -70.54 |
| HighTower Advisors, LLC | 3,523 | 1 | 3,524 | -99.97 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 13,887 | 1 | 13,888 | -99.99 |
| Name |
|---|