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	288	13.00	12.66	12.69
Previous Quarter	305	14.00	12.66	12.94

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	10	85	21	1	8	10
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	2	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	1
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	1	0	2	0	0	2
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 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	684,085	0.88	12.66	6,230,727	8.03	12.67
Previous Quarter	684,085	0.88	12.66	6,230,727	8.03	12.67

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
Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co.	15,748,793	12.64
Mayfield Xiii, A Cayman Islands Exempted Limited Partnership	15,748,793
Temasek Holdings (Private) Ltd	5,971,646	12.66
MV Management XI, L.L.C.	5,012,539	12.66
Dorsey Asset Management, LLC	4,193,327	12.66
GGV Capital V L.P.	4,100,933
GGV Capital LLC	3,588,316	12.66
Dorsey Asset Management, LLC	3,306,561
Vanguard Group Inc	3,123,887	12.66
VANGUARD GROUP INC	3,065,459
BIVIX - Invenomic Fund Institutional Class shares	1,774,137	11.04
Russell Investments Group, Ltd.	1,679,594	12.66
Invenomic Capital Management LP	1,601,289	12.66
PRICE T ROWE ASSOCIATES INC /MD/	1,521,844
Mayfield Select Management (UGP), Ltd.	1,504,854	12.64
Renaissance Technologies Llc	1,206,200	12.66
D. E. Shaw & Co., Inc.	1,136,074	12.66
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,099,867	12.66
TEACHER RETIREMENT SYSTEM OF TEXAS	1,092,265
NAESX - Vanguard Small-Cap Index Fund Investor Shares	903,262	12.66

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
Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co.	15,748,793	12.64
Temasek Holdings (Private) Ltd	5,971,646	12.66
MV Management XI, L.L.C.	5,012,539	12.66
Dorsey Asset Management, LLC	4,193,327	12.66
GGV Capital LLC	3,588,316	12.66
Vanguard Group Inc	3,123,887	12.66
Russell Investments Group, Ltd.	1,679,594	12.66
Invenomic Capital Management LP	1,601,289	12.66
Mayfield Select Management (UGP), Ltd.	1,504,854	12.64
Renaissance Technologies Llc	1,206,200	12.66
D. E. Shaw & Co., Inc.	1,136,074	12.66
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,099,867	12.66
NAESX - Vanguard Small-Cap Index Fund Investor Shares	903,262	12.66
Point72 Asset Management, L.P.	880,000	12.66
Founders Circle Capital LLC	863,217	12.66
ProShare Advisors LLC	790,705	12.66
ONLN - ProShares Online Retail ETF	731,285	14.92
Two Sigma Investments, Lp	727,405	12.66
Morgan Stanley	689,145	12.66
BlackRock Inc.	684,085	12.66

Recent Quarter Analysis

Recent Quarter 10 New Institutes added position

Name	Shares	PPS
Mayfield Xiii, A Cayman Islands Exempted Limited Partnership	15,748,793
GGV Capital V L.P.	4,100,933
VANGUARD GROUP INC	3,065,459
PRICE T ROWE ASSOCIATES INC /MD/	1,521,844
TEACHER RETIREMENT SYSTEM OF TEXAS	1,092,265
Strs Ohio	55,300	10.11
CSML - IQ Chaikin U.S. Small Cap ETF	32,201	11.02
CWCFX - Christopher Weil & Company Core Investment Fund	27,639	10.93
Norges Bank	10,000	40.60
GBGR - Global Beta Momentum-Growth ETF	525	11.43

Recent Quarter 85 Institutes closed out their positions

Name	Shares	PPS
D. E. Shaw & Co., Inc.	1,136,074	12.66
SASMX - ClearBridge Small Cap Growth Fund Class A	519,789	24.33
Creative Planning	296,600	12.66
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc.	135,076	23.76
TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund	84,453	23.76
PEAK6 Investments LLC	47,500	12.65
DADGX - Dunham Small Cap Growth Fund Class A	32,764	24.33
GPROX - Grandeur Peak Global Reach Fund Investor Class	25,043	24.32
Ubs Asset Management Americas Inc	9,252	23.78
Larson Financial Group LLC	400
T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio	148	27.03
Koshinski Asset Management, Inc.	100	10.00
IFP Advisors, Inc	34	29.41
Future Financial Wealth Managment LLC	5
Jfs Wealth Advisors, Llc
Advisory Services Network, LLC
Twinbeech Capital Lp
Gilder Gagnon Howe & Co Llc
Td Asset Management Inc
Raymond James & Associates
Steward Partners Investment Advisory, Llc
Altshuler Shaham Ltd
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
Harbor Financial Services, Llc
Kistler-Tiffany Companies, LLC
Crestline Management, LP
Titan Global Capital Management Usa Llc
Zevenbergen Capital Investments Llc
Natixis
Walleye Trading LLC
Harbor Investment Advisory, Llc
Walleye Trading LLC
Walleye Trading LLC
Cetera Advisors LLC
Harbor Spring Capital, LLC
Dark Forest Capital Management Lp
Shellback Capital, LP
Sculptor Capital LP
Avidian Wealth Solutions, LLC
Alyeska Investment Group, L.P.
FKICX - Fidelity Small Cap Stock K6 Fund
Ameriprise Financial Inc
Jefferies Group LLC
FSLCX - Fidelity Small Cap Stock Fund
Meridian Wealth Partners, LLC
Clearbridge Investments, LLC
Pier Capital, LLC
6elm Capital LP
Trexquant Investment LP
Seven Eight Capital, Lp
Brown Advisory Inc
Sculptor Capital LP
Ci Investments Inc.
Grandeur Peak Global Advisors, LLC
TAAAX - Thrivent Aggressive Allocation Fund Class A
Cambridge Investment Research Advisors, Inc.
Gsa Capital Partners Llp
Ieq Capital, Llc
Gluskin Sheff & Assoc Inc
Shay Capital LLC
J. Goldman & Co LP
Select Equity Group, L.P.
Dynamic Technology Lab Private Ltd
Gotham Asset Management, LLC
Teacher Retirement System Of Texas
Manchester Capital Management LLC
DekaBank Deutsche Girozentrale
Canada Pension Plan Investment Board
Sender Co & Partners, Inc.
AALGX - Thrivent Global Stock Fund Class A
Thrivent Financial For Lutherans
THMAX - Thrivent Moderate Allocation Fund Class A
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
Dragoneer Investment Group, LLC
Pnc Financial Services Group, Inc.
Harber Asset Management Llc
Private Ocean, LLC
Hamilton Lane Advisors Llc
Arkadios Wealth Advisors
Alpine Global Management, LLC
Woodline Partners LP
First Manhattan Co
Jacobi Capital Management LLC
FIL Ltd
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A

Recent Quarter 21 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BIVIX - Invenomic Fund Institutional Class shares	1,774,137	11.04	654,871	15.81
IBUY - Amplify Online Retail ETF	435,295	11.04	505,243	15.81
REBYX - U.S. Small Cap Equity Fund Class Y	154,616	11.04	96,748	15.81
RAZAX - Multi-Asset Growth Strategy Fund Class A	78,414	11.04	43,589	15.81
RETL - Direxion Daily Retail Bull 3X Shares	45,435	11.05	46,367	15.81
RMYAX - Multi-Strategy Income Fund Class A	41,583	11.04	48,379	15.81
SWTSX - Schwab Total Stock Market Index Fund	14,174	11.01	14,174	15.80
Geneos Wealth Management Inc.	11,900	10.50	12,480	12.58
FZILX - Fidelity ZERO International Index Fund	10,879	11.03	10,879	15.81
FZIPX - Fidelity ZERO Extended Market Index Fund	8,461	10.99	8,093	15.82
ISCG - iShares Morningstar Small-Cap Growth ETF	7,856	11.07	8,291	15.80
JSML - Janus Henderson Small Cap Growth Alpha ETF	5,840	10.96	6,924	15.74
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF	4,668	11.14	5,065	15.79
Gradient Investments LLC	3,366	10.10	3,366	12.77
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund	3,008	10.97	2,992	15.71
TECB - iShares U.S. Tech Breakthrough Multisector ETF	2,999	11.00	2,994	15.70
ISCB - iShares Morningstar Small-Cap ETF	2,147	11.18	2,173	15.65
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	232	12.93	183	16.39
Money Concepts Capital Corp	130	7.69	294	13.61
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	120	8.33	212	14.15

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FDIS - Fidelity MSCI Consumer Discretionary Index ETF	2,431	11.11	0

Recent Quarter 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BIVIX - Invenomic Fund Institutional Class shares	1,119,266	1,774,137	11.04	654,871	15.81	170.91
REBYX - U.S. Small Cap Equity Fund Class Y	57,868	154,616	11.04	96,748	15.81	59.81
RAZAX - Multi-Asset Growth Strategy Fund Class A	34,825	78,414	11.04	43,589	15.81	79.89
FDIS - Fidelity MSCI Consumer Discretionary Index ETF	2,431	2,431	11.11	0		0.00
FZIPX - Fidelity ZERO Extended Market Index Fund	368	8,461	10.99	8,093	15.82	4.55
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	49	232	12.93	183	16.39	26.78
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund	16	3,008	10.97	2,992	15.71	0.53
TECB - iShares U.S. Tech Breakthrough Multisector ETF	5	2,999	11.00	2,994	15.70	0.17

Recent Quarter 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
IBUY - Amplify Online Retail ETF	69,948	435,295	11.04	505,243	15.81	-13.84
RMYAX - Multi-Strategy Income Fund Class A	6,796	41,583	11.04	48,379	15.81	-14.05
JSML - Janus Henderson Small Cap Growth Alpha ETF	1,084	5,840	10.96	6,924	15.74	-15.66
RETL - Direxion Daily Retail Bull 3X Shares	932	45,435	11.05	46,367	15.81	-2.01
Geneos Wealth Management Inc.	580	11,900	10.50	12,480	12.58	-4.65
ISCG - iShares Morningstar Small-Cap Growth ETF	435	7,856	11.07	8,291	15.80	-5.25
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF	397	4,668	11.14	5,065	15.79	-7.84
Money Concepts Capital Corp	164	130	7.69	294	13.61	-55.78
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	92	120	8.33	212	14.15	-43.40
ISCB - iShares Morningstar Small-Cap ETF	26	2,147	11.18	2,173	15.65	-1.20

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
NLSAX - Neuberger Berman Long Short Fund Class A

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
J. Goldman & Co LP	0
Sculptor Capital LP	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Walleye Trading LLC	0
Proequities, Inc.	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 1 Institutes Reduced Short Positions

Name
SPEDX - Alger Dynamic Opportunities Fund Class A

Past Week Analysis

Past Week 1 New Institutes added position

Name	Shares	PPS
Strs Ohio	55,300	10.11

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Geneos Wealth Management Inc.	11,900	10.50	12,480	12.58
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	120	8.33	212	14.15

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Geneos Wealth Management Inc.	580	11,900	10.50	12,480	12.58	-4.65
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	92	120	8.33	212	14.15	-43.40

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name