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 368 26.00 26.73 26.53
Previous Quarter 0 0.00 0.00 0.00

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 352 35 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 3 1 0 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 5 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 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 2,584,110 2.39 26.73 7,797,610 7.22 26.71
Previous Quarter 0 0.00 0.00 0 0.00 0.00

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
Goldman Sachs Group Inc 28,010,457 26.73
GOLDMAN SACHS GROUP INC 28,007,452
Pamplona Capital Partners III, L.P. 20,019,808
Sullivan William M 6,356,713
Vanguard Group Inc 4,255,881 26.73
Bank of New York Mellon Corp 4,138,080 26.73
BlackRock Inc. 2,579,166 26.73
Principal Financial Group Inc 2,088,024 26.73
Riverbridge Partners Llc 2,080,967 29.12
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 1,902,505 26.73
Price T Rowe Associates Inc /md/ 1,617,934 26.73
Point72 Asset Management, L.P. 1,510,401 26.73
Janus Henderson Group Plc 1,503,779 26.73
Senator Investment Group LP 1,500,000 26.73
Millennium Management Llc 1,299,753 26.73
Franklin Resources Inc 1,292,582 26.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,246,542 26.73
FSGRX - Franklin Small Cap Growth Fund Class A 1,170,700 21.99
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,070,624 26.73
IWM - iShares Russell 2000 ETF 927,891 26.73

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

 

Recent Quarter Analysis

Name Shares PPS
Goldman Sachs Group Inc 28,010,457 26.73
GOLDMAN SACHS GROUP INC 28,007,452
Pamplona Capital Partners III, L.P. 20,019,808
Sullivan William M 6,356,713
Vanguard Group Inc 4,255,881 26.73
Bank of New York Mellon Corp 4,138,080 26.73
BlackRock Inc. 2,579,166 26.73
Principal Financial Group Inc 2,088,024 26.73
Riverbridge Partners Llc 2,080,967 29.12
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I 1,902,505 26.73
Price T Rowe Associates Inc /md/ 1,617,934 26.73
Point72 Asset Management, L.P. 1,510,401 26.73
Janus Henderson Group Plc 1,503,779 26.73
Senator Investment Group LP 1,500,000 26.73
Millennium Management Llc 1,299,753 26.73
Franklin Resources Inc 1,292,582 26.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,246,542 26.73
FSGRX - Franklin Small Cap Growth Fund Class A 1,170,700 21.99
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,070,624 26.73
IWM - iShares Russell 2000 ETF 927,891 26.73
Name Shares PPS
Simplex Trading, Llc
Millennium Management Llc
Voya Investment Management Llc
Group One Trading, L.p.
Norges Bank
Deerfield Management Company, L.p. (series C)
Islet Management, LP
Squarepoint Ops LLC
M&t Bank Corp
MERDX - MERIDIAN GROWTH FUND Legacy Class
ArrowMark Colorado Holdings LLC
ExodusPoint Capital Management, LP
C WorldWide Group Holding A/S
Citadel Advisors Llc
Evolution Wealth Advisors, LLC
PointState Capital LP
Emerald Mutual Fund Advisers Trust
Cwm, Llc
Jane Street Group, Llc
Manchester Capital Management LLC
Federated Hermes, Inc.
Ergoteles LLC
Buckingham Strategic Wealth, Llc
Ares Management Llc
Alyeska Investment Group, L.P.
Y-Intercept (Hong Kong) Ltd
O'shaughnessy Asset Management, Llc
Ghisallo Capital Management LLC
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund
Qube Research & Technologies Ltd
Blueshift Asset Management, LLC
Capital International Investors
Hrt Financial Lp
Equitable Trust Co
Zurcher Kantonalbank (Zurich Cantonalbank)
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Susquehanna International Group, Llp 33,000
Wolverine Trading, Llc 19,800
Walleye Trading LLC 12,500
Name Current Calls
Pura Vida Investments, Llc 300,000
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Riverbridge Partners Llc 2,080,967 29.12
Diversified Trust Co 89,499 29.12
Affiance Financial, LLC 34,742 29.13
Private Advisor Group, LLC 14,678 29.09
Gleason Group, Inc. 2,150 29.30
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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