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	154	3.00	2.97	2.97
Previous Quarter	167	3.00	2.97	3.02

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	3	52	11	0	2	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	1	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	0	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	1,453,021	2.71	1.70	4,249,579	7.92	2.97
Previous Quarter	830,266	1.55	2.97	4,249,579	7.92	2.97

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
Baird Financial Group, Inc.	2,375,715	2.97
Vanguard Group Inc	2,132,584	2.97
VANGUARD GROUP INC	2,093,526
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,380,829	2.97
Dimensional Fund Advisors Lp	923,604	2.97
VIEX Capital Advisors, LLC	913,041	2.97
Renaissance Technologies Llc	850,200	2.97
BlackRock Inc.	830,266	2.97
D. E. Shaw & Co., Inc.	790,045	2.97
Two Sigma Advisers, Lp	740,300	2.97
Barclays Plc	685,000	2.97
CloudAlpha Capital Management Limited/Hong Kong	675,000	2.97
VEXMX - Vanguard Extended Market Index Fund Investor Shares	670,552	2.97
BlackRock Inc.	622,755
Millennium Management Llc	599,116	2.97
Two Sigma Investments, Lp	543,841	2.97
Assenagon Asset Management S.A.	475,077	2.97
Geode Capital Management, Llc	459,744	2.97
Jacobs Levy Equity Management, Inc	409,241	2.97
UBS Group AG	289,978	2.97

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
Baird Financial Group, Inc.	2,375,715	2.97
Vanguard Group Inc	2,132,584	2.97
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,380,829	2.97
Dimensional Fund Advisors Lp	923,604	2.97
VIEX Capital Advisors, LLC	913,041	2.97
Renaissance Technologies Llc	850,200	2.97
BlackRock Inc.	830,266	2.97
D. E. Shaw & Co., Inc.	790,045	2.97
Two Sigma Advisers, Lp	740,300	2.97
Barclays Plc	685,000	2.97
CloudAlpha Capital Management Limited/Hong Kong	675,000	2.97
VEXMX - Vanguard Extended Market Index Fund Investor Shares	670,552	2.97
Millennium Management Llc	599,116	2.97
Two Sigma Investments, Lp	543,841	2.97
Assenagon Asset Management S.A.	475,077	2.97
Geode Capital Management, Llc	459,744	2.97
Jacobs Levy Equity Management, Inc	409,241	2.97
DFSTX - U.s. Small Cap Portfolio - Institutional Class	320,381	3.35
UBS Group AG	289,978	2.97
Norges Bank	284,000	4.40

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	2,093,526
Cambridge Investment Research Advisors, Inc.	10,160	1.87
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	728	2.75

Recent Quarter 52 Institutes closed out their positions

Name	Shares	PPS
Raymond James & Associates	132,833	2.97
Simplex Trading, Llc	37,800	2.96
Marshall Wace North America L.P.	24,110	4.77
Commonwealth Equity Services, Llc	18,273	2.96
ISCG - iShares Morningstar Small-Cap Growth ETF	12,001	4.08
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	728	2.75
Citigroup Inc
Panagora Asset Management Inc
Granite Point Capital Management, L.P.
Two Sigma Securities, Llc
Tibra Equities Europe Ltd
Belvedere Trading LLC
New York State Common Retirement Fund
Ameriprise Financial Inc
Jefferies Group LLC
Jefferies Group LLC
Pinz Capital Management, LP
LMR Partners LLP
Boothbay Fund Management, Llc
Y-Intercept (Hong Kong) Ltd
Parametric Portfolio Associates Llc
Occudo Quantitative Strategies Lp
Russell Investments Group, Ltd.
China Universal Asset Management Co., Ltd.
Jefferies Group LLC
Lyell Wealth Management, Lp
Quadrature Capital Ltd
Dorsey Wright & Associates
Coldstream Capital Management Inc
Ergoteles LLC
Trexquant Investment LP
Tower Research Capital LLC (TRC)
EAM Investors, LLC
Quantamental Technologies LLC
ISCB - iShares Morningstar Small-Cap ETF
Alpha Paradigm Partners, LLC
Captrust Financial Advisors
Friess Associates Llc
Paloma Partners Management Co
Hrt Financial Lp
Millrace Asset Group, Inc.
Jane Street Group, Llc
Fmr Llc
Marshall Wace, Llp
Assetmark, Inc
Gsa Capital Partners Llp
Thompson Davis & Co., Inc.
Bank Of Montreal /can/
Stifel Financial Corp
EAM Global Investors LLC
Squarepoint Ops LLC
Nomura Holdings Inc

Recent Quarter 11 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DFSTX - U.s. Small Cap Portfolio - Institutional Class	266,573	2.11	320,381	3.35
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	170,061	2.11	150,609	3.35
DFAS - Dimensional U.S. Small Cap ETF	121,983	2.11	95,510	3.35
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	77,861	2.11	77,861	3.35
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	42,541	2.12	42,541	3.36
SWTSX - Schwab Total Stock Market Index Fund	21,959	2.09	21,959	3.37
DFVEX - U.s. Vector Equity Portfolio - Institutional Class	12,025	2.08	12,025	3.33
FZILX - Fidelity ZERO International Index Fund	11,824	2.11	11,824	3.38
FZIPX - Fidelity ZERO Extended Market Index Fund	11,074	2.08	11,074	3.34
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	10,016	2.10	10,016	3.39
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	4,600	2.17	4,600	3.26

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFAS - Dimensional U.S. Small Cap ETF	26,473	121,983	2.11	95,510	3.35	27.72
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	19,452	170,061	2.11	150,609	3.35	12.92

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
DFSTX - U.s. Small Cap Portfolio - Institutional Class	53,808	266,573	2.11	320,381	3.35	-16.80

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Jefferies Group LLC	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
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 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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