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	128	4.00	4.96	3.16
Previous Quarter	140	5.00	5.04	3.25

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	1	35	12	4	3	0
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	1	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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	1,297	0.00	0.00	0	0.00	0.00
Previous Quarter	1,297	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
Mirae Asset Global Investments Co., Ltd.	1,504,421	1.47
Grantham, Mayo, Van Otterloo & Co. LLC	1,493,692	0.06
SDIV - Global X SuperDividend ETF	1,158,512	7.47
Renaissance Technologies Llc	571,151	2.83
GMEMX - GMO Emerging Markets Fund Class II	499,515	3.94
Capital International Inc /ca/	402,508
FINX - Global X FinTech ETF	311,932	2.36
River & Mercantile Asset Management Llp	302,676
Franklin Resources Inc	277,949
State Street Corp	275,918
Globeflex Capital L P	262,351	5.67
Millennium Management Llc	259,519	0.70
Parametric Portfolio Associates Llc	235,879
Etf Managers Group, Llc	235,051
IPAY - ETFMG Prime Mobile Payments ETF	235,051
Susquehanna International Group, Llp	231,000	4.94
EMRGX - EMERGING MARKETS GROWTH FUND INC Class M	183,518
Dimensional Fund Advisors Lp	139,309
GIMFX - GMO Implementation Fund	138,892	3.95
Skandinaviska Enskilda Banken AB (publ)	121,724	5.66

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
Mirae Asset Global Investments Co., Ltd.	1,504,421	1.47
Grantham, Mayo, Van Otterloo & Co. LLC	1,493,692	0.06
SDIV - Global X SuperDividend ETF	1,158,512	7.47
Renaissance Technologies Llc	571,151	2.83
GMEMX - GMO Emerging Markets Fund Class II	499,515	3.94
Capital International Inc /ca/	402,508
FINX - Global X FinTech ETF	311,932	2.36
River & Mercantile Asset Management Llp	302,676
Franklin Resources Inc	277,949
State Street Corp	275,918
Globeflex Capital L P	262,351	5.67
Millennium Management Llc	259,519	0.70
Parametric Portfolio Associates Llc	235,879
Etf Managers Group, Llc	235,051
IPAY - ETFMG Prime Mobile Payments ETF	235,051
Susquehanna International Group, Llp	231,000	4.94
EMRGX - EMERGING MARKETS GROWTH FUND INC Class M	183,518
Dimensional Fund Advisors Lp	139,309
Skandinaviska Enskilda Banken AB (publ)	121,724	5.66
Group One Trading, L.p.	118,600	4.94

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
EMFQ - Amplify International Online Retail ETF	22,528

Recent Quarter 35 Institutes closed out their positions

Name	Shares	PPS
Susquehanna International Group, Llp	231,000	4.94
Citadel Advisors Llc	40,413	2.05
Hennion & Walsh Asset Management, Inc.	28,750
Belvedere Trading LLC	26,379	4.93
D. E. Shaw & Co., Inc.	14,223	2.95
Commonwealth Equity Services, Llc	12,629	4.91
Wolverine Trading, Llc
Wolverine Trading, Llc
Ubs Asset Management Americas Inc
Sumitomo Mitsui Trust Holdings, Inc.
Van Eck Associates Corp
Dynamic Technology Lab Private Ltd
Russell Investments Group, Ltd.
Liontrust Investment Partners LLP
Westpac Banking Corp
Hrt Financial Lp
Jump Financial, LLC
FORA Capital, LLC
Marshall Wace, Llp
Geode Capital Management, Llc
J.w. Cole Advisors, Inc.
Schonfeld Strategic Advisors LLC
Vident Investment Advisory, LLC
Proequities, Inc.
Aquatic Capital Management LLC
Wolverine Trading, Llc
Cresset Asset Management, LLC
Dumac, Inc.
Walleye Trading LLC
Rinkey Investments
Acadian Asset Management Llc
Polunin Capital Partners Ltd
Quantbot Technologies LP
Wells Fargo & Company/mn
Jane Street Group, Llc

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	53,194		53,194	7.46
HTECX - Hennessy Technology Fund Investor Class	15,383	5.66	15,383	7.48
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	11,594		11,594	7.50
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	9,565		9,565	7.42
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	8,401		8,401	7.50
EAEMX - Parametric Emerging Markets Fund Investor Class	6,066		6,066	7.42
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	4,768		4,768	7.55
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class	4,400		4,400	7.50
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	2,648		2,648	7.55
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	2,506		2,506	7.58
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class	2,202		2,202	7.27
ETPA - Tortoise Digital Payments Infrastructure Fund	1,766		1,766	5.10

Recent Quarter 4 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
GIMFX - GMO Implementation Fund	138,892	3.95	4,500	3.56
MEMQX - Mercer Emerging Markets Equity Fund Class Y-3	83,852	0.06	1,341
Belvedere Trading LLC	46,979	4.94	26,379	4.93
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	29,317	5.66	29,317	5.05

Recent Quarter 3 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
GIMFX - GMO Implementation Fund	134,392	138,892	3.95	4,500	3.56	2986.49
MEMQX - Mercer Emerging Markets Equity Fund Class Y-3	82,511	83,852	0.06	1,341		6152.95
Belvedere Trading LLC	20,600	46,979	4.94	26,379	4.93	78.09

Recent Quarter 0 Institutes Decreased Positions

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

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
Wolverine Trading, Llc	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Walleye Trading LLC	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 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
ETPA - Tortoise Digital Payments Infrastructure Fund	1,766		1,766	5.10

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Belvedere Trading LLC	26,379

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