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 130 9.00 7.73 8.33
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 129 18 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 1 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 1 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 90,664 0.05 10.64 6,579,187 3.95 8.00
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
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,441,869 7.66
HLGEX - JPMorgan Mid Cap Growth Fund Class I 2,179,578 7.66
MNDAX - MFS New Discovery Fund A 2,171,109 11.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,095,816 7.66
IWM - iShares Russell 2000 ETF 1,884,574 7.66
OGGFX - JPMorgan Small Cap Growth Fund Class I 1,360,941 7.66
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 1,243,713 7.66
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 826,587 7.66
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 776,949 7.66
IWO - iShares Russell 2000 Growth ETF 653,411 7.66
FSSNX - Fidelity Small Cap Index Fund 638,349 9.53
IPAY - ETFMG Prime Mobile Payments ETF 625,378 7.66
VITAX - Vanguard Information Technology Index Fund Admiral Shares 403,501 11.00
QCSTRX - Stock Account Class R1 367,021 7.66
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 310,695 7.66
VSNGX - JPMorgan Mid Cap Equity Fund Class I 293,281 7.66
VVSGX - Small Cap Growth Fund 207,913 11.00
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares 198,177 11.00
SWSSX - Schwab Small-Cap Index Fund 188,232 9.53
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 176,964 9.53

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
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,441,869 7.66
HLGEX - JPMorgan Mid Cap Growth Fund Class I 2,179,578 7.66
MNDAX - MFS New Discovery Fund A 2,171,109 11.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,095,816 7.66
IWM - iShares Russell 2000 ETF 1,884,574 7.66
OGGFX - JPMorgan Small Cap Growth Fund Class I 1,360,941 7.66
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 1,243,713 7.66
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 826,587 7.66
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 776,949 7.66
IWO - iShares Russell 2000 Growth ETF 653,411 7.66
FSSNX - Fidelity Small Cap Index Fund 638,349 9.53
IPAY - ETFMG Prime Mobile Payments ETF 625,378 7.66
VITAX - Vanguard Information Technology Index Fund Admiral Shares 403,501 11.00
QCSTRX - Stock Account Class R1 367,021 7.66
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 310,695 7.66
VSNGX - JPMorgan Mid Cap Equity Fund Class I 293,281 7.66
VVSGX - Small Cap Growth Fund 207,913 11.00
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares 198,177 11.00
SWSSX - Schwab Small-Cap Index Fund 188,232 9.53
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 176,964 9.53
Name Shares PPS
TMDIX - AMG TimesSquare Mid Cap Growth Fund Class Z
LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
BNSCX - Ubs U.s. Small Cap Growth Fund Class A
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
VEXMX - Vanguard Extended Market Index Fund Investor Shares
PJARX - SmallCap Value Fund II R-3
FISVX - Fidelity Small Cap Value Index Fund
BBVSX - Bridge Builder Small/Mid Cap Value Fund
FSVLX - Consumer Finance Portfolio
IWN - iShares Russell 2000 Value ETF
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares
VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares
Advanced Series Trust - Ast Small-cap Growth Portfolio
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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
MAI Capital Management 10,059 11.13
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