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 | 50 | 10.00 | 9.89 | 9.89 |
| Previous Quarter | 93 | 10.00 | 9.90 | 9.87 |
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 | 61 | 9 | 9 | 3 | 5 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 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 | 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 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 | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Price T Rowe Associates Inc /md/ | 4,982,268 | 9.89 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 2,432,675 | 9.89 |
| Magnetar Financial LLC | 1,796,215 | 9.89 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. | 1,717,492 | 9.89 |
| Jane Street Group, Llc | 1,149,736 | 9.88 |
| Darlington Partners Capital Management, Lp | 974,092 | 9.88 |
| Woodline Partners LP | 500,000 | 9.88 |
| Parallax Volatility Advisers, L.P. | 482,047 | 9.88 |
| Td Asset Management Inc | 142,853 | 9.89 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio | 77,870 | 9.89 |
| Hrt Financial Lp | 74,990 | 9.88 |
| John Hancock Funds II - Health Sciences Fund Class NAV | 46,061 | 9.77 |
| Goldman Sachs Group Inc | 35,820 | 9.88 |
| JEHSX - Health Sciences Trust NAV | 31,883 | 9.88 |
| Susquehanna International Group, Llp | 31,711 | 9.90 |
| HGC Investment Management Inc. | 31,509 | 9.90 |
| Css Llc/il | 23,675 | 9.88 |
| EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB | 22,085 | 9.87 |
| Weiss Multi-Strategy Advisers LLC | 19,224 | 9.88 |
| Wolverine Asset Management Llc | 13,597 | 9.86 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Price T Rowe Associates Inc /md/ | 4,982,268 | 9.85 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 2,435,075 | 9.85 |
| Magnetar Financial LLC | 2,349,740 | 9.85 |
| Tiger Global Management Llc | 2,250,000 | 9.90 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. | 1,717,492 | 9.85 |
| Jane Street Group, Llc | 1,150,299 | 9.90 |
| Darlington Partners Capital Management, Lp | 974,092 | 9.90 |
| Woodline Partners LP | 500,000 | 9.90 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 465,000 | 9.85 |
| Parallax Volatility Advisers, L.P. | 440,497 | 9.90 |
| Td Asset Management Inc | 142,853 | 9.85 |
| ADANX - AQR Diversified Arbitrage Fund Class N | 82,533 | 10.03 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio | 77,870 | 9.85 |
| Hrt Financial Lp | 74,990 | 9.84 |
| Goldman Sachs Group Inc | 50,015 | 9.90 |
| Hound Partners, LLC | 49,901 | 9.90 |
| John Hancock Funds II - Health Sciences Fund Class NAV | 46,061 | 9.90 |
| JEHSX - Health Sciences Trust NAV | 31,883 | 9.85 |
| Susquehanna International Group, Llp | 31,711 | 9.84 |
| HGC Investment Management Inc. | 31,509 | 9.90 |
| Name | Shares | PPS |
|---|---|---|
| Clear Street Llc | 397 | 10.08 |
| Name | Shares | PPS |
|---|---|---|
| Tiger Global Management Llc | 2,250,000 | 9.90 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 465,000 | 9.85 |
| ADANX - AQR Diversified Arbitrage Fund Class N | 82,533 | 10.03 |
| Hound Partners, LLC | 49,901 | 9.90 |
| Wealthspring Capital LLC | 18,800 | 10.11 |
| HMEAX - Highland Merger Arbitrage Fund Class A | 10,000 | 9.80 |
| Lynwood Capital Management Inc. | 5,000 | 10.00 |
| Aspire Private Capital, LLC | ||
| Panagora Asset Management Inc | ||
| Weiss Asset Management LP | ||
| Toronto Dominion Bank | ||
| Alyeska Investment Group, L.P. | ||
| Ubs Oconnor Llc | ||
| Inherent Group, Lp | ||
| SB Management Ltd | ||
| Deerfield Management Company, L.p. (series C) | ||
| Voloridge Investment Management, Llc | ||
| Harbour Investments, Inc. | ||
| Millennium Management Llc | ||
| Anson Funds Management LP | ||
| Linden Advisors Lp | ||
| Telemetry Investments, L.L.C. | ||
| Radcliffe Capital Management, L.P. | ||
| Farallon Capital Management Llc | ||
| Fairview Capital Investment Management, Llc | ||
| Pentwater Capital Management LP | ||
| Caas Capital Management Lp | ||
| Ghisallo Capital Management LLC | ||
| Spring Creek Capital Llc | ||
| Berkley W R Corp | ||
| Luxor Capital Group, LP | ||
| TENOR CAPITAL MANAGEMENT Co., L.P. | ||
| Alberta Investment Management Corp | ||
| Finepoint Capital LP | ||
| Cnh Partners Llc | ||
| Arena Capital Advisors, LLC- CA | ||
| Castle Creek Arbitrage, LLC | ||
| Athanor Capital, Lp | ||
| Manufacturers Life Insurance Company, The | ||
| Polar Asset Management Partners Inc. | ||
| First Manhattan Co | ||
| Hudson Bay Capital Management LP | ||
| Periscope Capital Inc. | ||
| Taconic Capital Advisors LP | ||
| Centiva Capital, LP | ||
| Sage Rock Capital Management LP | ||
| Citadel Advisors Llc | ||
| DLD Asset Management, LP | ||
| Diameter Capital Partners LP | ||
| Highland Capital Management Fund Advisors, L.p. | ||
| MYDA Advisors LLC | ||
| Dupont Capital Management Corp | ||
| Old Mission Capital Llc | ||
| Tower Research Capital LLC (TRC) | ||
| Glazer Capital, Llc | ||
| Allworth Financial LP | ||
| Proequities, Inc. | ||
| D. E. Shaw & Co., Inc. | ||
| OMERS ADMINISTRATION Corp | ||
| Element Capital Management Llc | ||
| Angelo Gordon & Co., L.p. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Jane Street Group, Llc | 1,149,736 | 9.88 | 1,150,299 | 9.90 |
| Darlington Partners Capital Management, Lp | 974,092 | 9.88 | 974,092 | 9.90 |
| Woodline Partners LP | 500,000 | 9.88 | 500,000 | 9.90 |
| Parallax Volatility Advisers, L.P. | 482,047 | 9.88 | 440,497 | 9.90 |
| John Hancock Funds II - Health Sciences Fund Class NAV | 46,061 | 9.77 | 46,061 | 9.90 |
| Goldman Sachs Group Inc | 35,820 | 9.88 | 50,015 | 9.90 |
| UBS Group AG | 10,470 | 9.84 | 9,813 | 9.88 |
| CVSIX - Calamos Market Neutral Income Fund Class A | 10,000 | 9.90 | 10,000 | 10.00 |
| Sage Mountain Advisors LLC | 8,139 | 9.83 | 10,189 | 9.91 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Price T Rowe Associates Inc /md/ | 4,982,268 | 9.89 | 4,982,268 | 9.85 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 2,432,675 | 9.89 | 2,435,075 | 9.85 |
| Magnetar Financial LLC | 1,796,215 | 9.89 | 2,349,740 | 9.85 |
| PRHSX - T. Rowe Price Health Sciences Fund, Inc. | 1,717,492 | 9.89 | 1,717,492 | 9.85 |
| Td Asset Management Inc | 142,853 | 9.89 | 142,853 | 9.85 |
| T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio | 77,870 | 9.89 | 77,870 | 9.85 |
| Hrt Financial Lp | 74,990 | 9.88 | 74,990 | 9.84 |
| JEHSX - Health Sciences Trust NAV | 31,883 | 9.88 | 31,883 | 9.85 |
| Susquehanna International Group, Llp | 31,711 | 9.90 | 31,711 | 9.84 |
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