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	137	NaN	0.00	33.35
Previous Quarter	131	NaN	0.00	33.70

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	8	39	6	0	0	3
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	2	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	71,803	0.46	34.20	806,840	5.14	34.21
Previous Quarter	71,803	0.46	34.20	806,840	5.14	34.21

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
Tkach Mark	2,591,028
Coulter William	2,591,028
Ophir Asset Management Pty Ltd	986,936	34.21
Ophir Asset Management Pty Ltd	985,270
Hood River Capital Management LLC	869,748	34.21
Fmr Llc	785,900	34.21
ACK Asset Management LLC	723,900	34.21
Hood River Capital Management LLC	679,974
Vanguard Group Inc	405,077	34.21
Cowen Prime Advisors LLC	394,215	34.21
DRIEHAUS CAPITAL MANAGEMENT LLC	346,146
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares	335,126	34.21
Driehaus Capital Management Llc	323,551	34.21
Silverback Asset Management Llc	318,662	34.21
Samjo Capital LLC	306,000	34.21
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	277,143	34.21
FDGRX - Fidelity Growth Company Fund	203,599	28.64
ArrowMark Colorado Holdings LLC	195,000	34.21
MVALX - MERIDIAN CONTRARIAN FUND Legacy Class	195,000	34.21
Putnam Investments Llc	166,633	34.21

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
Ophir Asset Management Pty Ltd	986,936	34.21
Hood River Capital Management LLC	869,748	34.21
Fmr Llc	785,900	34.21
ACK Asset Management LLC	723,900	34.21
Vanguard Group Inc	405,077	34.21
Cowen Prime Advisors LLC	394,215	34.21
HRSMX - Hood River Small-Cap Growth Fund Institutional Shares	335,126	34.21
Driehaus Capital Management Llc	323,551	34.21
Silverback Asset Management Llc	318,662	34.21
Samjo Capital LLC	306,000	34.21
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	277,143	34.21
FDGRX - Fidelity Growth Company Fund	203,599	28.64
MVALX - MERIDIAN CONTRARIAN FUND Legacy Class	195,000	34.21
ArrowMark Colorado Holdings LLC	195,000	34.21
Putnam Investments Llc	166,633	34.21
Morgan Stanley	144,063	34.21
Forager Funds Management Pty Ltd	133,167	34.21
Millennium Management Llc	127,297	34.21
PSLAX - Putnam Small Cap Value Fund Class A Shares	124,100	28.64
Foundry Partners, LLC	122,051	34.21

Recent Quarter Analysis

Recent Quarter 8 New Institutes added position

Name	Shares	PPS
Tkach Mark	2,591,028
Coulter William	2,591,028
Ophir Asset Management Pty Ltd	985,270
Hood River Capital Management LLC	679,974
DRIEHAUS CAPITAL MANAGEMENT LLC	346,146
FZILX - Fidelity ZERO International Index Fund	4,830	20.08
FZIPX - Fidelity ZERO Extended Market Index Fund	1,908	19.92
Newbridge Financial Services Group, Inc.	150	13.33

Recent Quarter 39 Institutes closed out their positions

Name	Shares	PPS
CTSIX - Calamos Timpani Small Cap Growth Fund Class I	118,157	35.54
Monarch Partners Asset Management LLC	69,660	34.21
Black Maple Capital Management LP	28,152	38.97
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P	20,770	35.53
Mesirow Financial Investment Management, Inc.	10,491	34.22
DFUS - Dimensional U.S. Equity ETF	84	35.71
Bank Of Montreal /can/
Calamos Advisors LLC
CoreCap Advisors, LLC
Neuberger Berman Group LLC
Diametric Capital, LP
Ameriprise Financial Inc
Ironwood Financial, llc
272 Capital LP
Heirloom Wealth Management
Rovida Advisors Inc.
DFSCX - U.s. Micro Cap Portfolio - Institutional Class
Cooper Creek Partners Management Llc
Pinnacle Associates Ltd
Equitec Proprietary Markets, Llc
Proequities, Inc.
Dimensional Fund Advisors Lp
Monashee Investment Management LLC
EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
DFSTX - U.s. Small Cap Portfolio - Institutional Class
Susquehanna Fundamental Investments, Llc
B. Riley Financial, Inc.
Ubs Oconnor Llc
Kepos Capital LP
Manatuck Hill Partners, LLC
Renaissance Technologies Llc
Mark Sheptoff Financial Planning, Llc
EJF Capital LLC
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Corsair Capital Management, L.p.
Russell Investments Group, Ltd.
Marshall Wace, Llp
Victory Capital Management Inc
Quadrature Capital Ltd

Recent Quarter 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Forager Funds Management Pty Ltd	117,332	14.71	133,167	34.21
Hennion & Walsh Asset Management, Inc.	11,319	14.75	11,522	34.20
SWTSX - Schwab Total Stock Market Index Fund	3,322	20.17	3,322	35.52
DFAS - Dimensional U.S. Small Cap ETF	1,300	20.00	1,300	35.38
Allworth Financial LP	246	16.26	246	32.52
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	55	18.18	57	35.09

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 3 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Forager Funds Management Pty Ltd	15,835	117,332	14.71	133,167	34.21	-11.89
Hennion & Walsh Asset Management, Inc.	203	11,319	14.75	11,522	34.20	-1.76
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	2	55	18.18	57	35.09	-3.51

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 2 Institutes closed out their positions

Name	Shares	PPS
Monarch Partners Asset Management LLC	69,660	34.21
Mesirow Financial Investment Management, Inc.	10,491	34.22

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