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 312 39.00 38.79 38.77
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 306 34 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 2 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 6 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 1,118,437 1.05 38.79 13,440,573 12.61 38.79
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
RYAN PATRICK G 125,717,337
Kayne Anderson Rudnick Investment Management Llc 14,589,182 38.79
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,553,721
ONEX CORP 12,455,712
PSGAX - Virtus KAR Small-Cap Growth Fund Class A 10,175,150 38.79
Vanguard Group Inc 6,747,855 38.79
Janus Henderson Group Plc 6,261,888 38.79
Zimmer Partners, LP 5,000,000 38.79
JAENX - Janus Henderson Enterprise Fund Class T 4,925,433 38.79
Capital International Investors 3,139,432 38.79
Alliancebernstein L.p. 2,579,492 38.79
AGTHX - GROWTH FUND OF AMERICA Class A 2,506,440 40.06
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,362,557 38.79
Schroder Investment Management Group 2,068,351 38.99
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,066,854 38.79
Blair William & Co/il 1,942,270 38.79
Mawer Investment Management Ltd. 1,906,177 38.79
Jennison Associates Llc 1,824,240 38.79
Eaton Vance Management 1,784,019 38.79
Victory Capital Management Inc 1,602,862 38.78

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
RYAN PATRICK G 125,717,337
Kayne Anderson Rudnick Investment Management Llc 14,589,182 38.79
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,553,721
ONEX CORP 12,455,712
PSGAX - Virtus KAR Small-Cap Growth Fund Class A 10,175,150 38.79
Vanguard Group Inc 6,747,855 38.79
Janus Henderson Group Plc 6,261,888 38.79
Zimmer Partners, LP 5,000,000 38.79
JAENX - Janus Henderson Enterprise Fund Class T 4,925,433 38.79
Capital International Investors 3,139,432 38.79
Alliancebernstein L.p. 2,579,492 38.79
AGTHX - GROWTH FUND OF AMERICA Class A 2,506,440 40.06
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,362,557 38.79
Schroder Investment Management Group 2,068,351 38.99
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,066,854 38.79
Blair William & Co/il 1,942,270 38.79
Mawer Investment Management Ltd. 1,906,177 38.79
Jennison Associates Llc 1,824,240 38.79
Eaton Vance Management 1,784,019 38.79
Victory Capital Management Inc 1,602,862 38.78
Name Shares PPS
Hudson Bay Capital Management LP
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
ProShare Advisors LLC
Moore Capital Management, Lp
Ergoteles LLC
Caas Capital Management Lp
Hrt Financial Lp
Two Sigma Advisers, Lp
Commonwealth Equity Services, Llc
First Horizon Advisors, Inc.
LPL Financial LLC
Cardiff Park Advisors, Llc
Samlyn Capital, Llc
Gyon Technologies Capital Management, LP
M&t Bank Corp
Port Capital LLC
Next Century Growth Investors Llc
Walleye Capital LLC
Hartline Investment Corp/
Engineers Gate Manager LP
Nuveen Asset Management, LLC
Crestline Management, LP
Zurcher Kantonalbank (Zurich Cantonalbank)
Two Sigma Investments, Lp
Cetera Investment Advisers
Davidson Kempner Capital Management Lp
ArrowMark Colorado Holdings LLC
Tower Research Capital LLC (TRC)
Gerber Kawasaki Wealth & Investment Management
American Century Companies Inc
Guidance Point Advisors, LLC
Islet Management, LP
Healthcare Of Ontario Pension Plan Trust Fund
ADANX - AQR Diversified Arbitrage Fund Class N
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
Wolverine Trading, Llc 23,200
Name Current Calls
Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
JMNAX - JPMorgan Research Market Neutral Fund Class A
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
Dudley & Shanley, Inc. 463,580 39.19
Renaissance Capital LLC 37,131 39.19
Precision Wealth Strategies, LLC 25,924 39.42
Gofen & Glossberg Llc /il/ 6,063 39.25
Transcend Wealth Collective, Llc 5,909 39.26
Wolff Wiese Magana Llc 2,197 39.14
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