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	334	NaN	0.00	8.18
Previous Quarter	336	NaN	0.00	8.22

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	11	53	23	1	10	8
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	3	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	1	1	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	6,488,132	3.49	8.26	17,616,765	9.47	7.96
Previous Quarter	6,488,132	3.49	8.26	17,577,397	9.45	7.97

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
ARCH Venture Fund IX, L.P.	44,078,591
Flagship Pioneering Inc.	34,239,018	8.26
Flagship Ventures Fund V, L.P.	34,239,018
BAILLIE GIFFORD & CO	11,262,030
Baillie Gifford & Co	11,085,861	8.26
CANADA PENSION PLAN INVESTMENT BOARD	10,175,000
Canada Pension Plan Investment Board	10,175,000	8.26
FMR LLC	9,492,995
Fmr Llc	9,236,067	8.26
Vanguard Group Inc	7,669,682	8.26
State Street Corp	7,150,930	8.26
BlackRock Inc.	6,470,876	8.26
XBI - SPDR(R) S&P(R) Biotech ETF	5,410,562	8.26
Public Sector Pension Investment Board	4,131,249	8.26
Crestline Management, LP	3,210,937	8.26
Jpmorgan Chase & Co	2,485,779	8.26
VWUSX - Vanguard U.S. Growth Fund Investor Shares	2,456,509	6.46
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	2,355,121	8.26
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,151,519	8.26
Price T Rowe Associates Inc /md/	2,050,133	8.26

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
Flagship Pioneering Inc.	34,239,018	8.26
Baillie Gifford & Co	11,085,861	8.26
Canada Pension Plan Investment Board	10,175,000	8.26
Fmr Llc	9,236,067	8.26
Vanguard Group Inc	7,669,682	8.26
State Street Corp	7,150,930	8.26
BlackRock Inc.	6,470,876	8.26
XBI - SPDR(R) S&P(R) Biotech ETF	5,410,562	8.26
Public Sector Pension Investment Board	4,131,249	8.26
Crestline Management, LP	3,210,937	8.26
Jpmorgan Chase & Co	2,485,779	8.26
VWUSX - Vanguard U.S. Growth Fund Investor Shares	2,456,509	6.46
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	2,355,121	8.26
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,151,519	8.26
Price T Rowe Associates Inc /md/	2,050,133	8.26
IWM - iShares Russell 2000 ETF	1,962,613	8.26
Morgan Stanley	1,785,893	8.26
Woodline Partners LP	1,551,940	8.26
Geode Capital Management, Llc	1,526,711	8.26
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares	1,279,720	8.26

Recent Quarter Analysis

Recent Quarter 11 New Institutes added position

Name	Shares	PPS
ARCH Venture Fund IX, L.P.	44,078,591
Flagship Ventures Fund V, L.P.	34,239,018
BAILLIE GIFFORD & CO	11,262,030
CANADA PENSION PLAN INVESTMENT BOARD	10,175,000
FMR LLC	9,492,995
NUSC - Nuveen ESG Small-Cap ETF	44,456	7.56
VT - Vanguard Total World Stock Index Fund ETF Shares	39,368	7.54
NWHDX - Nationwide Bailard Cognitive Value Fund Class A	27,000	7.56
FZILX - Fidelity ZERO International Index Fund	25,993	7.54
RYLD - Global X Russell 2000 Covered Call ETF	24,618	7.56
FZIPX - Fidelity ZERO Extended Market Index Fund	18,391	7.56

Recent Quarter 53 Institutes closed out their positions

Name	Shares	PPS
Trustees of Columbia University in the City of New York	281,250	22.52
Citadel Advisors Llc	35,267	8.25
Citadel Advisors Llc	35,267	8.25
GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A	22,064	8.75
GSCYX - SMALL CAP EQUITY FUND Institutional	4,988	22.45
JHSC - John Hancock Multifactor Small Cap ETF	3,393	8.84
Simplex Trading, Llc	3,066	8.15
Group One Trading, L.p.	600	8.33
Group One Trading, L.p.	600	8.33
Tarbox Family Office, Inc.	330	9.09
Berman Capital Advisors, LLC	89	22.47
Tradewinds Capital Management, LLC	75	13.33
TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class
Manchester Capital Management LLC
Acap Strategic Fund
Advantage Advisers Xanthus Fund, L.l.c.
Us Bancorp \de\
Virtu Financial LLC
Wellington Management Group Llp
Loomis Sayles & Co L P
Oppenheimer & Co Inc
Squarepoint Ops LLC
Casdin Capital, LLC
VEXPX - VANGUARD EXPLORER FUND Investor Shares
Dragoneer Investment Group, LLC
Advisor Group Holdings, Inc.
Point72 Hong Kong Ltd
Alpine Global Management, LLC
Alyeska Investment Group, L.P.
SB Management Ltd
Toth Financial Advisory Corp
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Trexquant Investment LP
Weiss Strategic Interval Fund
Franklin Resources Inc
Suvretta Capital Management, Llc
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
Alkeon Capital Management Llc
HCCEX - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares
Millennium Management Llc
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y
Jane Street Group, Llc
Caption Management, LLC
TFC Financial Management
Norges Bank
Dynamic Technology Lab Private Ltd
Massmutual Trust Co Fsb/adv
Qube Research & Technologies Ltd
Jacobi Capital Management LLC
Avidity Partners Management LP
Sivik Global Healthcare LLC

Recent Quarter 23 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FSSNX - Fidelity Small Cap Index Fund	614,125	7.55	628,134	8.76
LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares	528,931	7.55	232,623	8.76
SWSSX - Schwab Small-Cap Index Fund	194,093	7.55	189,544	8.76
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class	129,609	7.55	129,609	8.76
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	105,792	7.55	66,030	8.75
KGDAX - DWS Global Small Cap Fund Class A	64,608	7.55	64,608	8.76
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	40,963	7.54	37,494	8.75
SWTSX - Schwab Total Stock Market Index Fund	34,162	7.55	34,162	8.75
FHLC - Fidelity MSCI Health Care Index ETF	18,549	7.55	17,929	8.76
PNASX - SmallCap Growth Fund I R-1	12,604	7.54	13,070	8.72
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	9,520	7.56	8,675	8.76
FLXSX - Fidelity Flex Small Cap Index Fund	8,781	7.52	5,268	8.73
GMRAX - Nationwide Small Cap Index Fund Class A	8,144	7.49	8,144	8.72
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A	6,989	7.58	6,989	8.73
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A	5,009	7.59	5,009	8.78
ISCB - iShares Morningstar Small-Cap ETF	4,919	7.52	4,979	8.84
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	2,897	7.59	2,888	8.66
BKSE - BNY Mellon US Small Cap Core Equity ETF	1,860	7.53	2,644	8.70
UAPIX - Ultrasmall-cap Profund Investor Class	1,786	7.28	1,957	8.69
IEIH - iShares Evolved U.S. Innovative Healthcare ETF	1,776	7.32	2,025	8.89

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TCI Wealth Advisors, Inc.	851	5.88	0

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares	296,308	528,931	7.55	232,623	8.76	127.38
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	39,762	105,792	7.55	66,030	8.75	60.22
SWSSX - Schwab Small-Cap Index Fund	4,549	194,093	7.55	189,544	8.76	2.40
FLXSX - Fidelity Flex Small Cap Index Fund	3,513	8,781	7.52	5,268	8.73	66.69
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	3,469	40,963	7.54	37,494	8.75	9.25
TCI Wealth Advisors, Inc.	851	851	5.88	0		0.00
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	845	9,520	7.56	8,675	8.76	9.74
FHLC - Fidelity MSCI Health Care Index ETF	620	18,549	7.55	17,929	8.76	3.46
DVRAX - MFS Global Alternative Strategy Fund A	117	1,149	7.83	1,032	8.72	11.34
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	9	2,897	7.59	2,888	8.66	0.31

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FSSNX - Fidelity Small Cap Index Fund	14,009	614,125	7.55	628,134	8.76	-2.23
BKSE - BNY Mellon US Small Cap Core Equity ETF	784	1,860	7.53	2,644	8.70	-29.65
PNASX - SmallCap Growth Fund I R-1	466	12,604	7.54	13,070	8.72	-3.57
IEIH - iShares Evolved U.S. Innovative Healthcare ETF	249	1,776	7.32	2,025	8.89	-12.30
UAPIX - Ultrasmall-cap Profund Investor Class	171	1,786	7.28	1,957	8.69	-8.74
PJARX - SmallCap Value Fund II R-3	105	261	7.66	366	8.20	-28.69
SLPIX - Small-cap Profund Investor Class	64	61		125	8.00	-51.20
ISCB - iShares Morningstar Small-Cap ETF	60	4,919	7.52	4,979	8.84	-1.21

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 3 Previous Institutes closed Call Positions

Name	Previous Calls
Caption Management, LLC	0
Proequities, Inc.	0
Jane Street Group, 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 2 Institutes closed out their positions

Name	Shares	PPS
Tarbox Family Office, Inc.	330	9.09
Tradewinds Capital Management, LLC	75	13.33

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
TCI Wealth Advisors, Inc.	851	5.88	0

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
TCI Wealth Advisors, Inc.	851	851	5.88	0		0.00

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