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.
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.
Recent Quarter 4 New Institutes added
position
Name |
Shares |
PPS |
WELLINGTON TRUST Co N A |
645,287
|
|
SYSTEMATIC FINANCIAL MANAGEMENT LP |
528,838
|
|
FIRST WILSHIRE SECURITIES MANAGEMENT INC |
488,428
|
|
Ibex Investors LLC |
0
|
|
Recent Quarter 20 Institutes closed out
their
positions
Name |
Shares |
PPS |
Commonwealth Equity Services, Llc |
5,550
|
39.28 |
Koshinski Asset Management, Inc. |
3,000
|
39.33 |
Lazard Asset Management Llc |
|
Norges Bank |
|
Two Sigma Investments, Lp |
|
Pointe Capital Management LLC |
|
Sandy Spring Bank |
|
Meixler Investment Management, Ltd. |
|
Phoenix Holdings Ltd. |
|
Pekin Hardy Strauss, Inc. |
|
Geode Capital Management, Llc |
|
Arrowstreet Capital, Limited Partnership |
|
Deutsche Bank Ag\ |
|
Bank Of America Corp /de/ |
|
Us Bancorp \de\ |
|
Taylor Frigon Capital Management LLC |
|
Steward Partners Investment Advisory, Llc |
|
PDT Partners, LLC |
|
Two Sigma Advisers, Lp |
|
RBF Capital, LLC |
|
Recent Quarter 10 Institutes
averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
IZRL - ARK Israel Innovative Technology ETF |
59,100
|
35.18 |
59,957
|
44.93 |
IIVAX - Transamerica Small/Mid Cap Value A |
58,500
|
35.18 |
58,150
|
44.94 |
ARK Investment Management LLC |
57,702
|
36.76 |
58,175
|
39.36 |
Woodstock Corp |
17,123
|
33.64 |
17,123
|
39.36 |
ARS Investment Partners, LLC |
16,145
|
33.63 |
8,883
|
39.40 |
Brinker Capital Investments, LLC |
7,318
|
33.62 |
6,325
|
39.37 |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF |
6,489
|
35.14 |
5,580
|
44.98 |
NTKLX - Voya Multi-Manager International Small Cap Fund Class A |
1,149
|
34.81 |
1,149
|
45.26 |
TENG - Direxion Daily 5G Communications Bull 2X Shares |
415
|
36.14 |
446
|
44.84 |
Harel Insurance Investments & Financial Services Ltd. |
140
|
35.71 |
151
|
39.74 |
Recent Quarter 0 Institutes averaged
Up
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 4 Institutes
Increased
Positions
Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
ARS Investment Partners, LLC |
7,262
|
16,145
|
33.63 |
8,883
|
39.40 |
81.75 |
Brinker Capital Investments, LLC |
993
|
7,318
|
33.62 |
6,325
|
39.37 |
15.70 |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF |
909
|
6,489
|
35.14 |
5,580
|
44.98 |
16.29 |
IIVAX - Transamerica Small/Mid Cap Value A |
350
|
58,500
|
35.18 |
58,150
|
44.94 |
0.60 |
Recent Quarter 4 Institutes
Decreased
Positions
Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
IZRL - ARK Israel Innovative Technology ETF |
857
|
59,100
|
35.18 |
59,957
|
44.93 |
-1.43 |
ARK Investment Management LLC |
473
|
57,702
|
36.76 |
58,175
|
39.36 |
-0.81 |
TENG - Direxion Daily 5G Communications Bull 2X Shares |
31
|
415
|
36.14 |
446
|
44.84 |
-6.95 |
Harel Insurance Investments & Financial Services Ltd. |
11
|
140
|
35.71 |
151
|
39.74 |
-7.28 |
Recent Quarter 0 New Institutes added
Put
Positions
Recent Quarter 0 New Institutes added
Call
Positions
Recent Quarter 0 New Institutes added
Short Position
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 1 Previous
Institutes closed Call
Positions
Name |
Previous Calls |
Proequities, Inc. |
0
|
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 0 New Institutes added
position
Past Week 1 Institutes closed out their
positions
Name |
Shares |
PPS |
Commonwealth Equity Services, Llc |
5,550
|
39.28 |
Past Week 2 Institutes averaged
down
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Brinker Capital Investments, LLC |
7,318
|
33.62 |
6,325
|
39.37 |
Harel Insurance Investments & Financial Services Ltd. |
140
|
35.71 |
151
|
39.74 |
Past Week 0 Institutes averaged
Up
Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Past Week 1 Institutes Increased
Positions
Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Brinker Capital Investments, LLC |
993
|
7,318
|
33.62 |
6,325
|
39.37 |
15.70 |
Past Week 1 Institutes Decreased
Positions
Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Harel Insurance Investments & Financial Services Ltd. |
11
|
140
|
35.71 |
151
|
39.74 |
-7.28 |
Past Week 0 New Institutes added Put
Positions
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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