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 279 21.00 20.92 20.95
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 258 50 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 3 3 3 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 68 2 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 1 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 2,066,350 0.00 0.00 8,409,303 0.00 0.00
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
Casalena Anthony 48,204,085
GENERAL ATLANTIC LLC 27,319,418
General Atlantic Llc 22,361,073 20.92
Index Ventures Growth I (Jersey) L.P. 19,266,013
Index Venture Growth Associates I Ltd 17,339,412 20.92
Accel Growth Fund L.P. 14,514,196
Vanguard Group Inc 4,354,997 20.92
Riverbridge Partners Llc 2,258,560 20.92
BlackRock Inc. 2,062,712 20.92
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,479,555 20.92
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,270,670 20.92
Hawk Ridge Capital Management Lp 1,208,964 20.92
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 836,311 20.92
IWM - iShares Russell 2000 ETF 700,825 20.92
Citadel Advisors Llc 664,700 20.92
HighTower Advisors, LLC 611,220 20.91
Bank of New York Mellon Corp 581,659 20.92
State Street Corp 579,029 20.92
Geode Capital Management, Llc 516,287 20.92
WCLD - WisdomTree Cloud Computing Fund N/A 436,447 20.92

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
Casalena Anthony 48,204,085
GENERAL ATLANTIC LLC 27,319,418
General Atlantic Llc 22,361,073 20.92
Index Ventures Growth I (Jersey) L.P. 19,266,013
Index Venture Growth Associates I Ltd 17,339,412 20.92
Accel Growth Fund L.P. 14,514,196
Vanguard Group Inc 4,354,997 20.92
Riverbridge Partners Llc 2,258,560 20.92
BlackRock Inc. 2,062,712 20.92
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,479,555 20.92
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,270,670 20.92
Hawk Ridge Capital Management Lp 1,208,964 20.92
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 836,311 20.92
IWM - iShares Russell 2000 ETF 700,825 20.92
Citadel Advisors Llc 664,700 20.92
HighTower Advisors, LLC 611,220 20.91
Bank of New York Mellon Corp 581,659 20.92
State Street Corp 579,029 20.92
Geode Capital Management, Llc 516,287 20.92
WCLD - WisdomTree Cloud Computing Fund N/A 436,447 20.92
Name Shares PPS
Wolverine Trading, Llc
Harbor Investment Advisory, Llc
Sierra Capital LLC
Man Group plc
Lombard Odier Asset Management (USA) Corp
Northwestern Mutual Wealth Management Co
Tiger Global Management Llc
Wolverine Trading, Llc
SKYY - First Trust Cloud Computing ETF
Hc Financial Advisors Inc
LEQAX - LoCorr Dynamic Equity Fund Class A
Ovata Capital Management Ltd
D1 Capital Partners L.P.
Dynamic Technology Lab Private Ltd
Alberta Investment Management Corp
SG3 Management, LLC
Bedel Financial Consulting, Inc.
Simplex Trading, Llc
PEAK6 Investments LLC
AdvisorNet Financial, Inc
Ergoteles LLC
First Trust Advisors Lp
Renaissance Capital LLC
State of Tennessee, Treasury Department
Adams Street Partners Llc
ZIG - The Acquirers Fund
Compagnie Lombard Odier SCmA
Jeneq Management, LP
Walleye Trading LLC
Hrt Financial Lp
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Group One Trading, L.p.
Hardy Reed LLC
LMR Partners LLP
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A
Raymond James Financial Services Advisors, Inc.
Standard Life Aberdeen plc
Senvest Management, LLC
Janus Henderson Group Plc
Jane Street Group, Llc
Loomis Sayles & Co L P
Jane Street Group, Llc
Marshall Wace, Llp
Tudor Investment Corp Et Al
Balyasny Asset Management Llc
Jane Street Group, Llc
Kettle Hill Capital Management, Llc
LSSIX - Loomis Sayles Small Cap Growth Fund Institutional Class
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
Blair William & Co/il
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
Parallax Volatility Advisers, L.P. 150,000
PEAK6 Investments LLC 31,000
Cutler Group LP 200
Name Current Calls
Susquehanna International Group, Llp 343,300
Walleye Trading LLC 33,400
Wolverine Trading, Llc 0
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Weiss Strategic Interval Fund
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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
Riverbridge Partners Llc 2,258,560 20.92
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,479,555 20.92
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,270,670 20.92
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 836,311 20.92
IWM - iShares Russell 2000 ETF 700,825 20.92
VEXMX - Vanguard Extended Market Index Fund Investor Shares 384,061 20.92
IWN - iShares Russell 2000 Value ETF 238,190 20.92
IWO - iShares Russell 2000 Growth ETF 59,359 20.92
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 48,412 20.92
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 40,685 20.92
SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 39,555 20.91
VBINX - Vanguard Balanced Index Fund Investor Shares 36,900 20.92
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 35,521 20.92
ITOT - iShares Core S&P Total U.S. Stock Market ETF 29,773 20.92
XWEB - SPDR S&P Internet ETF 26,342 20.92
LZCOX - Lazard US Small-Mid Cap Equity Portfolio Open Shares 22,883 20.93
QCSTRX - Stock Account Class R1 21,077 20.92
FISVX - Fidelity Small Cap Value Index Fund 16,844 20.90
NSIDX - Northern Small Cap Index Fund 16,682 20.92
USMIX - Extended Market Index Fund 16,117 20.91
QCEQRX - Equity Index Account Class R1 16,060 20.92
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 14,378 20.93
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 12,361 20.95
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12,262 20.96
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11,068 20.96
IWV - iShares Russell 3000 ETF 9,951 20.90
IGM - iShares Expanded Tech Sector ETF 9,502 20.94
BBVSX - Bridge Builder Small/Mid Cap Value Fund 9,144 20.89
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8,870 20.97
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 7,200 20.97
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 7,200 20.97
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6,888 20.91
JESIX - Small Cap Index Trust NAV 6,635 20.95
SSMHX - State Street Small/mid Cap Equity Index Portfolio 6,500 20.92
JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5,432 20.99
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,557 20.85
VQNPX - Vanguard Growth and Income Fund Investor Shares 4,400 20.91
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 3,638 20.89
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,409 20.83
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3,036 21.08
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,672 20.96
JETSX - Total Stock Market Index Trust NAV 2,323 21.09
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2,129 21.14
FECGX - Fidelity Small Cap Growth Index Fund 1,873 20.82
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 1,825 20.82
GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,732 20.79
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 1,411 21.26
SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 1,267 21.31
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 1,260 20.63
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,226 21.21
TRZIX - T. Rowe Price Small-Cap Index Fund 1,199 20.85
BBGSX - Bridge Builder Small/Mid Cap Growth Fund 995 21.11
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 907 20.95
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 842 21.38
TLSTX - Stock Index Fund 519 21.19
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 449 20.04
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 405 19.75
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 342 20.47
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF 306 19.61
RYRRX - Russell 2000 Fund Class A 222 22.52
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 139 21.58
Profunds - Profund Vp Ultrasmall-cap 114 17.54
Profunds - Profund Vp Small-cap 96 20.83
Profunds - Profund Vp Technology 82 24.39
RYMKX - Russell 2000 1.5x Strategy Fund Class H 67 14.93
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 21
LEQAX - LoCorr Dynamic Equity Fund Class A 0
SKYY - First Trust Cloud Computing ETF 0
Name Shares PPS
SKYY - First Trust Cloud Computing ETF
LEQAX - LoCorr Dynamic Equity Fund Class A
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
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
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