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 43 6.00 6.47 6.47
Previous Quarter 43 6.00 6.47 6.47

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 0 22 0 0 0 0
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 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 0 0.00 0.00 0 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
Vivo Capital, LLC 5,900,000 6.47
Neumann Advisory Hong Kong Ltd 315,586 6.47
YOVAX - YORKTOWN SMALL-CAP FUND Class A 74,893 6.48
Yorktown Management & Research Co Inc 74,893 6.48
California Public Employees Retirement System 68,732
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 67,578 6.47
SPEM - SPDR(R) Portfolio Emerging Markets ETF 63,289 6.46
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF 30,008 6.46
FNCMX - Fidelity Nasdaq Composite Index Fund 27,717 6.46
Eqis Capital Management, Inc. 17,220 6.45
Navellier & Associates Inc 15,828
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3,000 6.67
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1,587
Tower Research Capital LLC (TRC) 424
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 200 5.00
Sofos Investments, Inc. 144 6.94
NEXT Financial Group, Inc 17
Assetmark, Inc 10
Us Bancorp \de\ 0
Group One Trading, L.p. 0

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
Vivo Capital, LLC 5,900,000 6.47
Neumann Advisory Hong Kong Ltd 315,586 6.47
YOVAX - YORKTOWN SMALL-CAP FUND Class A 74,893 6.48
Yorktown Management & Research Co Inc 74,893 6.48
California Public Employees Retirement System 68,732
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 67,578 6.47
SPEM - SPDR(R) Portfolio Emerging Markets ETF 63,289 6.46
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF 30,008 6.46
FNCMX - Fidelity Nasdaq Composite Index Fund 27,717 6.46
Eqis Capital Management, Inc. 17,220 6.45
Navellier & Associates Inc 15,828
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 3,000 6.67
Sanders Morris Harris Llc 2,000
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1,587
Tower Research Capital LLC (TRC) 424
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 200 5.00
Sofos Investments, Inc. 144 6.94
NEXT Financial Group, Inc 17
Assetmark, Inc 10
Group One Trading, L.p. 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Sanders Morris Harris Llc 2,000
Geode Capital Management, Llc
Morgan Stanley
Advisor Group Holdings, Inc.
Jpmorgan Chase & Co
Proequities, Inc.
Hartland & Co., LLC
Northern Trust Corp
UBS Group AG
Royal Bank Of Canada
Susquehanna International Group, Llp
Spark Investment Management LLC
Northwestern Mutual Wealth Management Co
Harbour Investments, Inc.
Renaissance Technologies Llc
Skandinaviska Enskilda Banken AB (publ)
State Street Corp
Us Bancorp \de\
Bank Of America Corp /de/
Wells Fargo & Company/mn
Group One Trading, L.p.
Orbimed Advisors Llc
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
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