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 264 14.00 13.24 13.19
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 259 27 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 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 1 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 2,481,099 2.18 13.24 7,316,604 6.44 13.31
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
Pamplona Capital Partners V, L.P. 61,476,581
WYNNCHURCH CAPITAL PARTNERS IV, L.P. 14,983,771
Kayne Anderson Rudnick Investment Management Llc 8,959,243 13.24
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,556,846
Fred Alger Management, Llc 6,040,424 13.24
Alliancebernstein L.p. 5,061,388 13.24
Vanguard Group Inc 3,736,823 13.24
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 2,709,256 12.00
BlackRock Inc. 2,476,047 13.24
ALMAX - Alger Weatherbie Specialized Growth Fund Class A 2,238,426 12.00
ACK Asset Management LLC 1,908,500 13.24
VMACX - Virtus KAR Mid-Cap Core Fund Class A 1,843,424 13.24
PQSAX - Virtus KAR Small-Cap Value Fund Class A 1,763,745 13.24
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 1,480,500 12.00
Federated Hermes, Inc. 1,480,500 13.24
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,252,545 13.24
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,066,978 13.24
IWM - iShares Russell 2000 ETF 957,515 13.24
Wells Fargo & Company/mn 906,780 13.24
Intrinsic Edge Capital Management LLC 882,790 13.24

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
Pamplona Capital Partners V, L.P. 61,476,581
WYNNCHURCH CAPITAL PARTNERS IV, L.P. 14,983,771
Kayne Anderson Rudnick Investment Management Llc 8,959,243 13.24
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,556,846
Fred Alger Management, Llc 6,040,424 13.24
Alliancebernstein L.p. 5,061,388 13.24
Vanguard Group Inc 3,736,823 13.24
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 2,709,256 12.00
BlackRock Inc. 2,476,047 13.24
ALMAX - Alger Weatherbie Specialized Growth Fund Class A 2,238,426 12.00
ACK Asset Management LLC 1,908,500 13.24
VMACX - Virtus KAR Mid-Cap Core Fund Class A 1,843,424 13.24
PQSAX - Virtus KAR Small-Cap Value Fund Class A 1,763,745 13.24
Federated Hermes, Inc. 1,480,500 13.24
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 1,480,500 12.00
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,252,545 13.24
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,066,978 13.24
IWM - iShares Russell 2000 ETF 957,515 13.24
Wells Fargo & Company/mn 906,780 13.24
Intrinsic Edge Capital Management LLC 882,790 13.24
Name Shares PPS
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Islet Management, LP
Voloridge Investment Management, Llc
Woodline Partners LP
Susquehanna International Group, Llp
Marshall Wace, Llp
GSMYX - Goldman Sachs Small/Mid Cap Growth Fund Institutional
Alyeska Investment Group, L.P.
SG Americas Securities, LLC
Temasek Holdings (Private) Ltd
GSATX - Goldman Sachs Small Cap Value Insights Fund Class A
Tudor Investment Corp Et Al
Zurcher Kantonalbank (Zurich Cantonalbank)
Voya Investment Management Llc
Hbk Investments L P
Blackstone Group Inc
Gemmer Asset Management LLC
VMNFX - Vanguard Market Neutral Fund Investor Shares
MYDA Advisors LLC
VQNPX - Vanguard Growth and Income Fund Investor Shares
LPL Financial LLC
Citadel Advisors Llc
Ewing Morris & Co. Investment Partners Ltd.
Panagora Asset Management Inc
Driehaus Capital Management Llc
Ghisallo Capital Management LLC
Emerald Mutual Fund Advisers Trust
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
Susquehanna International Group, Llp 0
Name
CLSE - Convergence Long/Short Equity ETF
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
REUYX - Sustainable Equity Fund Class Y
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
Global Retirement Partners, LLC 265 7.55
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