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	57	0.00	0.21	0.21
Previous Quarter	59	0.00	0.28	0.29

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	5	21	26	2	10	7
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	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	3	0	0	1
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	1	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	1,885,693	0.00	0.00	10,547,358	0.00	0.00
Previous Quarter	1,885,693	0.00	0.00	10,547,358	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
Vanguard Group Inc	5,296,501	0.21
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,308,735	0.21
Hudson Bay Capital Management LP	2,608,696
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,942,122	0.21
BlackRock Inc.	1,885,693	0.21
Truist Financial Corp	1,200,029	0.21
Geode Capital Management, Llc	1,165,836	0.21
Iroquois Capital Management, LLC	908,195
FSMAX - Fidelity Extended Market Index Fund	690,119	0.22
State Street Corp	486,920	0.21
Northern Trust Corp	330,792	0.21
Blair William & Co/il	303,152	0.21
Renaissance Technologies Llc	219,000	0.21
Two Sigma Investments, Lp	161,373	0.21
Charles Schwab Investment Management Inc	135,669	0.21
Two Sigma Advisers, Lp	135,300	0.21
Fisher Asset Management, LLC	125,698	0.21
MSD Partners, L.P.	116,430	0.21
FCFMX - Fidelity Series Total Market Index Fund	110,851	0.22
FSKAX - Fidelity Total Market Index Fund	97,571	0.23

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
Vanguard Group Inc	5,296,501	0.29
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,308,735	0.29
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,942,122	0.29
BlackRock Inc.	1,885,693	0.29
Geode Capital Management, Llc	1,128,121	0.28
FSMAX - Fidelity Extended Market Index Fund	690,119	0.24
State Street Corp	486,920	0.29
Northern Trust Corp	336,399	0.29
Virtu Financial LLC	306,479	0.28
Jane Street Group, Llc	281,700	0.28
Blair William & Co/il	257,590	0.28
Two Sigma Investments, Lp	163,172	0.29
Two Sigma Advisers, Lp	140,200	0.29
Millennium Management Llc	134,359	0.28
Fisher Asset Management, LLC	125,698	0.29
MSD Partners, L.P.	116,430	0.28
FCFMX - Fidelity Series Total Market Index Fund	110,851	0.24
Renaissance Technologies Llc	107,400	0.29
Hrt Financial Lp	102,084	0.28
FSKAX - Fidelity Total Market Index Fund	97,571	0.25

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
Hudson Bay Capital Management LP	2,608,696
Iroquois Capital Management, LLC	908,195
Charles Schwab Investment Management Inc	135,669	0.21
RENAISSANCE TECHNOLOGIES LLC	20,600
Rockefeller Capital Management L.P.	262

Recent Quarter 21 Institutes closed out their positions

Name	Shares	PPS
Virtu Financial LLC	306,479	0.28
Jane Street Group, Llc	281,700	0.28
Millennium Management Llc	134,359	0.28
Hrt Financial Lp	102,084	0.28
BRSIX - Ultra-Small Company Market Fund Class N	74,300	0.27
IFP Advisors, Inc	13,825	3.25
JETSX - Total Stock Market Index Trust NAV	10,597	0.28
Axxcess Wealth Management, Llc	10,100	0.30
Mercer Global Advisors Inc /adv
Manufacturers Life Insurance Company, The
Widmann Financial Services, Inc.
Bridgeway Capital Management Inc
Leverty Financial Group, LLC
Buckingham Strategic Wealth, Llc
Gsa Capital Partners Llp
Sterneck Capital Management, LLC
Stratos Wealth Partners, LTD.
Citadel Advisors Llc
Proequities, Inc.
Barclays Plc
Clearview Wealth Advisors LLC

Recent Quarter 26 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	5,296,501	0.21	5,296,501	0.29
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,308,735	0.21	3,308,735	0.29
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,942,122	0.21	1,942,122	0.29
BlackRock Inc.	1,885,693	0.21	1,885,693	0.29
Geode Capital Management, Llc	1,165,836	0.21	1,128,121	0.28
FSMAX - Fidelity Extended Market Index Fund	690,119	0.22	690,119	0.24
State Street Corp	486,920	0.21	486,920	0.29
Northern Trust Corp	330,792	0.21	336,399	0.29
Blair William & Co/il	303,152	0.21	257,590	0.28
Renaissance Technologies Llc	219,000	0.21	107,400	0.29
Two Sigma Investments, Lp	161,373	0.21	163,172	0.29
Two Sigma Advisers, Lp	135,300	0.21	140,200	0.29
Fisher Asset Management, LLC	125,698	0.21	125,698	0.29
MSD Partners, L.P.	116,430	0.21	116,430	0.28
FCFMX - Fidelity Series Total Market Index Fund	110,851	0.22	110,851	0.24
FSKAX - Fidelity Total Market Index Fund	97,571	0.23	97,571	0.25
Two Sigma Securities, Llc	69,844	0.21	37,786	0.29
Susquehanna International Group, Llp	39,345	0.20	18,777	0.27
Landmark Financial Advisors, LLC	23,000	0.22	24,200	0.25
USMIX - Extended Market Index Fund	22,035	0.23	22,356	0.27

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	1,200,029	0.21	0
Victory Capital Management Inc	22,035	0.23	22,184	0.23

Recent Quarter 10 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Truist Financial Corp	1,200,029	1,200,029	0.21	0		0.00
Renaissance Technologies Llc	111,600	219,000	0.21	107,400	0.29	103.91
Blair William & Co/il	45,562	303,152	0.21	257,590	0.28	17.69
Geode Capital Management, Llc	37,715	1,165,836	0.21	1,128,121	0.28	3.34
Two Sigma Securities, Llc	32,058	69,844	0.21	37,786	0.29	84.84
Susquehanna International Group, Llp	20,568	39,345	0.20	18,777	0.27	109.54
Tower Research Capital LLC (TRC)	1,211	10,979	0.18	9,768	0.31	12.40
Fmr Llc	842	1,099		257		327.63
Morgan Stanley	276	2,982	0.34	2,706	0.37	10.20
Wells Fargo & Company/mn	247	1,060		813		30.38

Recent Quarter 7 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
UBS Group AG	75,762	4,089	0.24	79,851	0.29	-94.88
Northern Trust Corp	5,607	330,792	0.21	336,399	0.29	-1.67
Two Sigma Advisers, Lp	4,900	135,300	0.21	140,200	0.29	-3.50
Two Sigma Investments, Lp	1,799	161,373	0.21	163,172	0.29	-1.10
Landmark Financial Advisors, LLC	1,200	23,000	0.22	24,200	0.25	-4.96
USMIX - Extended Market Index Fund	321	22,035	0.23	22,356	0.27	-1.44
Victory Capital Management Inc	149	22,035	0.23	22,184	0.23	-0.67

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 0 Previous Institutes closed Call Positions

Name	Previous Calls

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 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

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 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,308,735	0.21	3,308,735	0.29
VEXMX - Vanguard Extended Market Index Fund Investor Shares	1,942,122	0.21	1,942,122	0.29
USMIX - Extended Market Index Fund	22,035	0.23	22,356	0.27

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
USMIX - Extended Market Index Fund	321	22,035	0.23	22,356	0.27	-1.44

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 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

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