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 | 537 | 2943.00 | 47.55 | 267.25 |
| Previous Quarter | 616 | 62.00 | 59.44 | 60.12 |
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 | 27 | 162 | 362 | 35 | 173 | 140 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 2 | 0 | 3 | 5 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 6 | 3 | 1 | 3 |
| 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 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 | 10,335,470 | 25.25 | 47.56 | 7,887,465 | 19.27 | 47.79 |
| Previous Quarter | 9,861,516 | 24.09 | 59.51 | 7,873,423 | 19.23 | 60.01 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 5,917,745 | 47.53 |
| Capital World Investors | 4,018,881 | 47.53 |
| Vanguard Group Inc | 3,999,232 | 47.53 |
| Nine Ten Capital Management LLC | 3,743,517 | 47.53 |
| Aflac Inc | 3,636,364 | 47.53 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 3,270,692 | 47.53 |
| Flossbach Von Storch Ag | 2,880,000 | 47.53 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,605,502 | 47.53 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 1,985,685 | 52.27 |
| Alliancebernstein L.p. | 1,599,409 | 47.53 |
| Capital International Investors | 1,544,447 | 47.53 |
| State Street Corp | 1,395,946 | 47.53 |
| Wellington Management Group Llp | 1,393,788 | 47.53 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,393,564 | |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,127,564 | 47.53 |
| Clearbridge Investments, LLC | 1,116,196 | 47.53 |
| Baillie Gifford & Co | 1,035,523 | 47.53 |
| Polar Capital Holdings Plc | 1,025,000 | 47.53 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 947,943 | 47.53 |
| SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 909,500 | 50.47 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 5,573,284 | 59.43 |
| Capital World Investors | 4,018,881 | 59.43 |
| Vanguard Group Inc | 3,986,175 | 59.43 |
| Nine Ten Capital Management LLC | 3,638,509 | 59.43 |
| Aflac Inc | 3,636,364 | 59.43 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 3,213,692 | 59.43 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,561,310 | 59.43 |
| Alliancebernstein L.p. | 1,975,724 | 59.43 |
| Flossbach Von Storch Ag | 1,746,884 | 59.43 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 1,524,569 | 70.58 |
| Capital International Investors | 1,487,447 | 59.43 |
| Wellington Management Group Llp | 1,430,042 | 59.43 |
| State Street Corp | 1,318,908 | 59.43 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,108,493 | 59.43 |
| Clearbridge Investments, LLC | 1,106,381 | 59.43 |
| Baillie Gifford & Co | 994,220 | 59.43 |
| Macquarie Group Ltd | 940,366 | 59.46 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 931,088 | 59.43 |
| SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 924,875 | 63.03 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 847,367 | 59.43 |
| Name | Shares | PPS |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,393,564 | |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA | 137,837 | 47.53 |
| Chimera Capital Management LLC | 55,843 | 47.53 |
| Walleye Capital LLC | 18,057 | 47.52 |
| FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,440 | 50.45 |
| FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,384 | 50.47 |
| Boothbay Fund Management, Llc | 11,333 | 47.56 |
| Oasis Management Co Ltd. | 10,000 | 47.50 |
| Verition Fund Management LLC | 6,998 | 47.59 |
| Pearl River Capital, LLC | 5,132 | 47.54 |
| Fox Run Management, L.l.c. | 4,884 | 47530.10 |
| ISMD - Inspire Small/Mid Cap Impact ETF | 3,634 | 52.28 |
| Point72 Middle East FZE | 3,541 | 47.44 |
| FLSPX - SPECTRUM FUND Retail Class | 3,165 | 47.39 |
| TLEQX - Small-Cap Equity Fund | 1,930 | 47.67 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I This fund is a listed as child fund of Blackstone Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400 | 47.50 |
| Advisory Services Network, LLC | 400 | 47.50 |
| FAPNX - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z | 250 | 52.00 |
| GWM Advisors LLC | 200 | 50.00 |
| Bbjs Financial Advisors, Llc | 75 | 53.33 |
| Name | Shares | PPS |
|---|---|---|
| Freshford Capital Management, LLC | 200,000 | 59.43 |
| Capital Research Global Investors | 200,000 | 59.43 |
| EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA | 162,317 | 59.43 |
| Susquehanna International Group, Llp | 155,700 | 59.43 |
| PBSIX - Polen U.S. Small Company Growth Fund Institutional Class | 88,515 | 63.62 |
| Parametric Portfolio Associates Llc | 80,784 | 89.11 |
| HAP Trading, LLC | 62,200 | 1.32 |
| Handelsinvest Investeringsforvaltning | 60,000 | 59.43 |
| MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class | 51,771 | 60.27 |
| DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,272 | 63.62 |
| Royce Micro-cap Trust, Inc /md/ | 45,070 | 89.13 |
| WTSGX - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class | 38,683 | 60.26 |
| JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) | 36,283 | 60.25 |
| Parallax Volatility Advisers, L.P. | 30,000 | 59.43 |
| Parallax Volatility Advisers, L.P. | 30,000 | 59.43 |
| Parallax Volatility Advisers, L.P. | 30,000 | 59.43 |
| RVPIX - Royce Smaller-Companies Growth Fund Institutional Class | 26,000 | 89.12 |
| FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,759 | 63.63 |
| Occudo Quantitative Strategies Lp | 25,260 | 59.42 |
| Schonfeld Strategic Advisors LLC | 22,222 | 59.45 |
| Markel Corp | 21,377 | 59.41 |
| Hrt Financial Lp | 18,345 | 59.42 |
| Amalgamated Financial Corp. | 17,535 | 89.14 |
| Quadrature Capital Ltd | 16,664 | 59.53 |
| EMG Holdings, L.P. | 15,000 | 59.47 |
| PBMIX - Polen U.S. SMID Company Growth Fund Institutional Class | 9,285 | 63.65 |
| Cna Financial Corp | 8,940 | 59.40 |
| Dynamic Technology Lab Private Ltd | 8,720 | 59.40 |
| Fiera Capital Corp | 6,024 | 59.43 |
| Ergoteles LLC | 5,707 | 59.40 |
| ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,687 | 89.15 |
| Susquehanna Fundamental Investments, Llc | 5,297 | 59.47 |
| VYSGX - Voya Small Company Fund Class W | 5,120 | 66.80 |
| Teacher Retirement System Of Texas | 4,980 | 59.44 |
| SG Americas Securities, LLC | 4,330 | 59.35 |
| First Capital Advisors Group, LLC. | 4,122 | 59.44 |
| SkyView Investment Advisors, LLC | 4,122 | 59.44 |
| BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,770 | 89.12 |
| MCJAX - MM Russell 2000 Small Cap Index Fund Class A | 3,060 | 89.22 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 1,900 | 88.95 |
| BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,828 | 89.17 |
| C M Bidwell & Associates Ltd | 1,458 | 59.67 |
| Group One Trading, L.p. | 800 | 60.00 |
| Group One Trading, L.p. | 800 | 60.00 |
| Strs Ohio | 600 | 58.33 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund | 232 | 90.52 |
| GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares | 196 | 86.73 |
| FAPNX - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z | 146 | 61.64 |
| Point72 Hong Kong Ltd | 145 | 62.07 |
| DMRS - DeltaShares S&P 600 Managed Risk ETF | 64 | 93.75 |
| Castle Wealth Management Llc | 60 | 66.67 |
| FTDS - First Trust Total US Market AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38 | 78.95 |
| RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity | 10 | 100.00 |
| Allworth Financial LP | 7 | |
| IFP Advisors, Inc | 5 | 200.00 |
| Balyasny Asset Management Llc | ||
| State of Wyoming | ||
| Circle Wealth Management, LLC | ||
| Caption Management, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Valeo Financial Advisors, LLC | ||
| Caption Management, LLC | ||
| SG3 Management, LLC | ||
| Pictet Asset Management Sa | ||
| 2Xideas AG | ||
| PDT Partners, LLC | ||
| Mountain Capital Investment Advisors, Inc | ||
| CIBC Private Wealth Group, LLC | ||
| Gotham Asset Management, LLC | ||
| Equitable Trust Co | ||
| Lord, Abbett & Co. Llc | ||
| Stephens Inc /ar/ | ||
| Paloma Partners Management Co | ||
| Sumitomo Life Insurance Co | ||
| FNY Investment Advisers, LLC | ||
| HighTower Advisors, LLC | ||
| Rational Advisors Llc | ||
| Glenmede Trust Co Na | ||
| Affinity Investment Advisors, Llc | ||
| Full18 Capital LLC | ||
| Aigen Investment Management, Lp | ||
| Graham Capital Management, L.P. | ||
| Alphacrest Capital Management Llc | ||
| Mackenzie Financial Corp | ||
| Hancock Whitney Corp | ||
| Ascendant Capital Management, LLC | ||
| Cambridge Investment Research Advisors, Inc. | ||
| First Hawaiian Bank | ||
| Fieldpoint Private Securities, LLC | ||
| Regent Investment Management LLC | ||
| American Century Companies Inc | ||
| CIBC Asset Management Inc | ||
| Man Group plc | ||
| Quantamental Technologies LLC | ||
| FDx Advisors, Inc. | ||
| Cresset Asset Management, LLC | ||
| National Bank Of Canada /fi/ | ||
| Snider Financial Group | ||
| Fosun International Ltd | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Avenir Corp | ||
| O'Brien Greene & Co. Inc | ||
| Shelton Capital Management | ||
| Riverview Trust Co | ||
| Xponance, Inc. | ||
| Cinctive Capital Management LP | ||
| Boston Private Wealth Llc | ||
| Polen Capital Management Llc | ||
| Otter Creek Advisors, LLC | ||
| Money Concepts Capital Corp | ||
| Eaton Vance Management | ||
| Tcwp Llc | ||
| First Republic Investment Management, Inc. | ||
| Great Lakes Advisors, Llc | ||
| Exane Derivatives | ||
| Gabelli Funds Llc | ||
| O'shaughnessy Asset Management, Llc | ||
| Employees Retirement System of Texas | ||
| Creative Financial Designs Inc /adv | ||
| Sei Investments Co | ||
| Thomas Story & Son Llc | ||
| Plante Moran Financial Advisors, LLC | ||
| EAM Global Investors LLC | ||
| Royce & Associates Lp | ||
| Capital International Inc /ca/ | ||
| Clear Creek Financial Management, LLC | ||
| Stifel Financial Corp | ||
| EAM Investors, LLC | ||
| Prospera Financial Services Inc | ||
| Redwood Investment Management, Llc | ||
| Asset Management One Co., Ltd. | ||
| Lee Financial Co | ||
| Captrust Financial Advisors | ||
| Russell Investments Group, Ltd. | ||
| D. E. Shaw & Co., Inc. | ||
| Newbridge Financial Services Group, Inc. | ||
| XTX Topco Ltd | ||
| Greenhaven Road Investment Management, L.P. | ||
| Aqr Capital Management Llc | ||
| FourThought Financial, LLC | ||
| Segall Bryant & Hamill, Llc | ||
| Jeneq Management, LP | ||
| Eqis Capital Management, Inc. | ||
| Wall Street Access Asset Management, LLC | ||
| Algert Global Llc | ||
| Aquila Investment Management LLC | ||
| Bluestein R H & Co | ||
| PEAK6 Investments LLC | ||
| Profund Advisors Llc | ||
| Renaissance Technologies Llc | ||
| Envestnet Asset Management Inc | ||
| Kestra Advisory Services, LLC | ||
| Global Retirement Partners, LLC | ||
| YorkBridge Wealth Partners, LLC | ||
| Blair William & Co/il | ||
| Sigma Planning Corp | ||
| Commonwealth Equity Services, Llc | ||
| Motley Fool Asset Management LLC | ||
| DIVA - AGFiQ Hedged Dividend Income Fund | 86.96 | |
| FSMMX - FS Multi-Strategy Alternatives Fund Class A | 89.53 | |
| LNFIX - QS Global Market Neutral Fund Class A | 59.61 | |
| FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63.50 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 5,917,745 | 47.53 | 5,573,284 | 59.43 |
| Capital World Investors | 4,018,881 | 47.53 | 4,018,881 | 59.43 |
| Vanguard Group Inc | 3,999,232 | 47.53 | 3,986,175 | 59.43 |
| Nine Ten Capital Management LLC | 3,743,517 | 47.53 | 3,638,509 | 59.43 |
| Aflac Inc | 3,636,364 | 47.53 | 3,636,364 | 59.43 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 3,270,692 | 47.53 | 3,213,692 | 59.43 |
| Flossbach Von Storch Ag | 2,880,000 | 47.53 | 1,746,884 | 59.43 |
| IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,605,502 | 47.53 | 2,561,310 | 59.43 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 1,985,685 | 52.27 | 1,524,569 | 70.58 |
| Alliancebernstein L.p. | 1,599,409 | 47.53 | 1,975,724 | 59.43 |
| Capital International Investors | 1,544,447 | 47.53 | 1,487,447 | 59.43 |
| State Street Corp | 1,395,946 | 47.53 | 1,318,908 | 59.43 |
| Wellington Management Group Llp | 1,393,788 | 47.53 | 1,430,042 | 59.43 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,127,564 | 47.53 | 1,108,493 | 59.43 |
| Clearbridge Investments, LLC | 1,116,196 | 47.53 | 1,106,381 | 59.43 |
| Baillie Gifford & Co | 1,035,523 | 47.53 | 994,220 | 59.43 |
| Polar Capital Holdings Plc | 1,025,000 | 47.53 | 710,000 | 59.43 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 947,943 | 47.53 | 931,088 | 59.43 |
| SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 909,500 | 50.47 | 924,875 | 63.03 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 898,312 | 47.53 | 847,367 | 59.43 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Norges Bank | 372,125 | 47.53 | 0 | |
| State of New Jersey Common Pension Fund D | 43,008 | 47529.99 | 31,558 | 59.41 |
| Tudor Investment Corp Et Al | 38,807 | 0.05 | 0 | |
| Duality Advisers, Lp | 30,305 | 47530.01 | 16,115 | 59.45 |
| First Trust Advisors Lp | 30,160 | 47529.97 | 7,303 | 59.43 |
| Twinbeech Capital Lp | 25,954 | 47.55 | 0 | |
| RV Capital GmbH | 25,000 | 47530.00 | 25,000 | 59.44 |
| Yousif Capital Management, Llc | 22,481 | 47530.00 | 28,786 | 59.44 |
| Tokio Marine Asset Management Co Ltd | 22,300 | 47530.00 | 19,800 | 59.44 |
| Comerica Bank | 21,022 | 55.99 | 26,862 | 48.73 |
| American International Group, Inc. | 20,926 | 47530.01 | 21,074 | 59.41 |
| NJ State Employees Deferred Compensation Plan | 18,000 | 47530.00 | 18,000 | 59.44 |
| Maryland State Retirement & Pension System | 14,487 | 47529.99 | 0 | |
| Nordea Investment Management Ab | 13,341 | 47269.99 | 15,420 | 61.22 |
| Connor, Clark & Lunn Investment Management Ltd. | 12,854 | 47.53 | 0 | |
| Oregon Public Employees Retirement Fund | 11,689 | 47529.99 | 11,622 | 59.46 |
| Lake Street Financial Llc | 10,593 | 47529.97 | 10,593 | 59.47 |
| Carmel Capital Partners, LLC | 10,074 | 47529.98 | 11,032 | 59.46 |
| Two Sigma Securities, Llc | 6,428 | 47.60 | 0 | |
| LVW Advisors, LLC | 5,987 | 47529.98 | 5,989 | 59.44 |
| Name | Current Puts |
|---|---|
| Jefferies Financial Group Inc. | 75,000 |
| Jane Street Group, Llc | 28,200 |
| Name | Current Calls |
|---|
| Name |
|---|
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
| RSEAX - U.S. Strategic Equity Fund Class A |
| CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES |
| Name | Previous Puts |
|---|---|
| Freshford Capital Management, LLC | 200,000 |
| HAP Trading, LLC | 62,200 |
| EMG Holdings, L.P. | 15,000 |
| Proequities, Inc. | 0 |
| Caption Management, LLC | 0 |
| Name | Previous Calls |
|---|---|
| Parallax Volatility Advisers, L.P. | 30,000 |
| Cinctive Capital Management LP | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class |
| LBAY - Leatherback Long/Short Alternative Yield ETF |
| VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
| QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares |
| RIFBX - U.S. Small Cap Equity Fund |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 84,700 | 71,000 | 155,700 | -54.40 |
| Cutler Group LP | 43,500 | 1,600 | 45,100 | -96.45 |
| Simplex Trading, Llc | 41,800 | 4,000 | 45,800 | -91.27 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 600 | 200 | 800 | -75.00 |
| Name |
|---|
| BGLSX - Boston Partners Global Long/Short Fund Institutional Class |
| HDGE - AdvisorShares Ranger Equity Bear ETF |
| SPEDX - Alger Dynamic Opportunities Fund Class A |
| Name | Shares | PPS |
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