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 | 379 | 21.00 | 20.81 | 21.02 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0.00 |
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 | 364 | 69 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 5 | 2 | 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 | 3 | 1 | 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 | 5,467,537 | 1.79 | 20.84 | 5,520,819 | 1.80 | 20.81 |
| Previous Quarter | 0 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| APAX IX GP CO. Ltd | 197,750,138 | |
| SIEMENS AG | 24,152,051 | |
| GIC Private Ltd | 20,858,662 | |
| Massachusetts Financial Services Co /ma/ | 9,276,105 | 20.81 |
| Fmr Llc | 6,662,886 | 20.81 |
| BlackRock Inc. | 4,722,581 | 20.81 |
| Whale Rock Capital Management LLC | 3,675,404 | 20.81 |
| Neuberger Berman Group LLC | 3,501,607 | 20.81 |
| OTCAX - MFS Mid Cap Growth Fund A | 3,369,091 | 22.86 |
| Ameriprise Financial Inc | 3,256,055 | 20.81 |
| GW&K Investment Management, LLC | 3,162,410 | 20.81 |
| Vanguard Group Inc | 2,772,285 | 20.81 |
| Allspring Global Investments Holdings, LLC | 2,605,959 | 20.81 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 2,548,837 | 22.86 |
| Morgan Stanley | 2,308,794 | 20.81 |
| Price T Rowe Associates Inc /md/ | 2,202,744 | 20.81 |
| Ensign Peak Advisors, Inc | 2,173,598 | 20.81 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 1,975,506 | 20.81 |
| Capital World Investors | 1,975,506 | 20.81 |
| SLMCX - Columbia Seligman Communications and Information Fund Class A | 1,957,304 | 22.86 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| APAX IX GP CO. Ltd | 197,750,138 | |
| SIEMENS AG | 24,152,051 | |
| GIC Private Ltd | 20,858,662 | |
| Massachusetts Financial Services Co /ma/ | 9,276,105 | 20.81 |
| Fmr Llc | 6,662,886 | 20.81 |
| BlackRock Inc. | 4,722,581 | 20.81 |
| Whale Rock Capital Management LLC | 3,675,404 | 20.81 |
| Neuberger Berman Group LLC | 3,501,607 | 20.81 |
| OTCAX - MFS Mid Cap Growth Fund A | 3,369,091 | 22.86 |
| Ameriprise Financial Inc | 3,256,055 | 20.81 |
| GW&K Investment Management, LLC | 3,162,410 | 20.81 |
| Vanguard Group Inc | 2,772,285 | 20.81 |
| Allspring Global Investments Holdings, LLC | 2,605,959 | 20.81 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 2,548,837 | 22.86 |
| Morgan Stanley | 2,308,794 | 20.81 |
| Price T Rowe Associates Inc /md/ | 2,202,744 | 20.81 |
| Ensign Peak Advisors, Inc | 2,173,598 | 20.81 |
| Capital World Investors | 1,975,506 | 20.81 |
| SMCWX - SMALLCAP WORLD FUND INC Class A | 1,975,506 | 20.81 |
| SLMCX - Columbia Seligman Communications and Information Fund Class A | 1,957,304 | 22.86 |
| Name | Shares | PPS |
|---|---|---|
| Manufacturers Life Insurance Company, The | ||
| Putnam Investments Llc | ||
| Wellington Management Group Llp | ||
| LPL Financial LLC | ||
| Capital International Investors | ||
| Jane Street Group, Llc | ||
| Parkside Financial Bank & Trust | ||
| Metropolitan Life Insurance Co/ny | ||
| Brookfield Asset Management Inc. | ||
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 | ||
| Cutler Group LP | ||
| FNIAX - Fidelity Advisor New Insights Fund Class A | ||
| Samson Rock Capital LLP | ||
| Arcadia Investment Management Corp/mi | ||
| Qube Research & Technologies Ltd | ||
| Hbk Investments L P | ||
| Virtu Financial LLC | ||
| Sarasin & Partners LLP | ||
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 | ||
| GSMCX - Goldman Sachs Mid Cap Value Fund Institutional | ||
| Cutler Group LP | ||
| JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF | ||
| Simplex Trading, Llc | ||
| FWOZX - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z | ||
| LMR Partners LLP | ||
| SPEDX - Alger Dynamic Opportunities Fund Class A | ||
| TCOEX - Tactical Offensive Equity Fund | ||
| Caas Capital Management Lp | ||
| ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | ||
| Full18 Capital LLC | ||
| Hudson Bay Capital Management LP | ||
| PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A | ||
| Davidson Kempner Capital Management Lp | ||
| Verition Fund Management LLC | ||
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio | ||
| Voya Investment Management Llc | ||
| Laurion Capital Management LP | ||
| Point72 Hong Kong Ltd | ||
| Schonfeld Strategic Advisors LLC | ||
| Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A | ||
| Teacher Retirement System Of Texas | ||
| Squarepoint Ops LLC | ||
| Pinz Capital Management, LP | ||
| ADANX - AQR Diversified Arbitrage Fund Class N | ||
| EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB | ||
| Balyasny Asset Management Llc | ||
| Susquehanna International Group, Llp | ||
| PRWAX - T. Rowe Price New America Growth Fund | ||
| Susquehanna International Group, Llp | ||
| BlueCrest Capital Management Ltd | ||
| Ghisallo Capital Management LLC | ||
| T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio | ||
| Norges Bank | ||
| Interval Partners, LP | ||
| Rokos Capital Management LLP | ||
| AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 | ||
| Russell Investments Group, Ltd. | ||
| Maven Securities LTD | ||
| FXL - First Trust Technology AlphaDEX Fund | ||
| RPGAX - T. Rowe Price Global Allocation Fund, Inc. | ||
| FLCNX - Fidelity Contrafund K6 | ||
| TMSRX - T. Rowe Price Multi-Strategy Total Return Fund | ||
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service | ||
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional | ||
| FVWSX - Fidelity Series Opportunistic Insights Fund | ||
| FCNTX - Fidelity Contrafund | ||
| FFPIX - Fidelity Flex Opportunistic Insights Fund | ||
| Moore Capital Management, Lp | ||
| Alyeska Investment Group, L.P. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Susquehanna International Group, Llp | 164,900 |
| UBS Group AG | 104,200 |
| Bank Of Montreal /can/ | 79,600 |
| Walleye Trading LLC | 15,900 |
| Cutler Group LP | 1,600 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| HDGE - AdvisorShares Ranger Equity Bear ETF |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Renaissance Capital LLC | 38,317 | 14.12 |
| Global Retirement Partners, LLC | 725 | 13.79 |
| Parkside Financial Bank & Trust | 0 |
| Name | Shares | PPS |
|---|---|---|
| Parkside Financial Bank & Trust |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|