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	54	13.00	13.85	13.82
Previous Quarter	60	13.00	13.85	13.81

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	25	3	0	1	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	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	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
Sayao da Silva Gilberto	14,466,239
Monteiro Morgado Horta Alessandro	8,266,422
FIL Ltd	3,503,488
FIL Ltd	3,375,215	13.85
ADAGE CAPITAL PARTNERS GP, L.L.C.	2,926,931
Adage Capital Partners Gp, L.l.c.	2,687,369	13.85
Samlyn Capital, Llc	2,317,284	13.85
William Blair Investment Management, Llc	1,366,477	13.85
UBS Group AG	1,207,496	13.85
WBENX - William Blair Emerging Markets Growth Fund Class N	197,305	13.85
Morgan Stanley	136,288	13.85
Federated Hermes, Inc.	65,000	13.85
ISCAX - Federated International Small-Mid Company Fund Class A Shares	65,000	13.32
Goldman Sachs Group Inc	59,150	13.85
Fred Alger Management, Llc	48,970	13.85
State Street Corp	41,411	13.86
AAEMX - Alger Emerging Markets Fund Class A	39,922	11.65
Matthews International Capital Management Llc	38,500	10.70
Janus Henderson Group Plc	36,910	13.90
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	33,578	11.64

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
FIL Ltd	3,375,215	13.85
Adage Capital Partners Gp, L.l.c.	2,687,369	13.85
Samlyn Capital, Llc	2,317,284	13.85
William Blair Investment Management, Llc	1,366,477	13.85
UBS Group AG	1,207,496	13.85
WBENX - William Blair Emerging Markets Growth Fund Class N	197,305	13.85
LGGAX - ClearBridge International Growth Fund Class A	183,924	12.29
Morgan Stanley	136,288	13.85
Federated Hermes, Inc.	65,000	13.85
ISCAX - Federated International Small-Mid Company Fund Class A Shares	65,000	13.32
Goldman Sachs Group Inc	59,150	13.85
Fred Alger Management, Llc	48,970	13.85
State Street Corp	41,411	13.86
AAEMX - Alger Emerging Markets Fund Class A	39,922	12.50
Janus Henderson Group Plc	36,910	13.90
Invesco Ltd.	32,927	13.85
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	27,911	13.87
Geode Capital Management, Llc	27,294	13.85
FNCMX - Fidelity Nasdaq Composite Index Fund	27,294	13.34
Van Eck Associates Corp	20,878	13.84

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
Sayao da Silva Gilberto	14,466,239
Monteiro Morgado Horta Alessandro	8,266,422
ADAGE CAPITAL PARTNERS GP, L.L.C.	2,926,931
Matthews International Capital Management Llc	38,500	10.70
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	33,578	11.64

Recent Quarter 25 Institutes closed out their positions

Name	Shares	PPS
LGGAX - ClearBridge International Growth Fund Class A	183,924	12.29
BEARX - Federated Prudent Bear Fund Class A Shares	16,000	13.00
Alliancebernstein L.p.
Deutsche Bank Ag\
Woodline Partners LP
BTG Pactual Global Asset Management Ltd
Mirabella Financial Services Llp
Jpmorgan Chase & Co
ExodusPoint Capital Management, LP
Tudor Investment Corp Et Al
Advisory Services Network, LLC
Winch Advisory Services, LLC
Brookfield Asset Management Inc.
Bank Of Montreal /can/
Trexquant Investment LP
Schonfeld Strategic Advisors LLC
Gillson Capital LP
Acadian Asset Management Llc
Gilder Gagnon Howe & Co Llc
Proequities, Inc.
HSDEX - Hartford Schroders Diversified Emerging Markets Fund Class SDR
Sagil Capital Llp
Renaissance Technologies Llc
Black Swift Group, LLC
Ghisallo Capital Management LLC

Recent Quarter 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
FIL Ltd	3,503,488		3,375,215	13.85
AAEMX - Alger Emerging Markets Fund Class A	39,922	11.65	39,922	12.50
Adirondack Trust Co	855	10.53	855	14.04

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
FIL Ltd	128,273	3,503,488		3,375,215	13.85	3.80

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 0 Institutes Increased Short Positions

Name

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 1 New Institutes added position

Name	Shares	PPS
Matthews International Capital Management Llc	38,500	10.70

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

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 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 0 Institutes Increased Short Positions

Name

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