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 | 169 | NaN | 0.00 | 8.13 |
| 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 | 148 | 43 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 6 | 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 | 5 | 1 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 1 | 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 | 1,185,987 | 0.65 | 9.31 | 6,960,459 | 3.80 | 9.31 |
| 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 |
|---|---|---|
| Deer Management Co. LLC | 37,864,240 | 9.31 |
| Deer IX & Co. Ltd. | 37,864,239 | |
| Vk Services, Llc | 30,350,744 | 9.31 |
| KHOSLA VENTURES SEED B, L.P. | 30,350,744 | |
| PIV Fund I, L.P. | 22,874,407 | |
| ARK Investment Management LLC | 10,730,382 | 2.46 |
| Bamco Inc /ny/ | 8,630,180 | 9.06 |
| Spitfire Sponsor LLC | 8,550,000 | |
| ARKQ - ARK Autonomous Technology & Robotics ETF | 6,782,359 | 3.50 |
| Vanguard Group Inc | 3,485,691 | 9.31 |
| Nikko Asset Management Americas, Inc. | 2,275,292 | 9.20 |
| ARKX - ARK Space Exploration & Innovation ETF | 1,777,140 | 3.50 |
| BDFFX - BARON DISCOVERY FUND | 1,658,272 | 9.31 |
| PRNT - The 3D Printing ETF | 1,538,748 | 3.50 |
| BlackRock Inc. | 1,185,987 | 9.31 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,092,636 | 9.31 |
| Owl Creek Asset Management, L.P. | 1,000,000 | 9.31 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 935,489 | 9.31 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 814,904 | 9.31 |
| Susquehanna International Group, Llp | 802,800 | 9.31 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Deer Management Co. LLC | 37,864,240 | 9.31 |
| Deer IX & Co. Ltd. | 37,864,239 | |
| KHOSLA VENTURES SEED B, L.P. | 30,350,744 | |
| Vk Services, Llc | 30,350,744 | 9.31 |
| PIV Fund I, L.P. | 22,874,407 | |
| ARK Investment Management LLC | 10,730,382 | 2.46 |
| Bamco Inc /ny/ | 8,630,180 | 9.06 |
| Spitfire Sponsor LLC | 8,550,000 | |
| ARKQ - ARK Autonomous Technology & Robotics ETF | 6,782,359 | 3.50 |
| Vanguard Group Inc | 3,485,691 | 9.31 |
| Nikko Asset Management Americas, Inc. | 2,275,292 | 9.20 |
| ARKX - ARK Space Exploration & Innovation ETF | 1,777,140 | 3.50 |
| BDFFX - BARON DISCOVERY FUND | 1,658,272 | 9.31 |
| PRNT - The 3D Printing ETF | 1,538,748 | 3.50 |
| BlackRock Inc. | 1,185,987 | 9.31 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,092,636 | 9.31 |
| Owl Creek Asset Management, L.P. | 1,000,000 | 9.31 |
| NAESX - Vanguard Small-Cap Index Fund Investor Shares | 935,489 | 9.31 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 814,904 | 9.31 |
| BFGFX - Baron Focused Growth Fund | 725,000 | 9.31 |
| Name | Shares | PPS |
|---|---|---|
| HMEAX - Highland Merger Arbitrage Fund Class A | ||
| Bank Of Montreal /can/ | ||
| Wolverine Trading, Llc | ||
| BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares | ||
| Belvedere Trading LLC | ||
| Boothbay Fund Management, Llc | ||
| Engineers Gate Manager LP | ||
| Paloma Partners Management Co | ||
| Wolverine Trading, Llc | ||
| Toms Capital Investment Management Lp | ||
| Two Sigma Investments, Lp | ||
| Belvedere Trading LLC | ||
| LMR Partners LLP | ||
| Fort Baker Capital Management LP | ||
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | ||
| Kepos Capital LP | ||
| Brookfield Asset Management Inc. | ||
| Group One Trading, L.p. | ||
| Marcho Partners LLP | ||
| WCFIX - WCM Alternatives: Credit Event Fund Institutional Class | ||
| Renaissance Technologies Llc | ||
| FOMO - FOMO ETF | ||
| Westchester Capital Management, LLC | ||
| Quantbot Technologies LP | ||
| Hsbc Holdings Plc | ||
| Raymond James Financial Services Advisors, Inc. | ||
| PEAK6 Investments LLC | ||
| Highland Capital Management Fund Advisors, L.p. | ||
| Castle Creek Arbitrage, LLC | ||
| Sumitomo Mitsui Trust Holdings, Inc. | ||
| Td Asset Management Inc | ||
| Cinctive Capital Management LP | ||
| Victory Capital Management Inc | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Cypress Capital, LLC | ||
| Caas Capital Management Lp | ||
| Wolverine Trading, Llc | ||
| Ghisallo Capital Management LLC | ||
| Levin Capital Strategies, L.p. | ||
| Linden Advisors Lp | ||
| Credit Agricole S A | ||
| Walleye Capital LLC | ||
| Moore Capital Management, Lp |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|---|
| Walleye Capital LLC | 0 |
| Name | Current Calls |
|---|---|
| Susquehanna International Group, Llp | 802,800 |
| Jane Street Group, Llc | 139,800 |
| Cutler Group LP | 24,600 |
| Linden Advisors Lp | 0 |
| Belvedere Trading LLC | 0 |
| PEAK6 Investments LLC | 0 |
| Name |
|---|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
| SPEDX - Alger Dynamic Opportunities Fund Class A |
| 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 |
|---|---|---|
| SCHA - Schwab U.S. Small-Cap ETF | 238,164 | 2.46 |
| SCHB - Schwab U.S. Broad Market ETF | 29,444 | 2.45 |
| Strs Ohio | 13,100 | 1.37 |
| Arlington Partners LLC | 2,000 | 1.50 |
| PBSM - Invesco PureBeta MSCI USA Small Cap ETF | 467 | 2.14 |
| Name | Shares | PPS |
|---|---|---|
| Belvedere Trading LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Belvedere Trading LLC | 0 |
| 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 |
|---|