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.
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.
Recent Quarter 114 New Institutes added
position
| Name |
Shares |
PPS |
| Roney Patrick A |
37,587,350
|
|
| Wasatch Advisors Inc |
14,311,844
|
9.87 |
| WAAEX - Wasatch Small Cap Growth Fund Investor Class shares |
5,500,000
|
9.87 |
| WAMCX - Wasatch Ultra Growth Fund Investor Class shares |
4,500,000
|
9.87 |
| WMICX - Wasatch Micro Cap Fund Investor Class shares |
4,190,968
|
9.87 |
| Paradice Investment Management LLC |
4,117,050
|
|
| Timelo Investment Management Inc. |
1,728,800
|
|
| RK Capital Management, LLC |
1,471,100
|
9.87 |
| Caspian Capital Lp |
1,457,544
|
9.87 |
| Weiss Multi-Strategy Advisers LLC |
1,240,646
|
9.87 |
| Vanguard Group Inc |
840,271
|
9.87 |
| ArrowMark Colorado Holdings LLC |
760,000
|
9.87 |
| MVALX - MERIDIAN CONTRARIAN FUND Legacy Class |
760,000
|
9.87 |
| Millennium Management Llc |
651,624
|
9.87 |
| Alberta Investment Management Corp |
612,740
|
9.87 |
| Uniplan Investment Counsel, Inc. |
465,626
|
9.87 |
| VCSAX - Vanguard Consumer Staples Index Fund Admiral Shares |
447,591
|
8.00 |
| Weiss Strategic Interval Fund |
425,532
|
9.87 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares |
380,558
|
9.87 |
| Penn Capital Management Co Inc |
300,073
|
7.91 |
Recent Quarter 25 Institutes closed out
their
positions
| Name |
Shares |
PPS |
| Glovista Investments LLC |
|
| Raymond James & Associates |
|
| Gemmer Asset Management LLC |
|
| Manufacturers Life Insurance Company, The |
|
| K.J. Harrison & Partners Inc |
|
| UBS Group AG |
|
| Wolverine Trading, Llc |
|
| Advisor Group Holdings, Inc. |
|
| Connacht Asset Management LP |
|
| PEAK6 Investments LLC |
|
| Two Sigma Investments, Lp |
|
| Tortoise Investment Management, LLC |
|
| HAP Trading, LLC |
|
| Group One Trading, L.p. |
|
| Wolverine Trading, Llc |
|
| Optiver Holding B.V. |
|
| Russell Investments Group, Ltd. |
|
| Alyeska Investment Group, L.P. |
|
| Liberty Wealth Management Llc |
|
| Kehrs Ridge Capital,LLC |
|
| Citadel Advisors Llc |
|
| Cutler Group LP |
|
| LPL Financial LLC |
|
| Scopus Asset Management, L.p. |
|
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
|
Recent Quarter 0 Institutes
averaged
down
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 0 Institutes averaged
Up
| Name |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Recent Quarter 0 Institutes
Increased
Positions
| Name |
Shares Added |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Increase |
Recent Quarter 0 Institutes
Decreased
Positions
| Name |
Reduced Shares |
Current Shares |
Current PPS |
Previous Shares |
Previous PPS |
Percent Decrease |
Recent Quarter 1 New Institutes added
Put
Positions
| Name |
Current Puts |
| Wolverine Trading, Llc |
0
|
Recent Quarter 2 New Institutes added
Call
Positions
| Name |
Current Calls |
| Citadel Advisors Llc |
49,000
|
| HAP Trading, LLC |
12,700
|
Recent Quarter 1 New Institutes added
Short Position
| Name |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I |
Recent Quarter 0 Previous Institutes
closed Put
Positions
Recent Quarter 0 Previous
Institutes closed Call
Positions
Recent Quarter 0 Previous
Institutes closed Short Position
Past Week 3 New Institutes added
position
| Name |
Shares |
PPS |
| Paradice Investment Management LLC |
3,893,803
|
7.86 |
| Geneos Wealth Management Inc. |
1,500
|
7.33 |
| Gemmer Asset Management LLC |
0
|
|
Past Week 1 Institutes closed out their
positions
| Name |
Shares |
PPS |
| Gemmer Asset Management LLC |
|
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
Past Week 0 New Institutes added Call
Positions
Past Week 0 New Institutes added Short
Position
Past Week 0 Previous Institutes closed
Put
Positions
Past Week 0 Previous Institutes closed
Call
Positions
Past Week 0 Previous Institutes closed
Short Position
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
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