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 213 7.00 6.83 6.98
Previous Quarter 0 0.00 0.00 0.00

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 185 105 0 0 0 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 2 11 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 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 2,982,683 0.39 6.83
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
SB Global Advisors Ltd 370,277,759
FMR LLC 83,506,866
Neumann Adam 68,232,963
Benchmark Capital Management Co. VII, L.L.C. 20,471,310
FBGRX - Fidelity Blue Chip Growth Fund 10,867,163 7.01
MORGAN STANLEY 10,656,260
CSEIX - Cohen & Steers Real Estate Securities Fund Class A 6,196,973 6.82
FDVLX - Fidelity Value Fund 4,704,577 7.01
RAAAX - Altegris/AACA Opportunistic Real Estate Fund Class A 4,272,529 6.82
CPOAX - Morgan Stanley Insight Fund A 4,148,488 8.60
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3,723,200 6.82
FDGRX - Fidelity Growth Company Fund 3,283,925 6.40
VEXMX - Vanguard Extended Market Index Fund Investor Shares 2,832,626 6.82
FPURX - Fidelity Puritan Fund 2,465,506 6.40
MACGX - Discovery Portfolio Class A Shares 2,379,676 8.60
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A 2,056,600 6.40
FBALX - Fidelity Balanced Fund 1,935,420 6.40
ARISTEIA CAPITAL LLC 1,934,196
FMCSX - Fidelity Mid-Cap Stock Fund 1,839,423 7.01
FSMVX - Fidelity Mid Cap Value Fund 1,691,599 7.01

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

 

Recent Quarter Analysis

Name Shares PPS
SB Global Advisors Ltd 370,277,759
FMR LLC 83,506,866
Neumann Adam 68,232,963
Benchmark Capital Management Co. VII, L.L.C. 20,471,310
FBGRX - Fidelity Blue Chip Growth Fund 10,867,163 7.01
MORGAN STANLEY 10,656,260
CSEIX - Cohen & Steers Real Estate Securities Fund Class A 6,196,973 6.82
FDVLX - Fidelity Value Fund 4,704,577 7.01
RAAAX - Altegris/AACA Opportunistic Real Estate Fund Class A 4,272,529 6.82
CPOAX - Morgan Stanley Insight Fund A 4,148,488 8.60
Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund 3,723,200 6.82
FDGRX - Fidelity Growth Company Fund 3,283,925 6.40
VEXMX - Vanguard Extended Market Index Fund Investor Shares 2,832,626 6.82
FPURX - Fidelity Puritan Fund 2,465,506 6.40
MACGX - Discovery Portfolio Class A Shares 2,379,676 8.60
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A 2,056,600 6.40
FBALX - Fidelity Balanced Fund 1,935,420 6.40
ARISTEIA CAPITAL LLC 1,934,196
FMCSX - Fidelity Mid-Cap Stock Fund 1,839,423 7.01
FSMVX - Fidelity Mid Cap Value Fund 1,691,599 7.01
Name Shares PPS
UBS Group AG
MERFX - The Merger Fund - Investor Class Shares
Sei Investments Co
Castle Creek Arbitrage, LLC
State of Wyoming
LMR Partners LLP
Group One Trading, L.p.
Walleye Trading LLC
Kepos Capital LP
Woodline Partners LP
Park West Asset Management LLC
Davidson Kempner Capital Management Lp
Cerity Partners LLC
Millennium Management Llc
Millennium Management Llc
Morgan Stanley
Ionic Capital Management LLC
FNY Investment Advisers, LLC
Goldman Sachs Group Inc
Geode Capital Management, Llc
Hbk Investments L P
Taconic Capital Advisors LP
Hbk Investments L P
Dupont Capital Management Corp
Aristeia Capital Llc
Weiss Multi-Strategy Advisers LLC
Must Asset Management Inc.
Advisor Group Holdings, Inc.
Wolverine Trading, Llc
Arnhold LLC
Cohen & Steers, Inc.
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Group One Trading, L.p.
Cnh Partners Llc
VBINX - Vanguard Balanced Index Fund Investor Shares
Solel Partners LP
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
Walleye Capital LLC
Hudson Bay Capital Management LP
Berry Street Capital Management LLP
CIBC Private Wealth Group, LLC
D. E. Shaw & Co., Inc.
Ancient Art, L.P.
Jpmorgan Chase & Co
Mizuho Securities Usa Llc
HHM Wealth Advisors, LLC
New York State Common Retirement Fund
Weiss Strategic Interval Fund
Magnetar Financial LLC
Jane Street Group, Llc
Jane Street Group, Llc
Bank of New York Mellon Corp
Exos Asset Management LLC
Toms Capital Investment Management Lp
Fmr Llc
TENOR CAPITAL MANAGEMENT Co., L.P.
Steward Partners Investment Advisory, Llc
CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
Glazer Capital, Llc
CSMOX - Chiron SMid Opportunities Fund Class I Shares
Simplex Trading, Llc
Balyasny Asset Management Llc
Susquehanna International Group, Llp
Susquehanna International Group, Llp
MYDA Advisors LLC
Susquehanna International Group, Llp
Toroso Investments, LLC
Simplex Trading, Llc
Citigroup Inc
Waterfront Capital Partners, LLC
Citadel Advisors Llc
Citadel Advisors Llc
Allianz Asset Management GmbH
Jane Street Group, Llc
UBS Group AG
Iridian Asset Management Llc/ct
Iridian Asset Management Llc/ct
Scoggin Management Lp
Manchester Capital Management LLC
PEAK6 Investments LLC
Yakira Capital Management, Inc.
Royal Bank Of Canada
Evergreen Capital Management Llc
Penserra Capital Management LLC
Hrt Financial Lp
First Republic Investment Management, Inc.
TIG Advisors, LLC
Glenview Capital Management, Llc
Thomas J. Herzfeld Advisors, Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Man Group plc
Bank Of America Corp /de/
Weiss Asset Management LP
Citadel Advisors Llc
PEAK6 Investments LLC
Tower Research Capital LLC (TRC)
BlackRock Inc.
Captrust Financial Advisors
OMERS ADMINISTRATION Corp
P Schoenfeld Asset Management Lp
Westchester Capital Management, LLC
North Fourth Asset Management, LP
Wells Fargo & Company/mn
Salient Capital Advisors, LLC
Cowen And Company, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Iridian Asset Management Llc/ct 0
Group One Trading, L.p. 0
Name Current Calls
Toms Capital Investment Management Lp 0
Hbk Investments L P 0
Citigroup Inc 0
Citadel Advisors Llc 0
Jane Street Group, Llc 0
Millennium Management Llc 0
Simplex Trading, Llc 0
Berry Street Capital Management LLP 0
Wolverine Trading, Llc 0
UBS Group AG 0
North Fourth Asset Management, LP 0
Name
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
FSMMX - FS Multi-Strategy Alternatives 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

Past Week Analysis

Name Shares PPS
SCHA - Schwab U.S. Small-Cap ETF 833,619 7.29
SCHM - Schwab U.S. Mid-Cap ETF 509,592 7.29
SCHB - Schwab U.S. Broad Market ETF 104,673 7.29
PMSAX - Global Multi-Strategy Fund Class A 5,396 7.23
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 1,494 7.36
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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