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	29	4.00	4.10	4.22
Previous Quarter	27	4.00	4.45	4.46

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	7	8	3	4	6
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	1	6	1	2	5
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	303	0.00	0.00	45,556	0.00	0.00
Previous Quarter	303	0.00	0.00	45,556	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
Donat Doron	522,955
Waterfield John Randall	270,151
Renaissance Technologies Llc	40,012	4.10
Geode Capital Management, Llc	31,562	4.09
FSMAX - Fidelity Extended Market Index Fund	27,350	4.57
Two Sigma Investments, Lp	23,927	4.10
Vanguard Group Inc	22,778	4.08
VEXMX - Vanguard Extended Market Index Fund Investor Shares	22,778	4.52
Dimensional Fund Advisors Lp	10,234	4.01
Two Sigma Advisers, Lp	10,200	4.12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	5,495	4.55
FCFMX - Fidelity Series Total Market Index Fund	3,864	4.66
Tower Research Capital LLC (TRC)	2,241	4.02
Avion Wealth	1,030	3.88
DFSV - Dimensional US Small Cap Value ETF	1,028	4.86
USMIX - Extended Market Index Fund	540	3.70
DFAT - Dimensional U.S. Targeted Value ETF	479	4.18
ITOT - iShares Core S&P Total U.S. Stock Market ETF	303	3.30
BlackRock Inc.	303	3.30
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	200	5.00

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
Renaissance Technologies Llc	57,000	4.39
Geode Capital Management, Llc	31,562	4.50
FSMAX - Fidelity Extended Market Index Fund	27,625	4.60
Two Sigma Investments, Lp	24,727	4.41
VEXMX - Vanguard Extended Market Index Fund Investor Shares	22,778	4.52
Vanguard Group Inc	22,778	4.39
Two Sigma Advisers, Lp	11,100	4.41
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	5,495	4.73
FCFMX - Fidelity Series Total Market Index Fund	3,864	4.66
UBS Group AG	1,559	4.49
USMIX - Extended Market Index Fund	540	3.70
ITOT - iShares Core S&P Total U.S. Stock Market ETF	303	3.30
BlackRock Inc.	303	3.30
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	200	5.00
Financial Management Professionals, Inc.	71
Wells Fargo & Company/mn	35
DFSV - Dimensional US Small Cap Value ETF	28
Citigroup Inc	8
Barclays Plc	0
DFAT - Dimensional U.S. Targeted Value ETF	0

Recent Quarter Analysis

Recent Quarter 5 New Institutes added position

Name	Shares	PPS
Donat Doron	522,955
Waterfield John Randall	270,151
Dimensional Fund Advisors Lp	10,234	4.01
Avion Wealth	1,030	3.88
LOREX INVESTMENTS AG	0

Recent Quarter 7 Institutes closed out their positions

Name	Shares	PPS
Citigroup Inc	8
Squarepoint Ops LLC
Barclays Plc
Goldman Sachs Group Inc
Proequities, Inc.
Bank Of America Corp /de/
Motco

Recent Quarter 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Renaissance Technologies Llc	40,012	4.10	57,000	4.39
Geode Capital Management, Llc	31,562	4.09	31,562	4.50
FSMAX - Fidelity Extended Market Index Fund	27,350	4.57	27,625	4.60
Two Sigma Investments, Lp	23,927	4.10	24,727	4.41
Vanguard Group Inc	22,778	4.08	22,778	4.39
Two Sigma Advisers, Lp	10,200	4.12	11,100	4.41
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares	5,495	4.55	5,495	4.73
UBS Group AG	25		1,559	4.49

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares
Tower Research Capital LLC (TRC)	2,241	4.02	0
DFSV - Dimensional US Small Cap Value ETF	1,028	4.86	28
DFAT - Dimensional U.S. Targeted Value ETF	479	4.18	0

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Percent Increase
Tower Research Capital LLC (TRC)	2,241	2,241	4.02	0	0.00
DFSV - Dimensional US Small Cap Value ETF	1,000	1,028	4.86	28	3571.43
DFAT - Dimensional U.S. Targeted Value ETF	479	479	4.18	0	0.00
Morgan Stanley	1	1		0	0.00

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	16,988	40,012	4.10	57,000	4.39	-29.80
UBS Group AG	1,534	25		1,559	4.49	-98.40
Two Sigma Advisers, Lp	900	10,200	4.12	11,100	4.41	-8.11
Two Sigma Investments, Lp	800	23,927	4.10	24,727	4.41	-3.24
FSMAX - Fidelity Extended Market Index Fund	275	27,350	4.57	27,625	4.60	-1.00
Wells Fargo & Company/mn	3	32		35		-8.57

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
Dimensional Fund Advisors Lp	10,234	4.01

Past Week 1 Institutes closed out their positions

Name	Shares	PPS
Citigroup Inc	8

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Renaissance Technologies Llc	40,012	4.10	57,000	4.39
Geode Capital Management, Llc	31,562	4.09	31,562	4.50
Two Sigma Investments, Lp	23,927	4.10	24,727	4.41
Vanguard Group Inc	22,778	4.08	22,778	4.39
Two Sigma Advisers, Lp	10,200	4.12	11,100	4.41
UBS Group AG	25		1,559	4.49

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Tower Research Capital LLC (TRC)	2,241	4.02	0

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Tower Research Capital LLC (TRC)	2,241	2,241	4.02	0		0.00
Morgan Stanley	1	1		0		0.00

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Renaissance Technologies Llc	16,988	40,012	4.10	57,000	4.39	-29.80
UBS Group AG	1,534	25		1,559	4.49	-98.40
Two Sigma Advisers, Lp	900	10,200	4.12	11,100	4.41	-8.11
Two Sigma Investments, Lp	800	23,927	4.10	24,727	4.41	-3.24
Wells Fargo & Company/mn	3	32		35		-8.57

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