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 | 148 | 2.00 | 1.20 | 1.29 |
| 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 | 146 | 14 | 0 | 0 | 0 | 0 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 1 | 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 | 42 | 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 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 | 1,522,891 | 0.00 | 0.00 | 4,669,330 | 0.00 | 0.00 |
| 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 |
|---|---|---|
| Stammtisch Investments LLC | 59,076,559 | |
| Revolve Capital LLC | 10,822,753 | |
| Khan Nazar M. | 7,609,366 | |
| Vanguard Group Inc | 2,433,994 | 1.20 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,732,783 | 1.20 |
| BlackRock Inc. | 1,518,643 | 1.20 |
| Marshall Wace, Llp | 871,523 | 1.20 |
| IWM - iShares Russell 2000 ETF | 537,630 | 1.20 |
| Geode Capital Management, Llc | 498,350 | 1.20 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 414,269 | 1.20 |
| Van Eck Associates Corp | 358,142 | 1.20 |
| State Street Corp | 342,674 | 1.20 |
| Citadel Advisors Llc | 306,468 | 1.20 |
| Paloma Partners Management Co | 260,287 | 1.20 |
| Mariner Investment Group Llc | 249,655 | 1.20 |
| DAPP - VanEck Vectors Digital Transformation ETF | 203,748 | 1.20 |
| Northern Trust Corp | 200,758 | 1.20 |
| Nuveen Asset Management, LLC | 191,864 | 1.20 |
| BITQ - Bitwise Crypto Industry Innovators ETF | 187,425 | 1.20 |
| Exchange Traded Concepts, Llc | 187,425 | 1.20 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|---|---|
| Stammtisch Investments LLC | 59,076,559 | |
| Revolve Capital LLC | 10,822,753 | |
| Khan Nazar M. | 7,609,366 | |
| Vanguard Group Inc | 2,433,994 | 1.20 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,732,783 | 1.20 |
| BlackRock Inc. | 1,518,643 | 1.20 |
| Marshall Wace, Llp | 871,523 | 1.20 |
| IWM - iShares Russell 2000 ETF | 537,630 | 1.20 |
| Geode Capital Management, Llc | 498,350 | 1.20 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 414,269 | 1.20 |
| Van Eck Associates Corp | 358,142 | 1.20 |
| State Street Corp | 342,674 | 1.20 |
| Citadel Advisors Llc | 306,468 | 1.20 |
| Paloma Partners Management Co | 260,287 | 1.20 |
| Mariner Investment Group Llc | 249,655 | 1.20 |
| DAPP - VanEck Vectors Digital Transformation ETF | 203,748 | 1.20 |
| Northern Trust Corp | 200,758 | 1.20 |
| Nuveen Asset Management, LLC | 191,864 | 1.20 |
| BITQ - Bitwise Crypto Industry Innovators ETF | 187,425 | 1.20 |
| Exchange Traded Concepts, Llc | 187,425 | 1.20 |
| Name | Shares | PPS |
|---|---|---|
| Hrt Financial Lp | ||
| Qube Research & Technologies Ltd | ||
| Ovata Capital Management Ltd | ||
| ExodusPoint Capital Management, LP | ||
| IFP Advisors, Inc | ||
| Boothbay Fund Management, Llc | ||
| First Trust Advisors Lp | ||
| NewGen Asset Management Ltd | ||
| Balyasny Asset Management Llc | ||
| Owl Creek Asset Management, L.P. | ||
| LMR Partners LLP | ||
| Cannon Global Investment Management, LLC | ||
| Ergoteles LLC | ||
| TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|---|
| Cutler Group LP | 1,400 |
| 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 | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,732,783 | 1.20 |
| IWM - iShares Russell 2000 ETF | 537,630 | 1.20 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 414,269 | 1.20 |
| DAPP - VanEck Vectors Digital Transformation ETF | 203,748 | 1.20 |
| BITQ - Bitwise Crypto Industry Innovators ETF | 187,425 | 1.20 |
| IWN - iShares Russell 2000 Value ETF | 163,946 | 1.20 |
| IWO - iShares Russell 2000 Growth ETF | 55,979 | 1.20 |
| VBINX - Vanguard Balanced Index Fund Investor Shares | 47,800 | 1.19 |
| IWC - iShares Micro-Cap ETF | 42,716 | 1.19 |
| VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 40,484 | 1.21 |
| NFTZ - Defiance Digital Revolution ETF | 33,466 | 1.20 |
| QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series | 33,175 | 1.21 |
| DAM - VanEck Digital Assets Mining ETF | 28,739 | 1.18 |
| EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB | 27,706 | 1.19 |
| WGMI - Valkyrie Bitcoin Miners ETF | 27,681 | 1.19 |
| ITOT - iShares Core S&P Total U.S. Stock Market ETF | 18,442 | 1.19 |
| BBVSX - Bridge Builder Small/Mid Cap Value Fund | 12,974 | 1.23 |
| Prelude Capital Management, Llc | 12,645 | 1.19 |
| NSIDX - Northern Small Cap Index Fund | 11,348 | 1.23 |
| FISVX - Fidelity Small Cap Value Index Fund | 9,977 | 1.20 |
| USMIX - Extended Market Index Fund | 8,527 | 1.17 |
| EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K | 5,805 | 1.21 |
| EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB | 5,183 | 1.16 |
| PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I | 5,171 | 1.16 |
| EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA | 4,300 | 1.16 |
| BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I | 4,248 | 1.18 |
| EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB | 3,811 | 1.31 |
| QCSTRX - Stock Account Class R1 | 3,160 | 1.27 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A | 3,043 | 1.31 |
| PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P | 2,353 | 1.27 |
| FECGX - Fidelity Small Cap Growth Index Fund | 1,803 | 1.11 |
| JETSX - Total Stock Market Index Trust NAV | 1,276 | 1.57 |
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | 1,000 | 1.00 |
| EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA | 962 | 1.04 |
| TRZIX - T. Rowe Price Small-Cap Index Fund | 818 | 1.22 |
| JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) | 300 | |
| RYRRX - Russell 2000 Fund Class A | 151 | |
| RYRUX - Russell 2000 2x Strategy Fund A-Class Shares | 96 | |
| Profunds - Profund Vp Ultrasmall-cap | 78 | |
| Profunds - Profund Vp Small-cap | 66 | |
| RYMKX - Russell 2000 1.5x Strategy Fund Class H | 46 | |
| RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity | 14 |
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
| 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 |
|---|