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	107	7.00	6.68	6.69
Previous Quarter	115	7.00	6.68	6.70

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	4	30	2	0	2	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	2	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	0	0	1	0	1	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	264,900	0.89	6.68	1,838,880	6.19	6.68
Previous Quarter	264,900	0.89	6.68	1,838,880	6.19	6.68

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
Mosseri Marlio Charles	2,312,627
Vanguard Group Inc	923,049	6.68
Flynn James E	833,334
Kingdon Capital Management, L.l.c.	780,228	6.68
Gendell Jeffrey L	655,596	6.68
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	607,867	6.68
Two Sigma Advisers, Lp	353,200	6.68
Wealth Effects Llc	294,409	6.68
VEXMX - Vanguard Extended Market Index Fund Investor Shares	275,872	6.68
BlackRock Inc.	264,900	6.68
Geode Capital Management, Llc	219,674	6.68
Two Sigma Investments, Lp	202,792	6.68
Citadel Advisors Llc	165,200	6.68
Renaissance Technologies Llc	152,300	6.68
Goldman Sachs Group Inc	123,142	6.68
Group One Trading, L.p.	118,278	6.68
Group One Trading, L.p.	102,000	6.68
FSMAX - Fidelity Extended Market Index Fund	100,592	7.96
Kingdon Capital Management, L.l.c.	100,000	6.68
Advisor Group Holdings, Inc.	95,448	6.68

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
Vanguard Group Inc	923,049	6.68
Kingdon Capital Management, L.l.c.	780,228	6.68
Gendell Jeffrey L	655,596	6.68
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	607,867	6.68
Two Sigma Advisers, Lp	353,200	6.68
Wealth Effects Llc	294,409	6.68
VEXMX - Vanguard Extended Market Index Fund Investor Shares	275,872	6.68
BlackRock Inc.	264,900	6.68
Geode Capital Management, Llc	219,674	6.68
Two Sigma Investments, Lp	202,792	6.68
Citadel Advisors Llc	165,200	6.68
Renaissance Technologies Llc	152,300	6.68
Goldman Sachs Group Inc	123,142	6.68
Group One Trading, L.p.	118,278	6.68
Group One Trading, L.p.	102,000	6.68
FSMAX - Fidelity Extended Market Index Fund	100,592	7.96
Kingdon Capital Management, L.l.c.	100,000	6.68
Advisor Group Holdings, Inc.	95,448	6.68
Citadel Advisors Llc	93,208	6.67
Morgan Stanley	92,594	6.67

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
Mosseri Marlio Charles	2,312,627
Flynn James E	833,334
FZILX - Fidelity ZERO International Index Fund	8,539	5.97
FZIPX - Fidelity ZERO Extended Market Index Fund	5,600	5.89

Recent Quarter 30 Institutes closed out their positions

Name	Shares	PPS
Wolverine Trading, Llc	45,000	6.78
Wolverine Trading, Llc	45,000	6.78
Psagot Investment House Ltd.	13,500	11.11
Caption Management, LLC
ExodusPoint Capital Management, LP
Tibra Equities Europe Ltd
Jpmorgan Chase & Co
Russell Investments Group, Ltd.
J. Goldman & Co LP
Squarepoint Ops LLC
New York State Common Retirement Fund
Belvedere Trading LLC
Caption Management, LLC
Aristides Capital LLC
Hrt Financial Lp
Deutsche Bank Ag\
Snowden Capital Advisors LLC
Ergoteles LLC
O'shaughnessy Asset Management, Llc
Virtu Financial LLC
AlphaMark Advisors, LLC
EAM Investors, LLC
Total Clarity Wealth Management, Inc.
Secure Asset Management, LLC
Cubist Systematic Strategies, LLC
Hudson Bay Capital Management LP
Dimensional Fund Advisors Lp
Susquehanna Fundamental Investments, Llc
Fox Run Management, L.l.c.
Trexquant Investment LP

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Forbes J M & Co Llp	35,020	6.68	26,325	6.69
SWTSX - Schwab Total Stock Market Index Fund	14,001	5.93	6,238	6.89

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Forbes J M & Co Llp	8,695	35,020	6.68	26,325	6.69	33.03
SWTSX - Schwab Total Stock Market Index Fund	7,763	14,001	5.93	6,238	6.89	124.45

Recent Quarter 0 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease

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 2 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0
Caption Management, LLC	0

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Forbes J M & Co Llp	35,020	6.68	26,325	6.69

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Forbes J M & Co Llp	8,695	35,020	6.68	26,325	6.69	33.03

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

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