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	212	6.00	5.63	5.10
Previous Quarter	224	7.00	5.73	6.28

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	10	61	49	1	14	19
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	1	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	5	10	30	1	11	15
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	1	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	260,770	0.00	0.00	1,755,776	0.00	0.00
Previous Quarter	256,768	0.00	0.00	1,755,952	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
SIMARD JOHN	5,093,547
GUT THOMAS	3,914,111
MCKENZIE W THORPE	3,011,259
Lombard International Assurance S.a.	2,103,109
Vanguard Group Inc	854,117	3.62
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	622,546	5.63
IWM - iShares Russell 2000 ETF	349,964	8.64
Millennium Management Llc	284,679	5.63
Credit Suisse Ag/	263,708	3.62
BlackRock Inc.	258,934	3.62
VEXMX - Vanguard Extended Market Index Fund Investor Shares	203,977	5.63
Renaissance Technologies Llc	155,468	3.62
Geode Capital Management, Llc	151,741	3.62
IWN - iShares Russell 2000 Value ETF	148,266	8.64
Oasis Management Co Ltd.	137,174	3.62
Bridgeway Capital Management Inc	133,000	3.62
FSSNX - Fidelity Small Cap Index Fund	125,920	7.76
Morgan Stanley	113,158	3.61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class	86,537	8.64
Dimensional Fund Advisors Lp	86,273	3.62

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	854,293	5.63
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	622,546	5.63
IWM - iShares Russell 2000 ETF	349,964	8.64
Millennium Management Llc	284,679	5.63
BlackRock Inc.	254,932	5.63
Credit Suisse Ag/	226,147	5.63
VEXMX - Vanguard Extended Market Index Fund Investor Shares	203,977	5.63
Morgan Stanley	201,798	5.62
Dimensional Fund Advisors Lp	167,095	5.63
Geode Capital Management, Llc	151,396	5.63
IWN - iShares Russell 2000 Value ETF	148,266	8.64
Oasis Management Co Ltd.	137,174	5.63
FSSNX - Fidelity Small Cap Index Fund	125,920	7.76
Allspring Global Investments Holdings, LLC	88,312	8.64
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class	86,537	8.64
FSMAX - Fidelity Extended Market Index Fund	86,082	5.49
Citadel Advisors Llc	80,884	5.63
Renaissance Technologies Llc	78,668	5.63
Ergoteles LLC	70,114	5.63
Two Sigma Investments, Lp	63,049	5.63

Recent Quarter Analysis

Recent Quarter 10 New Institutes added position

Name	Shares	PPS
SIMARD JOHN	5,093,547
GUT THOMAS	3,914,111
MCKENZIE W THORPE	3,011,259
Lombard International Assurance S.a.	2,103,109
RBF Capital, LLC	23,172	3.63
Susquehanna Fundamental Investments, Llc	21,400	3.60
Man Group plc	17,300	3.64
Jane Street Group, Llc	10,439	3.64
AVUV - Avantis U.S. Small Cap Value ETF	852	3.52
Capital Advisors, Ltd. LLC	209	4.78

Recent Quarter 61 Institutes closed out their positions

Name	Shares	PPS
Allspring Global Investments Holdings, LLC	88,312	8.64
Ergoteles LLC	70,114	5.63
NOSGX - Northern Small Cap Value Fund	45,734	11.13
Cubist Systematic Strategies, LLC	27,251	5.61
Susquehanna International Group, Llp	22,799	5.61
Susquehanna International Group, Llp	22,799	5.61
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF	19,412	10.77
Jump Financial, LLC	18,538	5.61
PDT Partners, LLC	16,976	5.66
Squarepoint Ops LLC	11,189	5.63
Goldman Sachs Group Inc	10,102	5.64
Group One Trading, L.p.	4,000	5.75
Group One Trading, L.p.	4,000	5.75
Group One Trading, L.p.	4,000	5.75
FZIPX - Fidelity ZERO Extended Market Index Fund	3,456	10.71
FZILX - Fidelity ZERO International Index Fund	2,697	10.75
Legal & General Group Plc	1,257	5.57
Citigroup Inc	151	6.62
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	147	6.80
Simplex Trading, Llc	146
Simplex Trading, Llc	146
New York State Common Retirement Fund	140	7.14
Lindbrook Capital, Llc	66
Cwm, Llc	28
Metropolitan Life Insurance Co/ny
Winton Capital Group Ltd
Aqr Capital Management Llc
DekaBank Deutsche Girozentrale
Deutsche Bank Ag\
SG Americas Securities, LLC
Great West Life Assurance Co /can/
Virtu Financial LLC
Jefferies Group LLC
Nuveen Asset Management, LLC
Alberta Investment Management Corp
Pnc Financial Services Group, Inc.
Virtus ETF Advisers LLC
Rhumbline Advisers
California State Teachers Retirement System
Nisa Investment Advisors, Llc
Barclays Plc
Alps Advisors Inc
Marshall Wace, Llp
Swiss National Bank
Strs Ohio
Ameritas Investment Partners, Inc.
Penserra Capital Management LLC
Caxton Associates Lp
Russell Investments Group, Ltd.
Daiwa Securities Group Inc.
American International Group, Inc.
Invesco Ltd.
High Net Worth Advisory Group LLC
Us Bancorp \de\
Alliancebernstein L.p.
Oracle Investment Management Inc
Amalgamated Bank
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares
Zurcher Kantonalbank (Zurich Cantonalbank)
Toronto Dominion Bank
MetLife Investment Management, LLC

Recent Quarter 49 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	854,117	3.62	854,293	5.63
Credit Suisse Ag/	263,708	3.62	226,147	5.63
BlackRock Inc.	258,934	3.62	254,932	5.63
Renaissance Technologies Llc	155,468	3.62	78,668	5.63
Geode Capital Management, Llc	151,741	3.62	151,396	5.63
Oasis Management Co Ltd.	137,174	3.62	137,174	5.63
Bridgeway Capital Management Inc	133,000	3.62	30,500	5.64
Morgan Stanley	113,158	3.61	201,798	5.62
Dimensional Fund Advisors Lp	86,273	3.62	167,095	5.63
FSMAX - Fidelity Extended Market Index Fund	85,036	4.01	86,082	5.49
Two Sigma Investments, Lp	77,097	3.62	63,049	5.63
Two Sigma Advisers, Lp	69,300	3.62	31,800	5.63
Connor, Clark & Lunn Investment Management Ltd.	67,975	3.62	49,112	5.64
Bank of New York Mellon Corp	55,693	3.61	55,693	5.64
Acadian Asset Management Llc	45,450	3.59	49,497	5.62
Northern Trust Corp	44,828	3.61	44,074	5.63
Hrt Financial Lp	40,987	3.61	60,202	5.61
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	36,443	5.16	40,379	7.75
State Of Wisconsin Investment Board	29,706	3.64	42,772	5.63
DFSTX - U.s. Small Cap Portfolio - Institutional Class	26,349	5.16	34,811	7.76

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	350	2.86	50

Recent Quarter 14 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridgeway Capital Management Inc	102,500	133,000	3.62	30,500	5.64	336.07
Renaissance Technologies Llc	76,800	155,468	3.62	78,668	5.63	97.63
Credit Suisse Ag/	37,561	263,708	3.62	226,147	5.63	16.61
Two Sigma Advisers, Lp	37,500	69,300	3.62	31,800	5.63	117.92
Connor, Clark & Lunn Investment Management Ltd.	18,863	67,975	3.62	49,112	5.64	38.41
Two Sigma Investments, Lp	14,048	77,097	3.62	63,049	5.63	22.28
BlackRock Inc.	4,002	258,934	3.62	254,932	5.63	1.57
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	1,097	20,308	5.17	19,211	7.76	5.71
FCFMX - Fidelity Series Total Market Index Fund	896	18,066	3.99	17,170	5.47	5.22
Northern Trust Corp	754	44,828	3.61	44,074	5.63	1.71
Geode Capital Management, Llc	345	151,741	3.62	151,396	5.63	0.23
Advisor Group Holdings, Inc.	300	350	2.86	50		600.00
AVSC - Avantis U.S. Small Cap Equity ETF	230	460	4.35	230	4.35	100.00
Wells Fargo & Company/mn	15	117		102	9.80	14.71

Recent Quarter 19 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Morgan Stanley	88,640	113,158	3.61	201,798	5.62	-43.93
Dimensional Fund Advisors Lp	80,822	86,273	3.62	167,095	5.63	-48.37
Tower Research Capital LLC (TRC)	28,057	2,571	3.50	30,628	5.62	-91.61
Hrt Financial Lp	19,215	40,987	3.61	60,202	5.61	-31.92
State Of Wisconsin Investment Board	13,066	29,706	3.64	42,772	5.63	-30.55
Bank Of America Corp /de/	10,166	7,343	3.68	17,509	5.60	-58.06
Trexquant Investment LP	8,994	21,975	3.64	30,969	5.62	-29.04
DFSTX - U.s. Small Cap Portfolio - Institutional Class	8,462	26,349	5.16	34,811	7.76	-24.31
Bnp Paribas Arbitrage, Sa	5,989	2,026	3.46	8,015	5.61	-74.72
Acadian Asset Management Llc	4,047	45,450	3.59	49,497	5.62	-8.18
DFSCX - U.s. Micro Cap Portfolio - Institutional Class	3,936	36,443	5.16	40,379	7.75	-9.75
Jpmorgan Chase & Co	3,672	11,136	3.59	14,808	5.61	-24.80
UBS Group AG	2,780	5,283	3.60	8,063	5.58	-34.48
Qube Research & Technologies Ltd	1,798	12,591	3.65	14,389	5.63	-12.50
FSMAX - Fidelity Extended Market Index Fund	1,046	85,036	4.01	86,082	5.49	-1.22
Fmr Llc	1,017	20,280	3.60	21,297	5.63	-4.78
SWTSX - Schwab Total Stock Market Index Fund	924	10,477	5.15	11,401	7.72	-8.10
Etf Managers Group, Llc	635	8,982	3.67	9,617	5.72	-6.60
Vanguard Group Inc	176	854,117	3.62	854,293	5.63	-0.02

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 3 Previous Institutes closed Put Positions

Name	Previous Puts
Group One Trading, L.p.	4,000
Proequities, Inc.	0
Oracle Investment Management Inc	0

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 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Simplex Trading, Llc	46	100	146	-31.51

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 5 New Institutes added position

Name	Shares	PPS
RBF Capital, LLC	23,172	3.63
Susquehanna Fundamental Investments, Llc	21,400	3.60
Man Group plc	17,300	3.64
Jane Street Group, Llc	10,439	3.64
Capital Advisors, Ltd. LLC	209	4.78

Past Week 10 Institutes closed out their positions

Name	Shares	PPS
Cubist Systematic Strategies, LLC	27,251	5.61
Lindbrook Capital, Llc	66
Goldman Sachs Group Inc	10,102	5.64
PDT Partners, LLC	16,976	5.66
Ergoteles LLC	70,114	5.63
Citigroup Inc	151	6.62
Susquehanna International Group, Llp	22,799	5.61
Squarepoint Ops LLC	11,189	5.63
Legal & General Group Plc	1,257	5.57
Group One Trading, L.p.	4,000	5.75

Past Week 30 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Vanguard Group Inc	854,117	3.62	854,293	5.63
Credit Suisse Ag/	263,708	3.62	226,147	5.63
BlackRock Inc.	258,934	3.62	254,932	5.63
Renaissance Technologies Llc	155,468	3.62	78,668	5.63
Geode Capital Management, Llc	151,741	3.62	151,396	5.63
Oasis Management Co Ltd.	137,174	3.62	137,174	5.63
Bridgeway Capital Management Inc	133,000	3.62	30,500	5.64
Morgan Stanley	113,158	3.61	201,798	5.62
Dimensional Fund Advisors Lp	86,273	3.62	167,095	5.63
Two Sigma Investments, Lp	77,097	3.62	63,049	5.63
Two Sigma Advisers, Lp	69,300	3.62	31,800	5.63
Connor, Clark & Lunn Investment Management Ltd.	67,975	3.62	49,112	5.64
Bank of New York Mellon Corp	55,693	3.61	55,693	5.64
Acadian Asset Management Llc	45,450	3.59	49,497	5.62
Northern Trust Corp	44,828	3.61	44,074	5.63
Hrt Financial Lp	40,987	3.61	60,202	5.61
State Of Wisconsin Investment Board	29,706	3.64	42,772	5.63
Trexquant Investment LP	21,975	3.64	30,969	5.62
Fmr Llc	20,280	3.60	21,297	5.63
Price T Rowe Associates Inc /md/	17,600	3.64	17,600	5.62
Qube Research & Technologies Ltd	12,591	3.65	14,389	5.63
Jpmorgan Chase & Co	11,136	3.59	14,808	5.61
Charles Schwab Investment Management Inc	10,477	3.63	10,477	5.63
Etf Managers Group, Llc	8,982	3.67	9,617	5.72
Bank Of America Corp /de/	7,343	3.68	17,509	5.60
UBS Group AG	5,283	3.60	8,063	5.58
Tower Research Capital LLC (TRC)	2,571	3.50	30,628	5.62
Bnp Paribas Arbitrage, Sa	2,026	3.46	8,015	5.61
Royal Bank Of Canada	2,000	3.50	2,000	5.50
Wells Fargo & Company/mn	117		102	9.80

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	350	2.86	50

Past Week 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bridgeway Capital Management Inc	102,500	133,000	3.62	30,500	5.64	336.07
Renaissance Technologies Llc	76,800	155,468	3.62	78,668	5.63	97.63
Credit Suisse Ag/	37,561	263,708	3.62	226,147	5.63	16.61
Two Sigma Advisers, Lp	37,500	69,300	3.62	31,800	5.63	117.92
Connor, Clark & Lunn Investment Management Ltd.	18,863	67,975	3.62	49,112	5.64	38.41
Two Sigma Investments, Lp	14,048	77,097	3.62	63,049	5.63	22.28
BlackRock Inc.	4,002	258,934	3.62	254,932	5.63	1.57
Northern Trust Corp	754	44,828	3.61	44,074	5.63	1.71
Geode Capital Management, Llc	345	151,741	3.62	151,396	5.63	0.23
Advisor Group Holdings, Inc.	300	350	2.86	50		600.00
Wells Fargo & Company/mn	15	117		102	9.80	14.71

Past Week 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Morgan Stanley	88,640	113,158	3.61	201,798	5.62	-43.93
Dimensional Fund Advisors Lp	80,822	86,273	3.62	167,095	5.63	-48.37
Tower Research Capital LLC (TRC)	28,057	2,571	3.50	30,628	5.62	-91.61
Hrt Financial Lp	19,215	40,987	3.61	60,202	5.61	-31.92
State Of Wisconsin Investment Board	13,066	29,706	3.64	42,772	5.63	-30.55
Bank Of America Corp /de/	10,166	7,343	3.68	17,509	5.60	-58.06
Trexquant Investment LP	8,994	21,975	3.64	30,969	5.62	-29.04
Bnp Paribas Arbitrage, Sa	5,989	2,026	3.46	8,015	5.61	-74.72
Acadian Asset Management Llc	4,047	45,450	3.59	49,497	5.62	-8.18
Jpmorgan Chase & Co	3,672	11,136	3.59	14,808	5.61	-24.80
UBS Group AG	2,780	5,283	3.60	8,063	5.58	-34.48
Qube Research & Technologies Ltd	1,798	12,591	3.65	14,389	5.63	-12.50
Fmr Llc	1,017	20,280	3.60	21,297	5.63	-4.78
Etf Managers Group, Llc	635	8,982	3.67	9,617	5.72	-6.60
Vanguard Group Inc	176	854,117	3.62	854,293	5.63	-0.02

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Proequities, Inc.	0

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