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	23.00	23.43	22.31
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	196	19	0	0	0	0
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	1	5	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	0	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	678,808	1.39	23.44	915,815	1.88	23.35
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
Grabowski Mark	19,065,479
Geisler Anthony	7,854,496
MSD Partners, L.P.	2,718,536
D. E. SHAW & CO, L.P.	2,652,387
REDWOOD CAPITAL MANAGEMENT, LLC	2,552,055
Ophir Asset Management Pty Ltd	2,177,724	23.44
Ophir Asset Management Pty Ltd	1,757,460
FKASX - Federated Kaufmann Small Cap Fund Class A Shares	1,420,000	20.72
FEDERATED HERMES, INC.	1,400,000
Federated Hermes, Inc.	1,350,242	23.44
Driehaus Capital Management Llc	1,027,615	23.44
Ameriprise Financial Inc	868,141	23.40
BlackRock Inc.	677,709	23.44
Vanguard Group Inc	479,887	23.44
HRSCX - Carillon Eagle Small Cap Growth Fund Class A	422,691	20.72
Caption Management, LLC	404,400	23.43
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	266,864	23.44
IWM - iShares Russell 2000 ETF	265,635	23.44
CTSIX - Calamos Timpani Small Cap Growth Fund Class I	247,340	20.72
Citadel Advisors Llc	196,500	23.44

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

Recent Quarter 196 New Institutes added position

Name	Shares	PPS
Grabowski Mark	19,065,479
Geisler Anthony	7,854,496
MSD Partners, L.P.	2,718,536
D. E. SHAW & CO, L.P.	2,652,387
REDWOOD CAPITAL MANAGEMENT, LLC	2,552,055
Ophir Asset Management Pty Ltd	2,177,724	23.44
FKASX - Federated Kaufmann Small Cap Fund Class A Shares	1,420,000	20.72
FEDERATED HERMES, INC.	1,400,000
Federated Hermes, Inc.	1,350,242	23.44
Driehaus Capital Management Llc	1,027,615	23.44
Ameriprise Financial Inc	868,141	23.40
BlackRock Inc.	677,709	23.44
Vanguard Group Inc	479,887	23.44
HRSCX - Carillon Eagle Small Cap Growth Fund Class A	422,691	20.72
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	266,864	23.44
IWM - iShares Russell 2000 ETF	265,635	23.44
CTSIX - Calamos Timpani Small Cap Growth Fund Class I	247,340	20.72
Geode Capital Management, Llc	194,715	23.44
DSMFX - Destinations Small-Mid Cap Equity Fund Class I	184,495	20.94
Rice Hall James & Associates, Llc	180,345	23.44

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
Balyasny Asset Management Llc
Caas Capital Management Lp
Marshall Wace, Llp
Panagora Asset Management Inc
Russell Investments Group, Ltd.
Armistice Capital, Llc
Alta Fox Capital Management, Llc
Belvedere Trading LLC
Susquehanna International Group, Llp
Invenomic Capital Management LP
Squarepoint Ops LLC
Citadel Advisors Llc
Millennium Management Llc
Belvedere Trading LLC
Tudor Investment Corp Et Al
Rokos Capital Management LLP
BIVIX - Invenomic Fund Institutional Class shares
Teacher Retirement System Of Texas
Gilder Gagnon Howe & Co Llc

Recent Quarter 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Recent Quarter 0 Institutes Decreased Positions

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

Recent Quarter 1 New Institutes added Put Positions

Name	Current Puts
Bluefin Capital Management, Llc	185,000

Recent Quarter 5 New Institutes added Call Positions

Name	Current Calls
Caption Management, LLC	404,400
Citadel Advisors Llc	196,500
Susquehanna International Group, Llp	148,100
Jane Street Group, Llc	21,800
Belvedere Trading LLC	0

Recent Quarter 2 New Institutes added Short Position

Name
VMNFX - Vanguard Market Neutral Fund Investor Shares
GIVYX - Global Tactical Fund Institutional Class

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 0 New Institutes added position

Name	Shares	PPS

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 0 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

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