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	39	4.00	2.06	2.09
Previous Quarter	43	5.00	2.66	2.72

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	19	17	2	7	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	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	3	0	0	2
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	1	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	0	0.00	0.00	0	0.00	0.00
Previous Quarter	174,941	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
ClearVue Partners, L.P.	18,349,200
Artal Group S.A.	966,349	2.06
Greenwoods Asset Management Hong Kong Ltd.	836,440	2.06
Jpmorgan Chase & Co	653,940	2.06
Barclays Plc	329,800	2.06
Marshall Wace, Llp	208,765	2.05
Renaissance Technologies Llc	109,047	2.06
State Street Corp	63,901	2.07
Virtu Financial LLC	57,507	2.05
PGJ - Invesco Golden Dragon China ETF	54,628	1.96
Citadel Advisors Llc	52,062	2.06
SPEM - SPDR(R) Portfolio Emerging Markets ETF	36,267	2.07
Geode Capital Management, Llc	33,100	2.05
FNCMX - Fidelity Nasdaq Composite Index Fund	33,100	1.99
Susquehanna Fundamental Investments, Llc	32,539	2.67
QCSTRX - Stock Account Class R1	27,700	2.67
Jane Street Group, Llc	21,576	2.04
Tower Research Capital LLC (TRC)	18,532	2.05
ECNS - iShares MSCI China Small-Cap ETF	18,272	2.02
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	14,900	2.08

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
Artal Group S.A.	966,349	2.66
Greenwoods Asset Management Hong Kong Ltd.	836,440	2.66
Jpmorgan Chase & Co	693,056	2.66
Barclays Plc	329,800	2.66
Marshall Wace, Llp	189,846	2.66
BlackRock Inc.	174,941	2.66
State Street Corp	147,142	2.66
Invesco Ltd.	52,423	2.65
Jane Street Group, Llc	39,917	2.66
SPEM - SPDR(R) Portfolio Emerging Markets ETF	36,428	2.66
PGJ - Invesco Golden Dragon China ETF	36,217	3.04
Geode Capital Management, Llc	33,100	2.66
FNCMX - Fidelity Nasdaq Composite Index Fund	33,100	2.66
Renaissance Technologies Llc	32,947	2.67
Susquehanna Fundamental Investments, Llc	32,539	2.67
Nuveen Asset Management, LLC	27,700	2.67
QCSTRX - Stock Account Class R1	27,700	2.67
ECNS - iShares MSCI China Small-Cap ETF	18,600	2.69
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	14,900	2.68
EEMS - iShares MSCI Emerging Markets Small-Cap ETF	14,170	3.88

Recent Quarter Analysis

Recent Quarter 4 New Institutes added position

Name	Shares	PPS
ClearVue Partners, L.P.	18,349,200
Virtu Financial LLC	57,507	2.05
Captrust Financial Advisors	1,263	45.92
Rockefeller Capital Management L.P.	377

Recent Quarter 19 Institutes closed out their positions

Name	Shares	PPS
BlackRock Inc.	174,941	2.66
Invesco Ltd.	52,423	2.65
Nuveen Asset Management, LLC	27,700	2.67
EEMS - iShares MSCI Emerging Markets Small-Cap ETF	14,170	3.88
Wellspring Financial Advisors, LLC	4,300	50.93
Citigroup Inc	1,625	2.46
Column Capital Advisors, LLC	125
M&g Investment Management Ltd
Jump Financial, LLC
Bank Of America Corp /de/
Millennium Management Llc
Proequities, Inc.
Symmetry Peak Management Llc
Deutsche Bank Ag\
Northern Trust Corp
Quantbot Technologies LP
Royal Bank Of Canada
Squarepoint Ops LLC
Arkadios Wealth Advisors

Recent Quarter 17 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Artal Group S.A.	966,349	2.06	966,349	2.66
Greenwoods Asset Management Hong Kong Ltd.	836,440	2.06	836,440	2.66
Jpmorgan Chase & Co	653,940	2.06	693,056	2.66
Barclays Plc	329,800	2.06	329,800	2.66
Marshall Wace, Llp	208,765	2.05	189,846	2.66
Renaissance Technologies Llc	109,047	2.06	32,947	2.67
State Street Corp	63,901	2.07	147,142	2.66
PGJ - Invesco Golden Dragon China ETF	54,628	1.96	36,217	3.04
SPEM - SPDR(R) Portfolio Emerging Markets ETF	36,267	2.07	36,428	2.66
FNCMX - Fidelity Nasdaq Composite Index Fund	33,100	1.99	33,100	2.66
Geode Capital Management, Llc	33,100	2.05	33,100	2.66
Jane Street Group, Llc	21,576	2.04	39,917	2.66
Tower Research Capital LLC (TRC)	18,532	2.05	3,219	2.80
ECNS - iShares MSCI China Small-Cap ETF	18,272	2.02	18,600	2.69
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	14,900	2.08	14,900	2.68
Morgan Stanley	12,969	2.08	11,916	2.69
GMF - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF	12,734	2.04	13,685	2.63

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Citadel Advisors Llc	52,062	2.06	0
UBS Group AG	1,511	1.99	0

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Renaissance Technologies Llc	76,100	109,047	2.06	32,947	2.67	230.98
Citadel Advisors Llc	52,062	52,062	2.06	0		0.00
Marshall Wace, Llp	18,919	208,765	2.05	189,846	2.66	9.97
PGJ - Invesco Golden Dragon China ETF	18,411	54,628	1.96	36,217	3.04	50.84
Tower Research Capital LLC (TRC)	15,313	18,532	2.05	3,219	2.80	475.71
UBS Group AG	1,511	1,511	1.99	0		0.00
Morgan Stanley	1,053	12,969	2.08	11,916	2.69	8.84

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
State Street Corp	83,241	63,901	2.07	147,142	2.66	-56.57
Jpmorgan Chase & Co	39,116	653,940	2.06	693,056	2.66	-5.64
Jane Street Group, Llc	18,341	21,576	2.04	39,917	2.66	-45.95
GMF - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF	951	12,734	2.04	13,685	2.63	-6.95
ECNS - iShares MSCI China Small-Cap ETF	328	18,272	2.02	18,600	2.69	-1.76
SPEM - SPDR(R) Portfolio Emerging Markets ETF	161	36,267	2.07	36,428	2.66	-0.44

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 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

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 3 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SPEM - SPDR(R) Portfolio Emerging Markets ETF	36,267	2.07	36,428	2.66
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF	14,900	2.08	14,900	2.68
GMF - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF	12,734	2.04	13,685	2.63

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 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GMF - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF	951	12,734	2.04	13,685	2.63	-6.95
SPEM - SPDR(R) Portfolio Emerging Markets ETF	161	36,267	2.07	36,428	2.66	-0.44

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 1 Institutes Increased Short Positions

Name
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I

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