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	54	2.00	2.53	2.40
Previous Quarter	78	3.00	2.87	2.97

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	0	36	28	0	6	9
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	1	1	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	7,273	0.01	2.89	0	0.00	0.00
Previous Quarter	7,273	0.01	2.89	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
Dimensional Fund Advisors Lp	854,757	2.54
Renaissance Technologies Llc	320,265	2.54
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	220,957	2.05
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	171,846	2.05
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	127,021	2.05
Connor, Clark & Lunn Investment Management Ltd.	56,193	2.54
Group One Trading, L.p.	37,400	2.54
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	34,424	2.06
Axa S.a.	24,700	2.55
Acadian Asset Management Llc	24,493	2.53
Envestnet Asset Management Inc	24,289	2.55
Millennium Management Llc	23,837	2.56
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	20,600	2.04
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	18,856	2.07
Susquehanna International Group, Llp	16,515	2.54
Susquehanna International Group, Llp	16,300	2.52
Squarepoint Ops LLC	16,140	2.54
Morgan Stanley	15,559	2.51
D. E. Shaw & Co., Inc.	15,444	2.53
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	15,061	2.06

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
Dimensional Fund Advisors Lp	848,464	2.86
Renaissance Technologies Llc	328,965	2.86
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	220,957	3.14
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	160,853	3.14
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	127,021	3.14
Connor, Clark & Lunn Investment Management Ltd.	61,767	2.87
Group One Trading, L.p.	46,900	2.86
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	34,424	3.14
Acadian Asset Management Llc	33,213	2.83
Group One Trading, L.p.	29,100	2.85
Axa S.a.	24,700	2.87
Millennium Management Llc	24,409	2.87
Simplex Trading, Llc	20,892	5.55
MARSHALL WACE ASIA Ltd	20,720	2.99
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	20,600	3.16
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	18,856	3.13
Envestnet Asset Management Inc	18,125	2.87
Susquehanna International Group, Llp	18,000	2.83
Squarepoint Ops LLC	17,631	2.84
Susquehanna International Group, Llp	16,851	2.85

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 36 Institutes closed out their positions

Name	Shares	PPS
MARSHALL WACE ASIA Ltd	20,720	2.99
Susquehanna International Group, Llp	18,000	2.83
Marshall Wace, Llp	10,087	2.87
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class	8,553	4.09
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	8,553	3.16
DFAE - Dimensional Emerging Core Equity Market ETF	5,457	4.03
Tortoise Index Solutions, LLC	2,770	2.89
Tower Research Capital LLC (TRC)	1,060	2.83
Lindbrook Capital, Llc	409	2.44
Parallel Advisors, LLC	356	2.81
Canada Pension Plan Investment Board	10
Bnp Paribas Arbitrage, Sa
IFP Advisors, Inc
Mercer Global Advisors Inc /adv
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class
New York State Common Retirement Fund
Fieldpoint Private Securities, LLC
Oakworth Capital, Inc.
Russell Investments Group, Ltd.
Jane Street Group, Llc
State Street Corp
Quadrant Capital Group Llc
Signaturefd, Llc
PEAK6 Investments LLC
Valeo Financial Advisors, LLC
Penserra Capital Management LLC
Hrt Financial Lp
Asset Management One Co., Ltd.
Bank Of America Corp /de/
Goldman Sachs Group Inc
Wolverine Trading, Llc
Granite Point Capital Management, L.P.
Citadel Advisors Llc
UBS Group AG
Citadel Advisors Llc
Cutler Group LP

Recent Quarter 28 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Dimensional Fund Advisors Lp	854,757	2.54	848,464	2.86
Renaissance Technologies Llc	320,265	2.54	328,965	2.86
Dfa Investment Trust Co - The Emerging Markets Small Cap Series	220,957	2.05	220,957	3.14
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	171,846	2.05	160,853	3.14
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund	127,021	2.05	127,021	3.14
Connor, Clark & Lunn Investment Management Ltd.	56,193	2.54	61,767	2.87
Group One Trading, L.p.	37,400	2.54	46,900	2.86
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares	34,424	2.06	34,424	3.14
Axa S.a.	24,700	2.55	24,700	2.87
Acadian Asset Management Llc	24,493	2.53	33,213	2.83
Envestnet Asset Management Inc	24,289	2.55	18,125	2.87
Millennium Management Llc	23,837	2.56	24,409	2.87
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class	20,600	2.04	20,600	3.16
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares	18,856	2.07	18,856	3.13
Susquehanna International Group, Llp	16,515	2.54	18,000	2.83
Squarepoint Ops LLC	16,140	2.54	17,631	2.84
Morgan Stanley	15,559	2.51	15,903	2.83
D. E. Shaw & Co., Inc.	15,444	2.53	15,444	2.85
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class	15,061	2.06	15,061	3.12
Simplex Trading, Llc	14,700	2.52	20,892	5.55

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class	10,993	171,846	2.05	160,853	3.14	6.83
Dimensional Fund Advisors Lp	6,293	854,757	2.54	848,464	2.86	0.74
Envestnet Asset Management Inc	6,164	24,289	2.55	18,125	2.87	34.01
Advisor Group Holdings, Inc.	830	1,383	2.89	553	3.62	150.09
ISEM - Invesco RAFI(TM) Strategic Emerging Markets ETF	386	4,042	2.72	3,656	3.28	10.56
Royal Bank Of Canada	67	100		33		203.03

Recent Quarter 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Acadian Asset Management Llc	8,720	24,493	2.53	33,213	2.83	-26.25
Renaissance Technologies Llc	8,700	320,265	2.54	328,965	2.86	-2.64
Connor, Clark & Lunn Investment Management Ltd.	5,574	56,193	2.54	61,767	2.87	-9.02
Squarepoint Ops LLC	1,491	16,140	2.54	17,631	2.84	-8.46
Susquehanna International Group, Llp	1,485	16,515	2.54	18,000	2.83	-8.25
Quantbot Technologies LP	615	385		1,000	2.00	-61.50
Millennium Management Llc	572	23,837	2.56	24,409	2.87	-2.34
Morgan Stanley	344	15,559	2.51	15,903	2.83	-2.16
ETPA - Tortoise Digital Payments Infrastructure Fund	188	2,770	2.53	2,958	3.38	-6.36

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 1 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	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 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Simplex Trading, Llc	6,192	14,700	20,892	-29.64

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Group One Trading, L.p.	9,500	37,400	46,900	-20.26

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