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	42	17.00	16.46	16.53
Previous Quarter	46	23.00	22.76	22.90

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	3	12	31	0	4	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	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	0	9	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	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	9,891	0.00	0.00	101,494	0.00	0.00
Previous Quarter	9,939	0.00	0.00	101,494	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
RENAISSANCE TECHNOLOGIES LLC	159,711
Renaissance Technologies Llc	148,511	16.46
Vanguard Group Inc	51,047	16.46
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	32,860	16.46
Morgan Stanley	21,650	16.44
Bridgeway Capital Management Inc	17,250	16.46
BRSIX - Ultra-Small Company Market Fund Class N	17,250	16.46
Dimensional Fund Advisors Lp	17,206	16.45
VEXMX - Vanguard Extended Market Index Fund Investor Shares	17,055	16.48
Geode Capital Management, Llc	15,511	16.44
DCF Advisers, LLC	13,650	16.48
BlackRock Inc.	9,891	16.48
FSMAX - Fidelity Extended Market Index Fund	7,699	15.72
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	6,373	17.57
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	3,463	17.61
IWC - iShares Micro-Cap ETF	2,706	16.63
FCFMX - Fidelity Series Total Market Index Fund	2,580	15.89
FSKAX - Fidelity Total Market Index Fund	2,344	15.78
SJS Investment Consulting Inc.	1,890	22.75
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	1,884	22.82

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
Renaissance Technologies Llc	149,811	22.75
Vanguard Group Inc	51,047	22.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	32,860	22.76
Morgan Stanley	22,752	22.77
BRSIX - Ultra-Small Company Market Fund Class N	17,250	22.72
Bridgeway Capital Management Inc	17,250	22.72
Dimensional Fund Advisors Lp	17,206	22.72
VEXMX - Vanguard Extended Market Index Fund Investor Shares	17,055	22.75
Geode Capital Management, Llc	14,942	22.69
DCF Advisers, LLC	12,000	22.75
BlackRock Inc.	9,939	22.64
FSMAX - Fidelity Extended Market Index Fund	7,699	27.02
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	6,373	22.75
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	3,463	22.81
IWC - iShares Micro-Cap ETF	2,754	22.88
Tower Research Capital LLC (TRC)	2,710	22.88
FCFMX - Fidelity Series Total Market Index Fund	2,580	27.13
FSKAX - Fidelity Total Market Index Fund	2,344	26.88
SJS Investment Consulting Inc.	1,890	22.75
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	1,884	22.82

Recent Quarter Analysis

Recent Quarter 3 New Institutes added position

Name	Shares	PPS
RENAISSANCE TECHNOLOGIES LLC	159,711
DFSTX - U.s. Small Cap Portfolio - Institutional Class	1,157	17.29
Northwestern Mutual Wealth Management Co	300	16.67

Recent Quarter 12 Institutes closed out their positions

Name	Shares	PPS
SWTSX - Schwab Total Stock Market Index Fund	1,364	22.73
WNY Asset Management, LLC
Northern Trust Corp
Millennium Management Llc
Cahill Financial Advisors Inc
Fmr Llc
Rockefeller Capital Management L.P.
FLKSX - Fidelity Low-Priced Stock K6 Fund
Citadel Advisors Llc
Proequities, Inc.
Advisor Group Holdings, Inc.
Schwarz Dygos Wheeler Investment Advisors Llc

Recent Quarter 31 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Renaissance Technologies Llc	148,511	16.46	149,811	22.75
Vanguard Group Inc	51,047	16.46	51,047	22.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	32,860	16.46	32,860	22.76
Morgan Stanley	21,650	16.44	22,752	22.77
Bridgeway Capital Management Inc	17,250	16.46	17,250	22.72
BRSIX - Ultra-Small Company Market Fund Class N	17,250	16.46	17,250	22.72
Dimensional Fund Advisors Lp	17,206	16.45	17,206	22.72
VEXMX - Vanguard Extended Market Index Fund Investor Shares	17,055	16.48	17,055	22.75
Geode Capital Management, Llc	15,511	16.44	14,942	22.69
DCF Advisers, LLC	13,650	16.48	12,000	22.75
BlackRock Inc.	9,891	16.48	9,939	22.64
FSMAX - Fidelity Extended Market Index Fund	7,699	15.72	7,699	27.02
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	6,373	17.57	6,373	22.75
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	3,463	17.61	3,463	22.81
IWC - iShares Micro-Cap ETF	2,706	16.63	2,754	22.88
FCFMX - Fidelity Series Total Market Index Fund	2,580	15.89	2,580	27.13
FSKAX - Fidelity Total Market Index Fund	2,344	15.78	2,344	26.88
FNCMX - Fidelity Nasdaq Composite Index Fund	1,316	15.96	1,316	27.36
James Investment Research Inc	1,313	16.76	1,313	22.85
UBS Group AG	1,043	16.30	953	23.08

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DCF Advisers, LLC	1,650	13,650	16.48	12,000	22.75	13.75
Geode Capital Management, Llc	569	15,511	16.44	14,942	22.69	3.81
UBS Group AG	90	1,043	16.30	953	23.08	9.44
Wells Fargo & Company/mn	2	17		15		13.33

Recent Quarter 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Tower Research Capital LLC (TRC)	2,013	697	15.78	2,710	22.88	-74.28
Renaissance Technologies Llc	1,300	148,511	16.46	149,811	22.75	-0.87
Morgan Stanley	1,102	21,650	16.44	22,752	22.77	-4.84
IWC - iShares Micro-Cap ETF	48	2,706	16.63	2,754	22.88	-1.74
BlackRock Inc.	48	9,891	16.48	9,939	22.64	-0.48
USMIX - Extended Market Index Fund	2	218	18.35	220	22.73	-0.91

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 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 9 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	32,860	16.46	32,860	22.76
VEXMX - Vanguard Extended Market Index Fund Investor Shares	17,055	16.48	17,055	22.75
IWC - iShares Micro-Cap ETF	2,706	16.63	2,754	22.88
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K	753	15.94	753	22.58
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund	738	16.26	738	23.04
VBINX - Vanguard Balanced Index Fund Investor Shares	532	16.92	532	22.56
ITOT - iShares Core S&P Total U.S. Stock Market ETF	379	15.83	379	23.75
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	285	17.54	285	21.05
USMIX - Extended Market Index Fund	218	18.35	220	22.73

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
IWC - iShares Micro-Cap ETF	48	2,706	16.63	2,754	22.88	-1.74
USMIX - Extended Market Index Fund	2	218	18.35	220	22.73	-0.91

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