Institutions
The Institutions category includes metrics that reflect the actions and holdings of large investors such as mutual funds, hedge funds, banks, and pension managers. These indicators combine real-time price and volume analysis with public ownership data to assess institutional activity and interest levels.
Institutional investors often have significant influence over a stock’s price due to their large order sizes and long-term investment horizons. Metrics in this section help identify accumulation or distribution phases, crowding risk, and overall confidence from professional capital allocators. These values are particularly useful for understanding whether “smart money” is entering or exiting a position, and to prioritize stocks with strong backing or emerging institutional interest.
Recent Institutional Action
Flags potential institutional buying or selling activity based on technical accumulation signals from the past 10 trading days. This metric evaluates price strength, volume surges, and tight ranges to infer behavior consistent with institutional accumulation or distribution.
- Buying activity suggests accumulation by funds or large investors.
- Selling activity may indicate distribution ahead of underperformance
Regular CloseCompact Name:
Recent Inst. Action
Institutional Investment ($)
Shows the total dollar value of institutional ownership in a stock. This is calculated by aggregating the reported holdings of institutions and multiplying by the current stock price.
A higher value reflects strong capital commitment and interest from institutional investors. It is often used to gauge the level of confidence and perceived value among professional allocators.
DailyCompact Name:
Inst. Invested ($)
Number of Institutional Investors
Counts the number of unique institutional entities that hold a stake in the stock based on public filings.
Provides insights into the level of interest from institutional investors. A rising number indicates growing interest and potentially broader conviction among asset managers, while a decline may suggest waning institutional engagement.
DailyCompact Name:
Inst. Investors
Institutional Ownership (%)
Represents the percentage of total outstanding shares currently held by institutional investors.
A high ownership percentage may indicate strong long-term conviction, but it can also increase crowding risk. Conversely, low institutional ownership may imply untapped potential or low confidence.
This metric is often used to assess backing strength and to identify early-stage names attracting institutional attention.
DailyCompact Name:
Inst. Ownership (%)