Inner Circle - Behind the Scenes

Insider and Institutional Activity.

Insiders’ and Institutions’ activities in a stock is a powerful tool.

Insiders: Our proprietary Insider Score looks at who the insiders are, how many there are, and how much stock is being bought or sold to derive a score algorithm.

Institutions: We monitor overall and individual institutions’ activities around a stock with historical comparison to evaluate the Institution Score.  

You have the ability to delve into as much information as you want by clicking on the ‘Detail’ box in “Insider Score” and “Institutions”.  Find top buyers/sellers by week, month, 3 months, or one year.   Search Institution Ownership by selected Quarter Report, newly added, reduced, current, top holders, etc.  Dive deeper to gain insight into Institutions’ other holdings.

The information is easily accessible when you want it – just by the click of an icon, drop-down box, or arrow.

Inner Circle - Inside Score

The Insider Score window provides insight into the buying/selling activity of Company insiders.   Clicking “Detail” provides more in-depth information on such activity.

The Tens Line provides a benchmark upon which to base the Inner Circle Score.
Zero & above – indicates net buyers and thus, a Green Score.
Between zero and -10 will yield a Yellow Score, as some insider selling is normal and expected.
A Red Score indicates heavier selling outside of a normal, expected range.

The bottom left of the window shows the % of all shares that are Insider Owned, equivalent $ amount last Quarter, the Score and Net Dollar amount traded last Quarter.

Inner Circle - Institutions

While Insiders are required to update their ownership status within a few days.  Institutions are required to do so Quarterly.

The main tile shows data from the most recent reporting Quarter.
% Institutional Ownership and  % change (+/-) from the previous Quarter
# of Buyers/Sellers with number gain/loss.
# of Institutions where the Stock is in their Top 10 Holdings

Note the Deadline for the Q1 2018 Report.

While the # of Buyers grew by 231 in Q4 2017, the number of Sellers outweighing buyers was enough to give this compenent a Red Score.
The # of Institutions holding AAPL grew enough to have a Green Score.

Clicking on “Detail” provides information on the last 20 Quarters.   The information is layered allowing you to research ownership data further by Institution or Stock.  You can further filter the ownership by those who added, reduced, dropped, unchanged etc.  View holdings as a $ value or as a % of the Institutions’ portfolios.

Inner Circle - Money Flow

Activity by Volume & Number of Trades

Money Flow shows trading activity in two views.
The darker shade in the middle of each column – either dark green or red-  indicates difference
between the buy/sell volume and buy/sell number of trades.

For example,  on February 27th, the top graph shows approx. 1.75 Billion
buying volume from just over 50k trades (bottom graph).  Selling volume of
approx 1.5 B resulted from less than 50k trades.

Where the volume and trade columns overlap is an  indication of
‘big money’ (Institutions) moving in(dark green)or out (dark red)
of the stock.

Note the dark green line overlap on both graphs for the Feb. 27th example.