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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,288.54 | 73.03 | 0.65% |
| NASDAQ | 2,245.38 | -6.08 | -0.27% |
| S&P 500 | 1,262.90 | 1.38 | 0.11% |
| Large Block Holder Type | Number | ||
|---|---|---|---|
| Institutions | 122 |
Total Number of Shares Held
128.75 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 184 | ||
| Other Major | 14 | ||
| Total Number of Large Block Holders | 320 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Friess Associates LLC | 6.73 M | 26.12 M | 0.18% | 5.23% | High |
| Wellington Management Company, LLP | 6.3 M | 24.46 M | 0.01% | 4.90% | Low |
| Fidelity Management & Research | 5.95 M | 23.09 M | 0.00% | 4.62% | Low |
| Diker Management, LLC | 5.77 M | 22.40 M | 6.40% | 4.48% | Low |
| Peregrine Capital Management, Inc. | 5.42 M | 21.04 M | 0.32% | 4.21% | Low |
| Barclays Global Investors, N.A. | 4.59 M | 17.81 M | 0.00% | 3.56% | Low |
| T. Rowe Price Associates, Inc. | 3.58 M | 13.90 M | 0.01% | 2.78% | Low |
| Kingdon Capital Management, L.L.C. | 3.2 M | 12.42 M | 0.37% | 2.49% | High |
| UBS Global Asset Management (Americas), Inc. | 2.87 M | 11.12 M | 0.02% | 2.23% | Low |
| Pequot Capital Management, Inc. | 2.82 M | 10.95 M | 0.30% | 2.19% | High |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Fidelity Small Cap Stock Fund | 5.08 M | 18.19 M | 0.48% | 3.95% | Medium |
| T. Rowe Price New Horizons Fund | 3.1 M | 12.03 M | 0.20% | 2.41% | Low |
| Principal Investors West Coast Equity Fund | 2.14 M | 8.59 M | 0.54% | 1.66% | Low |
| Fidelity VIP III Mid Cap Fund | 2.31 M | 8.26 M | 0.10% | 1.79% | Medium |
| Wells Fargo Master Trust Small Company Growth | 1.71 M | 6.64 M | 1.88% | 1.33% | High |
| UBS Relationship - Small Cap Equity Fund | 1.59 M | 6.16 M | 1.42% | 1.23% | Medium |
| Wells Fargo Advantage Small Company Growth Portfol | 2.08 M | 4.83 M | 0.57% | 1.62% | — |
| iShares Russell 2000 Index Fund | 1.17 M | 4.55 M | 0.04% | 0.91% | Low |
| American Century New Opportunities II Fund | 1.14 M | 4.07 M | 0.72% | 0.88% | High |
| DFA U.S. Micro Cap Series | 1.04 M | 3.53 M | 0.09% | 0.81% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Lang (Ilene H) | 229,245 | 859,669.00 | — | 0.18% | Low |
| Burke (Robert D) | 155,000 | 581,250.00 | — | 0.12% | Low |
| Elsbree (David B) | 139,503 | 523,136.00 | — | 0.11% | Low |
| Swersky (Phyllis S) | 120,295 | 451,106.00 | — | 0.09% | Low |
| Held (John R) | 118,095 | 442,856.00 | — | 0.09% | Low |
| Federman (John) | 107,319 | 416,398.00 | — | 0.08% | Medium |
| Makela (Mary E) | 58,095 | 217,856.00 | — | 0.05% | Low |
| Regis (Daniel C) | 48,755 | 182,831.00 | — | 0.04% | Low |
| Brochu (Michael A) | 40,537 | 152,014.00 | — | 0.03% | Low |
| Conneighton (Clifford J) | 35,685 | 133,819.00 | — | 0.03% | High |
