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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 | 143 |
Total Number of Shares Held
34.28 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 186 | ||
| Other Major | 12 | ||
| Total Number of Large Block Holders | 341 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Keeley Asset Management Corp. | 3.02 M | 90.71 M | 0.99% | 8.80% | Low |
| Alydar Partners, L.L.C. | 2.27 M | 68.21 M | 4.06% | 6.61% | High |
| Fidelity Management & Research | 1.61 M | 48.45 M | 0.01% | 4.70% | Low |
| Bear Stearns Asset Management, Inc. | 1.83 M | 41.42 M | 0.49% | 5.34% | Medium |
| Dawson-Herman Capital Management Inc. | 1.3 M | 39.11 M | 1.43% | 3.79% | High |
| Bessemer Trust Company, N.A. (US) | 1 M | 30.08 M | 0.25% | 2.92% | Low |
| Independence Investments LLC | 958,643 | 28.84 M | 0.54% | 2.80% | Medium |
| Tygh Capital Management, Inc. | 820,256 | 24.67 M | 1.08% | 2.39% | High |
| BlackRock Financial Management, Inc. | 792,523 | 23.84 M | 0.04% | 2.31% | Low |
| Schroder Investment Management North America Inc. | 763,200 | 22.96 M | 0.42% | 2.23% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Keeley Small Cap Value Fund, Inc. | 1.8 M | 76.57 M | 1.06% | 5.24% | Low |
| Fidelity Balanced Fund | 716,300 | 21.55 M | 0.13% | 2.09% | Medium |
| Old Westbury Real Return Fund | 1 M | 19.83 M | 2.51% | 2.92% | Medium |
| Fidelity Small Cap Independence Fund | 663,700 | 13.16 M | 0.68% | 1.94% | Medium |
| Threadneedle American Fund | 400,000 | 12.68 M | 0.78% | 1.17% | Medium |
| MFS Variable Insurance Trust - New Discovery Serie | 205,450 | 6.94 M | 0.98% | 0.60% | Medium |
| TCM Small Cap Growth Fund | 204,191 | 6.14 M | 1.27% | 0.60% | High |
| DFA U.S. Micro Cap Series | 223,100 | 5.38 M | 0.13% | 0.65% | Low |
| Wells Fargo Advantage Small Company Value Portfoli | 174,530 | 5.25 M | 1.45% | 0.51% | Low |
| iShares Russell 2000 Index Fund | 174,145 | 5.24 M | 0.05% | 0.51% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Malloy (Patrick E) | 5.26 M | 224.16 M | — | 15.35% | Low |
| Austin (Josiah T) | 6.09 M | 205.76 M | — | 17.77% | Low |
| Goodrich (Walter G) | 1.21 M | 40.71 M | — | 3.52% | Low |
| Turnham (Robert C Jr) | 248,711 | 8.40 M | — | 0.73% | Low |
| Callaghan (John T) | 179,594 | 7.65 M | — | 0.52% | Low |
| Perdue (Michael J) | 90,000 | 3.04 M | — | 0.26% | Low |
| Goodrich (Henry) | 52,444 | 2.23 M | — | 0.15% | Low |
| Ferraro (Geraldine A) | 45,065 | 1.92 M | — | 0.13% | Low |
| Seeligson (Arthur A) | 44,857 | 1.91 M | — | 0.13% | Low |
| Washington (Gene) | 29,144 | 1.24 M | — | 0.09% | Low |
