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| Symbol | Value | Change | Percentage Change |
|---|---|---|---|
| DJIA | 11,632.38 | 29.88 | 0.26% |
| NASDAQ | 2,325.88 | 21.92 | 0.95% |
| S&P 500 | 1,282.19 | 5.19 | 0.41% |
| Large Block Holder Type | Number | ||
|---|---|---|---|
| Institutions | 538 |
Total Number of Shares Held
134.7 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 796 | ||
| Other Major | 11 | ||
| Total Number of Large Block Holders | 1,345 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Fidelity Management & Research | 13.58 M | 658.91 M | 0.10% | 10.08% | Low |
| U.S. Trust, Bank of America Private Wealth Managem | 8.2 M | 513.88 M | 5.55% | 6.09% | Low |
| Columbia Management Advisors, Inc. | 8.34 M | 404.96 M | 0.26% | 6.19% | Low |
| Barclays Global Investors, N.A. | 5.71 M | 276.96 M | 0.04% | 4.24% | Low |
| Friess Associates LLC | 5.61 M | 272.33 M | 1.87% | 4.17% | High |
| Franklin Advisers, Inc. | 4.93 M | 239.01 M | 0.43% | 3.66% | Low |
| Vanguard Group, Inc. | 3.71 M | 180.01 M | 0.03% | 2.75% | Low |
| State Street Global Advisors (US) | 3.7 M | 179.52 M | 0.03% | 2.75% | Low |
| EARNEST Partners, LLC | 2.67 M | 129.73 M | 0.93% | 1.98% | Low |
| Fidelity International Limited | 2.28 M | 115.03 M | 0.10% | 1.69% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Columbia Value and Restructuring Fund | 4.9 M | 322.32 M | 3.00% | 3.64% | Low |
| Franklin Small-Mid Cap Growth Fund | 2.63 M | 142.35 M | 2.64% | 1.96% | Medium |
| Brandywine Fund, Inc. | 2.62 M | 127.38 M | 3.14% | 1.95% | High |
| T. Rowe Price Mid-Cap Growth Fund | 1.5 M | 94.02 M | 0.56% | 1.11% | Low |
| Fidelity Inv Funds Global Special Situations Fund | 1.5 M | 91.43 M | 1.84% | 1.12% | Medium |
| Fidelity Advisor Mid-Cap Fund | 1.02 M | 67.39 M | 0.98% | 0.76% | High |
| Fidelity Equity-Income Fund | 1.02 M | 66.94 M | 0.24% | 0.76% | Low |
| Vanguard Mid-Cap Index Fund | 1.23 M | 59.59 M | 0.32% | 0.91% | Low |
| Fidelity Advisor Small Cap Fund | 1.06 M | 51.59 M | 1.71% | 0.78% | Medium |
| Fidelity Balanced Fund | 994,400 | 48.26 M | 0.30% | 0.74% | Medium |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Lance (Howard L) | 254,152 | 14.69 M | — | 0.19% | Low |
| McArthur (Gary L) | 41,130 | 2.71 M | — | 0.03% | Low |
| Shuman (Jeffrey S) | 23,413 | 1.42 M | — | 0.02% | Low |
| Henry (Robert K) | 10,468 | 688,585.00 | — | 0.01% | Medium |
| Katen (Karen L) | 10,000 | 608,300.00 | — | 0.01% | Low |
| BNP Paribas Arbitrage SA | 4,904 | 237,991.00 | — | 0.00% | High |
| Kaufman (Stephan P) | 4,000 | 219,520.00 | — | 0.00% | Low |
| KBC Group NV | 2,200 | 106,766.00 | — | 0.00% | Medium |
| Growcock (Terry D) | 1,013 | 55,593.00 | — | 0.00% | Low |
| Tookes II (Hansel E) | 1,000 | 54,880.00 | — | 0.00% | Low |
