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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 | 203 |
Total Number of Shares Held
78.78 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 312 | ||
| Other Major | 14 | ||
| Total Number of Large Block Holders | 529 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 3.68 M | 98.61 M | 0.24% | 4.67% | Low |
| Baron Capital Management, Inc. | 3.21 M | 86.00 M | 0.51% | 4.07% | Low |
| Wellington Management Company, LLP | 2.8 M | 74.93 M | 0.02% | 3.55% | Low |
| Alson Capital Partners, LLC | 2.65 M | 70.89 M | 3.50% | 3.36% | Medium |
| Fidelity Management & Research | 2.51 M | 67.24 M | 0.01% | 3.19% | Low |
| Vanguard Group, Inc. | 2.27 M | 60.72 M | 0.01% | 2.88% | Low |
| Barclays Global Investors, N.A. | 1.81 M | 48.39 M | 0.01% | 2.29% | Low |
| Denver Investment Advisors LLC | 1.69 M | 45.16 M | 0.95% | 2.14% | Medium |
| Janus Capital Management LLC | 1.55 M | 41.54 M | 0.04% | 1.97% | Low |
| Thompson, Siegel & Walmsley LLC | 1.37 M | 36.63 M | 0.62% | 1.74% | Medium |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Artisan Mid Cap Value Fund | 1.91 M | 51.26 M | 1.93% | 2.43% | Medium |
| Baron Small Cap Fund | 1.6 M | 42.86 M | 1.52% | 2.03% | Low |
| Fidelity VIP III Mid Cap Fund | 1.29 M | 37.01 M | 0.45% | 1.64% | Medium |
| Baron Growth Fund | 1.25 M | 33.49 M | 0.62% | 1.59% | Low |
| Meridian Value Fund | 1.1 M | 29.43 M | 2.27% | 1.39% | Medium |
| Fidelity Investment Funds American Fund | 824,600 | 18.64 M | 0.69% | 1.05% | Medium |
| Artisan Small Cap Value Fund | 654,700 | 17.54 M | 1.09% | 0.83% | Medium |
| Janus Venture Fund | 563,450 | 16.17 M | 1.31% | 0.72% | Medium |
| Morgan Stanley Institutional Small Co. Growth Port | 566,362 | 15.17 M | 0.99% | 0.72% | Medium |
| John Hancock Trust - Mid Cap Stock | 527,100 | 14.12 M | 1.45% | 0.67% | High |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Perlmutter (Isaac) | 28.87 M | 773.34 M | — | 36.64% | Low |
| Halpin (James F) | 165,750 | 4.44 M | — | 0.21% | Low |
| Turitzin (John) | 124,858 | 4.25 M | — | 0.16% | Low |
| Handel (Morton E) | 126,000 | 3.38 M | — | 0.16% | Low |
| Breyer (James W) | 87,700 | 2.98 M | — | 0.11% | Low |
| Maisel (David) | 96,933 | 2.60 M | — | 0.12% | Low |
| Fine (Alan) | 40,298 | 1.08 M | — | 0.05% | Low |
| Solar (Richard L) | 32,500 | 870,675.00 | — | 0.04% | Low |
| West (Kenneth P) | 22,443 | 601,248.00 | — | 0.03% | Low |
| Ganis (Sid) | 11,000 | 294,690.00 | — | 0.01% | Low |
