U.S. Markets open in 28 hrs, 51 mins
| 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 | 91 |
Total Number of Shares Held
33.16 M
% of Shares Owned by all Large Block Holders
100.00%
|
|
| Mutual Fund | 146 | ||
| Other Major | 6 | ||
| Total Number of Large Block Holders | 243 | ||
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Tontine Management, L.L.C. | 3.26 M | 45.44 M | 0.37% | 9.84% | Low |
| Invesco Aim Management Group, Inc. | 1.5 M | 20.94 M | 0.04% | 4.53% | Low |
| Pzena Investment Management, LLC | 1.48 M | 20.59 M | 0.11% | 4.46% | Low |
| Oaktree Capital Management, LLC | 1.13 M | 15.74 M | 0.77% | 3.41% | Medium |
| T. Rowe Price Associates, Inc. | 981,300 | 13.67 M | 0.01% | 2.96% | Low |
| River Road Asset Management, LLC | 975,520 | 13.59 M | 0.53% | 2.94% | Medium |
| Buckhead Capital Management, L.L.C. | 790,650 | 11.01 M | 0.72% | 2.38% | Medium |
| Thomson Horstmann & Bryant, Inc. | 781,000 | 10.88 M | 0.48% | 2.36% | Medium |
| Metropolitan West Capital Management, LLC | 645,376 | 8.99 M | 0.10% | 1.95% | Low |
| Barclays Global Investors, N.A. | 594,288 | 8.28 M | 0.00% | 1.79% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| AIM Small Cap Growth Fund | 791,362 | 11.02 M | 0.81% | 2.39% | Low |
| T. Rowe Price Small Cap Value Fund | 465,000 | 6.48 M | 0.14% | 1.40% | Low |
| Met Investors Series - Met/AIM Small Cap Growth | 441,171 | 6.15 M | 0.80% | 1.33% | Low |
| T. Rowe Price Small Cap Stock Fund | 416,300 | 5.80 M | 0.11% | 1.26% | Low |
| Waddell & Reed Advisors Small Cap Fund | 329,100 | 4.58 M | 0.66% | 0.99% | Medium |
| Aston/River Road Small Cap Value Fund | 236,570 | 3.69 M | 1.27% | 0.71% | Medium |
| UBS PACE Small/Medium Co. Value Equity Investments | 180,000 | 2.98 M | 0.61% | 0.54% | Medium |
| Ivy Small Cap Growth Fund | 183,900 | 2.56 M | 0.66% | 0.55% | Medium |
| RiverSource Variable Portfolio - Small Cap Value F | 168,290 | 2.34 M | 0.26% | 0.51% | Medium |
| iShares Russell 2000 Index Fund | 161,513 | 2.25 M | 0.02% | 0.49% | Low |
| Name | Shares | Estimated Value of Shares * | Holdings | Shares Outstanding | Turnover Rating |
|---|---|---|---|---|---|
| Pike (J Eric) | 1.79 M | 35.28 M | — | 5.40% | Low |
| Simmons (Audie G) | 89,401 | 1.76 M | — | 0.27% | — |
| Bayless (Charles E) | 8,328 | 138,328.00 | — | 0.03% | Low |
| Helvey (James R III) | 5,220 | 102,834.00 | — | 0.02% | Low |
| Terhar (Louis F) | 4,328 | 71,888.00 | — | 0.01% | Low |
| Fox (James R) | 1,000 | 19,700.00 | — | 0.00% | — |
| — | — | — | — | —% | — |
| — | — | — | — | —% | — |
| — | — | — | — | —% | — |
| — | — | — | — | —% | — |
