• RISKMETRICS GROUP INC Ownership Breakdown

  • Ownership Breakdown: RMG

    as of 7/6/08
    Large Block Holder Type Number  
    Institutions 86
     
    Total Number of Shares Held
    60.51 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 101
    Other Major 8
    Total Number of Large Block Holders 195
  • Top 10 Institutional Holders: RMG

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    General Atlantic LLC 13.33 M 235.33 M 4.44% 22.03% Low
    Spectrum Equity Investors, L.P. 10.83 M 191.21 M 100.00% 17.90% Medium
    Technology Crossover Ventures 6.42 M 113.40 M 13.30% 10.62% Low
    Morgan Stanley Investment Management Inc. (US) 2.95 M 57.07 M 0.07% 4.87% Low
    Baron Capital Management, Inc. 2.66 M 51.53 M 0.31% 4.40% Low
    Janus Capital Management LLC 1.79 M 34.67 M 0.04% 2.96% Low
    Waddell & Reed Investment Management Company 1.18 M 22.84 M 0.06% 1.95% Medium
    Invesco Aim Management Group, Inc. 846,152 16.37 M 0.03% 1.40% Low
    Gilder, Gagnon, Howe & Co., L.L.C. 796,345 15.41 M 0.17% 1.32% Low
    Arbor Capital Management, LLC (MN) 677,000 13.10 M 1.39% 1.12% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    68.57%
    Top 25 Holders
    76.05%
    Top 50 Holders
    78.60%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: RMG

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Baron Growth Fund 2.5 M 48.38 M 0.89% 4.13% Low
    Morgan Stanley Institutional Small Co. Growth Port 1.77 M 34.18 M 2.23% 2.92% Medium
    Federated Kaufmann Fund 597,000 11.55 M 0.16% 0.99% Medium
    Janus Venture Fund 567,390 10.01 M 0.81% 0.94% Medium
    AIM Dynamics Fund 515,699 9.10 M 0.56% 0.85% High
    Janus Enterprise Fund 405,350 8.59 M 0.46% 0.67% Low
    Wells Fargo Advantage Growth Fund 412,000 7.27 M 0.51% 0.68% Medium
    AXA Premier VIP Multi Manager Aggressive Equity Po 295,000 5.71 M 0.23% 0.49% Medium
    MassMutual Select Small Cap Growth Equity Fund 198,500 3.84 M 0.69% 0.33% Medium
    iShares Russell 2000 Index Fund 196,884 3.81 M 0.04% 0.33% Low

    Total % of Shares Owned by:

    Top 10 Holders
    12.32%
    Top 25 Holders
    15.34%
    Top 50 Holders
    16.81%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: RMG

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Berman (Ethan) 6 M 105.90 M 9.92%
    Leggett (Richard) 229,519 4.05 M 0.38%
    Obstler (David) 41,666 735,405.00 0.07%
    Noonan (Frank R) 15,500 273,575.00 0.03% Medium
    Thieke (Stephen G) 14,000 247,100.00 0.02% Medium
    Levitt (Arthur) 12,500 220,625.00 0.02%
    Coleman (Lovida Jr) 4,500 88,380.00 0.01%
    KBC Group NV 4,008 77,555.00 0.01% Medium
    —%
    —%

    Total % of Shares Owned by:

    Top 10 Holders
    10.45%
    Top 25 Holders
    10.45%
    Top 50 Holders
    10.45%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.