| Type | Mil GBP | |
| Equity | 1,318.6 | |
| Debt | 99.1 | |
| Institutions | Funds | ||||||||
| Name |
Ownership Trend Previous 8 Qtrs |
Current |
% Chg from Prev Qtr |
Ownership Trend Previous 8 Qtrs |
Current |
% Chg from Prev Qtr |
|||
| Total Owners | Premium | 274 | 2.24 | Premium | 212 | -7.42 | |||
| New Owners | Premium | 47 | -12.96 | Premium | 17 | 0.00 | |||
| Sold Out | Premium | 52 | 10.64 | Premium | 25 | 78.57 | |||
| # of Owners Buying | Premium | 81 | 17.39 | Premium | 47 | -9.62 | |||
| # of Owners Selling | Premium | 110 | -0.90 | Premium | 82 | -7.87 | |||
| Total Shares Owned (Mil) | Premium | 117 | 10.15 | Premium | 49 | 0.94 | |||
| Total Shares Bought (Mil) | Premium | 26 | 126.77 | Premium | 4 | 39.46 | |||
| Total Shares Sold (Mil) | Premium | 16 | 0.37 | Premium | 7 | 236.59 | |||
| Net Share Change (Mil) | Premium | 10 | -363.12 | Premium | -4 | -914.38 | |||
| 7 | 42 | 122 | Lg | ||
| 0 | 1 | 39 | Md | ||
| -- | -- | 1 | Sm | ||
| Value | Blend | Growth | |||
| Style | # of Funds | Shares | Buy | Sell | Net % Chg |
| Large Value | 7 | 55,315 | -- | 1,594 | -- |
| Large Blend | 42 | 2,271,526 | 103,225 | 375,416 | -10.7 |
| Large Growth | 122 | 38,757,417 | 2,895,468 | 6,271,169 | -8.01 |
| Mid Value | 0 | 0 | -- | 193,425 | -- |
| Mid Blend | 1 | 7,402 | -- | 108,720 | -- |
| Mid Growth | 39 | 8,214,349 | 709,564 | 401,934 | 3.89 |
| Small Value | -- | -- | -- | -- | -- |
| Small Blend | -- | -- | -- | -- | -- |
| Small Growth | 1 | 2,800 | -- | 1,700 | -- |
| Total | 212 | 49,308,809 | 3,708,257 | 7,353,958 | -6.88 |
| Name |
Ownership Trend Previous 8 Qtrs |
Shares | Change | % Total Shares Held |
% Total Assets |
Date | ||
| Fidelity Contrafund | Premium | 9,506,959 | -2,889,356 | 2.04 | 0.44 | 03/31/2013 | ||
| Artisan Mid Cap Inv | Premium | 4,902,325 | 111,800 | 1.05 | 2.74 | 03/31/2013 | ||
| Harbor Capital Appreciation Instl | Premium | 4,461,353 | 191,925 | 0.96 | 1.02 | 03/31/2013 | ||
| JPMorgan Large Cap Growth Select | Premium | 3,660,900 | 77,800 | 0.79 | 1.41 | 03/31/2013 | ||
| Touchstone Sands Capital Select Growth Z | Premium | 2,866,000 | 835,000 | 0.62 | 3.00 | 02/28/2013 | ||
| Fidelity Advisor New Insights A | Premium | 2,339,150 | -711,450 | 0.50 | 0.44 | 03/31/2013 | ||
| Touchstone Sands Capital Inst Gr | Premium | 1,781,000 | 534,000 | 0.38 | 3.01 | 02/28/2013 | ||
| Fidelity Growth Company | Premium | 1,250,000 | -150,000 | 0.27 | 0.12 | 03/31/2013 | ||
| TCW Select Equities I | Premium | 966,275 | 42,600 | 0.21 | 3.34 | 04/30/2013 | ||
| Pru Ret Mid Cap Growth/Artisan Part SP | Premium | 810,000 | 27,200 | 0.17 | 2.86 | 03/31/2013 | ||
| Total: Top 10 funds | Premium | 32,543,962 | -1,930,481 | 6.99 | ||||