Equity and Debt

 MCO

 
Type Mil USD
Equity -369.1
Debt 5,721.4
 

Equity Owners

 MCO

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 MCO

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 878 15.68 Premium 1,368 10.86
New Owners Premium 81 52.83 Premium 67 63.41
Sold Out Premium 52 -20.00 Premium 50 -49.49
# of Owners Buying Premium 226 2.73 Premium 322 14.59
# of Owners Selling Premium 322 23.37 Premium 326 13.59
Total Shares Owned (Mil) Premium 167 -0.69 Premium 81 1.57
Total Shares Bought (Mil) Premium 7 -18.31 Premium 1 -27.75
Total Shares Sold (Mil) Premium 15 13.68 Premium 1 -29.49
Net Share Change (Mil) Premium -9 58.99 Premium 0 -40.69

Fund Owners' Style

 MCO

102 892 274 Lg
5 35 57 Md
-- 2 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 102 5,840,696 118,951 284,890 -2.76
Large Blend 892 33,724,328 700,397 492,966 0.62
Large Growth 274 27,656,740 378,456 401,163 -0.08
Mid Value 5 122,321 2,045 56 1.65
Mid Blend 35 5,624,206 45,212 5,588 0.71
Mid Growth 57 7,778,374 41,303 266,294 -2.81
Small Value -- -- -- -- --
Small Blend 2 12,750 -- -- --
Small Growth 1 5,700 1,516 1,000 9.95
Total 1,368 80,765,115 1,287,880 1,451,957 -0.2
Data displayed as of  11/30/2017

Equity Ownership

 MCO

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Akre Focus Instl Premium 5,161,390 0 2.70 10.97 08/31/2017
Vanguard Mid Cap Index I Premium 3,998,086 28,341 2.09 0.63 10/31/2017
Vanguard Total Stock Mkt Idx Premium 3,869,546 16,343 2.02 0.09 10/31/2017
Principal MidCap R2 Premium 3,284,251 -42,760 1.72 3.07 10/31/2017
Vanguard 500 Index Inv Premium 2,798,563 42,756 1.46 0.11 11/30/2017
VA CollegeAmerica New Perspective 529E Premium 2,989,700 0 1.56 0.59 09/30/2017
MFS Value A Premium 2,159,082 -151,096 1.13 0.67 10/31/2017
SPDR® S&P 500 ETF Premium 1,975,316 -7,954 1.02 0.11 12/14/2017
Vanguard Institutional Index I Premium 1,735,041 -32,301 0.91 0.11 10/31/2017
Financial Select Sector SPDR® ETF Premium 1,615,009 -24,208 0.83 0.74 12/14/2017
Total: Top 10 funds Premium 29,585,984 -170,879 15.44

Bond Ownership

 MCO

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market II Index Fund 0 -- 23,396,000 -- 23,396,000
Vanguard Total Bond Market Index Fund 0 -- 17,325,000 -- 17,325,000
Oakmark Equity and Income Fund 0 -- 13,600,000 -- 13,600,000
Vanguard Short-Term Corp Bd Idx 0 200,000 11,571,000 200,000 11,571,000
Invesco Equity and Income 0 -- 9,185,000 -- 9,185,000
Fidelity® Series Short-Term Credit Fund 0 -- 5,251,000 -- 5,251,000
BNY Mellon Corporate Bond Fund 0 -- 5,000,000 -- 5,000,000
Mutual of America Bond Fund 0 -- 4,000,000 -- 4,000,000
Vanguard Short-Term Bond Index Fund 0 -- 3,702,000 -- 3,702,000
MM Access II US Multi Credit 0 -- 3,110,000 -- 3,110,000
Total: Top 10 funds 0 0 96,140,000 200,000 96,140,000
Bond Ownership for Funds only
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Peer Comparison

 MCO

Equity Ownership MCO  
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Market Cap (Mil USD) 28,774 --- --- ---
# of Institution Owners 878 --- --- ---
# of Fund Owners 1368 --- --- ---
% Owned by Institutions 87.23 --- --- ---
% Owned by Funds 42.47 --- --- ---
% Owned by Insiders 0.45 --- --- ---