Equity and Debt

 PCH

 
Type Mil USD
Equity 156.3
Debt 584.0
 

Equity Owners

 PCH

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 PCH

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 285 11.76 Premium 404 3.59
New Owners Premium 27 17.39 Premium 7 -82.93
Sold Out Premium 22 37.50 Premium 10 -47.37
# of Owners Buying Premium 92 13.58 Premium 115 22.34
# of Owners Selling Premium 106 12.77 Premium 104 22.35
Total Shares Owned (Mil) Premium 35 5.20 Premium 21 -1.65
Total Shares Bought (Mil) Premium 4 34.58 Premium 0 -71.71
Total Shares Sold (Mil) Premium 7 186.12 Premium 1 39.85
Net Share Change (Mil) Premium -3 -572.27 Premium -1 -219.40

Fund Owners' Style

 PCH

16 72 42 Lg
17 68 25 Md
16 111 37 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 16 249,239 351 128 0.09
Large Blend 72 1,602,291 70,716 30,964 2.54
Large Growth 42 1,142,553 2,376 94,934 -7.49
Mid Value 17 2,030,843 1,510 152,305 -6.91
Mid Blend 68 3,205,358 95,173 118,146 -0.71
Mid Growth 25 1,164,955 8,871 898 0.69
Small Value 16 3,801,628 20,582 55,268 -0.9
Small Blend 111 6,543,665 91,646 728,816 -8.87
Small Growth 37 1,480,548 152,948 69,427 5.98
Total 404 21,221,080 444,173 1,250,886 -3.66
Data displayed as of  01/31/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,300,000 0 5.68 2.87 10/31/2016
T. Rowe Price Small-Cap Value Premium 924,100 21,500 2.28 0.39 12/31/2016
Vanguard Small Cap Index Premium 920,814 15,956 2.27 0.05 01/31/2017
Vanguard Total Stock Mkt Idx Premium 894,686 1,297 2.21 0.01 01/31/2017
Undiscovered Mgrs Behavioral Value Inst Premium 883,316 0 2.18 0.66 12/31/2016
Fidelity® Real Estate Income Premium 930,340 -83,600 2.30 0.73 10/31/2016
Vanguard Small Cap Value Index Inv Premium 591,991 20,489 1.46 0.09 01/31/2017
Vanguard Extended Market Idx Inv Premium 484,838 6,178 1.20 0.04 01/31/2017
SPDR® S&P MidCap 400 ETF Premium 483,133 14,612 1.19 0.1 01/31/2017
iShares Russell 2000 Growth Premium 348,746 0 0.94 0.2 02/23/2017
Total: Top 10 funds Premium 8,761,964 -3,568 21.71

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 9,571,000 -- 9,571,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 3,810,000 -- 3,810,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Mlt-Strat Trgt Ret Fd 0 -- 1,728,000 -- 1,728,000
Fsitc Global High Yield Bond Fund 0 -- 0 -- 0
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Fidelity® Series Real Estate Income Fund 0 -- 811,000 -- 811,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Total: Top 10 funds 0 0 27,039,000 0 27,039,000
Bond Ownership for Funds only
Customize Peer Comparison by entering your own tickers below

Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,788 --- --- ---
# of Institution Owners 285 --- --- ---
# of Fund Owners 404 --- --- ---
% Owned by Institutions 87.51 --- --- ---
% Owned by Funds 53.07 --- --- ---
% Owned by Insiders 1.21 --- --- ---