Equity and Debt

 PCH

 
Type Mil USD
Equity 190.5
Debt 662.7
 

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 276 7.81 Premium 369 0.27
New Owners Premium 36 111.76 Premium 11 175.00
Sold Out Premium 28 3.70 Premium 18 -28.00
# of Owners Buying Premium 97 6.59 Premium 105 -3.67
# of Owners Selling Premium 76 -5.00 Premium 102 30.77
Total Shares Owned (Mil) Premium 37 -1.81 Premium 22 9.70
Total Shares Bought (Mil) Premium 5 57.63 Premium 2 141.41
Total Shares Sold (Mil) Premium 9 104.35 Premium 3 328.25
Net Share Change (Mil) Premium -4 224.61 Premium -2 1759.62

Fund Owners' Style

 PCH

19 79 9 Lg
16 68 19 Md
22 64 73 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 19 274,848 14,277 12,167 0.77
Large Blend 79 4,464,856 237,332 468,208 -4.92
Large Growth 9 500,977 134 9,044 -1.75
Mid Value 16 2,463,899 230,459 604,636 -13.18
Mid Blend 68 3,618,970 144,464 165,685 -0.58
Mid Growth 19 786,974 11,473 10,566 0.12
Small Value 22 2,380,286 596,530 185,821 20.85
Small Blend 64 4,098,781 226,914 1,565,940 -24.62
Small Growth 73 3,007,960 64,894 39,246 0.86
Total 369 21,597,551 1,526,477 3,061,313 -6.64
Data displayed as of  04/30/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,121,384 -589,958 2.76 0.87 03/31/2016
T. Rowe Price Small-Cap Value Premium 976,000 39,800 2.40 0.42 03/31/2016
Vanguard Small Cap Index Premium 834,260 7,713 2.05 0.05 04/30/2016
Vanguard Total Stock Mkt Idx Premium 781,896 10,255 1.92 0.01 04/30/2016
Undiscovered Mgrs Behavioral Value Inst Premium 715,276 37,100 1.76 0.53 03/31/2016
Fidelity® Real Estate Income Premium 769,440 217,700 1.89 0.54 01/31/2016
Vanguard Small Cap Value Index Inv Premium 478,887 7,693 1.18 0.09 04/30/2016
Vanguard Extended Market Idx Inv Premium 459,057 12,419 1.13 0.04 04/30/2016
SPDR® S&P MidCap 400 ETF Premium 431,969 10,199 1.06 0.1 04/30/2016
Victory Sycamore Small Company Opp R Premium 477,300 -544,600 1.17 0.51 03/31/2016
Total: Top 10 funds Premium 7,045,469 -791,679 17.32

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -- 15,521,000 -- 15,521,000
Aviva Investors Global High Yield Bd Fd 0 -- 5,382,000 -- 5,382,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 1,792,000 -- 1,792,000
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
New America High-Income 0 -- 575,000 -- 575,000
Total: Top 10 funds 0 0 29,818,000 0 29,818,000
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) 1,395 --- --- ---
# of Institution Owners 276 --- --- ---
# of Fund Owners 369 --- --- ---
% Owned by Institutions 89.83 --- --- ---
% Owned by Funds 52.87 --- --- ---
% Owned by Insiders 1.1 --- --- ---