Equity and Debt

 PCH

 
Type Mil USD
Equity 215.0
Debt 630.2
 

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 284 17.84 Premium 405 11.26
New Owners Premium 36 56.52 Premium 11 -38.89
Sold Out Premium 21 -30.00 Premium 6 -81.25
# of Owners Buying Premium 92 12.20 Premium 118 7.27
# of Owners Selling Premium 79 -3.66 Premium 101 -9.82
Total Shares Owned (Mil) Premium 41 20.10 Premium 24 20.60
Total Shares Bought (Mil) Premium 7 207.02 Premium 1 -48.11
Total Shares Sold (Mil) Premium 3 5.79 Premium 1 7.30
Net Share Change (Mil) Premium 5 -14036.24 Premium 0 -111.35

Fund Owners' Style

 PCH

22 93 16 Lg
10 76 20 Md
30 113 25 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 22 346,562 11,752 5,096 1.96
Large Blend 93 4,666,688 159,455 462,838 -6.1
Large Growth 16 575,760 1,884 505 0.24
Mid Value 10 537,757 31,928 3,359 5.61
Mid Blend 76 5,559,732 96,612 130,342 -0.6
Mid Growth 20 704,261 142,301 7,337 23.71
Small Value 30 2,795,083 106,245 20,896 3.15
Small Blend 113 7,091,560 180,859 260,816 -1.11
Small Growth 25 1,254,476 87,161 10,600 6.5
Total 405 23,531,879 818,197 901,789 -0.35
Data displayed as of  12/31/2015

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Perkins Mid Cap Value L Premium 1,711,342 0 4.21 1.07 09/30/2015
Victory Sycamore Small Company Opp R Premium 1,021,900 67,100 2.51 1.1 12/31/2015
T. Rowe Price Small-Cap Value Premium 991,900 -2,800 2.44 0.38 09/30/2015
Vanguard Small Cap Index Premium 820,364 18,569 2.02 0.05 12/31/2015
Perkins Small Cap Value L Premium 829,960 -142,250 2.04 1.64 09/30/2015
Vanguard Total Stock Mkt Idx Premium 732,507 10,686 1.80 0.01 12/31/2015
Fidelity® Real Estate Income Premium 551,740 42,440 1.36 0.41 10/31/2015
Undiscovered Mgrs Behavioral Value Inst Premium 499,476 43,700 1.23 0.5 11/30/2015
Vanguard Small Cap Value Index Inv Premium 459,070 1,863 1.13 0.08 12/31/2015
Vanguard Extended Market Idx Inv Premium 437,620 5,125 1.08 0.03 12/31/2015
Total: Top 10 funds Premium 8,055,879 44,433 19.82

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
JPMorgan High Yield Fund 0 -- 3,494,000 -- 3,494,000
BMO US High Yield Bond Fund 0 -- 2,522,000 -- 2,522,000
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 0 575,000 575,000 575,000 575,000
Aviva Investors Shrt Dur Gl Hi Yld Bd Fd 0 -- 560,000 -- 560,000
Total: Top 10 funds 0 0 32,080,000 575,000 32,080,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,153 6,645 --- ---
# of Institution Owners 284 891 --- ---
# of Fund Owners 405 1075 --- ---
% Owned by Institutions --- 73.78 --- ---
% Owned by Funds 56.90 36.18 --- ---
% Owned by Insiders 1.04 0.69 --- ---