Equity and Debt

 PCH

 
Type Mil USD
Equity 155.8
Debt 585.4
 

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 288 14.74 Premium 406 14.37
New Owners Premium 34 36.00 Premium 10 -9.09
Sold Out Premium 18 5.88 Premium 19 -26.92
# of Owners Buying Premium 89 1.14 Premium 125 -2.34
# of Owners Selling Premium 99 26.92 Premium 90 18.42
Total Shares Owned (Mil) Premium 38 15.99 Premium 22 13.57
Total Shares Bought (Mil) Premium 3 -7.58 Premium 1 -63.35
Total Shares Sold (Mil) Premium 4 43.70 Premium 1 -29.89
Net Share Change (Mil) Premium -1 -600.74 Premium 0 -112.43

Fund Owners' Style

 PCH

15 71 39 Lg
14 76 21 Md
22 111 37 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 15 269,253 33 25,958 -8.78
Large Blend 71 1,510,362 53,528 497,883 -22.73
Large Growth 39 1,198,648 58,390 46,586 0.99
Mid Value 14 1,686,580 144,933 79,045 4.07
Mid Blend 76 3,992,623 91,381 86,500 0.12
Mid Growth 21 719,366 66,677 150 10.19
Small Value 22 4,897,598 161,863 161,047 0.02
Small Blend 111 6,030,941 320,239 302,041 0.3
Small Growth 37 1,627,369 216,221 67,126 10.09
Total 406 21,932,740 1,113,265 1,266,336 -0.69
Data displayed as of  11/30/2016

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 2,300,000 100,000 5.68 2.74 07/31/2016
Fidelity® Real Estate Income Premium 1,013,940 136,700 2.50 0.8 07/31/2016
T. Rowe Price Small-Cap Value Premium 902,600 -66,200 2.23 0.42 09/30/2016
Vanguard Small Cap Index Premium 882,580 9,674 2.18 0.05 10/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 862,516 22,840 2.13 0.64 10/31/2016
Vanguard Total Stock Mkt Idx Premium 828,633 5,423 2.05 0.01 10/31/2016
Vanguard Small Cap Value Index Inv Premium 536,434 30 1.32 0.1 10/31/2016
Vanguard Extended Market Idx Inv Premium 474,812 576 1.17 0.04 10/31/2016
SPDR® S&P MidCap 400 ETF Premium 445,849 -12,571 1.10 0.11 10/31/2016
Otter Creek Long/Short Opportunity Instl Premium 361,116 57,113 0.89 4.6 07/31/2016
Total: Top 10 funds Premium 8,608,480 253,585 21.25

Bond Ownership

 PCH

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Westcore Plus Bond Fund 0 -3,000,000 9,571,000 -3,000,000 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 0 218,000 3,810,000 218,000 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
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
Highland Fixed Income Fund 0 -- 500,000 -- 500,000
Total: Top 10 funds 0 0 27,539,000 -2,782,000 27,539,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
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Market Cap (Mil USD) 1,679 --- --- ---
# of Institution Owners 288 --- --- ---
# of Fund Owners 406 --- --- ---
% Owned by Institutions 95.00 --- --- ---
% Owned by Funds 54.16 --- --- ---
% Owned by Insiders 1.1 --- --- ---