Equity and Debt

 PCH

 
Type Mil USD
Equity 170.3
Debt 579.2
 

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 311 18.70 Premium 448 8.74
New Owners Premium 44 62.96 Premium 35 25.00
Sold Out Premium 29 45.00 Premium 11 10.00
# of Owners Buying Premium 108 30.12 Premium 111 -8.26
# of Owners Selling Premium 96 1.05 Premium 124 21.57
Total Shares Owned (Mil) Premium 34 4.34 Premium 21 5.74
Total Shares Bought (Mil) Premium 4 24.29 Premium 2 92.52
Total Shares Sold (Mil) Premium 6 38.50 Premium 2 -33.63
Net Share Change (Mil) Premium -2 81.20 Premium 0 -118.23

Fund Owners' Style

 PCH

12 98 33 Lg
15 79 30 Md
19 108 54 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 12 31,607 107 25 0.26
Large Blend 98 1,982,971 181,141 78,391 5.46
Large Growth 33 947,788 197,813 29,197 21.64
Mid Value 15 1,225,992 89,698 78,480 0.92
Mid Blend 79 3,931,298 294,734 47,586 6.71
Mid Growth 30 1,129,892 27,236 64,918 -3.23
Small Value 19 3,007,663 42,851 921,627 -22.61
Small Blend 108 5,243,485 369,954 86,048 5.72
Small Growth 54 3,618,922 574,979 221,145 10.84
Total 448 21,119,618 1,778,513 1,527,417 1.2
Data displayed as of  09/30/2017

Equity Ownership

 PCH

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Fidelity Advisor® Small Cap Value A Premium 1,228,259 -771,741 3.02 1.72 07/31/2017
Vanguard Small Cap Index Premium 940,575 5,021 2.32 0.06 09/30/2017
Vanguard Total Stock Mkt Idx Premium 980,454 357 2.41 0.01 08/31/2017
T. Rowe Price Small-Cap Value Premium 880,900 -12,800 2.17 0.41 06/30/2017
Fidelity® Series Small Cap Opps Premium 819,700 287,100 2.02 0.71 07/31/2017
Undiscovered Mgrs Behavioral Value Inst Premium 690,216 0 1.70 0.58 08/31/2017
Vanguard Small Cap Value Index Inv Premium 606,740 -9,991 1.49 0.11 09/30/2017
Vanguard Extended Market Idx Inv Premium 530,225 2,880 1.31 0.04 09/30/2017
SPDR® S&P MidCap 400 ETF Premium 455,852 7,553 1.12 0.12 09/30/2017
iShares Russell 2000 Growth Premium 345,116 0 0.88 0.21 10/18/2017
Total: Top 10 funds Premium 7,478,037 -491,621 18.44

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
Westcore Flexible Income Fund 0 -- 1,500,000 -- 1,500,000
Anfield Universal Fixed Income Fund 0 96,000 1,269,000 96,000 1,269,000
Fidelity® Real Estate Income Fund 0 -- 1,000,000 -- 1,000,000
Fidelity® Series Real Estate Income Fund 0 -- 811,000 -- 811,000
Highland Fixed Income Fund 0 -- 750,000 -- 750,000
Aviva Investors Managed High Income Fund 0 -- 715,000 -- 715,000
Total: Top 10 funds 0 0 27,330,000 96,000 27,330,000
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) 2,152 --- --- ---
# of Institution Owners 311 --- --- ---
# of Fund Owners 448 --- --- ---
% Owned by Institutions 83.04 --- --- ---
% Owned by Funds 52.36 --- --- ---
% Owned by Insiders 1.2 --- --- ---