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 289 15.14 Premium 406 14.37
New Owners Premium 32 28.00 Premium 12 9.09
Sold Out Premium 15 -11.76 Premium 8 -69.23
# of Owners Buying Premium 88 0.00 Premium 115 -10.16
# of Owners Selling Premium 100 28.21 Premium 106 39.47
Total Shares Owned (Mil) Premium 39 17.82 Premium 21 7.81
Total Shares Bought (Mil) Premium 3 -3.11 Premium 1 -71.36
Total Shares Sold (Mil) Premium 4 36.26 Premium 1 -33.64
Net Share Change (Mil) Premium -1 -458.49 Premium 0 -126.67

Fund Owners' Style

 PCH

17 69 39 Lg
14 74 23 Md
19 116 35 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 17 270,276 397 25,971 -8.64
Large Blend 69 1,522,084 90,605 33,071 3.93
Large Growth 39 636,118 780 86,279 -11.85
Mid Value 14 1,578,513 12 175,190 -9.99
Mid Blend 74 3,633,272 140,691 81,566 1.65
Mid Growth 23 882,953 108,111 472 13.88
Small Value 19 4,772,835 39,741 190,573 -3.06
Small Blend 116 6,100,410 318,828 570,305 -3.96
Small Growth 35 1,422,432 170,916 35,103 10.56
Total 406 20,818,893 870,081 1,198,530 -1.55
Data displayed as of  12/31/2016

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 0 5.68 2.75 10/31/2016
Vanguard Small Cap Index Premium 904,858 5,666 2.23 0.05 12/31/2016
Vanguard Total Stock Mkt Idx Premium 893,389 47,981 2.20 0.01 12/31/2016
Undiscovered Mgrs Behavioral Value Inst Premium 883,316 20,800 2.18 0.65 11/30/2016
Fidelity® Real Estate Income Premium 930,340 -83,600 2.30 0.73 10/31/2016
T. Rowe Price Small-Cap Value Premium 902,600 -66,200 2.23 0.42 09/30/2016
Vanguard Small Cap Value Index Inv Premium 571,502 18,724 1.41 0.1 12/31/2016
Vanguard Extended Market Idx Inv Premium 478,660 7,356 1.18 0.04 12/31/2016
SPDR® S&P MidCap 400 ETF Premium 468,521 12,339 1.16 0.1 12/31/2016
iShares Russell 2000 Growth Premium 329,391 0 0.80 0.18 01/18/2017
Total: Top 10 funds Premium 8,662,577 -36,934 21.37

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
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 0 27,539,000
Bond Ownership for Funds only
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Peer Comparison

 PCH

Equity Ownership PCH  
Go
 
Go
 
Go
Market Cap (Mil USD) 1,619 --- --- ---
# of Institution Owners 289 --- --- ---
# of Fund Owners 406 --- --- ---
% Owned by Institutions 96.49 --- --- ---
% Owned by Funds 51.20 --- --- ---
% Owned by Insiders 1.04 --- --- ---