Equity and Debt

 V

 
Type Mil USD
Equity 27,413.0
Debt --
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 V

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 1,982 16.59 Premium 3,274 7.06
New Owners Premium 201 70.34 Premium 190 -10.80
Sold Out Premium 103 -14.17 Premium 99 -52.63
# of Owners Buying Premium 644 4.04 Premium 838 27.16
# of Owners Selling Premium 740 18.78 Premium 912 -0.22
Total Shares Owned (Mil) Premium 470 3.07 Premium 237 4.05
Total Shares Bought (Mil) Premium 30 -21.77 Premium 11 -18.67
Total Shares Sold (Mil) Premium 26 -35.54 Premium 9 -32.15
Net Share Change (Mil) Premium 4 -291.36 Premium 2 3769.23

Fund Owners' Style

 V

226 1,644 1,328 Lg
13 22 39 Md
-- 0 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 226 8,037,445 83,011 308,579 -2.73
Large Blend 1,644 83,200,561 1,731,757 4,957,433 -3.73
Large Growth 1,328 143,811,943 9,054,955 3,789,317 3.8
Mid Value 13 159,330 2,302 5,506 -1.97
Mid Blend 22 171,838 16,695 2,288 9.15
Mid Growth 39 1,814,119 149,658 97,105 2.98
Small Value -- -- -- -- --
Small Blend 0 0 -- 1,000 --
Small Growth 2 3,593 642 -- --
Total 3,274 237,198,829 11,039,020 9,161,228 0.8
Data displayed as of  11/30/2014

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,243,719 28,651 1.33 0.56 11/30/2014
Fidelity® Contrafund® Premium 6,385,515 -422,795 1.03 1.41 10/31/2014
SPDR® S&P 500 ETF Premium 5,355,180 12,972 0.88 0.7 12/05/2014
Vanguard 500 Index Inv Premium 5,260,709 66,308 0.85 0.69 11/30/2014
Vanguard Institutional Index I Premium 4,994,894 7,271 0.81 0.69 11/30/2014
Total: Top 5 funds Premium 30,240,017 -307,593 4.9
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Peer Comparison

 V

Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 163,318 96,401 100,206 29,481
# of Institution Owners 1,982 2,003 1,603 1,280
# of Fund Owners 3274 2278 2486 2010
% Owned by Institutions 76.04 89.23 87.94 90.50
% Owned by Funds 38.42 37.42 40.04 46.48
% Owned by Insiders 0.07 0.18 0.07 1.04