Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 271 | 856.37 | 110.73 | 38,396,674 |
| Mutual Fund | 324 | 212.33 | 29.69 | 10,379,921 |
| Insider | 18 | 35.32 | 5.44 | 1,886,701 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 120 | 67.17 | 8.71 | 3,020,482 |
| Sellers | 166 | -175.66 | 21.78 | -7,553,547 |
| Net | -108.48 | 13.07 | -4,533,065 |
Institutional Shareholder Concentration
| Value ($MM) | % O/S | Shares | |
|---|---|---|---|
| Total Inst. | 891.28 | 116.06 | 40,247,661 |
| Top 10 Inst. | 493.00 | 63.86 | 22,145,969 |
| Top 20 Inst. | 612.45 | 79.40 | 27,534,133 |
| Top 50 Inst. | 759.65 | 98.94 | 34,310,254 |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | 70 | 148.97 | 19.19 | 6,652,746 |
| Aggressive Growth | 4 | 17.00 | 2.17 | 752,694 |
| Core Growth | 53 | 119.86 | 15.48 | 5,367,978 |
| Growth | 13 | 12.12 | 1.53 | 532,074 |
| Income | 8 | 5.14 | 0.61 | 212,137 |
| Income Value | 3 | 5.00 | 0.59 | 204,714 |
| Yield | 5 | 0.14 | 0.02 | 7,423 |
| Index | 37 | 323.50 | 41.28 | 14,315,359 |
| Other | 67 | 128.99 | 17.64 | 6,115,804 |
| Broker Dealer | 18 | 27.43 | 3.58 | 1,240,151 |
| GARP | 25 | 76.71 | 10.88 | 3,772,454 |
| Hedge Fund | 19 | 20.75 | 2.65 | 917,398 |
| Specialty | 5 | 4.10 | 0.54 | 185,801 |
| Value | 42 | 227.37 | 29.02 | 10,063,188 |
| Core Value | 31 | 91.83 | 11.74 | 4,071,263 |
| Deep Value | 11 | 135.54 | 17.28 | 5,991,925 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| BlackRock Institutional Trust Company, N.A. | 5,391,432 | 15.55 | 412,250 | 12/31/23 |
| The Vanguard Group, Inc. | 2,489,609 | 7.18 | 44,421 | 12/31/23 |
| Pacer Advisors, Inc. | 2,489,580 | 7.18 | 834,941 | 12/31/23 |
| Dimensional Fund Advisors, L.P. | 2,256,832 | 6.51 | 76,954 | 12/31/23 |
| Wasatch Global Investors Inc | 2,139,820 | 6.17 | -53,784 | 3/31/24 |
| Principal Global Investors (Equity) | 1,966,986 | 5.67 | 735 | 12/31/23 |
| Systematic Financial Management, L.P. | 1,637,674 | 4.72 | -216,258 | 12/31/23 |
| State Street Global Advisors (US) | 1,387,858 | 4.00 | 96,314 | 12/31/23 |
| Wellington Management Company, LLP | 1,372,044 | 3.96 | -376,430 | 12/31/23 |
| Royce Investment Partners | 1,014,134 | 2.92 | 106,370 | 12/31/23 |
* Insider values reflect direct beneficial ownership.
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