Institutional Ownership

Ownership > 100%

Ownership Information

Shares Outstanding

90,207,574

Short Interest Shares

2,143,275

Float (%)

75.65

Institutional Ownership (%)

62.90

Mutual Fund Ownership (%)

39.99

Insider Ownership (%)

24.35

Top 10 Instn Holders (%)

35.48

Ownership Activity - Total Positions

Company	Shares	% Out	Value ($)	Reported	Change
Vanguard Group Inc.	6,818,207	7.56	117,136,796	3/31/2020	412,016
Dimensional Fund Advisors LP	5,489,300	6.09	94,306,174	3/31/2020	0
BlackRock Inc.	4,994,582	5.54	85,806,919	3/31/2020	(7,052)
Wellington Management Group LLP	3,429,180	3.80	58,913,312	3/31/2020	2,817,305
Westwood Management Corp.	1,849,057	2.05	31,766,799	3/31/2020	(28,576)
State Street Global Advisors Inc.	1,814,499	2.01	31,173,093	3/31/2020	(145,914)
Advisory Research Inc.	1,164,980	1.29	20,014,356	3/31/2020	729,015
American Century Investment Management Inc	1,135,249	1.26	19,503,578	3/31/2020	465,945
Norges Bank Investment Management	1,130,635	1.25	19,424,309	12/31/2019	0
TIAA	1,107,347	1.23	19,024,221	3/31/2020	(513,710)
Geode Capital Management LLC	1,084,604	1.20	18,633,497	3/31/2020	145,784
Bayview Asset Management LLC	1,037,145	1.15	17,818,151	3/31/2020	156,389
Renaissance Technologies LLC	951,384	1.05	16,344,777	3/31/2020	66,300
Columbia Management Investment Advisers LLC	947,910	1.05	16,285,094	3/31/2020	53,870
Northern Trust Global Investments	911,274	1.01	15,655,687	3/31/2020	(638)
Charles Schwab Investment Management Inc.	895,946	0.99	15,392,352	3/31/2020	17,195
BHZ Capital Management LP	743,793	0.82	12,778,364	3/31/2020	(143,549)
FMR LLC	738,148	0.82	12,681,383	3/31/2020	(2,809,523)
Royce & Associates LP	678,600	0.75	11,658,348	3/31/2020	14,500
American Beacon Advisors Inc.	639,051	0.71	10,978,896	4/30/2020	104,200

Displaying 1 to 20 (of 275)

Institutional Ownership

Institutional Ownership

Total Positions

New Positions

Increased Positions

Decreased Positions

Soldout Positions

Net Change

List of possible reasons behind the infrequent cases where we have total institutional ownership that exceeds 100% of the common shares outstanding for a specific company:

Double-counting - On the 13-F filing, each institutional holder must report all securities over which they exercise sole or shared investment discretion. In cases where investment discretion is shared by more than one institution, care is generally taken to prevent double-counting, but there is always the exception. Another cause of double-counting is a company name change for the 13F filer where the holdings are accounted for under both filer names.

Short Interest - A large short interest amount affects the institutional ownership amount considerably because all shares that have been sold short appear as holdings in two separate portfolios. One institution has lent its shares to a short seller, while the same shares have been purchased by another reporting institution. Consequently, the institutional ownership percentage reflected in the 13-F filings is overstated as a percentage of total shares outstanding.

A gap between 'as of' dates - In the case where gaps between the 'as of' dates of the holdings and the shares outstanding arise, the percentage owned could be skewed due to a sharp increase/decrease in shares out. Again, this case doesn’t come up very often but the results are unavoidable.

Other possible reasons: a) An overlap occurs amongst reporting institutions; b) The 13F filing includes holdings other than common stock issues; c) Mutual fund money is co-advised and incorrectly reported by multiple institutions.