Investor Concentration Definition

Identifies the value, percent of shares outstanding, and number of shares held by top 10, top 20, top 50 and all institutional investors.

Value ($MM) Is the sum of the top 10, top 20, top 50 and all institutional investors. Value is calculated for each holder by multiplying (closing stock price at the position date) * (share position). %O/S (percent of outstanding shares held) Is calculated by dividing the shares held by most recently reported total shares outstanding.