| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SSI INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.38% | 0.51% | 0.72% | Q4 2014 | Q1 2017 | 10 |
| CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10 | 10 | 0.12% | 0.31% | 0.40% | Q4 2014 | Q1 2017 | 10 |
| Pinnacle Holdings, LLC | 10 | 10 | 0.01% | 0.71% | 0.89% | Q1 2015 | Q2 2017 | 10 |
| DEUTSCHE BANK AG\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
| PALISADE CAPITAL MANAGEMENT, LP | 10 | 10 | 0.04% | 0.10% | 0.18% | Q4 2014 | Q1 2017 | 10 |
| LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
| SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
| OAKTREE CAPITAL MANAGEMENT LP | 10 | 10 | 0.07% | 0.20% | 0.36% | Q4 2014 | Q1 2017 | 10 |
| Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
| WELLS FARGO & COMPANY/MN | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 9 |
| Citadel Advisors | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
| NOMURA HOLDINGS INC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2017 | 9 |
| Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
| STEELHEAD PARTNERS LLC | 8 | 8 | 0.78% | 2.09% | 3.14% | Q2 2015 | Q1 2017 | 8 |
| Mohican Financial Management, LLC | 7 | 7 | 1.24% | 3.53% | 4.65% | Q2 2015 | Q4 2016 | 7 |
| Hawk Ridge Capital Management | 6 | 6 | 0.90% | 1.09% | 1.38% | Q4 2015 | Q1 2017 | 6 |
| GABELLI FUNDS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
| Empyrean Capital Partners, LP | 6 | 6 | 0.33% | 0.69% | 0.93% | Q4 2014 | Q1 2016 | 6 |
| Calamos Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
| WOLVERINE ASSET MANAGEMENT LLC | 5 | 5 | 0.18% | 0.37% | 0.45% | Q4 2014 | Q4 2015 | 5 |
| BESSEMER GROUP INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
| JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
| Castle Creek Arbitrage, LLC | 5 | 5 | 0.28% | 0.36% | 0.47% | Q4 2014 | Q4 2015 | 5 |
| RAVEN ROCK CAPITAL MANAGEMENT, LLC | 5 | 5 | 3.54% | 7.29% | 14.57% | Q4 2014 | Q4 2015 | 5 |
| SHENKMAN CAPITAL MANAGEMENT INC | 5 | 5 | 1.56% | 2.02% | 2.23% | Q4 2014 | Q4 2015 | 5 |
| Allianz Asset Management GmbH | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 5 |
| IRON Financial LLC | 5 | 5 | 0.26% | 0.60% | 1.22% | Q4 2014 | Q4 2015 | 5 |
| DINSMORE CAPITAL MANAGEMENT CO/NJ | 4 | 4 | 0.92% | 0.96% | 1.04% | Q4 2014 | Q3 2015 | 4 |
| M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
| SILVERBACK ASSET MANAGEMENT LLC | 4 | 4 | 0.51% | 1.57% | 2.92% | Q1 2016 | Q4 2016 | 4 |
| UBS OCONNOR LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
| Centaur Capital | 4 | 4 | 0.38% | 1.39% | 3.92% | Q4 2014 | Q3 2015 | 4 |
| Context Capital Management, LLC | 3 | 3 | 1.00% | 4.23% | 6.86% | Q4 2014 | Q2 2015 | 3 |
| Jefferies Group LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
| BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
| BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
| Indaba Capital Management, L.P. | 3 | 3 | 3.57% | 6.44% | 9.80% | Q2 2016 | Q4 2016 | 3 |
| BlackRock Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
| MORGAN STANLEY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
| Venator Capital Management Ltd. | 3 | 3 | 1.26% | 1.69% | 1.97% | Q3 2016 | Q1 2017 | 3 |
| CSS LLC/IL | 2 | 2 | 0.32% | 0.48% | 0.64% | Q4 2016 | Q1 2017 | 2 |
| BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
| MILLER VALUE PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
| BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
| Sonora Investment Management, LLC | 2 | 2 | 2.27% | 2.30% | 2.33% | Q4 2016 | Q1 2017 | 2 |
| GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
| CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
| GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
| Sage Capital Management, LLC | 2 | 2 | 1.47% | 1.90% | 2.33% | Q4 2014 | Q1 2015 | 2 |
| Rubric Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2015 | Q1 2015 | 1 |
| Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| PIER 88 INVESTMENT PARTNERS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2016 | Q4 2016 | 1 |
| GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
| WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
| Scepter Holdings, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
| J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| Wellesley Asset Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2014 | Q4 2014 | 1 |
| Point72 Asset Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
This page lists all the filers that currently own BLUCORA INC or have owned BLUCORA INC in the past.