Blucora Inc (BCOR) Ownership

25.17 ↑0.00 (0.00%)

As of January 25, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Blucora Inc (BCOR), owning a total of 7.6 million shares. Combined, the top 25 institutional holders of BCOR own 96.65% of the company with a total of 38.2 million shares.

In the latest ownership report on March 31st 2023, the top 25 institutional holders decreased their combined ownership of BCOR by 1.4 million shares. 1 institutions bought 112,000 total additional shares and increased their ownership by an average of 11.95%. However 6 institutions sold 1,475,943 total shares and decreased their ownership by an average of 8.74%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Blucora decreased by a net total of -1,363,943 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.675%	-13.758%	4,564,307	-728,156	2023-03-31
P2 Capital Partners, LLC	5.883%	0.000%	2,300,000	0	2023-03-31
Van Berkom and Associates Inc	4.574%	-25.661%	1,787,997	-617,187	2023-03-31
Dimensional Fund Advisors, Inc.	4.545%	-0.741%	1,776,898	-13,264	2023-03-31
Simcoe Capital Management, LLC	4.378%	0.000%	1,711,575	0	2023-03-31
State Street Corporation	4.004%	-1.559%	1,565,234	-24,793	2023-03-31
No Street GP LP	2.903%	-5.417%	1,135,000	-65,000	2023-03-31
Renaissance Technologies Corp	2.683%	11.953%	1,049,000	112,000	2023-03-31
Northern Trust Corp	1.251%	-5.331%	489,110	-27,543	2023-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.362%	0.972%	7,569,360	72,866	2022-12-31
Vanguard Group Inc	11.675%	-13.758%	4,564,307	-728,156	2023-03-31
Engine Capital Management LP	6.063%	32.687%	2,370,384	583,932	2022-12-31
Hill Path Capital LP	5.916%	0.000%	2,312,749	0	2022-12-31
P2 Capital Partners, LLC	5.883%	0.000%	2,300,000	0	2023-03-31
Amvescap Plc.	4.690%	43.770%	1,833,650	558,248	2022-12-31
Van Berkom and Associates Inc	4.574%	-25.661%	1,787,997	-617,187	2023-03-31
Dimensional Fund Advisors, Inc.	4.545%	-0.741%	1,776,898	-13,264	2023-03-31
Simcoe Capital Management, LLC	4.378%	0.000%	1,711,575	0	2023-03-31
State Street Corporation	4.004%	-1.559%	1,565,234	-24,793	2023-03-31
Newtyn Management LLC	3.325%	-17.529%	1,300,000	-276,303	2022-12-31
No Street GP LP	2.903%	-5.417%	1,135,000	-65,000	2023-03-31
Renaissance Technologies Corp	2.683%	11.953%	1,049,000	112,000	2023-03-31
Geode Capital Management, LLC	2.243%	3.740%	876,914	31,610	2022-12-31
JPMorgan Chase & Co	2.058%	3.539%	804,448	27,498	2022-12-31
Golden Gate Private Equity Inc	1.570%	0.000%	751,785	0	2022-06-30
Weiss Asset Management LP	1.485%	-27.234%	710,739	-266,000	2022-09-30
Boston Partners Global Investors, Inc	1.488%	474.905%	581,896	480,680	2022-12-31
Jacobs Levy Equity Management, Inc.	1.376%	-1.964%	538,000	-10,779	2022-12-31
D. E. Shaw & Co LP	1.072%	-17.970%	516,232	-113,089	2022-09-30
Northern Trust Corp	1.251%	-5.331%	489,110	-27,543	2023-03-31
Acadian Asset Management LLC	1.009%	0.000%	482,938	482,938	2022-09-30
Bank of New York Mellon Corp	1.097%	-1.660%	428,969	-7,239	2022-12-31
NORGES BANK	1.036%	-6.939%	404,940	-30,196	2022-12-31
Portolan Capital Management, LLC	0.962%	-5.886%	376,123	-23,525	2022-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Blucora Inc (BCOR), owning a total of 2.9 million shares. Combined, the top 27 mutual fund holders of BCOR own 37.78% of the company with a total of 15.1 million shares.

In the latest ownership report on April 30th 2023, the top 27 fund holders increased their combined ownership of BCOR by 7 thousand shares. 2 funds bought 7,878 total additional shares and increased their ownership by an average of 1.60%. However 2 funds sold 1,066 total shares and decreased their ownership by an average of 0.07%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Blucora increased by a net total of 6,812 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.968%	0.000%	1,160,382	0	2023-04-30
Vanguard Small Cap Index	2.520%	-0.024%	985,238	-240	2023-04-30
Vanguard Small Cap Value Index Inv	1.767%	-0.119%	690,882	-826	2023-04-30
Vanguard Extended Market Index Investor	1.389%	0.070%	543,200	378	2023-04-30
Vanguard Tax-Managed Small Cap Adm	0.913%	0.000%	357,064	0	2023-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.631%	3.134%	246,833	7,500	2023-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.423%	-0.075%	2,902,118	-2,184	2023-04-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.968%	-14.657%	1,160,382	-199,286	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.968%	0.000%	1,160,382	0	2023-04-30
iShares Russell 2000 ETF	2.606%	-1.143%	1,018,937	-11,776	2023-04-28
Vanguard Small Cap Index	2.520%	-0.024%	985,238	-240	2023-04-30
Vanguard Small Cap Value Index Inv	1.767%	-0.119%	690,882	-826	2023-04-30
Vanguard Extended Market Index Investor	1.389%	0.070%	543,200	378	2023-04-30
Invesco Small Cap Equity Composite	1.374%	0.000%	537,312	0	2023-03-31
Invesco Small Cap Equity A	1.374%	0.000%	537,312	0	2023-03-31
iShares S&P Small-Cap 600 Growth ETF	1.086%	-0.111%	424,744	-473	2023-04-28
Fidelity® Small Cap Index	1.013%	1.349%	396,083	5,272	2023-02-28
iShares S&P Small-Cap 600 Value ETF	0.808%	0.088%	387,076	339	2022-11-30
Portolan Equity	0.962%	0.000%	376,123	376,123	2022-12-31
iShares Russell 2000 Growth ETF	0.953%	0.000%	372,693	0	2023-04-28
Vanguard Tax-Managed Small Cap Adm	0.913%	0.000%	357,064	0	2023-04-30
Strategic Advisers® Small-Mid Cap	0.676%	79.434%	323,473	143,199	2022-10-31
Invesco Small Cap Growth A	0.818%	102.041%	319,696	161,463	2023-03-31
DFA US Small Cap I	0.773%	0.000%	302,058	0	2023-03-31
DFA US Small Cap Value I	0.734%	0.000%	287,099	0	2023-03-31
DFA US Targeted Value I	0.726%	0.000%	283,935	0	2023-03-31
DFA US Micro Cap I	0.709%	0.000%	277,010	0	2023-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.559%	0.000%	267,484	0	2023-02-28
Schwab US Small-Cap ETF™	0.553%	30.617%	264,778	62,065	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.631%	3.134%	246,833	7,500	2023-04-30
Fidelity® Extended Market Index	0.512%	0.000%	244,815	0	2023-02-28
Principal SmallCap S&P 600 Idx SP	0.485%	1.818%	232,038	4,143	2023-02-28
DWS Small Cap Core S	0.476%	-8.433%	227,871	-20,987	2023-02-28