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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (77258)	8/12/2001 6:03:39 PM
From: JD_Canuck	Read Replies (1) \| Respond to of 93625

Mr Bilow: That's odd, my sites show increased institutional ownership in total shares as well as percentage of total shares out. Perhaps a better title should be : Institutional Ownership Increasing (and concentrating into fewer hands). I take this as a bullish sign, as the weak hands drop their holdings, while the shares continue to be bought up by more committed holders.

To: Bilow who wrote (77258)	8/18/2001 12:45:58 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; 41 institutions sold out their RMBS by June 30, only 17 started a position. Sold Out Position Shares ----------------------- -------- A I M MANAGEMENT GRO... 150,000 AMCORE INVESTMENT GR... 1,500 BAKER BOYER NATIONAL... 19,125 BANK JULIUS BAER & C... 4,250 BANKMONT FINANCIAL C... 14,275 BLAIR CHRISTOPHER R 15,000 BT FINANCIAL GROUP L... 20,000 CASTLEARK MANAGEMENT... 16,000 DRUKER NEIL 50,000 EAGLE ASSET MANAGEME... 10,000 EDWARDS A G INC 10,430 EOS PARTNERS LP 10,000 FIDUCIARY ASSET MANA... 10,000 FORSTMANN LEFF ASSOC... 128,400 FREMONT INVESTMENT A... 3,000 GLYNN CAPITAL MANAGE... 212,000 GRUBER & MCBAINE CAP... 25,000 GUARDIAN INVESTOR SE... 217,500 HARVARD MANAGEMENT C... 521,000 HSBC HOLDINGS PLC 1,773 IBM RETIREMENT PLAN/... 58,557 ING PILGRIM INVESTME... 78,500 JDS ASSET MANAGEMENT... 99,000 JDS CAPITAL MANAGEME... 201,000 LANE DOUGLAS C & ASS... 10,500 MADAN GULBIR 407,300 NATIONAL LIFE INSURA... 40 NEW YORK LIFE INVEST... 1,090 NICHOLAS APPLEGATE C... 54,800 NOMURA SECURITIES CO... 16,361 OAKWOOD CAPITAL MANA... 17,700 OPPENHEIMER MANAGEME... 2,100 PEQUOT CAPITAL MANAG...5,110,020 PIMCO ADVISORS L P / 20,888 SAC CAPITAL ADVISORS... 300,000 SCUDDER KEMPER INVES... 250 STRONG CAPITAL MANAG... 133,050 UNIONBANCAL CORP 52,700 VERIZON COMMUNICATIO... 15,000 VIRGINIA RETIREMENT ... 18,700 ZWEIG DIMENNA PARTNE... 25,000 Began New Position Shares ----------------------- -------- BNP ARBITRAGE SNC 50,676 CFBD I L L C 114,000 COMMONWEALTH OF PENN... 39,200 EMERGING GROWTH MANA... 236,300 FIRST QUADRANT L P/C... 140,500 INVESCO ASSET MANAGE... 40,200 MARTINGALE ASSET MAN... 45,700 [Love that name!] MCKEE C S & CO INC 20,000 METROPOLITAN LIFE IN... 14,070 PALOMA STRATEGIC SEC... 20,000 PEOPLES MUTUAL HOLDI... 4,000 TD ASSET MANAGEMENT ... 1,600 UBS WARBURG LLC 51,700 WEINTRAUB CAPITAL MA... 151,250 WELLINGTON MANAGEMEN... 550,200 WELLS FARGO & CO/MN 7,718 WESTPEAK INVESTMENT ... 36,200 nasdaq.com`&SortBy=curr_rpt_date&Descending=D&strFilter=T&PageNum=1 This is an update to this post: #reply-16200387 It's possible that the list will grow longer. I'll try to remember to check it again in a week or two. -- Carl P.S. Definition of "Martingale" "3. Games. A method of gambling in which one doubles the stakes after each loss." dictionary.com BWAHAHAHAHA!!!

To: Bilow who wrote (77258)	11/20/2001 12:13:16 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Institutional ownership of RMBS for 3Q01: 18 stood pat, 37 bought a total of 5,153,323 shares, 51 sold a total of 5,633,819 shares, a net reduction of 480,496 shares held by institutions. 27 sold out, 13 started new positions, for a net reduction of 14 institutions holding RMBS from 93 to 79. Owner Name Share Change WATSON STEPHEN T 1,835,000 1,835,000 VANGUARD GROUP INC 853,167 91,000 US BANCORP \DE\ 4,180 88 UBS WARBURG LLC 63,104 11,404 TEACHERS ADVISORS IN 15,504 700 TAUNUS CORP 226,496 43,689 STATE STREET CORP 777,330 308,379 STATE BOARD OF ADMIN 187,350 21,300 SG COWEN SECURITIES 16,551 16,551 SCHWAB CHARLES INVES 57,900 600 ROLL & ROSS ASSET MA 27,500 27,500 PUBLIC EMPLOYEES RET 118,484 98,880 NUMERIC INVESTORS LI 422,900 422,900 PADCO ADVISORS II IN 10 10 NOMURA SECURITIES CO 5,127 5,127 MORSE ROBERT P 112,020 26,300 MILLENNIUM PARTNERS 28,349 28,349 METROPOLITAN LIFE IN 19,782 5,712 MERRILL LYNCH ASSET 168,200 78,200 MELLON BANK N A 768,887 316,054 MCKEE C S & CO INC 25,000 5,000 MARCO INVESTMENT MAN 2,500 2,500 MANUFACTURERS ADVISE 4,429 4,029 LINDNER ASSET MANAGE 27,700 27,700 LEHMAN BROTHERS HOLD 361,496 27,812 GOLDMAN SACHS GROUP 508,357 16,225 FLEETBOSTON FINANCIA 1,800 1,200 DRESDNER BANK AG /FI 5,600 3,200 DFA INVESTMENT DIMEN 122,100 20,600 CWH ASSOCIATES INC 95,800 95,800 CIBC WORLD MARKETS C 62,640 62,000 CHARLOTTE CAPITAL LL 110,000 110,000 BNP ARBITRAGE SNC 52,762 2,086 BEAR STEARNS & CO IN 85,150 73,956 BARCLAYS GLOBAL INVE 1,563,880 311,967 AXA FINANCIAL INC 29,500 23,200 AMERICAN INTERNATION 25,655 25,655 ALGER FRED MANAGEMEN 1,002,650 1,002,650 WORLD ASSET MANAGEME 33,363 (22,883) WILSHIRE ASSOCIATES 800 (1,390) WILKINSON OGRADY & C 0 (1,542,520) WESTPEAK INVESTMENT 0 (36,200) WELLS FARGO & CO/MN 1,600 (6,118) WELLINGTON MANAGEMEN 0 (550,200) WEINTRAUB CAPITAL MA 0 (151,250) WADDELL & REED FINAN 0 (434,000) WACHOVIA CORP CAPITA 0 (12,078) UBS AMERICAS INC 14,583 (1,115) TIAA CREF INVESTMENT 548,316 (22,656) TD ASSET MANAGEMENT 0 (1,600) RUSSELL FRANK CO/ 0 (400) RENAISSANCE TECHNOLO 0 (200,301) QWEST ASSET MANAGEME 0 (34,521) PRUDENTIAL SECURITIE 16,689 (9,656) PRUDENTIAL INSURANCE 36,784 (41,216) PNC FINANCIAL SERVIC 13,125 (3,325) PILGRIM BAXTER & ASS 0 (27,700) PARAMETRIC PORTFOLIO 16,135 (3,169) PADCO ADVISORS INC / 8,464 (3,600) NYE PARNELL & EMERSO 12,862 (2,259) NORTHERN TRUST CORP 0 (126,608) NEUBERGER BERMAN LLC 0 (129,889) MORGAN STANLEY DEAN 467,352 (479,267) MERRILL LYNCH & CO I 173,617 (200,330) MARTINGALE ASSET MAN 0 (45,700) MACKENZIE FINANCIAL 0 (900) LEGG MASON INC 7,594 (10,067) J P MORGAN CHASE & C 10,179 (4,982) INVESCO INSTITUTIONA 0 (52,100) INVESCO ASSET MANAGE 0 (40,200) FMR CORP 400,100 (400) FIRST QUADRANT L P/C 0 (140,500) FIRST CITIZENS BANK 0 (27,825) EMERGING GROWTH MANA 0 (236,300) CREDIT SUISSE FIRST 106,457 (123,888) COMMONWEALTH OF PENN 34,400 (4,800) COMERICA INC /NEW/ 8,300 (500) CITIGROUP INC 200,644 (147,875) CFBD I L L C 0 (114,000) CAXTON ASSOCIATES LL 0 (388,706) CAPITAL GUARDIAN TRU 813,000 (13,500) CALIFORNIA PUBLIC EM 320,800 1,800 BOWMAN CAPITAL MANAG 0 (198,800) BANK ONE CORP/ 800 (875) BANK OF AMERICA CORP 209,300 (14,850) BABSON DAVID L & CO 0 (300) AMARANTH SECURITIES 0 (20,000) ALLIED IRISH BANKS P 0 (300) AELTUS INVESTMENT MA 0 (400) U S TRUST CORP /NY 3,200 0 TRUST CO OF OKLAHOMA 200 0 SSI INVESTMENT MANAG 120 0 SIMMONS FIRST TRUST 132 0 PUTNAM INVESTMENT MA 1,200 0 PROMISTAR TRUST CO 50,000 0 PRIMECAP MANAGEMENT 2,800,000 0 PEOPLES MUTUAL HOLDI 4,000 0 PANAGORA ASSET MANAG 17,340 0 MURPHY CAPITAL MANAG 120 0 MAVERICK CAPITAL LTD 114,200 0 LIBERTYVIEW CAPITAL 1,500 0 GUARANTY TRUST CO OF 100 0 CREDIT SUISSE ASSET 441,812 0 COMMERCE BANK N A/MO 500 0 CITIZENS ADVISERS IN 18,080 0 AMSOUTH BANCORPORATI 1,000 0 AMERICAN EXPRESS FIN 504 0 nasdaq.com`&SortBy=curr_rpt_date&Descending=D&strFilter=T&PageNum=6 -- Carl P.S. Previous quarter's numbers: #reply-16200387 Also, note that my arithmetic is subject to errors of at least the magnitude of the figures shown here.