NATIONAL PENN BANCSHARES INC - 637138108

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2014 · Compare: Q1 2014
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 7,974,487 84,370 0.01% 0.01% 1 +517,264 6.94% Q2 2014 Aug 11, 2014
BlackRock Fund Advisors History Reduced 6,120,891 64,759 0.02% 0.02% 2 -399,704 -6.13% Q2 2014 Aug 06, 2014
DIMENSIONAL FUND ADVISORS LP History Added to 5,482,292 58,003 0.04% 0.04% 3 +362,376 7.08% Q2 2014 Aug 08, 2014
BlackRock Institutional Trust Company, N.A. History Reduced 3,121,141 33,022 0.01% 0.01% 4 -46,086 -1.46% Q2 2014 Aug 06, 2014
PZENA INVESTMENT MANAGEMENT LLC History Reduced 2,972,929 31,454 0.17% 0.18% 5 -88,294 -2.88% Q2 2014 Aug 08, 2014
Lee Munder Capital Group, LLC History Reduced 2,326,068 24,610 0.53% 0.56% 6 -102,557 -4.22% Q2 2014 Aug 11, 2014
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 1,881,698 19,908 0.16% 0.15% 7 +159,895 9.29% Q2 2014 Aug 11, 2014
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION History Added to 1,647,990 17,436 0.32% 0.23% 8 +565,463 52.24% Q2 2014 Aug 08, 2014
NATIONAL PENN INVESTORS TRUST CO /PA History Added to 1,204,407 12,743 1.5% 1.49% 9 +771 0.06% Q2 2014 Aug 11, 2014
DALTON GREINER HARTMAN MAHER & CO History Added to 999,806 10,578 0.56% 0.57% 10 +53,924 5.7% Q2 2014 Jul 11, 2014
FIRST TRUST ADVISORS LP History Added to 562,724 5,954 0.02% 0.01% 11 +238,443 73.53% Q2 2014 Aug 11, 2014
EMERALD ADVISERS INC/PA History No change 498,610 5,275 0.3% 0.29% 12 0 0.0% Q2 2014 Jul 17, 2014
BlackRock Investment Management, LLC History Reduced 428,327 4,532 0.01% 0.01% 13 -33,303 -7.21% Q2 2014 Aug 06, 2014
LSV ASSET MANAGEMENT History No change 391,100 4,137 0.01% 0.01% 14 0 0.0% Q2 2014 Aug 06, 2014
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 373,808 3,955 0.01% 0.01% 15 0 0.0% Q2 2014 Aug 04, 2014
SCHWAB CHARLES INVESTMENT MANAGEMENT INC History Added to 314,275 3,326 0.01% 0.01% 16 +5,201 1.68% Q2 2014 Jul 30, 2014
NEW YORK STATE COMMON RETIREMENT FUND History No change 273,575 2,894 0.0% 0.0% 17 0 0.0% Q2 2014 Aug 05, 2014
Vantage Investment Advisors, LLC History Added to 242,326 2,564 1.57% 1.67% 18 +58 0.02% Q2 2014 Jul 25, 2014
RHUMBLINE ADVISERS History Reduced 184,646 1,954 0.01% 0.01% 19 -4,567 -2.41% Q2 2014 Aug 06, 2014
Nationwide Fund Advisors History Reduced 142,691 1,510 0.01% 0.01% 20 -720 -0.5% Q2 2014 Aug 11, 2014
Swiss National Bank History Reduced 138,500 1,465 0.01% 0.01% 21 -5,400 -3.75% Q2 2014 Aug 06, 2014
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 127,657 1,351 0.0% 0.0% 22 0 0.0% Q2 2014 Aug 07, 2014
WHEATLAND ADVISORS INC History Reduced 115,115 1,218 1.11% 1.24% 23 -1,236 -1.06% Q2 2014 Aug 06, 2014
TEXAS PERMANENT SCHOOL FUND History Added to 112,557 1,191 0.01% 0.01% 24 +200 0.18% Q2 2014 Jul 21, 2014
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 97,090 1,028 0.01% 0.01% 25 0 0.0% Q2 2014 Jul 18, 2014
ProShare Advisors LLC History Reduced 94,566 1,001 0.01% 0.02% 26 -69,853 -42.48% Q2 2014 Aug 08, 2014
CREDIT SUISSE AG/ History Reduced 94,539 1,000 0.0% 0.0% 27 -115,594 -55.01% Q2 2014 Aug 11, 2014
BlackRock Group LTD History Reduced 92,512 978 0.0% 0.0% 28 -71,767 -43.69% Q2 2014 Aug 06, 2014
AMERICAN INTERNATIONAL GROUP INC History Reduced 89,892 951 0.0% 0.0% 29 -1,757 -1.92% Q2 2014 Aug 08, 2014
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 89,624 948 0.01% 0.01% 30 -4,110 -4.38% Q2 2014 Jul 31, 2014
Arizona State Retirement System History Added to 80,650 853 0.01% 0.01% 31 +1,100 1.38% Q2 2014 Aug 07, 2014
Aperio Group, LLC History Reduced 71,534 757 0.01% 0.01% 32 -293 -0.41% Q2 2014 Jul 23, 2014
BLACKROCK ADVISORS LLC History Reduced 66,301 701 0.0% 22.84% 33 -10,967 -14.19% Q2 2014 Aug 06, 2014
CIBC World Markets Inc. History Added to 62,600 662 0.0% 0.0% 34 +21,100 50.84% Q2 2014 Aug 08, 2014
CAPSTONE ASSET MANAGEMENT CO History Reduced 59,806 633 0.02% 0.02% 35 -631 -1.04% Q2 2014 Jul 11, 2014
Airain ltd History Reduced 58,226 616 0.05% 0.19% 36 -43,906 -42.99% Q2 2014 Aug 05, 2014
Louisiana State Employees Retirement System History Added to 51,700 547 0.03% 0.03% 37 +100 0.19% Q2 2014 Jul 30, 2014
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 44,591 472 0.0% 0.0% 38 0 0.0% Q2 2014 Jul 16, 2014
Municipal Employees' Retirement System of Michigan History No change 28,300 299 0.02% 0.02% 39 0 0.0% Q2 2014 Aug 04, 2014
PROFUND ADVISORS LLC History Reduced 27,574 292 0.01% 0.02% 40 -4,372 -13.69% Q2 2014 Aug 08, 2014
PNC FINANCIAL SERVICES GROUP, INC. History No change 26,365 278 0.0% 0.0% 41 0 0.0% Q2 2014 Aug 08, 2014
GHP Investment Advisors, Inc. History Added to 25,813 273 0.08% 0.08% 42 +1,618 6.69% Q2 2014 Aug 01, 2014
SECURITY NATIONAL TRUST CO History No change 24,903 264 0.1% 0.11% 43 0 0.0% Q2 2014 Jul 14, 2014
Clark Capital Management Group, Inc. History No change 21,528 228 0.02% 0.02% 44 0 0.0% Q2 2014 Aug 04, 2014
BLACKHILL CAPITAL INC History Reduced 20,000 212 0.03% 0.04% 45 -4,520 -18.43% Q2 2014 Aug 05, 2014
DAVIS R M INC History No change 18,000 190 0.01% 0.01% 46 0 0.0% Q2 2014 Jul 15, 2014
MASON STREET ADVISORS, LLC History Added to 13,995 148 0.0% 0.0% 47 +403 2.96% Q2 2014 Aug 05, 2014
BROWN ADVISORY INC History No change 13,000 138 0.0% 0.0% 48 0 0.0% Q2 2014 Aug 08, 2014
CIBC Asset Management Inc History No change 11,575 122 0.0% 0.0% 49 0 0.0% Q2 2014 Aug 01, 2014
RidgeWorth Capital Management LLC History New 10,030 106 0.0% 50 +10,030 New Q2 2014 Jul 31, 2014
GREAT WEST LIFE ASSURANCE CO /CAN/ History No change 5,125 54 0.0% 0.0% 51 0 0.0% Q2 2014 Aug 06, 2014
SOLARIS ASSET MANAGEMENT LLC History No change 4,600 49 0.03% 0.03% 52 0 0.0% Q2 2014 Jul 18, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 4,267 45 0.0% 0.0% 53 -237 -5.26% Q2 2014 Aug 05, 2014
BlackRock Inc. History Reduced 3,701 39 0.0% 0.0% 54 -188 -4.83% Q2 2014 Aug 06, 2014
Quantbot Technologies LP History Reduced 3,104 32 0.01% 0.06% 55 -20,068 -86.6% Q2 2014 Jul 08, 2014
Cordasco Financial Network History No change 2,536 27 0.02% 0.02% 56 0 0.0% Q2 2014 Aug 11, 2014
Concannon Wealth Management, LLC History No change 772 8 0.01% 0.01% 57 0 0.0% Q2 2014 Aug 11, 2014
Carroll Financial Associates, Inc. History No change 390 4 0.0% 0.0% 58 0 0.0% Q2 2014 Aug 08, 2014
WARBURG PINCUS LLC History Closed out 0 0 0.87% -18,882,172 -100.0% Q1 2014 May 14, 2014
FMR LLC History Closed out 0 0 0.02% -13,899,194 -100.0% Q1 2014 May 15, 2014
STATE STREET CORP History Closed out 0 0 0.01% -6,053,687 -100.0% Q1 2014 May 15, 2014
DEPRINCE RACE & ZOLLO INC History Closed out 0 0 0.45% -3,585,616 -100.0% Q1 2014 May 14, 2014
CITADEL ADVISORS LLC History Closed out 0 0 45.15% -2,999,515 -100.0% Q1 2014 Aug 08, 2014
NORTHERN TRUST CORP History Closed out 0 0 0.01% -2,485,179 -100.0% Q1 2014 May 14, 2014
Bank of New York Mellon Corp History Closed out 0 0 0.0% -1,570,526 -100.0% Q1 2014 May 14, 2014
TEACHERS ADVISORS INC History Closed out 0 0 0.03% -1,230,372 -100.0% Q1 2014 May 13, 2014
RUSSELL FRANK CO/ History Closed out 0 0 0.02% -1,115,756 -100.0% Q1 2014 May 16, 2014
GEODE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -717,255 -100.0% Q1 2014 May 14, 2014
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.01% -706,692 -100.0% Q1 2014 May 13, 2014
BNP Paribas Investment Partners S.A. History Closed out 0 0 0.06% -697,851 -100.0% Q1 2014 May 13, 2014
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -687,213 -100.0% Q1 2014 May 14, 2014
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.01% -620,776 -100.0% Q1 2014 May 14, 2014
STEVENS CAPITAL MANAGEMENT LP History Closed out 0 0 0.17% -610,207 -100.0% Q1 2014 May 06, 2014
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.02% -581,905 -100.0% Q1 2014 May 15, 2014
TIAA CREF INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -550,780 -100.0% Q1 2014 May 13, 2014
Brandywine Global Investment Management, LLC History Closed out 0 0 0.05% -516,701 -100.0% Q1 2014 May 15, 2014
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -508,987 -100.0% Q1 2014 May 14, 2014
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -458,015 -100.0% Q1 2014 May 15, 2014
Invesco Ltd. History Closed out 0 0 0.0% -409,143 -100.0% Q1 2014 May 15, 2014
Phocas Financial Corp. History Closed out 0 0 0.38% -376,039 -100.0% Q1 2014 May 14, 2014
JPMORGAN CHASE & CO History Closed out 0 0 0.0% -335,817 -100.0% Q1 2014 May 15, 2014
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Closed out 0 0 0.0% -310,724 -100.0% Q1 2014 Apr 18, 2014
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.0% -309,348 -100.0% Q1 2014 May 15, 2014
MORGAN STANLEY History Closed out 0 0 0.0% -291,616 -100.0% Q1 2014 May 13, 2014
COMERICA BANK History Closed out 0 0 0.02% -279,510 -100.0% Q1 2014 May 15, 2014
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -275,880 -100.0% Q1 2014 May 15, 2014
GOLDMAN SACHS GROUP INC History Closed out 0 0 0.0% -274,025 -100.0% Q1 2014 May 15, 2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC History Closed out 0 0 0.01% -257,849 -100.0% Q1 2014 May 13, 2014
TWO SIGMA INVESTMENTS LLC History Closed out 0 0 0.01% -240,730 -100.0% Q1 2014 May 15, 2014
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.0% -238,588 -100.0% Q1 2014 May 13, 2014
PUBLIC SECTOR PENSION INVESTMENT BOARD History Closed out 0 0 0.02% -224,646 -100.0% Q1 2014 May 15, 2014
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.01% -212,926 -100.0% Q1 2014 May 08, 2014
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC History Closed out 0 0 0.02% -210,815 -100.0% Q1 2014 May 12, 2014
SANDLER ONEILL ASSET MANAGEMENT LLC History Closed out 0 0 0.25% -200,000 -100.0% Q1 2014 May 14, 2014
ROYAL BANK OF CANADA History Closed out 0 0 0.0% -169,585 -100.0% Q1 2014 May 15, 2014
CONNORS INVESTOR SERVICES INC History Closed out 0 0 0.39% -152,298 -100.0% Q1 2014 May 14, 2014
SEGALL BRYANT & HAMILL History Closed out 0 0 0.04% -142,465 -100.0% Q1 2014 May 15, 2014
CNA FINANCIAL CORP History Closed out 0 0 0.28% -132,900 -100.0% Q1 2014 May 15, 2014
CITIGROUP INC History Closed out 0 0 0.0% -123,157 -100.0% Q1 2014 May 15, 2014
VIRGINIA RETIREMENT SYSTEMS ET AL History Closed out 0 0 0.02% -105,900 -100.0% Q1 2014 May 14, 2014
State of Tennessee, Treasury Department History Closed out 0 0 0.01% -105,200 -100.0% Q1 2014 May 30, 2014
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -89,932 -100.0% Q1 2014 May 15, 2014
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 0.07% -86,994 -100.0% Q1 2014 May 15, 2014
ING INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -82,810 -100.0% Q1 2014 May 15, 2014
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -54,875 -100.0% Q1 2014 May 15, 2014
STIFEL FINANCIAL CORP History Closed out 0 0 0.01% -53,631 -100.0% Q1 2014 May 15, 2014
Nine Chapters Capital Management LLC History Closed out 0 0 0.06% -49,300 -100.0% Q1 2014 May 15, 2014
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC History Closed out 0 0 0.0% -48,095 -100.0% Q1 2014 May 23, 2014
TWO SIGMA ADVISERS, LLC History Closed out 0 0 0.0% -47,063 -100.0% Q1 2014 May 15, 2014
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.02% -46,123 -100.0% Q1 2014 May 15, 2014
UBS AG History Closed out 0 0 0.0% -45,282 -100.0% Q1 2014 May 16, 2014
WELLINGTON MANAGEMENT CO LLP History Closed out 0 0 0.0% -44,932 -100.0% Q1 2014 May 15, 2014
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 0.0% -44,100 -100.0% Q1 2014 May 15, 2014
PDT Partners, LLC History Closed out 0 0 0.01% -41,952 -100.0% Q1 2014 May 15, 2014
HBK INVESTMENTS L P History Closed out 0 0 0.01% -41,100 -100.0% Q1 2014 May 15, 2014
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 0.0% -40,600 -100.0% Q1 2014 May 14, 2014
BNP PARIBAS ARBITRAGE, SA History Closed out 0 0 0.0% -34,498 -100.0% Q1 2014 May 13, 2014
PineBridge Investments Ltd History Closed out 0 0 0.01% -28,093 -100.0% Q1 2014 May 14, 2014
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -27,495 -100.0% Q1 2014 May 14, 2014
PRICE T ROWE ASSOCIATES INC /MD/ History Closed out 0 0 0.0% -27,035 -100.0% Q1 2014 May 15, 2014
Janney Montgomery Scott LLC History Closed out 0 0 0.01% -26,192 -100.0% Q1 2014 May 14, 2014
KCG Holdings, Inc. History Closed out 0 0 0.0% -25,674 -100.0% Q1 2014 May 15, 2014
BRIDGEWAY CAPITAL MANAGEMENT INC History Closed out 0 0 0.01% -25,000 -100.0% Q1 2014 May 15, 2014
Princeton Alpha Management LP History Closed out 0 0 0.07% -21,741 -100.0% Q1 2014 Apr 17, 2014
SG Americas Securities, LLC History Closed out 0 0 0.0% -20,336 -100.0% Q1 2014 May 14, 2014
Commonwealth Equity Services, Inc History Closed out 0 0 0.0% -18,805 -100.0% Q1 2014 May 07, 2014
A.R.T. Advisors, LLC History Closed out 0 0 0.01% -18,464 -100.0% Q1 2014 May 15, 2014
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -18,243 -100.0% Q1 2014 May 16, 2014
Marshall Wace LLP History Closed out 0 0 0.0% -17,774 -100.0% Q1 2014 May 14, 2014
SUNTRUST BANKS INC History Closed out 0 0 0.0% -17,652 -100.0% Q1 2014 May 14, 2014
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.0% -17,467 -100.0% Q1 2014 May 15, 2014
VTL Associates, LLC History Closed out 0 0 0.01% -15,853 -100.0% Q1 2014 May 15, 2014
BARCLAYS PLC History Closed out 0 0 0.0% -15,693 -100.0% Q1 2014 May 15, 2014
Santa Fe Partners LLC History Closed out 0 0 0.02% -15,382 -100.0% Q1 2014 May 14, 2014
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -14,378 -100.0% Q1 2014 May 14, 2014
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.0% -13,000 -100.0% Q1 2014 May 14, 2014
CYPRESS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -12,853 -100.0% Q1 2014 May 16, 2014
Verition Fund Management LLC History Closed out 0 0 0.02% -12,588 -100.0% Q1 2014 May 14, 2014
OPPENHEIMER & CO INC History Closed out 0 0 0.0% -12,432 -100.0% Q1 2014 May 09, 2014
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -10,892 -100.0% Q1 2014 Apr 29, 2014
SAC Capital Advisors LP History Closed out 0 0 0.0% -10,857 -100.0% Q1 2014 May 15, 2014
LOEWS CORP History Closed out 0 0 0.0% -10,850 -100.0% Q1 2014 May 14, 2014
Summit Investment Advisors, Inc. History Closed out 0 0 0.01% -10,092 -100.0% Q1 2014 May 13, 2014
Kistler-Tiffany Companies, LLC History Closed out 0 0 0.07% -8,835 -100.0% Q1 2014 May 13, 2014
Legg Mason Investment Counsel, LLC History Closed out 0 0 0.0% -6,079 -100.0% Q1 2014 May 15, 2014
Tower Research Capital LLC History Closed out 0 0 0.01% -5,622 -100.0% Q1 2014 May 02, 2014
Index Management Solutions, LLC History Closed out 0 0 0.01% -5,069 -100.0% Q1 2014 May 15, 2014
PEOPLES FINANCIAL SERVICES CORP. History Closed out 0 0 0.04% -5,000 -100.0% Q1 2014 Apr 07, 2014
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -3,772 -100.0% Q1 2014 May 15, 2014
GLENMEDE TRUST CO NA History Closed out 0 0 0.0% -3,700 -100.0% Q1 2014 May 07, 2014
LADENBURG THALMANN FINANCIAL SERVICES INC History Closed out 0 0 0.0% -1,868 -100.0% Q1 2014 May 15, 2014
M&T BANK CORP History Closed out 0 0 0.0% -1,500 -100.0% Q1 2014 May 14, 2014
US BANCORP \DE\ History Closed out 0 0 0.0% -1,421 -100.0% Q1 2014 May 14, 2014
COLONY GROUP LLC History Closed out 0 0 0.0% -510 -100.0% Q1 2014 May 16, 2014
TAMRO Capital Partners LLC History Closed out 0 0 0.0% -462 -100.0% Q1 2014 May 07, 2014
Gemmer Asset Management LLC History Closed out 0 0 0.0% -167 -100.0% Q1 2014 May 23, 2014
Creative Planning History Closed out 0 0 -2 -100.0% Q1 2014 Apr 11, 2014