I find the position of these "activist investors" odd. The Goog's corporate structure has always been odd in that they effectively don't sell voting rights. They'll let you in on the profit & loss, but that's it. If that doesn't tell you that you're not going to get details on their operations, I don't know what does. You bought these shares & only now you notice the lack of transparency? I don't think that I would want to announce that fact to the people that I reported to.
These are like the assholes that buy a house next to a power plant and then complain about the smell.
Don't get me wrong, the G sounds way out of line here. But I don't get the institutionals at all.