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High Conviction Fund Buys

Fund buys of at least $100M where the fund at least doubled its position.

Stock Fund Market Value Change
in Stake
Shares HC Buyers
FERG icon
1
Ferguson
FERG
$44.7B
Vanguard Group
Vanguard Group
Pennsylvania
$2.17B +259% 18,647,616 2
TEAM icon
2
Atlassian
TEAM
$22B
Vanguard Group
Vanguard Group
Pennsylvania
$2.04B +1,739% 12,799,917 2
VZ icon
3
Verizon
VZ
$194B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B +256% 34,553,565 1
USB icon
4
US Bancorp
USB
$99.6B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B +912% 29,521,176 1
LRCX icon
5
Lam Research
LRCX
$382B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.18B +507% 28,313,810 1
FIS icon
6
Fidelity National Information Services
FIS
$21.5B
Dodge & Cox
Dodge & Cox
California
$1.16B +166% 16,376,810 2
IEF icon
7
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
Charles Schwab
Charles Schwab
California
$1.04B +2,420% 10,880,712 1
FERG icon
8
Ferguson
FERG
$44.7B
BlackRock
BlackRock
New York
$883M +1,331% 7,581,255 2
KHC icon
9
Kraft Heinz
KHC
$30.4B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$703M +1,835% 18,518,584 1
MPWR icon
10
Monolithic Power Systems
MPWR
$65.5B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$685M +109% 1,907,764 1
MU icon
11
Micron Technology
MU
$1.04T
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$672M +411% 12,286,893 1
LQD icon
12
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
MIM
MetLife Investment Management
New Jersey
$651M +276% 6,218,000 1
WRB icon
13
W.R. Berkley
WRB
$28B
Morgan Stanley
Morgan Stanley
New York
$639M +427% 13,247,330 1
COR icon
14
Cencora
COR
$60.3B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$628M +2,005% 3,973,094 1
KMI icon
15
Kinder Morgan
KMI
$73.1B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$616M +1,353% 34,269,435 1
ICE icon
16
Intercontinental Exchange
ICE
$82.4B
Harris Associates
Harris Associates
Illinois
$604M +171% 6,060,367 1
FISV
17
Fiserv Inc
FISV
$27.2B
Morgan Stanley
Morgan Stanley
New York
$564M +131% 5,666,145 1
MKL icon
18
Markel Group
MKL
$25B
Morgan Stanley
Morgan Stanley
New York
$551M +521% 445,182 1
ACWI icon
19
iShares MSCI ACWI ETF
ACWI
$32.6B
Morgan Stanley
Morgan Stanley
New York
$536M +164% 6,369,172 1
ORLY icon
20
O'Reilly Automotive
ORLY
$72.4B
Morgan Stanley
Morgan Stanley
New York
$512M +114% 9,531,240 1
IT icon
21
Gartner
IT
$9.41B
Morgan Stanley
Morgan Stanley
New York
$507M +271% 1,571,413 1
PLD icon
22
Prologis
PLD
$138B
Ameriprise
Ameriprise
Minnesota
$504M +202% 4,548,471 1
TFX icon
23
Teleflex
TFX
$5.85B
Morgan Stanley
Morgan Stanley
New York
$500M +536% 2,267,889 1
ILMN icon
24
Illumina
ILMN
$29.4B
AllianceBernstein
AllianceBernstein
Tennessee
$489M +146% 2,359,200 2
AMGN icon
25
Amgen
AMGN
$203B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$484M +158% 1,806,456 1