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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
JKHY icon
1026
Jack Henry & Associates
JKHY
$10.8B
Citadel Advisors
Citadel Advisors
Florida
$225M +535% 1,347,742 2
EXPE icon
1027
Expedia Group
EXPE
$32.2B
Fidelity Investments
Fidelity Investments
Massachusetts
$224M +242% 908,192 7
KMB icon
1028
Kimberly-Clark
KMB
$38B
Two Sigma Investments
Two Sigma Investments
New York
$224M +3,135% 2,050,786 4
MSI icon
1029
Motorola Solutions
MSI
$70.3B
Fidelity International
Fidelity International
Bermuda
$224M +4,413% 557,592 14
DHR icon
1030
Danaher
DHR
$141B
Corient Private Wealth
Corient Private Wealth
Florida
$224M +101% 1,018,996 12
PG icon
1031
Procter & Gamble
PG
$347B
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$224M +117% 1,518,237 9
LITE icon
1032
Lumentum
LITE
$60.3B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$224M +707% 871,249 3
MDB icon
1033
MongoDB
MDB
$27.1B
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$224M +611% 614,559 4
AMT icon
1034
American Tower
AMT
$79.1B
D.E. Shaw & Co
D.E. Shaw & Co
New York
$223M +818% 1,227,413 8
VRT icon
1035
Vertiv
VRT
$120B
Alkeon Capital Management
Alkeon Capital Management
New York
$223M +178% 1,283,110 6
MSFT icon
1036
Microsoft
MSFT
$2.87T
MSE
MUFG Securities EMEA
United Kingdom
$223M +144% 444,227 18
AMAT icon
1037
Applied Materials
AMAT
$463B
Marshall Wace
Marshall Wace
United Kingdom
$222M +625% 927,932 17
NFLX icon
1038
Netflix
NFLX
$317B
Primecap Management
Primecap Management
California
$222M +105% 2,060,710 16
IWB icon
1039
iShares Russell 1000 ETF
IWB
$48.6B
AC
Allstate Corporation
Illinois
$222M +125% 599,755 1
DIA icon
1040
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
Jane Street
Jane Street
New York
$222M +176% 469,043 4
GOOG icon
1041
Alphabet (Google) Class C
GOOG
$4.31T
JFG
Jefferies Financial Group
New York
$222M +10,927% 774,505 9
MGA icon
1042
Magna International
MGA
$17.6B
Fidelity International
Fidelity International
Bermuda
$222M +141% 4,535,705 1
SYK icon
1043
Stryker
SYK
$128B
1832 Asset Management
1832 Asset Management
Ontario, Canada
$222M +256% 608,120 8
FNDX icon
1044
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
KeyBank National Association
KeyBank National Association
Ohio
$221M +32,897% 8,266,612 1
SHW icon
1045
Sherwin-Williams
SHW
$82.6B
Balyasny Asset Management
Balyasny Asset Management
Illinois
$221M +53,827% 660,997 8
SHOP icon
1046
Shopify
SHOP
$160B
VOYA Investment Management
VOYA Investment Management
Georgia
$221M +8,456% 1,376,100 10
ADBE icon
1047
Adobe
ADBE
$90.3B
JSC
J. Stern & Co
United Kingdom
$221M +26,128% 649,545 6
WING icon
1048
Wingstop
WING
$4.24B
Fidelity Investments
Fidelity Investments
Massachusetts
$220M +182% 889,313 1
NVO
1049
Novo Nordisk
NVO
$218B
Voloridge Investment Management
Voloridge Investment Management
Florida
$220M +852% 4,302,126 2
MSFT icon
1050
Microsoft
MSFT
$2.87T
AAF
Andra AP-fonden
Sweden
$220M +355% 438,568 18