High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
101
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$357M +356% 1,970,300
102
Morgan Stanley
Morgan Stanley
New York
$356M +129% 7,198,410
103
SCM
Segantii Capital Management
Hong Kong
$355M +262% 16,998,500
104
Allianz Asset Management
Allianz Asset Management
Germany
$354M +375% 5,975,524
105
JP Morgan Chase
JP Morgan Chase
New York
$353M +121% 7,501,463
106
Allianz Asset Management
Allianz Asset Management
Germany
$352M +1,180% 9,533,084
107
U
UBS
Switzerland
$346M +467% 6,533,425
108
Bank of America
Bank of America
North Carolina
$342M +105% 8,634,824
109
Capital World Investors
Capital World Investors
California
$341M +208% 5,200,000
110
WRF
Waddell & Reed Financial
Kansas
$340M +400% 1,608,898
111
SC
Sculptor Capital
New York
$340M +4,246,876% 4,246,876
112
OH
Orbis Holdings
Bermuda
$338M +30,610% 6,795,689
113
Ameriprise
Ameriprise
Minnesota
$336M +935% 7,425,611
114
PP
Prudential plc
United Kingdom
$336M +671% 6,044,763
115
Fidelity Investments
Fidelity Investments
Massachusetts
$333M +306% 2,250,162
116
HCM
Highfields Capital Management
Massachusetts
$331M +245% 6,009,275
117
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$326M +311% 3,421,592
118
JP Morgan Chase
JP Morgan Chase
New York
$326M +113% 2,924,093
119
Brown Advisory
Brown Advisory
Maryland
$324M +57,418% 8,015,613
120
First Eagle Investment Management
First Eagle Investment Management
New York
$322M +25,179% 4,153,560
121
EM
Elliott Management
New York
$320M +521% 16,512,326
122
IC
Institutional Capital
Illinois
$319M +254% 2,598,997
123
Franklin Resources
Franklin Resources
California
$319M +139% 2,530,257
124
BA
BlackRock Advisors
Delaware
$319M +120% 6,557,828
125
IAM
Iridian Asset Management
Connecticut
$317M +107,654% 3,810,960