High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
101
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$420M +178% 9,027,687
102
SAM
Southeastern Asset Management
Tennessee
$419M +395% 6,927,565
103
Deutsche Bank
Deutsche Bank
Germany
$419M +721% 6,420,870
104
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$411M +108% 3,659,378
105
Dodge & Cox
Dodge & Cox
California
$411M +78,154% 13,989,500
106
Jennison Associates
Jennison Associates
New York
$409M +273% 3,217,223
107
Dodge & Cox
Dodge & Cox
California
$409M +118,838% 2,970,949
108
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$409M +163% 11,925,000
109
Fidelity Investments
Fidelity Investments
Massachusetts
$408M +962% 1,976,224
110
EM
Elliott Management
New York
$404M +205% 1,357,500
111
CM
Corvex Management
New York
$401M +3,850% 12,753,503
112
Citadel Advisors
Citadel Advisors
Florida
$400M +640% 4,108,370
113
Goldman Sachs
Goldman Sachs
New York
$396M +333% 9,646,207
114
Goldman Sachs
Goldman Sachs
New York
$395M +153% 3,520,036
115
State Street
State Street
Massachusetts
$391M +350% 2,119,074
116
Allianz Asset Management
Allianz Asset Management
Germany
$390M +471% 11,218,199
117
SGAM
Smith Group Asset Management
Texas
$389M +1,208% 1,305,649
118
Principal Financial Group
Principal Financial Group
Iowa
$388M +1,629% 1,329,945
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$384M +163% 13,014,011
120
AllianceBernstein
AllianceBernstein
Tennessee
$382M +11,830% 12,186,731
121
JP Morgan Chase
JP Morgan Chase
New York
$379M +158% 11,253,076
122
JP Morgan Chase
JP Morgan Chase
New York
$379M +3,570% 14,568,817
123
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$375M +776% 12,732,780
124
MF
Magnetar Financial
Illinois
$374M +67,689% 5,103,040
125
DKCM
Davidson Kempner Capital Management
New York
$373M +120% 6,936,505