High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
151
DSA
Davis Selected Advisers
Arizona
$363M +6,231% 21,576,460
152
D.E. Shaw & Co
D.E. Shaw & Co
New York
$362M +452% 2,641,127
153
ECU
Egerton Capital (UK)
United Kingdom
$362M +167% 7,268,972
154
Lazard Asset Management
Lazard Asset Management
New York
$361M +1,980% 6,135,971
155
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$361M +1,821% 2,398,621
156
Bank of America
Bank of America
North Carolina
$357M +172% 7,927,658
157
DCM
Dupont Capital Management
Delaware
$357M +257% 5,313,582
158
Fidelity Investments
Fidelity Investments
Massachusetts
$356M +167% 28,778,196
159
Allianz Asset Management
Allianz Asset Management
Germany
$355M +448% 3,569,078
160
JP Morgan Chase
JP Morgan Chase
New York
$355M +821% 3,035,589
161
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$354M +100% 20,579,529
162
Goldman Sachs
Goldman Sachs
New York
$353M +266% 7,236,159
163
DCM
Discovery Capital Management
Connecticut
$353M +982% 8,606,197
164
Viking Global Investors
Viking Global Investors
Connecticut
$351M +196% 10,146,151
165
Morgan Stanley
Morgan Stanley
New York
$350M +766% 5,690,135
166
AL
AJO LP
Pennsylvania
$350M +441% 20,368,150
167
DSA
Davis Selected Advisers
Arizona
$345M +2,687% 2,620,628
168
CS
Credit Suisse
Switzerland
$340M +1,097% 17,350,527
169
Ameriprise
Ameriprise
Minnesota
$339M +1,404% 4,748,448
170
VOYA Investment Management
VOYA Investment Management
Georgia
$339M +206% 8,269,106
171
PPFA
Provida Pension Fund Administrator
Chile
$339M +1,880% 9,460,882
172
CS
Credit Suisse
Switzerland
$336M +265% 7,423,479
173
Capital Research Global Investors
Capital Research Global Investors
California
$336M +134% 8,371,000
174
Citigroup
Citigroup
New York
$335M +69,856% 11,008,633
175
HSBC Holdings
HSBC Holdings
United Kingdom
$335M +242% 7,039,962