High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
UBS AM
UBS AM
Illinois
$134M +32,287% 1,883,282
2002
Winslow Capital Management
Winslow Capital Management
Minnesota
$134M +25,502% 163,470
2003
PCH
Polar Capital Holdings
United Kingdom
$134M +142% 2,165,780
2004
Ameriprise
Ameriprise
Minnesota
$134M +184% 2,463,071
2005
VPC
Vestal Point Capital
New York
$134M +134% 1,675,000
2006
Balyasny Asset Management
Balyasny Asset Management
Illinois
$133M +192% 928,821
2007
SG Americas Securities
SG Americas Securities
New York
$133M +3,829% 708,995
2008
Los Angeles Capital Management
Los Angeles Capital Management
California
$133M +819% 1,536,536
2009
Corient Private Wealth
Corient Private Wealth
Florida
$133M +106% 1,987,509
2010
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$133M +241% 214,270
2011
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$133M +197% 1,045,870
2012
1832 Asset Management
1832 Asset Management
Ontario, Canada
$133M +219% 842,500
2013
Acadian Asset Management
Acadian Asset Management
Massachusetts
$133M +131% 12,870,053
2014
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$133M +385% 583,002
2015
SG Americas Securities
SG Americas Securities
New York
$133M +139% 775,838
2016
JAM
Jupiter Asset Management
United Kingdom
$133M +508% 671,834
2017
JP Morgan Chase
JP Morgan Chase
New York
$133M +46,021% 4,017,200
2018
Nomura Holdings
Nomura Holdings
Japan
$133M +10,457% 492,830
2019
JP Morgan Chase
JP Morgan Chase
New York
$133M +323% 1,760,324
2020
LP
LMR Partners
United Kingdom
$132M +543% 215,880
2021
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$132M +275% 1,228,643
2022
DZ Bank
DZ Bank
Germany
$132M +863% 2,824,748
2023
Ameriprise
Ameriprise
Minnesota
$132M +105% 2,562,652
2024
Empower Advisory Group
Empower Advisory Group
Colorado
$132M +4,428% 1,948,557
2025
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$132M +261% 5,370,253