High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$117M +2,244% 765,873
2002
Simplex Trading
Simplex Trading
Illinois
$117M +589% 1,504,903
2003
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$117M +179% 6,298,239
2004
D.E. Shaw & Co
D.E. Shaw & Co
New York
$117M +101% 245,334
2005
BlackRock
BlackRock
New York
$117M +115% 521,945
2006
Morgan Stanley
Morgan Stanley
New York
$117M +156% 1,133,974
2007
Morgan Stanley
Morgan Stanley
New York
$117M +113% 6,095,216
2008
Morgan Stanley
Morgan Stanley
New York
$117M +210% 7,305,066
2009
Morgan Stanley
Morgan Stanley
New York
$116M +115% 2,973,308
2010
Morgan Stanley
Morgan Stanley
New York
$116M +160% 1,778,150
2011
Two Sigma Investments
Two Sigma Investments
New York
$116M +133% 1,205,802
2012
Adage Capital Partners
Adage Capital Partners
Massachusetts
$116M +452% 1,014,514
2013
MAWA
Moss Adams Wealth Advisors
Washington
$116M +40,574% 488,915
2014
AS
Altshuler Shaham
Israel
$116M +5,556% 542,705
2015
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$116M +107% 1,778,345
2016
N
Nuveen
North Carolina
$116M +272% 3,300,925
2017
Morgan Stanley
Morgan Stanley
New York
$116M +175% 1,118,474
2018
Citadel Advisors
Citadel Advisors
Florida
$116M +149% 2,804,258
2019
MSE
MUFG Securities EMEA
United Kingdom
$116M +4,172% 307,625
2020
RL
Ruffer LLP
United Kingdom
$115M +198% 6,385,566
2021
Osaic Holdings
Osaic Holdings
Arizona
$115M +393% 1,120,146
2022
Marshall Wace
Marshall Wace
United Kingdom
$115M +505% 800,844
2023
Principal Financial Group
Principal Financial Group
Iowa
$115M +397% 2,673,146
2024
First Trust Advisors
First Trust Advisors
Illinois
$115M +54,668% 5,133,895
2025
DZ Bank
DZ Bank
Germany
$115M +348% 261,526