High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$103M +4,712% 905,778
2002
AllianceBernstein
AllianceBernstein
Tennessee
$103M +799% 232,834
2003
Citadel Advisors
Citadel Advisors
Florida
$103M +492% 1,678,762
2004
UBS Group
UBS Group
Switzerland
$103M +609% 2,148,380
2005
BG
Bahl & Gaynor
Ohio
$103M +40,481% 678,871
2006
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$103M +243% 766,437
2007
Nordea Investment Management
Nordea Investment Management
Sweden
$103M +377% 1,103,002
2008
Pacer Advisors
Pacer Advisors
Pennsylvania
$103M +11,506% 1,192,587
2009
JAM
Jupiter Asset Management
United Kingdom
$103M +111% 295,145
2010
Alyeska Investment Group
Alyeska Investment Group
Illinois
$103M +128% 655,251
2011
Neuberger Berman Group
Neuberger Berman Group
New York
$103M +298% 4,418,086
2012
AllianceBernstein
AllianceBernstein
Tennessee
$103M +1,016% 3,965,832
2013
Squarepoint
Squarepoint
New York
$103M +475% 682,816
2014
Amundi
Amundi
France
$103M +116% 703,891
2015
BC
Broadwater Capital
Massachusetts
$103M +17,447% 586,219
2016
BC
Broadwater Capital
Massachusetts
$103M +16,614% 560,401
2017
Allspring Global Investments
Allspring Global Investments
North Carolina
$103M +2,144% 4,051,893
2018
Alyeska Investment Group
Alyeska Investment Group
Illinois
$103M +136% 774,322
2019
Renaissance Technologies
Renaissance Technologies
New York
$103M +165% 1,246,900
2020
Citadel Advisors
Citadel Advisors
Florida
$103M +523% 1,168,891
2021
JP Morgan Chase
JP Morgan Chase
New York
$103M +278% 2,563,976
2022
LFG
Leverty Financial Group
Wisconsin
$103M +379% 178,604
2023
American Century Companies
American Century Companies
Missouri
$103M +1,099% 1,445,117
2024
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$103M +163% 476,336
2025
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$103M +437% 2,163,274