High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$113M +443% 883,757
2002
Jane Street
Jane Street
New York
$113M +3,559% 229,279
2003
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$113M +862% 1,126,363
2004
Two Sigma Investments
Two Sigma Investments
New York
$113M +240% 5,889,542
2005
Wellington Management Group
Wellington Management Group
Massachusetts
$113M +142% 2,547,029
2006
Macquarie Group
Macquarie Group
Australia
$113M +272% 1,028,175
2007
Neuberger Berman Group
Neuberger Berman Group
New York
$113M +110% 1,369,306
2008
1832 Asset Management
1832 Asset Management
Ontario, Canada
$113M +412% 247,950
2009
Citadel Advisors
Citadel Advisors
Florida
$113M +278% 786,162
2010
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$113M +129% 1,215,780
2011
VWM
Venturi Wealth Management
Texas
$113M +324% 191,032
2012
Millennium Management
Millennium Management
New York
$113M +500% 4,981,728
2013
ICP
Ilex Capital Partners
United Kingdom
$113M +6,186% 465,019
2014
Pictet Asset Management
Pictet Asset Management
Switzerland
$113M +180% 1,576,799
2015
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M +381% 1,605,757
2016
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$112M +144% 1,554,648
2017
AM
AGF Management
Ontario, Canada
$112M +6,364% 726,531
2018
Morgan Stanley
Morgan Stanley
New York
$112M +113% 1,889,531
2019
Alyeska Investment Group
Alyeska Investment Group
Illinois
$112M +643% 961,890
2020
CHP
Castle Hook Partners
New York
$112M +370% 1,125,873
2021
Nomura Holdings
Nomura Holdings
Japan
$112M +230% 784,700
2022
AllianceBernstein
AllianceBernstein
Tennessee
$112M +1,976% 945,834
2023
Ameriprise
Ameriprise
Minnesota
$112M +258% 435,455
2024
Balyasny Asset Management
Balyasny Asset Management
Illinois
$112M +3,467% 1,288,924
2025
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$112M +146% 1,056,502