High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
2001
VWM
Venturi Wealth Management
Texas
$113M +324% 191,032
2002
Millennium Management
Millennium Management
New York
$113M +500% 4,981,728
2003
ICP
Ilex Capital Partners
United Kingdom
$113M +6,186% 465,019
2004
Pictet Asset Management
Pictet Asset Management
Switzerland
$113M +180% 1,576,799
2005
D.E. Shaw & Co
D.E. Shaw & Co
New York
$112M +381% 1,605,757
2006
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$112M +144% 1,554,648
2007
AM
AGF Management
Ontario, Canada
$112M +6,364% 726,531
2008
Morgan Stanley
Morgan Stanley
New York
$112M +113% 1,889,531
2009
Alyeska Investment Group
Alyeska Investment Group
Illinois
$112M +643% 961,890
2010
CHP
Castle Hook Partners
New York
$112M +370% 1,125,873
2011
Nomura Holdings
Nomura Holdings
Japan
$112M +230% 784,700
2012
AllianceBernstein
AllianceBernstein
Tennessee
$112M +1,976% 945,834
2013
Ameriprise
Ameriprise
Minnesota
$112M +258% 435,455
2014
Balyasny Asset Management
Balyasny Asset Management
Illinois
$112M +3,467% 1,288,924
2015
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$112M +146% 1,056,502
2016
ETC
Exchange Traded Concepts
Oklahoma
$112M +678% 1,871,442
2017
Pictet Asset Management
Pictet Asset Management
Switzerland
$112M +8,893% 1,299,730
2018
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$112M +175% 4,230,989
2019
CCM
Coldstream Capital Management
Washington
$112M +132% 595,017
2020
Balyasny Asset Management
Balyasny Asset Management
Illinois
$112M +2,158% 2,572,450
2021
PEAK6
PEAK6
Illinois
$111M +10,015,033% 300,451
2022
HF
HRT Financial
New York
$111M +1,529% 273,562
2023
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$111M +615% 2,632,954
2024
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$111M +2,174% 1,093,557
2025
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$111M +25,072% 1,371,939