High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
201
PC
Paulson & Co
New York
$271M +294% 1,529,300
202
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$271M +153% 15,580,750
203
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$271M +114% 5,571,636
204
Lazard Asset Management
Lazard Asset Management
New York
$268M +172% 1,764,233
205
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$267M +3,732% 3,655,838
206
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$267M +149% 3,288,756
207
SIG
Senator Investment Group
New York
$266M +151% 3,400,000
208
Goldman Sachs
Goldman Sachs
New York
$264M +204% 3,966,962
209
Fidelity Investments
Fidelity Investments
Massachusetts
$264M +802% 5,178,464
210
FCM
Farallon Capital Management
California
$262M +1,407% 919,914
211
VVP
Vulcan Value Partners
Alabama
$261M +327,276% 3,704,765
212
Macquarie Group
Macquarie Group
Australia
$261M +420% 915,084
213
JP Morgan Chase
JP Morgan Chase
New York
$261M +237% 2,682,150
214
UB
UMB Bank
Missouri
$261M +763% 5,027,204
215
PCM
Pentwater Capital Management
Florida
$260M +185% 3,335,000
216
Citigroup
Citigroup
New York
$260M +533% 7,078,600
217
CCM
Cadian Capital Management
New York
$259M +166% 8,676,462
218
Allianz Asset Management
Allianz Asset Management
Germany
$258M +211% 13,045,823
219
JP Morgan Chase
JP Morgan Chase
New York
$258M +152% 12,303,096
220
SC
Sculptor Capital
New York
$257M +114,439% 4,348,678
221
N
Natixis
France
$257M +106% 8,495,152
222
Capital World Investors
Capital World Investors
California
$255M +217% 3,868,916
223
Lazard Asset Management
Lazard Asset Management
New York
$255M +405% 9,222,680
224
SIM
SRS Investment Management
New York
$255M +400% 42,000,000
225
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$253M +1,074% 6,893,266