High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
201
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$358M +7,717% 5,734,776
202
LPC
202
Lone Pine Capital
Connecticut
$358M +113% 2,401,713
203
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$356M +4,032% 17,439,670
204
DSA
204
Davis Selected Advisers
Arizona
$353M +113% 4,274,053
205
Janus Henderson Group
205
Janus Henderson Group
United Kingdom
$353M +20,671% 1,920,502
206
Barrow, Hanley, Mewhinney & Strauss
206
Barrow, Hanley, Mewhinney & Strauss
Texas
$352M +420% 4,887,044
207
AL
207
AJO LP
Pennsylvania
$348M +12,332% 3,273,787
208
Ameriprise
208
Ameriprise
Minnesota
$346M +108% 8,105,286
209
Invesco
209
Invesco
Georgia
$344M +460% 7,828,660
210
Lazard Asset Management
210
Lazard Asset Management
New York
$344M +116% 5,145,098
211
Boston Partners
211
Boston Partners
Massachusetts
$344M +305% 19,667,780
212
Morgan Stanley
212
Morgan Stanley
New York
$343M +137% 5,955,067
213
UBS Group
213
UBS Group
Switzerland
$342M +205% 19,229,906
214
Brown Advisory
214
Brown Advisory
Maryland
$341M +1,215% 2,564,515
215
Macquarie Group
215
Macquarie Group
Australia
$338M +113% 28,514,387
216
Franklin Resources
216
Franklin Resources
California
$337M +107% 7,428,741
217
Citadel Advisors
217
Citadel Advisors
Florida
$337M +288% 8,150,952
218
ECU
218
Egerton Capital (UK)
United Kingdom
$336M +329% 1,509,258
219
Nordea Investment Management
219
Nordea Investment Management
Sweden
$335M +247% 5,478,680
220
Deutsche Bank
220
Deutsche Bank
Germany
$335M +256% 11,058,056
221
Barclays
221
Barclays
United Kingdom
$334M +3,857% 6,437,031
222
Franklin Resources
222
Franklin Resources
California
$331M +118% 4,383,903
223
WP
223
Warburg Pincus
New York
$331M +132% 3,721,519
224
Barclays
224
Barclays
United Kingdom
$329M +415% 6,441,535
225
BBHC
225
Brown Brothers Harriman & Co
New York
$329M +102% 2,279,523