High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
2001
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$101M -95% 3,990,570
2002
William Blair Investment Management
William Blair Investment Management
Illinois
$101M Closed 440,522
2003
Point72 Asset Management
Point72 Asset Management
Connecticut
$101M Closed 462,378
2004
LC
L1 Capital
Australia
$101M Closed 1,165,712
2005
SC
SRB Corp
Massachusetts
$101M Closed 963,433
2006
FAM
Fred Alger Management
New York
$101M -94% 2,962,696
2007
Franklin Resources
Franklin Resources
California
$101M -82% 5,841,388
2008
LC
L1 Capital
Australia
$101M Closed 3,689,988
2009
TAL
TIG Advisors LLC
New York
$101M Closed 4,462,862
2010
SW
SVB Wealth
Massachusetts
$101M -54% 915,331
2011
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$101M -60% 3,009,866
2012
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$101M -98% 3,097,003
2013
Invesco
Invesco
Georgia
$101M Closed 474,948
2014
OAC
OMERS Administration Corp
Ontario, Canada
$101M Closed 2,270,809
2015
CC
Carlson Capital
Texas
$101M Closed 1,075,000
2016
Osaic Holdings
Osaic Holdings
Arizona
$101M -55% 962,209
2017
Two Sigma Investments
Two Sigma Investments
New York
$101M Closed 1,031,965
2018
DKCM
Davidson Kempner Capital Management
New York
$101M Closed 4,441,260
2019
Neuberger Berman Group
Neuberger Berman Group
New York
$101M -65% 1,849,067
2020
Jane Street
Jane Street
New York
$100M Closed 1,322,392
2021
Artisan Partners
Artisan Partners
Wisconsin
$100M Closed 2,528,185
2022
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$100M -100% 1,912,276
2023
Neuberger Berman Group
Neuberger Berman Group
New York
$100M -96% 2,243,733
2024
SI
Standard Investments
New York
$100M Closed 1,235,334
2025
Victory Capital Management
Victory Capital Management
Texas
$100M -91% 70,678