Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds
holding 		Growth Growth % Return since
31 Dec ‘13
2001
677 +34 +5% 28.2%
2002
1,753 +88 +5% 71.5%
2003
459 +23 +5% 59.3%
INTU icon
2004
Intuit
INTU
$190B
539 +27 +5% 795%
2005
280 +14 +5% 91.6%
2006
120 +6 +5% 19.6%
2007
100 +5 +5% 5.16%
2008
80 +4 +5% 101%
2009
80 +4 +5% 33.8%
2010
60 +3 +5% 47.4%
DBE icon
2011
Invesco DB Energy Fund
DBE
$48.6M
40 +2 +5% 34.6%
2012
40 +2 +5% 14.3%
2013
20 +1 +5% 238%
2014
20 +1 +5% 360%
2015
20 +1 +5% 67.9%
2016
20 +1 +5% 397%
2017
20 +1 +5% 16.9%
2018
20 +1 +5% 253%
2019
1,062 +53 +5% 296%
2020
421 +21 +5% 46,407%
2021
181 +9 +5% 34%
2022
745 +37 +5% 254%
2023
443 +22 +5% 450%
2024
121 +6 +5% 587%
2025
222 +11 +5% 67.6%
79 80
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