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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Mar ‘23
HBNC icon
401
Horizon Bancorp
HBNC
$1.05B
12 57 45 84.3%
DSU icon
402
BlackRock Debt Strategies Fund
DSU
$601M
12 36 24 0.21%
CRSR icon
403
Corsair Gaming
CRSR
$1.39B
12 48 36 30.1%
CMTG icon
404
Claros Mortgage Trust
CMTG
$261M
12 35 23 84.1%
CERS icon
405
Cerus
CERS
$516M
12 62 50 13.8%
BGB
406
Blackstone Strategic Credit 2027 Term Fund
BGB
$505M
12 37 25 6.48%
ORRF icon
407
Orrstown Financial Services
ORRF
$842M
12 29 17 115%
FXZ icon
408
First Trust Materials AlphaDEX Fund
FXZ
$390M
12 72 60 28.5%
FET icon
409
Forum Energy Technologies
FET
$934M
12 22 10 227%
YEAR icon
410
AB Ultra Short Income ETF
YEAR
$1.52B
12 12 0 0.08%
PFFV icon
411
Global X Variable Rate Preferred ETF
PFFV
$305M
12 28 16 3.81%
PHR icon
412
Phreesia
PHR
$758M
12 68 56 62%
OBT icon
413
Orange County Bancorp
OBT
$520M
12 16 4 76.2%
MVBF icon
414
MVB Financial
MVBF
$392M
12 30 18 46.5%
GCOR icon
415
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$805M
12 21 9 4.08%
FXD icon
416
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
12 39 27 36.7%
FRST icon
417
Primis Financial Corp
FRST
$405M
12 39 27 69.6%
FRPH icon
418
FRP Holdings
FRPH
$425M
12 30 18 23.6%
BUI icon
419
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$713M
12 26 14 12.3%
CHI
420
Calamos Convertible Opportunities and Income Fund
CHI
$1.06B
12 39 27 24.9%
OVLY icon
421
Oak Valley Bancorp
OVLY
$281M
12 18 6 41%
NSSC icon
422
Napco Security Technologies
NSSC
$1.42B
12 69 57 5.4%
NAT icon
423
Nordic American Tanker
NAT
$1.31B
12 68 56 55.8%
CDL icon
424
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
12 28 16 39.2%
BTO
425
John Hancock Financial Opportunities Fund
BTO
$809M
12 26 14 33.7%
15 16
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