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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘23
MHD icon
1001
BlackRock MuniHoldings Fund
MHD
$610M
3 34 31 2.9%
CBIO
1002
Crescent Biopharma
CBIO
$618M
3 13 10 86.8%
NMAI icon
1003
Nuveen Multi-Asset Income Fund
NMAI
$498M
3 23 20 29%
TMP icon
1004
Tompkins Financial
TMP
$1.45B
3 48 45 52.7%
IYK icon
1005
iShares US Consumer Staples ETF
IYK
$1.43B
3 84 81 12.1%
NXP icon
1006
Nuveen Select Tax-Free Income Portfolio
NXP
$904M
3 24 21 0.28%
ACIC icon
1007
American Coastal Insurance
ACIC
$461M
3 14 11 246%
EWI icon
1008
iShares MSCI Italy ETF
EWI
$1.08B
3 16 13 108%
IVOV icon
1009
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.38B
3 31 28 48.6%
DFEN icon
1010
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$424M
3 8 5 306%
FHTX icon
1011
Foghorn Therapeutics
FHTX
$385M
3 18 15 4.68%
HTT
1012
High Templar Tech Ltd
HTT
$391M
3 11 8 110%
DRUG
1013
Bright Minds Biosciences
DRUG
$765M
3 3 0 3,445%
IMMX icon
1014
Immix Biopharma
IMMX
$777M
3 4 1 500%
CATX icon
1015
Perspective Therapeutics
CATX
$354M
3 9 6 51.4%
XERS icon
1016
Xeris Biopharma Holdings
XERS
$1.52B
3 27 24 411%
NBR icon
1017
Nabors Industries
NBR
$1.35B
3 69 66 25.1%
ENOV icon
1018
Enovis
ENOV
$1.48B
3 89 86 52%
CTGO icon
1019
Contango Silver & Gold Inc
CTGO
$653M
3 7 4 31.6%
BRBS icon
1020
Blue Ridge Bankshares
BRBS
$336M
3 21 18 63.2%
COLL icon
1021
Collegium Pharmaceutical
COLL
$913M
3 66 63 17.3%
BKMC icon
1022
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$676M
3 7 4 54.9%
IGIC icon
1023
International General Insurance
IGIC
$1.14B
3 11 8 225%
GVLU icon
1024
Gotham 1000 Value ETF
GVLU
$297M
3 3 0 52.9%
XMAX
1025
XMAX Inc
XMAX
$565M
3 4 1 195%