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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
NRDY icon
1951
Nerdy
NRDY
$107M
15 31 16 48%
PTL icon
1952
Inspire 500 ETF
PTL
$873M
15 19 4 31%
NL icon
1953
NLI Holdings
NL
$284M
15 28 13 25.2%
MESO
1954
Mesoblast
MESO
$1.99B
15 21 6 22.7%
VIOV icon
1955
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
15 65 50 25%
UDR icon
1956
UDR
UDR
$12.9B
15 184 169 8.8%
IYC icon
1957
iShares US Consumer Discretionary ETF
IYC
$1.12B
15 72 57 0.67%
IBTO icon
1958
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$472M
15 24 9 0.72%
TBLA icon
1959
Taboola.com
TBLA
$1.32B
15 49 34 32.1%
HOWL icon
1960
Werewolf Therapeutics
HOWL
$20.8M
15 29 14 71.1%
HOPE icon
1961
Hope Bancorp
HOPE
$1.72B
15 83 68 9.44%
NUEM icon
1962
Nuveen ESG Emerging Markets Equity ETF
NUEM
$367M
15 38 23 37.4%
HLT icon
1963
Hilton Worldwide
HLT
$74B
15 363 348 31.5%
HLAL icon
1964
Wahed FTSE USA Shariah ETF
HLAL
$905M
15 21 6 32%
SLDB icon
1965
Solid Biosciences
SLDB
$771M
15 35 20 95.8%
GDV icon
1966
Gabelli Dividend & Income Trust
GDV
$2.6B
15 58 43 23.1%
LNZA icon
1967
LanzaTech
LNZA
$61.3M
15 26 11 96%
FLTR icon
1968
VanEck IG Floating Rate ETF
FLTR
$2.93B
15 81 66 0.55%
ORRF icon
1969
Orrstown Financial Services
ORRF
$836M
15 50 35 16.3%
NRC icon
1970
NRC Health Common Stock
NRC
$474M
15 54 39 19.3%
CBRE icon
1971
CBRE Group
CBRE
$40.8B
15 342 327 6.22%
CBAN icon
1972
Colony Bankcorp
CBAN
$462M
15 38 23 35.3%
BNDW icon
1973
Vanguard Total World Bond ETF
BNDW
$1.88B
15 38 23 0.92%
KGC icon
1974
Kinross Gold
KGC
$28.5B
15 162 147 157%
ENFR icon
1975
Alerian Energy Infrastructure ETF
ENFR
$504M
15 32 17 29.9%