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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 ‘16
FRBA icon
2001
First Bank
FRBA
$439M
2 3 1 152%
EXTR icon
2002
Extreme Networks
EXTR
$4.3B
2 54 52 958%
SMMU icon
2003
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.13B
2 8 6 0.38%
IRD
2004
Opus Genetics
IRD
$315M
2 7 5 97.6%
TSBK icon
2005
Timberland Bancorp
TSBK
$342M
2 8 6 245%
PSO icon
2006
Pearson
PSO
$10.6B
2 35 33 40.4%
CGO
2007
Calamos Global Total Return Fund
CGO
$131M
2 12 10 20.9%
HPS
2008
John Hancock Preferred Income Fund III
HPS
$462M
2 13 11 23.9%
SEVN
2009
Seven Hills Realty Trust
SEVN
$191M
2 10 8 54.5%
BP icon
2010
BP
BP
$105B
2 290 288 60.8%
BLKB icon
2011
Blackbaud
BLKB
$1.43B
2 84 82 50.7%
SPYX icon
2012
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.76B
2 2 0 272%
NMFC icon
2013
New Mountain Finance
NMFC
$660M
2 37 35 44.7%
INUV icon
2014
Inuvo
INUV
$20.7M
2 10 8 92.9%
PMO
2015
Putnam Municipal Opportunities Trust
PMO
$293M
2 16 14 15.9%
WEA
2016
Western Asset Premier Bond Fund
WEA
$126M
2 13 11 15.3%
LSBK icon
2017
Lake Shore Bancorp
LSBK
$134M
2 3 1 28.2%
IWL icon
2018
iShares Russell Top 200 ETF
IWL
$2.2B
2 9 7 296%
RICK icon
2019
RCI Hospitality Holdings
RICK
$203M
2 19 17 199%
PGP
2020
PIMCO Global StockPLUS & Income Fund
PGP
$100M
2 7 5 54.4%
ASPN icon
2021
Aspen Aerogels
ASPN
$429M
2 16 14 15.1%
NAZ icon
2022
Nuveen Arizona Quality Municipal Income Fund
NAZ
$162M
2 6 4 21.1%
PRPO icon
2023
Precipio
PRPO
$42.9M
2 4 2 99.5%
PBHC icon
2024
Pathfinder Bancorp
PBHC
$102M
2 4 2 47.9%
FORTY
2025
Formula Systems
FORTY
$1.7B
2 3 1 –
79 80
81
82 83