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
PGP icon
2001
PIMCO Global StockPLUS & Income Fund
PGP
$93.8M
2 7 5 57.4%
PEX icon
2002
ProShares Global Listed Private Equity ETF
PEX
$10.1M
2 4 2 40.2%
PBHC icon
2003
Pathfinder Bancorp
PBHC
$105M
2 4 2 51.5%
PBD icon
2004
Invesco Global Clean Energy ETF
PBD
$111M
2 11 9 49.3%
OUSA icon
2005
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$730M
2 4 2 133%
OSPN icon
2006
OneSpan
OSPN
$648M
2 61 59 14.2%
ORMP icon
2007
Oramed Pharmaceuticals
ORMP
$172M
2 7 5 37.8%
OPY icon
2008
Oppenheimer Holdings
OPY
$1.1B
2 26 24 553%
NXDT icon
2009
NexPoint Diversified Real Estate Trust
NXDT
$266M
2 16 14 72.3%
NSYS icon
2010
Nortech Systems
NSYS
$30M
2 3 1 173%
NNVC icon
2011
NanoViricides
NNVC
$33.4M
2 8 6 97%
NMFC icon
2012
New Mountain Finance
NMFC
$624M
2 37 35 47.7%
NFRA icon
2013
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$2.97B
2 7 5 44.5%
NCTY icon
2014
The9 Ltd
NCTY
$52.2M
2 2 0 99.5%
NBTB icon
2015
NBT Bancorp
NBTB
$2.61B
2 45 43 86.2%
NAZ icon
2016
Nuveen Arizona Quality Municipal Income Fund
NAZ
$137M
2 6 4 33.5%
MYY icon
2017
ProShares Short MidCap400
MYY
$3.5M
2 5 3 74.2%
MUR icon
2018
Murphy Oil
MUR
$5.64B
2 125 123 56.1%
MSN icon
2019
Emerson Radio
MSN
$7.93M
2 3 1 55.1%
MORT icon
2020
VanEck Mortgage REIT Income ETF
MORT
$308M
2 11 9 62.2%
MNDO icon
2021
Mind CTI
MNDO
$18.6M
2 7 5 54.5%
MMSI icon
2022
Merit Medical Systems
MMSI
$5.2B
2 61 59 371%
MMD icon
2023
NYLIM MacKay DefinedTerm Muni Opportunities Fund
MMD
$256M
2 12 10 30.5%
MITK icon
2024
Mitek Systems
MITK
$712M
2 22 20 141%
MGYR icon
2025
Magyar Bancorp
MGYR
$125M
2 3 1 140%
79 80
81
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