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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
30 Jun ‘17
OTEX icon
2001
Open Text
OTEX
$5.45B
4 88 84 28.8%
MOG.B icon
2002
Moog Inc Class B
MOG.B
$12.3B
4 4 0 441%
OUSM icon
2003
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$873M
4 5 1 85.9%
KRG icon
2004
Kite Realty
KRG
$5.83B
4 86 82 51.6%
OVLY icon
2005
Oak Valley Bancorp
OVLY
$280M
4 6 2 139%
SGC icon
2006
Superior Group of Companies
SGC
$201M
4 19 15 42.6%
CDL icon
2007
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$398M
4 9 5 86.8%
AEHR icon
2008
Aehr Test Systems
AEHR
$2.26B
4 7 3 1,820%
PCEF icon
2009
Invesco CEF Income Composite ETF
PCEF
$829M
4 28 24 14.1%
GLRE icon
2010
Greenlight Captial
GLRE
$552M
4 35 31 20.4%
PCTY icon
2011
Paylocity
PCTY
$6.59B
4 48 44 173%
HIFS icon
2012
Hingham Institution for Saving
HIFS
$632M
4 21 17 58.2%
JHX icon
2013
James Hardie Industries
JHX
$15B
4 16 12 63.5%
LPTH icon
2014
Lightpath Technologies
LPTH
$723M
4 10 6 327%
GCV
2015
Gabelli Convertible and Income Securities Fund
GCV
$94.5M
4 6 2 9.11%
DMRC icon
2016
Digimarc Corp
DMRC
$150M
4 24 20 83.3%
NCA icon
2017
Nuveen California Municipal Value Fund
NCA
$310M
4 13 9 8.78%
DQ
2018
Daqo New Energy
DQ
$801M
4 13 9 185%
GAIN icon
2019
Gladstone Investment Corp
GAIN
$658M
4 25 21 75.7%
JVA icon
2020
Coffee Holding Co
JVA
$20.2M
4 8 4 20.4%
ISCV icon
2021
iShares Morningstar Small-Cap Value ETF
ISCV
$681M
4 30 26 66.6%
FYC icon
2022
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.43B
4 15 11 215%
MG icon
2023
Mistras Group
MG
$523M
4 34 30 25.2%
FEMB icon
2024
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$356M
4 7 3 30.1%
POLA icon
2025
Polar Power
POLA
$6.04M
4 6 2 95.5%
79 80
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