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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 Dec ‘21
HTB
2001
HomeTrust Bancshares
HTB
$818M
9 36 27 57.2%
QPX icon
2002
AdvisorShares Q Dynamic Growth ETF
QPX
$31.7M
9 11 2 52.3%
XPOF icon
2003
Xponential Fitness
XPOF
$265M
9 19 10 69.1%
VIAV icon
2004
Viavi Solutions
VIAV
$9.75B
9 102 93 124%
SYY icon
2005
Sysco
SYY
$39.7B
9 489 480 5.81%
ODFL icon
2006
Old Dominion Freight Line
ODFL
$48.5B
9 273 264 30%
HCC icon
2007
Warrior Met Coal
HCC
$4.23B
9 65 56 211%
PSF icon
2008
Cohen & Steers Select Preferred & Income Fund
PSF
$235M
9 17 8 27.2%
AGNC icon
2009
AGNC Investment
AGNC
$12.3B
9 173 164 29.6%
OKUR
2010
OnKure Therapeutics
OKUR
$166M
9 14 5 95.2%
RVLV icon
2011
Revolve Group
RVLV
$1.79B
9 88 79 55.4%
QHY
2012
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$238M
9 19 10 12.9%
PLSE icon
2013
Pulse Biosciences
PLSE
$2.09B
9 20 11 104%
FDIQ
2014
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$51M
9 14 5 10.9%
CHW
2015
Calamos Global Dynamic Income Fund
CHW
$544M
9 28 19 14.5%
WLFC icon
2016
Willis Lease Finance
WLFC
$1.65B
9 18 9 450%
PAYO icon
2017
Payoneer
PAYO
$2.41B
9 33 24 3.13%
PTIN icon
2018
Pacer Trendpilot International ETF
PTIN
$180M
8 18 10 24.2%
PFO
2019
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
8 16 8 29.2%
PAMC icon
2020
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$54.5M
8 10 2 50.6%
OPFI icon
2021
OppFi
OPFI
$770M
8 14 6 98.7%
OBT icon
2022
Orange County Bancorp
OBT
$505M
8 11 3 87.5%
REPX icon
2023
Riley Exploration Permian
REPX
$770M
8 16 8 83.6%
NTNX icon
2024
Nutanix
NTNX
$14.9B
8 104 96 72.8%
NTLA icon
2025
Intellia Therapeutics
NTLA
$1.5B
8 126 118 90.9%
79 80
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