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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘24
SMHI icon
2201
SEACOR Marine Holdings
SMHI
$216M
12 33 21 22%
WTMF icon
2202
WisdomTree Managed Futures Strategy Fund
WTMF
$237M
12 30 18 17.1%
RCS
2203
PIMCO Strategic Income Fund
RCS
$243M
12 25 13 32.4%
PPLT
2204
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
12 41 29 73.6%
UTES icon
2205
Virtus Reaves Utilities ETF
UTES
$1.4B
12 22 10 28.7%
PHI icon
2206
PLDT
PHI
$4.25B
12 35 23 11.1%
ORKA
2207
Oruka Therapeutics
ORKA
$5.56B
12 20 8 375%
PAXS
2208
PIMCO Access Income Fund
PAXS
$660M
12 26 14 8%
NRDS icon
2209
NerdWallet
NRDS
$584M
12 47 35 33.2%
SKYX icon
2210
SKYX Platforms
SKYX
$155M
12 17 5 0.86%
MRBK icon
2211
Meridian
MRBK
$236M
12 22 10 44.6%
MORN icon
2212
Morningstar
MORN
$6.56B
12 157 145 48.7%
MMTM icon
2213
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$181M
12 18 6 15.7%
MGPI icon
2214
MGP Ingredients
MGPI
$378M
12 73 61 55.1%
LXU icon
2215
LSB Industries
LXU
$881M
12 49 37 61.3%
UDEC
2216
Innovator US Equity Ultra Buffer ETF December
UDEC
$247M
12 23 11 18.8%
IYE icon
2217
iShares US Energy ETF
IYE
$1.74B
12 93 81 39%
ICLO icon
2218
Invesco AAA CLO Floating Rate Note ETF
ICLO
$510M
12 16 4 0.31%
IBM icon
2219
IBM
IBM
$202B
12 1,175 1,163 2.57%
TAL icon
2220
TAL Education Group
TAL
$5.71B
12 83 71 2.79%
HSTM icon
2221
HealthStream
HSTM
$793M
12 76 64 14.7%
HOFT icon
2222
Hooker Furnishings Corp
HOFT
$148M
12 31 19 1.86%
HIFS icon
2223
Hingham Institution for Saving
HIFS
$614M
12 37 25 9.93%
HHH icon
2224
Howard Hughes
HHH
$3.93B
12 97 85 14.3%
HGER icon
2225
Harbor Commodity All-Weather Strategy ETF
HGER
$3.66B
12 27 15 46.8%