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Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net new
positions 		New positions Closed positions Return since
30 Sep ‘24
THC icon
101
Tenet Healthcare
THC
$21.5B
77 125 48 60.5%
T icon
102
AT&T
T
$166B
76 200 124 10.2%
ETN icon
103
Eaton
ETN
$179B
76 199 123 38.8%
VO icon
104
Vanguard Morningstar Mid-Cap ETF
VO
$110B
76 132 56 26.7%
TRV icon
105
Travelers Companies
TRV
$77.2B
76 172 96 58.1%
UL icon
106
Unilever
UL
$133B
76 137 61 15.5%
LEN icon
107
Lennar Class A
LEN
$20.5B
76 152 76 53.1%
PSA icon
108
Public Storage
PSA
$60.4B
75 147 72 11.1%
WELL icon
109
Welltower
WELL
$166B
75 136 61 79.9%
MKC icon
110
McCormick & Company Non-Voting
MKC
$14.2B
75 127 52 35.6%
SN icon
111
SharkNinja
SN
$26.2B
75 107 32 71.2%
SYK icon
112
Stryker
SYK
$133B
74 153 79 3.89%
GEHC icon
113
GE HealthCare
GEHC
$32.6B
74 155 81 23%
SPOT icon
114
Spotify
SPOT
$101B
74 143 69 32.9%
EQT icon
115
EQT Corp
EQT
$33.8B
74 155 81 47.5%
ACN icon
116
Accenture
ACN
$110B
73 189 116 49%
EIX icon
117
Edison International
EIX
$26.7B
73 134 61 20.3%
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$115B
72 139 67 24.3%
IWF icon
119
iShares Russell 1000 Growth ETF
IWF
$128B
72 136 64 32.6%
O icon
120
Realty Income
O
$59.2B
72 157 85 1.31%
EXC icon
121
Exelon
EXC
$46.6B
72 137 65 11.5%
PHM icon
122
Pultegroup
PHM
$24.6B
72 157 85 10%
IWO icon
123
iShares Russell 2000 Growth ETF
IWO
$15B
72 107 35 38.1%
MRSH
124
Marsh
MRSH
$90.1B
71 137 66 15.3%
REGN icon
125
Regeneron Pharmaceuticals
REGN
$82.2B
71 141 70 24.1%
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