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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
31 Dec ‘23
VLTO icon
1
Veralto
VLTO
$23.6B
937 972 35 17.8%
CRM icon
2
Salesforce
CRM
$197B
342 441 99 9.08%
IWM icon
3
iShares Russell 2000 ETF
IWM
$77B
332 430 98 39.9%
BA icon
4
Boeing
BA
$156B
323 444 121 24.4%
VZ icon
5
Verizon
VZ
$197B
265 377 112 25.8%
MCD icon
6
McDonald's
MCD
$170B
252 387 135 18.9%
XLK icon
7
State Street Technology Select Sector SPDR ETF
XLK
$125B
252 315 63 101%
ABT icon
8
Abbott
ABT
$178B
249 345 96 6.45%
ADBE icon
9
Adobe
ADBE
$95.1B
247 375 128 59.9%
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$106B
246 335 89 27.1%
TGT icon
11
Target
TGT
$71.5B
242 360 118 10.6%
VTV icon
12
Vanguard Morningstar Value ETF
VTV
$189B
238 301 63 47.5%
NVO
13
Novo Nordisk
NVO
$170B
232 291 59 62.8%
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$110B
231 276 45 38.7%
VB icon
15
Vanguard Morningstar Small-Cap ETF
VB
$78B
229 280 51 35.4%
COIN icon
16
Coinbase
COIN
$52.7B
228 280 52 14.9%
DIS icon
17
Walt Disney
DIS
$181B
227 374 147 16.3%
UNP icon
18
Union Pacific
UNP
$163B
220 339 119 11.7%
ACN icon
19
Accenture
ACN
$111B
213 303 90 48.5%
NOW icon
20
ServiceNow
NOW
$143B
213 321 108 1.95%
LMT icon
21
Lockheed Martin
LMT
$122B
210 318 108 16.5%
EMXC icon
22
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
210 250 40 80.5%
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$127B
208 271 63 64.8%
VO icon
24
Vanguard Morningstar Mid-Cap ETF
VO
$104B
208 271 63 37.3%
GLD icon
25
SPDR Gold Trust
GLD
$144B
207 287 80 104%
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