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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘18
FRST icon
226
Primis Financial Corp
FRST
$405M
11 12 1 8.35%
STEW
227
SRH Total Return Fund
STEW
$1.81B
11 17 6 82.9%
FYX icon
228
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
11 16 5 118%
GHM icon
229
Graham Corp
GHM
$1.28B
11 14 3 321%
MMU
230
Western Asset Managed Municipals Fund
MMU
$553M
11 18 7 20.2%
PML
231
PIMCO Municipal Income Fund II
PML
$496M
11 14 3 43%
OOMA icon
232
Ooma
OOMA
$578M
11 14 3 48.7%
FYC icon
233
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.4B
11 14 3 153%
CGBD icon
234
Carlyle Secured Lending
CGBD
$770M
11 16 5 34.3%
NKX icon
235
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$663M
11 14 3 8.62%
VIOG icon
236
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.13B
11 12 1 87.2%
VCV icon
237
Invesco California Value Municipal Income Trust
VCV
$526M
11 15 4 9.24%
QTTB icon
238
Q32 Bio
QTTB
$455M
11 26 15 95.8%
WEN icon
239
Wendy's
WEN
$1.42B
10 45 35 56.6%
BDN
240
Brandywine Realty Trust
BDN
$539M
10 31 21 81.5%
AZTA icon
241
Azenta
AZTA
$1.54B
10 38 28 2.45%
ESRT icon
242
Empire State Realty Trust
ESRT
$817M
10 31 21 72.4%
UVV icon
243
Universal Corp
UVV
$1.16B
10 34 24 29.6%
MMI icon
244
Marcus & Millichap
MMI
$1.17B
10 33 23 20.9%
EZPW icon
245
Ezcorp Inc
EZPW
$1.66B
10 22 12 124%
RWT
246
Redwood Trust
RWT
$588M
10 25 15 71.6%
MAGN
247
Magnera Corp
MAGN
$445M
10 16 6 95.1%
WASH icon
248
Washington Trust Bancorp
WASH
$746M
10 13 3 32.7%
BBSI icon
249
Barrett Business Services
BBSI
$760M
10 20 10 29.9%
EZM icon
250
WisdomTree US MidCap Fund
EZM
$956M
10 19 9 92%