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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘22
AMPH icon
601
Amphastar Pharmaceuticals
AMPH
$850M
10 25 15 28.7%
ACCO icon
602
Acco Brands
ACCO
$399M
10 34 24 22.7%
CERT icon
603
Certara
CERT
$1.22B
10 41 31 50.2%
DLS icon
604
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
10 36 26 52.1%
JBSS icon
605
John B. Sanfilippo & Son
JBSS
$989M
10 24 14 4.03%
HSTM icon
606
HealthStream
HSTM
$829M
10 16 6 14.2%
OFIX icon
607
Orthofix Medical
OFIX
$424M
10 26 16 49.3%
FCG icon
608
First Trust Natural Gas ETF
FCG
$645M
10 34 24 21.5%
TRST
609
Trustco Bank Corp NY
TRST
$963M
10 23 13 50.4%
PXH icon
610
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.97B
10 37 27 65.6%
IAT icon
611
iShares US Regional Banks ETF
IAT
$687M
10 23 13 36.8%
RXT icon
612
Rackspace Technology
RXT
$1.18B
10 37 27 57.3%
PNTG icon
613
Pennant Group
PNTG
$1.34B
10 23 13 250%
WINA icon
614
Winmark
WINA
$1.24B
10 16 6 46.5%
IGR
615
CBRE Global Real Estate Income Fund
IGR
$709M
10 23 13 18.3%
PCEF icon
616
Invesco CEF Income Composite ETF
PCEF
$818M
10 20 10 13%
REI icon
617
Ring Energy
REI
$354M
10 22 12 44.7%
PMAY icon
618
Innovator US Equity Power Buffer ETF May
PMAY
$818M
10 22 12 49.9%
MHD icon
619
BlackRock MuniHoldings Fund
MHD
$604M
10 23 13 4.53%
PCYO icon
620
Pure Cycle
PCYO
$273M
10 20 10 8.11%
BHB icon
621
Bar Harbor Bankshares
BHB
$677M
10 17 7 26%
HIO
622
Western Asset High Income Opportunity Fund
HIO
$340M
10 18 8 9.62%
HFRO
623
Highland Opportunities and Income Fund
HFRO
$398M
10 18 8 30.2%
QQQX icon
624
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.51B
10 23 13 51.2%
OOMA icon
625
Ooma
OOMA
$553M
10 16 6 47.9%