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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
ADPT icon
2601
Adaptive Biotechnologies
ADPT
$3.9B
11 37 26 401%
OEC icon
2602
Orion
OEC
$376M
11 27 16 76%
BF.A icon
2603
Brown-Forman Class A
BF.A
$13.2B
11 25 14 51.6%
FXO icon
2604
First Trust Financials AlphaDEX Fund
FXO
$1.15B
11 27 16 54.6%
USO icon
2605
United States Oil Fund
USO
$1.81B
11 50 39 73.7%
HSTM icon
2606
HealthStream
HSTM
$871M
11 25 14 10.2%
DRVN icon
2607
Driven Brands
DRVN
$2.45B
11 39 28 4.14%
CRNX icon
2608
Crinetics Pharmaceuticals
CRNX
$8.9B
11 34 23 136%
MCY icon
2609
Mercury Insurance
MCY
$5.9B
11 28 17 186%
SWBI icon
2610
Smith & Wesson
SWBI
$670M
11 33 22 10.4%
EWG icon
2611
iShares MSCI Germany ETF
EWG
$1.62B
11 31 20 47.7%
DIN icon
2612
Dine Brands
DIN
$442M
11 37 26 29.8%
CSR
2613
Centerspace
CSR
$917M
11 29 18 6.2%
UFOX
2614
Defiance Space and Connective Tech ETF
UFOX
$908M
11 22 11 141%
TR icon
2615
Tootsie Roll Industries
TR
$2.98B
11 29 18 30.2%
BWIN
2616
Baldwin Insurance Group
BWIN
$2.79B
11 32 21 20.1%
JQC icon
2617
Nuveen Credit Strategies Income Fund
JQC
$707M
11 27 16 8.43%
CMPR icon
2618
Cimpress
CMPR
$2.49B
11 24 13 28.4%
DOO
2619
Bombardier Recreational Products
DOO
$4.73B
11 32 21 10.1%
EZM icon
2620
WisdomTree US MidCap Fund
EZM
$965M
11 20 9 35.6%
TMP icon
2621
Tompkins Financial
TMP
$1.46B
11 26 15 68.6%
FIDU icon
2622
Fidelity MSCI Industrials Index ETF
FIDU
$2.4B
11 25 14 61.6%
GRFS
2623
Grifois
GRFS
$5.49B
11 20 9 30.2%
GRC icon
2624
Gorman-Rupp
GRC
$2.26B
11 18 7 141%
SCHK icon
2625
Schwab 1000 Index ETF
SCHK
$5.9B
11 25 14 61.4%
103 104
105
106 107