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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
MVBF icon
3151
MVB Financial
MVBF
$395M
8 9 1 35.2%
BRW
3152
Saba Capital Income & Opportunities Fund
BRW
$343M
8 13 5 12.6%
CCAP icon
3153
Crescent Capital BDC
CCAP
$416M
8 15 7 35.1%
ACIC icon
3154
American Coastal Insurance
ACIC
$531M
8 16 8 15.8%
ITIC
3155
Investors Title Co
ITIC
$546M
8 14 6 78.3%
XPH icon
3156
State Street SPDR S&P Pharmaceuticals ETF
XPH
$504M
8 19 11 68.2%
CET
3157
Central Securities Corp
CET
$1.62B
8 14 6 45.3%
CVM icon
3158
CEL-SCI Corp
CVM
$26.6M
8 16 8 98.1%
CGEN icon
3159
Compugen
CGEN
$216M
8 12 4 15.2%
CLPT icon
3160
ClearPoint Neuro
CLPT
$395M
8 14 6 93.8%
COM icon
3161
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
8 14 6 21.3%
PSNL icon
3162
Personalis
PSNL
$1.44B
8 15 7 544%
WNEB icon
3163
Western New England Bancorp
WNEB
$281M
8 11 3 55.7%
PDX
3164
PIMCO Dynamic Income Strategy Fund
PDX
$959M
8 18 10 4.74%
BSVO icon
3165
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.46B
8 12 4 41.7%
DIVB icon
3166
iShares Core Dividend ETF
DIVB
$1.73B
8 17 9 62.6%
VCEB icon
3167
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
8 11 3 2.6%
JHMD icon
3168
John Hancock Multifactor Developed International ETF
JHMD
$980M
8 10 2 41.8%
ROOT icon
3169
Root
ROOT
$954M
8 12 4 475%
MREO
3170
Mereo BioPharma
MREO
$48.4M
8 17 9 86.9%
TRVI icon
3171
Trevi Therapeutics
TRVI
$2.65B
8 12 4 1,292%
IPSC icon
3172
Century Therapeutics
IPSC
$353M
8 15 7 41%
NMCO icon
3173
Nuveen Municipal Credit Opportunities Fund
NMCO
$580M
8 18 10 5.02%
MKTW icon
3174
MarketWise
MKTW
$56.3M
8 14 6 61.3%
DUSA icon
3175
Davis Select US Equity ETF
DUSA
$1.28B
8 10 2 63.5%
125 126
127
128 129