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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
EHTH icon
3301
eHealth
EHTH
$40.3M
7 18 11 85.4%
CRBN icon
3302
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
7 16 9 56.4%
RSPD icon
3303
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$334M
7 20 13 22.4%
KVYO icon
3304
Klaviyo
KVYO
$4.8B
7 41 34 42.2%
BGRN icon
3305
iShares USD Green Bond ETF
BGRN
$502M
7 17 10 0.72%
ANNX icon
3306
Annexon
ANNX
$890M
7 20 13 19.6%
GLRE icon
3307
Greenlight Captial
GLRE
$519M
7 14 7 39.1%
THQ
3308
abrdn Healthcare Opportunities Fund
THQ
$787M
7 16 9 4.91%
IIM icon
3309
Invesco Value Municipal Income Trust
IIM
$593M
7 23 16 7.42%
PSNY icon
3310
Polestar Automotive Holding UK
PSNY
$2.06B
7 25 18 79%
NEWT icon
3311
NewtekOne
NEWT
$433M
7 16 9 8.7%
BJAN icon
3312
Innovator US Equity Buffer ETF January
BJAN
$348M
7 14 7 47.3%
CPS icon
3313
Cooper-Standard Automotive
CPS
$522M
7 17 10 50.5%
BCAT icon
3314
BlackRock Capital Allocation Term Trust
BCAT
$1.67B
7 16 9 6.69%
PAM icon
3315
Pampa Energía
PAM
$4.51B
7 21 14 69.7%
AWP
3316
abrdn Global Premier Properties Fund
AWP
$370M
7 18 11 3.01%
NBB icon
3317
Nuveen Taxable Municipal Income Fund
NBB
$453M
7 18 11 2.47%
ZVRA icon
3318
Zevra Therapeutics
ZVRA
$700M
7 14 7 80.8%
SMHI icon
3319
SEACOR Marine Holdings
SMHI
$256M
7 15 8 25.2%
GAM
3320
General American Investors Company
GAM
$1.59B
7 10 3 53.9%
FDD icon
3321
First Trust STOXX European Select Dividend Income Fund
FDD
$903M
7 17 10 68.8%
OGI
3322
Organigram Holdings
OGI
$135M
7 17 10 26.7%
MXI icon
3323
iShares Global Materials ETF
MXI
$356M
7 12 5 27.6%
ORN icon
3324
Orion Group Holdings
ORN
$416M
7 14 7 108%
WDIV icon
3325
State Street SPDR S&P Global Dividend ETF
WDIV
$279M
7 15 8 38.6%
131 132
133
134 135