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
30 Jun ‘18
2001
4 9 5 21.9%
2002
4 7 3 56.2%
2003
4 4 0 12.8%
HEEM icon
2004
iShares Currency Hedged MSCI Emerging Markets
HEEM
$195M
4 9 5 37.7%
2005
4 11 7 97.4%
2006
4 5 1 76.9%
2007
4 8 4 37.3%
2008
4 10 6 98.2%
2009
4 7 3 5.87%
2010
4 5 1 32.7%
BCV
2011
Bancroft Fund
BCV
$140M
4 8 4 8.96%
2012
4 6 2 21.3%
2013
4 7 3 15.1%
2014
4 6 2 24.9%
2015
4 8 4 12.5%
2016
4 5 1 77.6%
2017
4 11 7 73.9%
2018
4 7 3 15.3%
2019
4 7 3 3.82%
2020
4 7 3 89.2%
2021
4 7 3 152%
2022
4 8 4 98.4%
2023
4 12 8 89.9%
2024
4 5 1 98.9%
2025
4 4 0 58.1%
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