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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘14
AZO icon
101
AutoZone
AZO
$50.3B
44 188 144 474%
MCO icon
102
Moody's
MCO
$83.1B
44 179 135 505%
GPC icon
103
Genuine Parts
GPC
$18.8B
44 236 192 57.2%
WAT icon
104
Waters Corp
WAT
$40.6B
44 176 132 281%
UNP icon
105
Union Pacific
UNP
$173B
43 481 438 211%
MANH icon
106
Manhattan Associates
MANH
$11.5B
42 109 67 462%
SJM icon
107
J.M. Smucker
SJM
$12.7B
42 233 191 22%
INTU icon
108
Intuit
INTU
$91.6B
41 230 189 331%
WRB icon
109
W.R. Berkley
WRB
$26.2B
40 131 91 473%
MRSH
110
Marsh
MRSH
$91.6B
40 224 184 289%
DXCM icon
111
DexCom
DXCM
$33.5B
39 98 59 757%
WMB icon
112
Williams Companies
WMB
$88.6B
38 284 246 78.4%
WYNN icon
113
Wynn Resorts
WYNN
$10.7B
38 193 155 53.3%
PGR icon
114
Progressive
PGR
$124B
37 164 127 783%
BALL icon
115
Ball Corp
BALL
$16.7B
37 161 124 130%
CAH icon
116
Cardinal Health
CAH
$55.6B
37 264 227 240%
HAS icon
117
Hasbro
HAS
$13.8B
37 176 139 75.6%
MGM icon
118
MGM Resorts International
MGM
$11B
37 131 94 68.7%
VLO icon
119
Valero Energy
VLO
$92.8B
37 301 264 507%
AIZ icon
120
Assurant
AIZ
$14.1B
36 144 108 339%
AYI icon
121
Acuity Brands
AYI
$10.8B
36 112 76 171%
CGNX icon
122
Cognex
CGNX
$10.6B
36 94 58 274%
HUM icon
123
Humana
HUM
$45.2B
36 195 159 234%
TRMB icon
124
Trimble
TRMB
$13.6B
36 152 116 49.8%
CNH
125
CNH Industrial
CNH
$17.4B
35 59 24 7.79%