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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Jun ‘21
ESNT icon
51
Essent Group
ESNT
$6.08B
34 104 70 50.4%
MTDR icon
52
Matador Resources
MTDR
$6.46B
34 105 71 45%
ASH icon
53
Ashland
ASH
$3.45B
34 123 89 13.8%
WAFD icon
54
WaFd
WAFD
$2.76B
34 95 61 17.5%
LEA icon
55
Lear
LEA
$8.05B
34 165 131 31%
LKQ icon
56
LKQ Corp
LKQ
$6.22B
33 235 202 50.1%
LW icon
57
Lamb Weston
LW
$7.12B
32 218 186 35.8%
PFSI icon
58
PennyMac Financial
PFSI
$3.94B
32 88 56 22.9%
CVLT icon
59
Commault Systems
CVLT
$5.78B
31 107 76 78.4%
BOOT icon
60
Boot Barn
BOOT
$5.11B
31 113 82 101%
CAR icon
61
Avis
CAR
$4.9B
31 100 69 78%
FDN icon
62
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
31 169 138 19.7%
DHC
63
Diversified Healthcare Trust
DHC
$2.04B
31 92 61 101%
MKTX icon
64
MarketAxess Holdings
MKTX
$5.72B
30 223 193 64.9%
DDS icon
65
Dillards
DDS
$9.9B
30 65 35 250%
CDNA icon
66
CareDx
CDNA
$2.44B
30 104 74 48.6%
OGE icon
67
OGE Energy
OGE
$9.54B
30 143 113 37.2%
LNC icon
68
Lincoln National
LNC
$8.75B
30 234 204 27.3%
NSIT icon
69
Insight Enterprises
NSIT
$4.54B
30 103 73 54.7%
IRDM icon
70
Iridium Communications
IRDM
$5.23B
29 110 81 23.3%
OPLN
71
Openlane
OPLN
$4.58B
29 102 73 112%
BB icon
72
BlackBerry
BB
$5.18B
29 106 77 27.7%
CBU icon
73
Community Bank
CBU
$3.37B
29 86 57 15.4%
NEAR icon
74
iShares Short Maturity Bond ETF
NEAR
$4.88B
29 150 121 0.54%
KFY icon
75
Korn Ferry
KFY
$4.3B
29 94 65 15.3%