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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘17
RNR icon
251
RenaissanceRe
RNR
$14.2B
26 125 99 152%
SNY icon
252
Sanofi
SNY
$95.5B
26 171 145 20%
WAT icon
253
Waters Corp
WAT
$42.2B
26 201 175 139%
AJG icon
254
Arthur J. Gallagher & Co
AJG
$60B
25 195 170 280%
ALLY icon
255
Ally Financial
ALLY
$11.5B
25 141 116 56.1%
BR icon
256
Broadridge
BR
$18.8B
25 196 171 106%
BRKR icon
257
Bruker
BRKR
$8.56B
25 82 57 88.9%
CMCSA icon
258
Comcast
CMCSA
$72.9B
25 651 626 46.6%
CPRT icon
259
Copart
CPRT
$24.8B
25 140 115 212%
DVA icon
260
DaVita
DVA
$11.6B
25 179 154 206%
FTV icon
261
Fortive
FTV
$17.5B
25 295 270 29.6%
HOG icon
262
Harley-Davidson
HOG
$2.83B
25 179 154 43.7%
IVW icon
263
iShares S&P 500 Growth ETF
IVW
$79.8B
25 232 207 303%
NTRS icon
264
Northern Trust
NTRS
$30.9B
25 215 190 83.9%
PRAA icon
265
PRA Group
PRAA
$762M
25 88 63 29.4%
SLG icon
266
SL Green Realty
SLG
$3.42B
25 140 115 50.8%
SSO icon
267
ProShares Ultra S&P500
SSO
$9.08B
25 41 16 495%
STE icon
268
Steris
STE
$21.5B
25 126 101 149%
VDE icon
269
Vanguard Energy ETF
VDE
$11.1B
25 95 70 97.3%
VFC icon
270
VF Corp
VFC
$6.25B
25 290 265 73.4%
IEX icon
271
IDEX
IEX
$17.4B
25 136 111 94%
AIZ icon
272
Assurant
AIZ
$13.3B
24 143 119 183%
DBEF icon
273
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.24B
24 83 59 77.1%
ICLR icon
274
Icon
ICLR
$12.7B
24 114 90 44.9%
IWB icon
275
iShares Russell 1000 ETF
IWB
$49.6B
24 186 162 204%