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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘13
CTSH icon
101
Cognizant
CTSH
$29.6B
68 294 226 30.3%
AMAT icon
102
Applied Materials
AMAT
$341B
67 244 177 2,332%
CVS icon
103
CVS Health
CVS
$118B
67 492 425 29.4%
HRB icon
104
H&R Block
HRB
$5.92B
67 173 106 66.4%
ORLY icon
105
O'Reilly Automotive
ORLY
$71.6B
67 206 139 931%
UPS icon
106
United Parcel Service
UPS
$83.2B
67 425 358 6.9%
XRX icon
107
Xerox
XRX
$352M
67 231 164 91.6%
PRSU icon
108
Pursuit Attractions and Hospitality Inc
PRSU
$1.5B
67 88 21 110%
PNR icon
109
Pentair
PNR
$8.53B
66 200 134 2.47%
INTU icon
110
Intuit
INTU
$88.2B
65 231 166 333%
LLY icon
111
Eli Lilly
LLY
$1.12T
65 406 341 2,354%
PGR icon
112
Progressive
PGR
$124B
65 171 106 684%
CCL icon
113
Carnival Corporation Ltd
CCL
$35.6B
64 191 127 34.1%
WDC icon
114
Western Digital
WDC
$133B
64 234 170 462%
ATRO icon
115
Astronics
ATRO
$2.65B
63 90 27 164%
FLS icon
116
Flowserve
FLS
$9B
63 199 136 10.2%
NLY icon
117
Annaly Capital Management
NLY
$13.9B
63 214 151 53.8%
MCO icon
118
Moody's
MCO
$83.8B
62 181 119 516%
NTAP icon
119
NetApp
NTAP
$42.2B
62 217 155 422%
EW icon
120
Edwards Lifesciences
EW
$50.8B
61 173 112 704%
GPC icon
121
Genuine Parts
GPC
$18.4B
61 241 180 60.5%
HUM icon
122
Humana
HUM
$51.9B
61 204 143 319%
V icon
123
Visa
V
$750B
61 465 404 618%
AME icon
124
Ametek
AME
$57B
60 183 123 372%
BEN icon
125
Franklin Templeton
BEN
$15.9B
60 252 192 45.6%