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Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘13
APH icon
101
Amphenol
APH
$199B
68 198 130 1,346%
CTSH icon
102
Cognizant
CTSH
$27.7B
68 294 226 21.8%
PRSU
103
Pursuit Attractions and Hospitality Inc
PRSU
$1.34B
67 88 21 88.2%
CVS icon
104
CVS Health
CVS
$121B
67 492 425 31.9%
AMAT icon
105
Applied Materials
AMAT
$380B
67 244 177 2,608%
HRB icon
106
H&R Block
HRB
$6.44B
67 173 106 79.9%
ORLY icon
107
O'Reilly Automotive
ORLY
$73.1B
67 206 139 954%
UPS icon
108
United Parcel Service
UPS
$90.4B
67 425 358 1.09%
XRX icon
109
Xerox
XRX
$391M
67 231 164 90.7%
PNR icon
110
Pentair
PNR
$10.1B
66 200 134 21.7%
INTU icon
111
Intuit
INTU
$94B
65 231 166 350%
LLY icon
112
Eli Lilly
LLY
$1.08T
65 406 341 2,268%
PGR icon
113
Progressive
PGR
$129B
65 171 106 716%
WDC icon
114
Western Digital
WDC
$168B
64 234 170 635%
CCL icon
115
Carnival Corporation Ltd
CCL
$35.4B
64 191 127 35.7%
NLY icon
116
Annaly Capital Management
NLY
$17.3B
63 214 151 42.3%
FLS icon
117
Flowserve
FLS
$10.4B
63 199 136 4.01%
ATRO icon
118
Astronics
ATRO
$3.29B
63 90 27 229%
MCO icon
119
Moody's
MCO
$89B
62 181 119 555%
NTAP icon
120
NetApp
NTAP
$37.8B
62 217 155 368%
EW icon
121
Edwards Lifesciences
EW
$52.3B
61 173 112 729%
GPC icon
122
Genuine Parts
GPC
$19.1B
61 241 180 66.2%
V icon
123
Visa
V
$712B
61 465 404 585%
HUM icon
124
Humana
HUM
$47B
61 204 143 279%
BEN icon
125
Franklin Templeton
BEN
$17.7B
60 252 192 39.5%