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Name Holding Trade Value Shares
Change
Change in
Stake
CIR
2001
Clear Investment Research
Georgia
$1K
CRWM
2002
Castle Rock Wealth Management
California
$1K +$1.11M +14,928 New
SC
2003
Sepio Capital
Utah
-$97M -1,340,878 Closed
Canada Life
2004
Canada Life
Manitoba, Canada
-$91.9M -1,323,648 Closed
IFP
2005
Independent Franchise Partners
United Kingdom
-$95.5M -1,319,722 Closed
PHS
2006
PFM Health Sciences
California
-$82.8M -1,144,699 Closed
HI
2007
Honeywell International
North Carolina
-$23.1M -318,896 Closed
First Manhattan
2008
First Manhattan
New York
-$16.3M -225,439 Closed
GCA
2009
Greenwood Capital Associates
South Carolina
-$7.05M -97,417 Closed
APFBOT
2010
Amica Pension Fund Board of Trustees
Rhode Island
-$6.77M -93,592 Closed
LCM
2011
Laurion Capital Management
New York
-$6.27M -84,209 Closed
HA
2012
Heartland Advisors
Wisconsin
-$5.1M -70,463 Closed
AI
2013
Atria Investments
North Carolina
-$4.73M -65,449 Closed
Capital Fund Management (CFM)
2014
Capital Fund Management (CFM)
France
-$4.82M -64,771 Closed
CC
2015
Claybrook Capital
Massachusetts
-$4.24M -58,549 Closed
IA
2016
Icon Advisers
Colorado
-$3.93M -54,374 Closed
DIA
2017
Dana Investment Advisors
Wisconsin
-$3.9M -53,980 Closed
SCM
2018
Sio Capital Management
New York
-$3.52M -48,737 Closed
PFT
2019
Providence First Trust
Arizona
-$3.11M -42,963 Closed
CCM
2020
Check Capital Management
California
-$2.88M -39,850 Closed
NP
2021
NorthRock Partners
Minnesota
-$2.53M -34,930 Closed
AWM
2022
Alterna Wealth Management
Texas
-$1.61M -33,163 Closed
HIH
2023
HRS Investment Holdings
New York
-$2.35M -32,500 Closed
EP
2024
Eversept Partners
New York
-$2.27M -31,400 Closed
CAI
2025
Capital Advisors Inc
Oklahoma
-$2.2M -30,413 Closed