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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2001
Kozak & Associates
Colorado
$416 +$422 +1 New
3FI
2002
3 Factor Indexing
California
$408
WBC
2003
West Branch Capital
Massachusetts
$408
HI
2004
Hoey Investments
Pennsylvania
$408 +$422 +1 New
TCA
2005
Trifecta Capital Advisors
Illinois
$408 +$422 +1 New
CFD
2006
Creative Financial Designs
Indiana
$407 -$422 -1 -50%
RJA
2007
Ross\Johnson & Associates
Minnesota
$407
MFS
2008
Montgomery Financial Services
Maryland
$407 +$422 +1 New
TCM
2009
Timbuktu Capital Management
Massachusetts
$407 +$422 +1 New
CI
2010
Cordant Inc
Oregon
$123
MRG
2011
Milestone Resources Group
British Virgin Islands
-$212M -498,893 Closed
Holocene Advisors
2012
Holocene Advisors
New York
-$147M -344,482 Closed
Artisan Partners
2013
Artisan Partners
Wisconsin
-$72.7M -170,895 Closed
BI
2014
BlueSpruce Investments
Illinois
-$60.7M -142,795 Closed
Tudor Investment Corp
2015
Tudor Investment Corp
Connecticut
-$56.9M -134,631 Closed
HCM
2016
Himalaya Capital Management
Washington
-$51.7M -121,463 Closed
MG
2017
Marex Group
-$42.7M -100,434 Closed
LP
2018
Longaeva Partners
Illinois
-$39.5M -92,917 Closed
SFG
2019
Sather Financial Group
Texas
-$32.4M -76,152 Closed
SCP
2020
Sandhill Capital Partners
New York
-$30.7M -72,194 Closed
TI
2021
Trexquant Investment
Connecticut
-$25M -58,755 Closed
N
2022
Natixis
France
-$23.7M -55,792 Closed
NMIFOAC
2023
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$22.5M -52,800 Closed
PAMP
2024
Polar Asset Management Partners
Ontario, Canada
-$18M -42,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2025
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$15.6M -36,750 Closed