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Double-Down Report

Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction

Comparing Sep 30, 2026 vs prior quarter Jun 30, 2026
5,000 positions
Institution Stock Prior Shares Current Shares Change
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 CVSA Covista Inc. 16,558 255,550 +1443.4% +238,992
West Wealth Group, LLC 1923591 JPM Jpmorgan Chase & Co 3,202 49,379 +1442.1% +46,177
Walleye Capital LLC 1758720 DT Dynatrace, Inc. 25,980 400,051 +1439.8% +374,071
Savvy Advisors, Inc. 2003633 GOVT iShares U.S. Treasury Bond ETF 61,211 942,118 +1439.1% +880,907
NORDEA INVESTMENT MANAGEMENT AB 1218210 HST Host Hotels & Resorts, Inc. 85,124 1,307,523 +1436.0% +1,222,399
Walleye Capital LLC 1758720 ROL Rollins Inc 48,781 747,883 +1433.1% +699,102
Persistent Asset Partners Ltd 2056052 NBIS Nebius Group N.V. 7,158 109,722 +1432.9% +102,564
Quadrature Capital Ltd 1651424 AGI Alamos Gold Inc 59,174 906,974 +1432.7% +847,800
Walleye Capital LLC 1758720 DKS Dick's Sporting Goods, Inc. 21,127 323,691 +1432.1% +302,564
Lido Advisors, LLC 1650150 SPCX Space Exploration Technologies Corp 20,790 318,307 +1431.1% +297,517
Jefferies Financial Group Inc. 96223 VTR Ventas, Inc. 14,430 220,710 +1429.5% +206,280
Qube Research & Technologies Ltd 1729829 HL Hecla Mining Co 112,679 1,721,454 +1427.8% +1,608,775
Robeco Institutional Asset Management B.V. 1418773 HON Honeywell International Inc 8,458 129,095 +1426.3% +120,637
SG Capital Management LLC 1510099 TTMI Ttm Technologies Inc 34,397 524,696 +1425.4% +490,299
OSSIAM 1767471 LHX L3harris Technologies, Inc. 7,443 113,421 +1423.9% +105,978
BNP PARIBAS ARBITRAGE, SA 1166588 IHI iShares U.S. Medical Devices ETF 40,497 616,866 +1423.2% +576,369
MORGAN STANLEY 895421 BSCZ 155,274 2,363,687 +1422.3% +2,208,413
RENAISSANCE TECHNOLOGIES LLC 1037389 ORLY O Reilly Automotive Inc 107,610 1,637,110 +1421.3% +1,529,500
Coronation Fund Managers Ltd. 1594320 CRH Crh Public Ltd Co 19,103 290,601 +1421.2% +271,498
Connor, Clark & Lunn Investment Management Ltd. 1596800 DBX Dropbox, Inc. 51,776 787,218 +1420.4% +735,442
VICTORY CAPITAL MANAGEMENT INC 1040188 FIS Fidelity National Information Services, Inc. 453,715 6,889,682 +1418.5% +6,435,967
GQG Partners LLC 1697233 AMZN Amazon Com Inc 573,974 8,707,837 +1417.1% +8,133,863
OFI INVEST ASSET MANAGEMENT 1977602 OKE Oneok Inc 18,055 273,855 +1416.8% +255,800
MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 WING Wingstop Inc. 18,954 287,146 +1415.0% +268,192
PANAGORA ASSET MANAGEMENT INC 883677 FNF Fidelity National Financial, Inc. 21,283 322,306 +1414.4% +301,023
Verition Fund Management LLC 1454027 MSGE Madison Square Garden Entertainment Corp. 15,000 227,011 +1413.4% +212,011
Public Sector Pension Investment Board 1396318 TAP Molson Coors Beverage Co 45,805 693,018 +1413.0% +647,213
Jump Financial, LLC 1831577 MOS Mosaic Co 63,077 953,926 +1412.3% +890,849
PANAGORA ASSET MANAGEMENT INC 883677 SPGI S&P Global Inc. 3,082 46,607 +1412.2% +43,525
AMERICAN CENTURY COMPANIES INC 748054 FND Floor & Decor Holdings, Inc. 75,477 1,141,354 +1412.2% +1,065,877
CAPITAL FUND MANAGEMENT S.A. 1323645 PDD PDD Holdings Inc. 96,476 1,458,867 +1412.2% +1,362,391
Capstone Capital Management Ltd 2069260 INTW GraniteShares 2x Long INTC Daily ETF 47,610 719,632 +1411.5% +672,022
Russell Investments Group, Ltd. 1692234 PLNT Planet Fitness, Inc. 31,306 473,099 +1411.2% +441,793
Contrarius Group Holdings Ltd 2054801 GOOGL Alphabet Inc. 23,128 349,372 +1410.6% +326,244
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 DINO HF Sinclair Corp 22,277 336,135 +1408.9% +313,858
Employees Retirement System of Texas 1398739 CME Cme Group Inc. 10,356 156,227 +1408.6% +145,871
FMR LLC 315066 ROL Rollins Inc 101,170 1,525,872 +1408.2% +1,424,702
Laurion Capital Management LP 1390202 UBER Uber Technologies, Inc 15,985 240,974 +1407.5% +224,989
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 EQT EQT Corp 39,105 589,039 +1406.3% +549,934
PEAK6 LLC 1389958 MTCH Match Group, Inc. 26,300 395,900 +1405.3% +369,600
RENAISSANCE TECHNOLOGIES LLC 1037389 LRCX Lam Research Corp 31,600 475,661 +1405.3% +444,061
HRT FINANCIAL LP 1475597 MP MP Materials Corp. 24,429 367,587 +1404.7% +343,158
Walleye Capital LLC 1758720 VRTX Vertex Pharmaceuticals Inc 7,935 119,266 +1403.0% +111,331
Assenagon Asset Management S.A. 1546007 VIAV Viavi Solutions Inc. 375,256 5,639,752 +1402.9% +5,264,496
Candriam S.C.A. 1537014 ETSY Etsy Inc 21,807 327,541 +1402.0% +305,734
Qube Research & Technologies Ltd 1729829 CAH Cardinal Health Inc 113,257 1,699,637 +1400.7% +1,586,380
Simplify Asset Management Inc. 1846368 CTAP 100,000 1,500,000 +1400.0% +1,400,000
CAPITAL FUND MANAGEMENT S.A. 1323645 BIDU Baidu, Inc. 13,600 203,707 +1397.8% +190,107
Maytree Asset Management Ltd 1869683 MU Micron Technology Inc 912 13,660 +1397.8% +12,748
CITIGROUP INC 831001 CPB CAMPBELL'S Co 45,008 673,879 +1397.2% +628,871
Grantham, Mayo, Van Otterloo & Co. LLC 1352662 EQH Equitable Holdings, Inc. 67,325 1,007,387 +1396.3% +940,062
MARSHALL WACE, LLP 1318757 INGM Ingram Micro Holding Corp 140,725 2,105,115 +1395.9% +1,964,390
Assenagon Asset Management S.A. 1546007 IR Ingersoll Rand Inc. 17,713 264,839 +1395.2% +247,126
GenTrust, LLC 1697110 MUB iShares National Muni Bond ETF 42,089 629,124 +1394.7% +587,035
FORA Capital, LLC 1742435 WDC Western Digital Corp 4,329 64,684 +1394.2% +60,355
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938 TTAN ServiceTitan, Inc. 213,385 3,187,544 +1393.8% +2,974,159
Amundi 1330387 RMBS Rambus Inc 14,695 219,187 +1391.6% +204,492
Stonehage Fleming Financial Services Holdings Ltd 1786379 TSM Taiwan Semiconductor Manufacturing Co Ltd 12,948 193,110 +1391.4% +180,162
Walleye Capital LLC 1758720 NXT Nextpower Inc. 19,003 283,151 +1390.0% +264,148
ACADIAN ASSET MANAGEMENT LLC 916542 GILD Gilead Sciences, Inc. 102,866 1,532,634 +1389.9% +1,429,768
TCW GROUP INC 850401 COF Capital One Financial Corp 10,450 155,598 +1389.0% +145,148
Walleye Capital LLC 1758720 SNPS Synopsys Inc 12,981 193,191 +1388.3% +180,210
CenterBook Partners LP 1872738 INTC Intel Corp 10,357 153,514 +1382.2% +143,157
OMERS ADMINISTRATION Corp 1053321 KGS Kodiak Gas Services, Inc. 16,400 243,078 +1382.2% +226,678
RENAISSANCE TECHNOLOGIES LLC 1037389 WKC World Kinect Corp 52,886 783,586 +1381.7% +730,700
TEACHER RETIREMENT SYSTEM OF TEXAS 796848 SOLV Solventum Corp 18,384 272,076 +1380.0% +253,692
JANE STREET GROUP, LLC 1595888 EUFN iShares MSCI Europe Financials ETF 159,500 2,354,926 +1376.4% +2,195,426
Swedbank AB 946431 ILMN Illumina, Inc. 29,102 429,521 +1375.9% +400,419
BANK OF NOVA SCOTIA 9631 MKL Markel Group Inc. 757 11,171 +1375.7% +10,414
JPMORGAN CHASE & CO 19617 U Unity Software Inc. 537,269 7,924,600 +1375.0% +7,387,331
HB Wealth Management, LLC 1911253 VCRB VANGUARD CORE BOND ETF 15,991 235,580 +1373.2% +219,589
VICTORY CAPITAL MANAGEMENT INC 1040188 CHWY Chewy, Inc. 308,968 4,541,428 +1369.9% +4,232,460
LATHROP INVESTMENT MANAGEMENT CO 1124841 RSP Victory Portfolios II 6,676 98,082 +1369.2% +91,406
RENAISSANCE TECHNOLOGIES LLC 1037389 TROW Price T Rowe Group Inc 34,500 506,400 +1367.8% +471,900
Mirae Asset Global Investments Co., Ltd. 1569395 FERG Ferguson Enterprises Inc. 4,587 67,325 +1367.7% +62,738
Squarepoint Ops LLC 1642575 EW Edwards Lifesciences Corp 27,261 399,955 +1367.1% +372,694
DekaBank Deutsche Girozentrale 1456228 STE STERIS plc 32,863 481,805 +1366.1% +448,942
NATIXIS 1274981 CSX Csx Corp 49,409 724,002 +1365.3% +674,593
EDMOND DE ROTHSCHILD HOLDING S.A. 1649647 HONA Honeywell Aerospace Inc. 19,979 292,718 +1365.1% +272,739
Worth Asset Management, LLC 1927285 IVV iShares Core S&P 500 ETF 1,783 26,117 +1364.8% +24,334
Y-Intercept (Hong Kong) Ltd 1772875 GD General Dynamics Corp 3,624 53,071 +1364.4% +49,447
Quadrature Capital Ltd 1651424 FLMI Franklin Dynamic Municipal Bond ETF 58,241 851,795 +1362.5% +793,554
Walleye Capital LLC 1758720 DE Deere & Co 9,634 140,801 +1361.5% +131,167
Laurion Capital Management LP 1390202 AMZN Amazon Com Inc 5,000 73,075 +1361.5% +68,075
WHITTIER TRUST CO 1137881 SMMD iShares Russell 2500 ETF 40,115 586,200 +1361.3% +546,085
INTECH INVESTMENT MANAGEMENT LLC 1086318 ODFL Old Dominion Freight Line, Inc. 6,163 90,029 +1360.8% +83,866
MARSHALL WACE, LLP 1318757 CAKE Cheesecake Factory Inc 65,898 962,304 +1360.3% +896,406
Squarepoint Ops LLC 1642575 FITB Fifth Third Bancorp 64,296 938,663 +1359.9% +874,367
Amundi 1330387 AEIS Advanced Energy Industries Inc 5,870 85,621 +1358.6% +79,751
FIRST TRUST ADVISORS LP 1125816 VISN Vistance Networks, Inc. 995,545 14,520,886 +1358.6% +13,525,341
Banco Santander, S.A. 891478 BKR Baker Hughes Co 27,130 395,710 +1358.6% +368,580
Jump Financial, LLC 1831577 MAS Masco Corp 20,518 299,126 +1357.9% +278,608
GoalVest Advisory LLC 1839307 META Meta Platforms, Inc. 4,169 60,671 +1355.3% +56,502
Amundi 1330387 CLF Cleveland-Cliffs Inc. 144,190 2,095,656 +1353.4% +1,951,466
Walleye Capital LLC 1758720 CW Curtiss Wright Corp 4,412 64,012 +1350.9% +59,600
Walleye Capital LLC 1758720 RMBS Rambus Inc 20,515 297,608 +1350.7% +277,093
DekaBank Deutsche Girozentrale 1456228 TPR Tapestry, Inc. 11,272 163,354 +1349.2% +152,082
ACADIAN ASSET MANAGEMENT LLC 916542 RMBS Rambus Inc 16,889 244,557 +1348.0% +227,668
STATE STREET CORP 93751 URTH iShares MSCI World ETF 8,900 128,700 +1346.1% +119,800
Jump Financial, LLC 1831577 COST Costco Wholesale Corp 5,036 72,731 +1344.2% +67,695