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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
Fifth Third Securities, Inc. 73956 ACWX iShares MSCI ACWI ex U.S. ETF 14,281 108,365 +658.8% +94,084
UBS Group AG 1610520 MMED MiniMed Group, Inc. 413,416 3,136,650 +658.7% +2,723,234
Squarepoint Ops LLC 1642575 LIVN LivaNova PLC 17,242 130,806 +658.6% +113,564
MORGAN STANLEY 895421 VIXM 76,401 579,333 +658.3% +502,932
Cullen Capital Management, LLC 1362535 NU Nu Holdings Ltd. 162,115 1,229,161 +658.2% +1,067,046
Erste Asset Management GmbH 2024532 EMR Emerson Electric Co 32,277 244,665 +658.0% +212,388
JANE STREET GROUP, LLC 1595888 CWB State Street(R) SPDR(R) Bloomberg Convertible Securities ETF 14,500 109,893 +657.9% +95,393
Verition Fund Management LLC 1454027 NXST Nexstar Media Group, Inc. 11,714 88,758 +657.7% +77,044
MUFG Securities EMEA plc 1597694 SYY Sysco Corp 18,754 142,087 +657.6% +123,333
FIL Ltd 318989 BZ Kanzhun Ltd 3,291,127 24,934,734 +657.6% +21,643,607
Walleye Capital LLC 1758720 MAR Marriott International Inc 14,916 112,963 +657.3% +98,047
Invesco Ltd. 914208 APPN Appian Corp 47,308 358,148 +657.1% +310,840
INTECH INVESTMENT MANAGEMENT LLC 1086318 TIGO Millicom International Cellular SA 14,100 106,704 +656.8% +92,604
STRS OHIO 820478 AIG American International Group, Inc. 13,821 104,591 +656.8% +90,770
HRT FINANCIAL LP 1475597 MAGS Roundhill Magnificent Seven ETF 17,984 136,092 +656.7% +118,108
DUMAC, INC. 1584258 AMZN Amazon Com Inc 38,679 292,679 +656.7% +254,000
Laurion Capital Management LP 1390202 ON On Semiconductor Corp 100,257 758,251 +656.3% +657,994
Assenagon Asset Management S.A. 1546007 SPCX Space Exploration Technologies Corp 14,643 110,745 +656.3% +96,102
DEUTSCHE BANK AG\ 948046 LAMR Lamar Advertising Co 27,347 206,789 +656.2% +179,442
BEACONLIGHT CAPITAL, LLC 1569537 VICR Vicor Corp 8,218 62,109 +655.8% +53,891
JANE STREET GROUP, LLC 1595888 BEX Tradr 2X Long BE Daily ETF 65,300 493,300 +655.4% +428,000
Squarepoint Ops LLC 1642575 JKHY Jack Henry & Associates Inc 20,369 153,862 +655.4% +133,493
VIRGINIA RETIREMENT SYSTEMS ET Al 1005354 ALNY Alnylam Pharmaceuticals, Inc. 3,980 30,060 +655.3% +26,080
Fideuram Asset Management (Ireland) dac 2109923 ACGL Arch Capital Group Ltd. 12,669 95,661 +655.1% +82,992
River Road Asset Management, LLC 1341401 MSFT Microsoft Corp 40,790 307,991 +655.1% +267,201
Qube Research & Technologies Ltd 1729829 NVTS Navitas Semiconductor Corp 107,233 809,673 +655.1% +702,440
Walleye Capital LLC 1758720 AEO American Eagle Outfitters Inc 81,585 616,002 +655.0% +534,417
Walleye Capital LLC 1758720 LIN Linde PLC 22,162 167,283 +654.8% +145,121
Edgestream Partners, L.P. 1535061 KN Knowles Corp 31,591 238,341 +654.5% +206,750
Steward Partners Investment Advisory, LLC 1723397 BSV VANGUARD SHORT-TERM BOND INDEX FUND 41,613 313,871 +654.3% +272,258
O'Neil Global Advisors, Inc. 1861159 STX Seagate Technology Holdings plc 1,084 8,176 +654.2% +7,092
Kepler Cheuvreux (Suisse) SA 2096459 EIX Edison International 19,054 143,710 +654.2% +124,656
BARCLAYS PLC 312069 TD Toronto Dominion Bank 249,843 1,884,121 +654.1% +1,634,278
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1536186 FXI iShares China Large-Cap ETF 130,000 980,000 +653.8% +850,000
F/m Investments LLC 1834499 VRT Vertiv Holdings Co 3,608 27,188 +653.5% +23,580
CARY STREET PARTNERS FINANCIAL LLC 1475045 VMC Vulcan Materials CO 3,513 26,463 +653.3% +22,950
AMERICAN CENTURY COMPANIES INC 748054 SMPL Simply Good Foods Co 97,110 731,477 +653.2% +634,367
Senvest Management, LLC 1328785 QCOM Qualcomm Inc 35,000 263,626 +653.2% +228,626
Walleye Capital LLC 1758720 SYF Synchrony Financial 49,567 373,282 +653.1% +323,715
Qube Research & Technologies Ltd 1729829 LNC Lincoln National Corp 30,112 226,764 +653.1% +196,652
Walleye Capital LLC 1758720 SAP Sap SE 26,930 202,800 +653.1% +175,870
Qube Research & Technologies Ltd 1729829 BB BLACKBERRY Ltd 352,494 2,653,913 +652.9% +2,301,419
ACADIAN ASSET MANAGEMENT LLC 916542 MSCI MSCI Inc. 20,534 154,554 +652.7% +134,020
Mariner, LLC 1373442 VICR Vicor Corp 16,643 125,240 +652.5% +108,597
Qube Research & Technologies Ltd 1729829 SHOP Shopify Inc. 887,797 6,678,833 +652.3% +5,791,036
Capital Investment Advisors, LLC 1582732 WM Waste Management Inc 11,134 83,754 +652.2% +72,620
FMR LLC 315066 CRI Carters Inc 29,661 222,926 +651.6% +193,265
Arax Advisory Partners 1586767 EBAY Ebay Inc 10,311 77,492 +651.5% +67,181
HBK Sorce Advisory LLC 1379995 VTEB VANGUARD TAX-EXEMPT BOND INDEX FUND 165,918 1,246,880 +651.5% +1,080,962
FIRST TRUST ADVISORS LP 1125816 KNSL Kinsale Capital Group, Inc. 4,209 31,629 +651.5% +27,420
DRW Securities, LLC 1481986 CRWD CrowdStrike Holdings, Inc. 6,100 45,831 +651.3% +39,731
Long Corridor Asset Management Ltd 1845501 UBER Uber Technologies, Inc 40,000 300,500 +651.2% +260,500
LETKO, BROSSEAU & ASSOCIATES INC 1297496 SW Smurfit Westrock plc 204,184 1,533,440 +651.0% +1,329,256
Advisors Asset Management, Inc. 1297376 REGN Regeneron Pharmaceuticals, Inc. 2,379 17,865 +650.9% +15,486
Walleye Capital LLC 1758720 DIS Walt Disney Co 244,621 1,836,713 +650.8% +1,592,092
MARSHALL WACE, LLP 1318757 ANNX Annexon, Inc. 210,607 1,581,286 +650.8% +1,370,679
Sequoia Financial Advisors, LLC 1599900 AVDE Avantis International Equity ETF 91,265 685,086 +650.7% +593,821
Hudson Bay Capital Management LP 1393825 IBM International Business Machines Corp 200,000 1,500,820 +650.4% +1,300,820
RENAISSANCE TECHNOLOGIES LLC 1037389 IEF iShares 7-10 Year Treasury Bond ETF 43,108 323,400 +650.2% +280,292
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1536186 OLLI Ollie's Bargain Outlet Holdings, Inc. 17,654 132,403 +650.0% +114,749
FIRST TRUST ADVISORS LP 1125816 RVMD Revolution Medicines, Inc. 26,694 200,141 +649.8% +173,447
CX Institutional 1737089 ANET Arista Networks, Inc. 8,311 62,312 +649.8% +54,001
Artisan Partners Limited Partnership 1466153 PH Parker-Hannifin Corp 15,995 119,921 +649.7% +103,926
Jump Financial, LLC 1831577 DPZ Dominos Pizza Inc 3,759 28,165 +649.3% +24,406
Walleye Capital LLC 1758720 IEX Idex Corp 26,369 197,549 +649.2% +171,180
Walleye Capital LLC 1758720 CRUS Cirrus Logic, Inc. 8,445 63,267 +649.2% +54,822
Jefferies Financial Group Inc. 96223 EW Edwards Lifesciences Corp 39,620 296,800 +649.1% +257,180
XP Advisory US, Inc. 2147967 ACWI iShares MSCI ACWI ETF 7,155 53,588 +649.0% +46,433
Crawford Fund Management, LLC 1816427 OPCH Option Care Health, Inc. 99,000 741,100 +648.6% +642,100
Aureus Asset Management, LLC 1381296 VRTX Vertex Pharmaceuticals Inc 4,408 32,995 +648.5% +28,587
SIMPLEX TRADING, LLC 1488542 WMT Walmart Inc. 21,221 158,780 +648.2% +137,559
YOUSIF CAPITAL MANAGEMENT, LLC 1858789 BE Bloom Energy Corp 3,472 25,976 +648.2% +22,504
RENAISSANCE TECHNOLOGIES LLC 1037389 BTDR Bitdeer Technologies Group 113,153 846,453 +648.1% +733,300
MARSHALL WACE, LLP 1318757 STT State Street Corp 62,275 465,590 +647.6% +403,315
Assenagon Asset Management S.A. 1546007 HD Home Depot, Inc. 362,225 2,707,961 +647.6% +2,345,736
Jasper Ridge Partners, L.P. 1453381 SUB iShares Short-Term National Muni Bond ETF 10,986 82,110 +647.4% +71,124
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 PANW Palo Alto Networks Inc 57,869 432,370 +647.2% +374,501
Quantinno Capital Management LP 1759654 WSC WillScot Holdings Corp 271,246 2,025,037 +646.6% +1,753,791
Nuveen, LLC 1871926 QLD ProShares Ultra QQQ 11,759 87,769 +646.4% +76,010
Sumitomo Mitsui DS Asset Management Company, Ltd 1411530 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 30,093 224,610 +646.4% +194,517
Bellars Harris Wealth Management, LLC 2136908 QUAL iShares MSCI USA Quality Factor ETF 22,844 170,476 +646.3% +147,632
RENAISSANCE TECHNOLOGIES LLC 1037389 IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 33,800 252,200 +646.2% +218,400
Polymer Capital Management (HK) LTD 1970465 BHP BHP Group Ltd 24,400 182,000 +645.9% +157,600
Qube Research & Technologies Ltd 1729829 O Realty Income Corp 106,200 792,015 +645.8% +685,815
Allspring Global Investments Holdings, LLC 1890906 AJG Arthur J. Gallagher & Co. 11,362 84,714 +645.6% +73,352
JANE STREET GROUP, LLC 1595888 COHU Cohu Inc 180,114 1,342,510 +645.4% +1,162,396
MORGAN STANLEY 895421 GPIX Goldman Sachs S&P 500 Premium Income ETF 24,930 185,771 +645.2% +160,841
Mitsubishi UFJ Trust & Banking Corp 1462160 CRS Carpenter Technology Corp 2,584 19,255 +645.2% +16,671
BNP PARIBAS ARBITRAGE, SA 1166588 PIPR Piper Sandler Companies 22,264 165,889 +645.1% +143,625
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 FE Firstenergy Corp 24,877 185,283 +644.8% +160,406
Walleye Capital LLC 1758720 SUNB Sunbelt Rentals Holdings, Inc. 27,847 207,283 +644.4% +179,436
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 315297 CPAY Corpay, Inc. 5,738 42,673 +643.7% +36,935
Walleye Capital LLC 1758720 MSTR Strategy Inc 146,214 1,087,377 +643.7% +941,163
UBS Group AG 1610520 ATR Aptargroup, Inc. 85,364 634,808 +643.6% +549,444
Systelligence, LLC 1882691 EVSD Eaton Vance Short Duration Income ETF 75,417 560,718 +643.5% +485,301
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 1672142 UBER Uber Technologies, Inc 55,853 415,234 +643.4% +359,381
Qube Research & Technologies Ltd 1729829 SLDB Solid Biosciences Inc. 136,903 1,017,617 +643.3% +880,714
FIRST TRUST ADVISORS LP 1125816 SHLS Shoals Technologies Group, Inc. 1,299,894 9,653,132 +642.6% +8,353,238
Walleye Capital LLC 1758720 HSBC Hsbc Holdings PLC 38,100 282,913 +642.6% +244,813
CAPTRUST FINANCIAL ADVISORS 1512024 VT VANGUARD TOTAL WORLD STOCK INDEX FUND 62,824 466,479 +642.5% +403,655