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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
Aberdeen Group plc 1716774 FIX Comfort Systems USA Inc 5,508 40,003 +626.3% +34,495
JANE STREET GROUP, LLC 1595888 HALO Halozyme Therapeutics, Inc. 714,884 5,188,983 +625.8% +4,474,099
Allworth Financial LP 1555170 AZO Autozone Inc 378 2,743 +625.7% +2,365
ACADIAN ASSET MANAGEMENT LLC 916542 CHYM Chime Financial, Inc. 64,756 469,872 +625.6% +405,116
Walleye Capital LLC 1758720 HIMS Hims & Hers Health, Inc. 350,178 2,540,393 +625.5% +2,190,215
Concurrent Investment Advisors, LLC 2001015 XBI State Street(R) SPDR(R) S&P(R) Biotech ETF 9,942 72,117 +625.4% +62,175
Provenance Wealth Advisors, LLC 2081584 GOOG Alphabet Inc. 2,858 20,729 +625.3% +17,871
CAPITAL FUND MANAGEMENT S.A. 1323645 QXO QXO, Inc. 116,500 844,900 +625.2% +728,400
E Fund Management Co., Ltd. 1842296 COHR Coherent Corp. 20,661 149,789 +625.0% +129,128
AMERICAN CENTURY COMPANIES INC 748054 HIPO Hippo Holdings Inc. 48,065 348,370 +624.8% +300,305
MORGAN STANLEY 895421 JXI iShares Global Utilities ETF 155,230 1,124,844 +624.6% +969,614
Savant Capital, LLC 1482880 SPCX Space Exploration Technologies Corp 12,162 88,120 +624.6% +75,958
BNP PARIBAS ARBITRAGE, SA 1166588 TNL Travel & Leisure Co. 24,728 179,142 +624.5% +154,414
MORGAN STANLEY 895421 RSPF Victory Portfolios II 187,386 1,357,192 +624.3% +1,169,806
SNS Financial Group, LLC 1557485 XLE State Street(R) Energy Select Sector SPDR(R) ETF 37,668 272,766 +624.1% +235,098
Focus Partners Advisor Solutions, LLC 1868872 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 13,111 94,930 +624.0% +81,819
TD Asset Management Inc 1056053 ILMN Illumina, Inc. 30,270 219,122 +623.9% +188,852
Thrivent Financial for Lutherans 314984 ANF Abercrombie & Fitch Co 17,898 129,558 +623.9% +111,660
MARSHALL WACE, LLP 1318757 XLE State Street(R) Energy Select Sector SPDR(R) ETF 538,831 3,900,300 +623.8% +3,361,469
Quadrature Capital Ltd 1651424 ASX ASE Technology Holding Co., Ltd. 53,680 388,245 +623.3% +334,565
Walleye Capital LLC 1758720 CARR CARRIER GLOBAL Corp 48,101 347,785 +623.0% +299,684
GoalVest Advisory LLC 1839307 MSFT Microsoft Corp 12,357 89,338 +623.0% +76,981
1832 Asset Management L.P. 944388 FCX Freeport-Mcmoran Inc 86,159 622,673 +622.7% +536,514
WIM INVESTMENT MANAGEMENT Ltd 2042565 GLW Corning Inc 9,125 65,926 +622.5% +56,801
DekaBank Deutsche Girozentrale 1456228 NOW ServiceNow, Inc. 416,444 3,008,177 +622.3% +2,591,733
Walleye Capital LLC 1758720 TEVA Teva Pharmaceutical Industries Ltd 353,200 2,551,234 +622.3% +2,198,034
Entropy Technologies, LP 1976151 HUBB Hubbell Inc 2,736 19,757 +622.1% +17,021
NATIXIS 1274981 LVS Las Vegas Sands Corp 82,228 593,683 +622.0% +511,455
TOKIO MARINE ASSET MANAGEMENT CO LTD 1504169 IBKR Interactive Brokers Group, Inc. 12,534 90,490 +622.0% +77,956
Vise Technologies, Inc. 1812090 RPV Invesco S&P 500 Pure Value ETF 9,799 70,738 +621.9% +60,939
MACQUARIE GROUP LTD 1418333 AU AngloGold Ashanti PLC 84,117 607,196 +621.8% +523,079
First Eagle Investment Management, LLC 1325447 MTDR Matador Resources Co 30,000 216,500 +621.7% +186,500
Walleye Capital LLC 1758720 TVTX Travere Therapeutics, Inc. 38,762 279,554 +621.2% +240,792
Walleye Capital LLC 1758720 BIRK Birkenstock Holding plc 37,358 269,410 +621.2% +232,052
Jump Financial, LLC 1831577 SUNB Sunbelt Rentals Holdings, Inc. 63,040 453,956 +620.1% +390,916
AXIOM INVESTORS LLC /DE 1109147 CIB Grupo Cibest S.A. 85,470 615,459 +620.1% +529,989
MUFG Securities EMEA plc 1597694 DVN Devon Energy Corp 45,083 324,598 +620.0% +279,515
MARSHALL WACE, LLP 1318757 BLLN BillionToOne, Inc. 44,662 321,546 +620.0% +276,884
Delta Investment Management, LLC 1757043 SNTH Mrp Synthequity ETF 39,115 281,607 +619.9% +242,492
Universal- Beteiligungs- und Servicegesellschaft mbH 2057170 FRPT Freshpet, Inc. 20,163 145,153 +619.9% +124,990
CITIGROUP INC 831001 WPM Wheaton Precious Metals Corp. 394,638 2,839,846 +619.6% +2,445,208
Connor, Clark & Lunn Investment Management Ltd. 1596800 GFL GFL Environmental Inc. 351,483 2,529,249 +619.6% +2,177,766
B. Riley Wealth Advisors, Inc. 1464811 ASML Asml Holding NV 704 5,064 +619.3% +4,360
Horizon Investments, LLC 1560717 PSX Phillips 66 15,090 108,520 +619.2% +93,430
HighTower Advisors, LLC 1462245 NEAR iShares Short Duration Bond Active ETF 181,673 1,306,311 +619.0% +1,124,638
Banco Santander, S.A. 891478 DELL Dell Technologies Inc. 3,425 24,624 +618.9% +21,199
S Harris Financial Group, LLC 2112907 LMBS First Trust Low Duration Opportunities ETF 21,721 156,162 +618.9% +134,441
PRUDENTIAL PLC 898419 ALL Allstate Corp 11,526 82,849 +618.8% +71,323
Fideuram Asset Management (Ireland) dac 2109923 TPR Tapestry, Inc. 8,628 62,012 +618.7% +53,384
RENAISSANCE TECHNOLOGIES LLC 1037389 MU Micron Technology Inc 211,580 1,520,639 +618.7% +1,309,059
EXCHANGE TRADED CONCEPTS, LLC 1457320 VRT Vertiv Holdings Co 5,238 37,639 +618.6% +32,401
Elequin Capital, LP 1810873 SOFI SoFi Technologies, Inc. 57,083 410,103 +618.4% +353,020
Quantinno Capital Management LP 1759654 AMBA Ambarella Inc 12,368 88,827 +618.2% +76,459
Newport Capital Group, LLC 1869032 IVE iShares S&P 500 Value ETF 6,042 43,386 +618.1% +37,344
Walleye Capital LLC 1758720 DELL Dell Technologies Inc. 167,692 1,203,221 +617.5% +1,035,529
Squarepoint Ops LLC 1642575 MDLZ Mondelez International, Inc. 102,840 737,887 +617.5% +635,047
Squarepoint Ops LLC 1642575 BWXT BWX Technologies, Inc. 32,955 236,438 +617.5% +203,483
SHAPIRO CAPITAL MANAGEMENT LLC 1177244 GEHC GE HealthCare Technologies Inc. 96,550 692,291 +617.0% +595,741
Walleye Capital LLC 1758720 SLB Slb Limited 157,708 1,130,221 +616.7% +972,513
Arax Advisory Partners 1586767 SPCX Space Exploration Technologies Corp 28,847 206,731 +616.6% +177,884
UBS Group AG 1610520 PTCT Ptc Therapeutics, Inc. 262,426 1,880,447 +616.6% +1,618,021
Kingsview Wealth Management, LLC 1791965 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND 10,564 75,691 +616.5% +65,127
Amundi 1330387 PAYC Paycom Software, Inc. 21,069 150,902 +616.2% +129,833
Smartleaf Asset Management LLC 2010393 VUG VANGUARD GROWTH INDEX FUND 53,956 386,401 +616.1% +332,445
PARTNERS WEALTH MANAGEMENT, LLC 2054714 VOO VANGUARD 500 INDEX FUND 2,189 15,676 +616.1% +13,487
Kestra Advisory Services, LLC 1830819 BDX Becton Dickinson & Co 12,475 89,336 +616.1% +76,861
Candriam S.C.A. 1537014 NU Nu Holdings Ltd. 347,000 2,484,400 +616.0% +2,137,400
RENAISSANCE TECHNOLOGIES LLC 1037389 PCOR Procore Technologies, Inc. 93,251 667,500 +615.8% +574,249
Qube Research & Technologies Ltd 1729829 HG Hamilton Insurance Group, Ltd. 84,251 602,980 +615.7% +518,729
Walleye Capital LLC 1758720 MTN Vail Resorts Inc 14,505 103,800 +615.6% +89,295
Erste Asset Management GmbH 2024532 MAR Marriott International Inc 9,452 67,634 +615.6% +58,182
BNP PARIBAS ARBITRAGE, SA 1166588 LOB Live Oak Bancshares, Inc. 39,622 283,464 +615.4% +243,842
Laurion Capital Management LP 1390202 RKLB Rocket Lab Corp 184,888 1,322,600 +615.4% +1,137,712
OMERS ADMINISTRATION Corp 1053321 WDC Western Digital Corp 30,834 220,511 +615.2% +189,677
NATIXIS 1274981 MTB M&T Bank Corp 10,321 73,787 +614.9% +63,466
Laurion Capital Management LP 1390202 ECHO EchoStar CORP 26,800 191,590 +614.9% +164,790
Quartz Partners, LLC 1659978 KLAC Kla Corp 3,722 26,598 +614.6% +22,876
JANE STREET GROUP, LLC 1595888 MATW Matthews International Corp 68,000 485,767 +614.4% +417,767
BARCLAYS PLC 312069 TARS Tarsus Pharmaceuticals, Inc. 36,658 261,801 +614.2% +225,143
KBC Group NV 1411133 KR Kroger Co 391,412 2,794,935 +614.1% +2,403,523
Walleye Capital LLC 1758720 NBIS Nebius Group N.V. 199,004 1,421,014 +614.1% +1,222,010
OFI INVEST ASSET MANAGEMENT 1977602 WDC Western Digital Corp 58,671 418,798 +613.8% +360,127
BANK OF MONTREAL /CAN/ 927971 REET iShares Global REIT ETF 364,913 2,603,087 +613.3% +2,238,174
DekaBank Deutsche Girozentrale 1456228 SPOT Spotify Technology S.A. 61,077 435,667 +613.3% +374,590
SHAPIRO CAPITAL MANAGEMENT LLC 1177244 CHWY Chewy, Inc. 574,300 4,095,287 +613.1% +3,520,987
CAPITAL FUND MANAGEMENT S.A. 1323645 RL Ralph Lauren Corp 19,102 136,187 +612.9% +117,085
WCM INVESTMENT MANAGEMENT, LLC 1061186 SN SharkNinja, Inc. 946,384 6,745,942 +612.8% +5,799,558
M&G PLC 1802539 FISV Fiserv Inc 44,310 315,602 +612.3% +271,292
Bastion Asset Management Inc. 1977794 OXY Occidental Petroleum Corp 36,269 258,320 +612.2% +222,051
Entropy Technologies, LP 1976151 INTC Intel Corp 14,177 100,972 +612.2% +86,795
Kingsview Wealth Management, LLC 1791965 AMGN Amgen Inc 18,729 133,359 +612.0% +114,630
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 FMS Fresenius Medical Care AG 66,897 476,268 +611.9% +409,371
Assenagon Asset Management S.A. 1546007 IBM International Business Machines Corp 93,377 664,709 +611.9% +571,332
BANK OF NOVA SCOTIA 9631 LHX L3harris Technologies, Inc. 22,726 161,756 +611.8% +139,030
NORDEA INVESTMENT MANAGEMENT AB 1218210 VRSN Verisign Inc 44,042 313,472 +611.8% +269,430
BARCLAYS PLC 312069 CORZ Core Scientific, Inc. 378,357 2,691,505 +611.4% +2,313,148
Vise Technologies, Inc. 1812090 FELG Fidelity Enhanced Large Cap Growth ETF 32,457 230,872 +611.3% +198,415
Laurion Capital Management LP 1390202 TSLA Tesla, Inc. 45,300 322,122 +611.1% +276,822
Amundi 1330387 KMX Carmax Inc 41,425 294,567 +611.1% +253,142
F/m Investments LLC 1834499 WDC Western Digital Corp 2,002 14,235 +611.0% +12,233