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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
Assenagon Asset Management S.A. 1546007 TER Teradyne, Inc 47,313 1,074,459 +2171.0% +1,027,146
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 OTIS Otis Worldwide Corp 23,990 544,758 +2170.8% +520,768
US BANCORP \DE\ 36104 IEUR iShares Core MSCI Europe ETF 45,391 1,030,487 +2170.2% +985,096
Quadrature Capital Ltd 1651424 STLA Stellantis N.V. 685,010 15,486,181 +2160.7% +14,801,171
Coronation Fund Managers Ltd. 1594320 NVDA Nvidia Corp 11,882 268,556 +2160.2% +256,674
Ninety One SA (Pty) Ltd 1491998 B Barrick Mining Corp 34,227 772,894 +2158.1% +738,667
MARSHALL WACE, LLP 1318757 AWI Armstrong World Industries Inc 7,364 166,022 +2154.5% +158,658
MAI Capital Management 1040197 SPCX Space Exploration Technologies Corp 13,559 304,675 +2147.0% +291,116
Jefferies Financial Group Inc. 96223 BSX Boston Scientific Corp 25,896 581,801 +2146.7% +555,905
FMR LLC 315066 ACRS Aclaris Therapeutics, Inc. 313,850 7,048,161 +2145.7% +6,734,311
Rockefeller Capital Management L.P. 1739439 ROIV Roivant Sciences Ltd. 54,372 1,221,035 +2145.7% +1,166,663
Walleye Capital LLC 1758720 NVDA Nvidia Corp 670,567 15,054,504 +2145.0% +14,383,937
Walleye Capital LLC 1758720 ULTA Ulta Beauty, Inc. 4,400 98,759 +2144.5% +94,359
BANK OF NOVA SCOTIA 9631 VEU Vanguard International Equity Index Funds 22,300 500,000 +2142.2% +477,700
Assenagon Asset Management S.A. 1546007 HNGE Hinge Health, Inc. 82,740 1,854,922 +2141.9% +1,772,182
OSSIAM 1767471 MTSI MACOM Technology Solutions Holdings, Inc. 3,305 74,038 +2140.2% +70,733
GoalVest Advisory LLC 1839307 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 36,198 810,011 +2137.7% +773,813
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938 HL Hecla Mining Co 189,850 4,243,717 +2135.3% +4,053,867
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 MTD Mettler Toledo International Inc 1,263 28,150 +2128.8% +26,887
CenterBook Partners LP 1872738 MOD Modine Manufacturing Co 4,801 106,992 +2128.5% +102,191
Marathon Trading Investment Management LLC 1572748 QQQ Invesco Qqq Trust, Series 1 4,886 108,851 +2127.8% +103,965
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 CRM Salesforce, Inc. 51,144 1,139,113 +2127.3% +1,087,969
Madison Wealth Partners, Inc 1844424 DFIC Dimensional International Core Equity 2 ETF 32,905 731,523 +2123.1% +698,618
Boston Partners 1386060 ACIW Aci Worldwide, Inc. 29,809 662,323 +2121.9% +632,514
HRT FINANCIAL LP 1475597 D Dominion Energy, Inc 22,840 507,213 +2120.7% +484,373
Verition Fund Management LLC 1454027 CRWV CoreWeave, Inc. 14,985 332,052 +2115.9% +317,067
AMERICAN CENTURY COMPANIES INC 748054 WOLF Wolfspeed, Inc. 34,229 757,946 +2114.3% +723,717
Horizon Investments, LLC 1560717 SPY Spdr S&P 500 ETF Trust 54,070 1,195,088 +2110.3% +1,141,018
JANE STREET GROUP, LLC 1595888 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 11,371 250,174 +2100.1% +238,803
RITHOLTZ WEALTH MANAGEMENT 1698218 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 56,487 1,242,640 +2099.9% +1,186,153
Walleye Capital LLC 1758720 TCOM Trip.com Group Ltd 42,600 932,476 +2088.9% +889,876
MACQUARIE GROUP LTD 1418333 CW Curtiss Wright Corp 1,585 34,685 +2088.3% +33,100
Advisors Asset Management, Inc. 1297376 SNA Snap-on Inc 8,968 195,895 +2084.4% +186,927
Sculptor Capital LP 1054587 KLAC Kla Corp 25,000 545,000 +2080.0% +520,000
MEITAV INVESTMENT HOUSE LTD 1398346 XLE State Street(R) Energy Select Sector SPDR(R) ETF 45,321 985,829 +2075.2% +940,508
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 SPCX Space Exploration Technologies Corp 119,039 2,584,762 +2071.4% +2,465,723
Mirova US LLC 1802900 JPM Jpmorgan Chase & Co 31,658 685,563 +2065.5% +653,905
BNP PARIBAS ARBITRAGE, SA 1166588 CBRS Cerebras Systems Inc. 32,229 695,968 +2059.4% +663,739
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938 PH Parker-Hannifin Corp 3,681 79,407 +2057.2% +75,726
iA Global Asset Management Inc. 1969566 SPCX Space Exploration Technologies Corp 24,355 525,330 +2057.0% +500,975
Retirement Systems of Alabama 1593051 WYNN Wynn Resorts Ltd 17,618 379,982 +2056.8% +362,364
VICTORY CAPITAL MANAGEMENT INC 1040188 NOK Nokia Corp 2,155,101 46,350,180 +2050.7% +44,195,079
MARSHALL WACE, LLP 1318757 OCUL Ocular Therapeutix, Inc 126,033 2,706,184 +2047.2% +2,580,151
Walleye Capital LLC 1758720 VSAT Viasat Inc 12,136 260,387 +2045.6% +248,251
CAPITAL FUND MANAGEMENT S.A. 1323645 WOLF Wolfspeed, Inc. 53,527 1,145,819 +2040.6% +1,092,292
Y-Intercept (Hong Kong) Ltd 1772875 PNR PENTAIR plc 15,029 321,375 +2038.4% +306,346
VICTORY CAPITAL MANAGEMENT INC 1040188 NTGR Netgear, Inc. 56,716 1,212,529 +2037.9% +1,155,813
Walleye Capital LLC 1758720 ADBE Adobe Inc. 96,179 2,055,078 +2036.7% +1,958,899
Allspring Global Investments Holdings, LLC 1890906 URI United Rentals, Inc. 3,175 67,828 +2036.3% +64,653
Walleye Capital LLC 1758720 APO Apollo Global Management, Inc. 67,771 1,443,503 +2030.0% +1,375,732
Hudson Bay Capital Management LP 1393825 QCOM Qualcomm Inc 84,603 1,800,981 +2028.7% +1,716,378
Thrivent Financial for Lutherans 314984 IRT Independence Realty Trust, Inc. 110,903 2,349,227 +2018.3% +2,238,324
Clearbridge Investments, LLC 1348883 MA Mastercard Inc 11,242 237,785 +2015.1% +226,543
BENJAMIN EDWARDS INC 1451623 XAR State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF 6,599 139,342 +2011.6% +132,743
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 WING Wingstop Inc. 31,532 660,738 +1995.5% +629,206
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 FIX Comfort Systems USA Inc 2,197 45,916 +1989.9% +43,719
HRT FINANCIAL LP 1475597 EVR Evercore Inc. 4,807 100,420 +1989.0% +95,613
Central Asset Investments & Management Holdings (HK) Ltd 1583672 NVDA Nvidia Corp 5,626 117,500 +1988.5% +111,874
JPMORGAN CHASE & CO 19617 IHI iShares U.S. Medical Devices ETF 149,105 3,111,866 +1987.0% +2,962,761
NORDEA INVESTMENT MANAGEMENT AB 1218210 MAR Marriott International Inc 14,727 307,198 +1986.0% +292,471
ELEVATION POINT WEALTH PARTNERS, LLC 1744349 DIVB BlackRock, Inc. 22,671 472,573 +1984.5% +449,902
FRANKLIN RESOURCES INC 38777 WK Workiva Inc 23,700 493,477 +1982.2% +469,777
Jump Financial, LLC 1831577 CMI Cummins Inc 3,478 72,360 +1980.5% +68,882
NEUBERGER BERMAN GROUP LLC 1465109 NBIS Nebius Group N.V. 25,858 536,921 +1976.4% +511,063
CAPITAL FUND MANAGEMENT S.A. 1323645 BROS Dutch Bros Inc. 16,268 337,571 +1975.1% +321,303
HRT FINANCIAL LP 1475597 BTDR Bitdeer Technologies Group 106,540 2,210,414 +1974.7% +2,103,874
Walleye Capital LLC 1758720 DXCM Dexcom Inc 26,225 543,241 +1971.5% +517,016
BANK OF MONTREAL /CAN/ 927971 UMBF Umb Financial Corp 7,570 156,675 +1969.7% +149,105
Advisors Asset Management, Inc. 1297376 DLB Dolby Laboratories, Inc. 28,516 589,926 +1968.8% +561,410
Advisors Asset Management, Inc. 1297376 HUBB Hubbell Inc 6,279 129,836 +1967.8% +123,557
Connor, Clark & Lunn Investment Management Ltd. 1596800 MRK Merck & Co., Inc. 38,087 787,064 +1966.5% +748,977
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 SFD Smithfield Foods Inc 43,697 902,131 +1964.5% +858,434
DekaBank Deutsche Girozentrale 1456228 RGA Reinsurance Group Of America Inc 7,428 152,659 +1955.2% +145,231
Connor, Clark & Lunn Investment Management Ltd. 1596800 SWKS Skyworks Solutions, Inc. 22,181 455,636 +1954.2% +433,455
TWIN FOCUS CAPITAL PARTNERS, LLC 1387761 IUSG iShares Core S&P U.S. Growth ETF 5,331 109,444 +1953.0% +104,113
CAPITAL FUND MANAGEMENT S.A. 1323645 HIG Hartford Insurance Group, Inc. 19,178 393,527 +1952.0% +374,349
DEUTSCHE BANK AG\ 948046 PL Planet Labs PBC 55,626 1,137,964 +1945.7% +1,082,338
JPMORGAN CHASE & CO 19617 TCAF T. Rowe Price Capital Appreciation Equity ETF 558,819 11,429,878 +1945.4% +10,871,059
ASR Vermogensbeheer N.V. 1916757 CBRE Cbre Group, Inc. 10,563 215,420 +1939.4% +204,857
Walleye Capital LLC 1758720 DASH DoorDash, Inc. 24,108 491,548 +1938.9% +467,440
Qube Research & Technologies Ltd 1729829 NGG National Grid PLC 16,940 345,225 +1937.9% +328,285
ELEVATION POINT WEALTH PARTNERS, LLC 1744349 FIIG First Trust Intermediate Duration Investment Grade Corporate ETF 52,401 1,067,506 +1937.2% +1,015,105
ACADIAN ASSET MANAGEMENT LLC 916542 MSM Msc Industrial Direct Co Inc 16,800 341,910 +1935.2% +325,110
Eurizon Capital SGR S.p.A. 2107286 DOW Dow Inc. 72,499 1,472,378 +1930.9% +1,399,879
MACKENZIE FINANCIAL CORP 919859 AAUC Allied Gold Corp 121,603 2,464,852 +1927.0% +2,343,249
BNP PARIBAS 872786 BRK-B Berkshire Hathaway Inc 6,039 122,300 +1925.2% +116,261
Assenagon Asset Management S.A. 1546007 WFC Wells Fargo & Company 88,162 1,785,254 +1925.0% +1,697,092
Advocacy Wealth Management, LLC 1569452 GLW Corning Inc 4,675 94,562 +1922.7% +89,887
MEYER HANDELMAN CO 45319 AVGO Broadcom Inc. 3,605 72,881 +1921.7% +69,276
HUNTINGTON NATIONAL BANK 49205 MRVL Marvell Technology, Inc. 6,082 122,909 +1920.9% +116,827
Copos Capital S.a r.l. 2111344 MSFT Microsoft Corp 4,594 92,821 +1920.5% +88,227
NATIXIS 1274981 MPLX Mplx LP 23,958 483,958 +1920.0% +460,000
Kovack Advisors, Inc. 1728321 CLSE Convergence Long/Short Equity ETF 34,018 686,263 +1917.4% +652,245
E. Ohman J:or Asset Management AB 2009396 VLTO Veralto Corp 11,727 236,177 +1914.0% +224,450
WINTON GROUP Ltd 1612063 HYG iShares iBoxx $ High Yield Corporate Bond ETF 27,828 560,000 +1912.4% +532,172
LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 CMI Cummins Inc 21,455 431,448 +1910.9% +409,993
Allspring Global Investments Holdings, LLC 1890906 VTRS Viatris Inc 67,090 1,348,446 +1909.9% +1,281,356
MORGAN STANLEY 895421 RSPD Victory Portfolios II 146,373 2,934,680 +1904.9% +2,788,307
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 GD General Dynamics Corp 7,122 142,786 +1904.9% +135,664
Squarepoint Ops LLC 1642575 AEP American Electric Power Co Inc 37,591 751,879 +1900.2% +714,288