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
5,000 positions
| Institution | Stock | Prior Shares | Current Shares | Change |
|---|---|---|---|---|
| Mount Lucas Management LP 1185072 | FTAI FTAI Aviation Ltd. | 6,000 | 120,000 | +1900.0% +114,000 |
| NORDEA INVESTMENT MANAGEMENT AB 1218210 | JBHT Hunt J B Transport Services Inc | 8,436 | 168,605 | +1898.6% +160,169 |
| Qube Research & Technologies Ltd 1729829 | OMDA Omada Health, Inc. | 56,464 | 1,128,072 | +1897.9% +1,071,608 |
| RENAISSANCE TECHNOLOGIES LLC 1037389 | AXP American Express Co | 34,580 | 690,720 | +1897.5% +656,140 |
| BG Investment Services, LLC 1873989 | NVDA Nvidia Corp | 12,207 | 243,779 | +1897.0% +231,572 |
| Quadrature Capital Ltd 1651424 | PWR Quanta Services, Inc. | 2,216 | 44,240 | +1896.4% +42,024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 | GOLF Acushnet Holdings Corp. | 14,533 | 289,878 | +1894.6% +275,345 |
| TRUIST FINANCIAL CORP 92230 | CIEN Ciena Corp | 6,750 | 134,127 | +1887.1% +127,377 |
| Altshuler Shaham Ltd 1324290 | PANW Palo Alto Networks Inc | 8,090 | 160,722 | +1886.7% +152,632 |
| Walleye Capital LLC 1758720 | HII Huntington Ingalls Industries, Inc. | 4,159 | 82,597 | +1886.0% +78,438 |
| Alphinity Investment Management Pty Ltd 1731012 | MA Mastercard Inc | 11,743 | 233,018 | +1884.3% +221,275 |
| BESSEMER GROUP INC 1054074 | LMT Lockheed Martin Corp | 11,743 | 233,002 | +1884.2% +221,259 |
| DNB Asset Management AS 1456670 | ADSK Autodesk, Inc. | 49,900 | 987,055 | +1878.1% +937,155 |
| Nilsine Partners, LLC 1913043 | FTXH First Trust Nasdaq Pharmaceuticals ETF | 28,057 | 554,955 | +1878.0% +526,898 |
| Twin Tree Management, LP 1535588 | WFC Wells Fargo & Company | 19,300 | 381,700 | +1877.7% +362,400 |
| JABODON PT CO 1594167 | EFG iShares MSCI EAFE Growth ETF | 130,215 | 2,572,404 | +1875.5% +2,442,189 |
| Vertex Planning Partners, LLC 1942341 | IXUS iShares Core MSCI Total International Stock ETF | 12,552 | 247,609 | +1872.7% +235,057 |
| HARVARD MANAGEMENT CO INC 1082621 | GLD Spdr Gold Trust | 58,862 | 1,161,000 | +1872.4% +1,102,138 |
| Greenspring Advisors, LLC 1922200 | VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 45,483 | 896,860 | +1871.9% +851,377 |
| MIZUHO MARKETS AMERICAS LLC 1825516 | WDC Western Digital Corp | 7,341 | 144,691 | +1871.0% +137,350 |
| IEQ CAPITAL, LLC 1779789 | NXPI NXP Semiconductors N.V. | 4,297 | 84,514 | +1866.8% +80,217 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | VSH Vishay Intertechnology Inc | 69,433 | 1,365,100 | +1866.1% +1,295,667 |
| MARSHALL WACE, LLP 1318757 | OKTA Okta, Inc. | 65,534 | 1,285,917 | +1862.2% +1,220,383 |
| FMR LLC 315066 | GTLB Gitlab Inc. | 39,728 | 779,265 | +1861.5% +739,537 |
| BANK OF NOVA SCOTIA 9631 | IEX Idex Corp | 7,797 | 152,815 | +1859.9% +145,018 |
| Advisors Asset Management, Inc. 1297376 | WSO Watsco Inc | 7,477 | 146,350 | +1857.3% +138,873 |
| Thrivent Financial for Lutherans 314984 | PJT PJT Partners Inc. | 16,958 | 331,490 | +1854.8% +314,532 |
| VOYA INVESTMENT MANAGEMENT LLC 1068837 | BAND Bandwidth Inc. | 18,557 | 362,133 | +1851.5% +343,576 |
| LPL Financial LLC 1403438 | CLOU Global X Cloud Computing ETF | 162,061 | 3,160,290 | +1850.1% +2,998,229 |
| PANAGORA ASSET MANAGEMENT INC 883677 | HPQ Hp Inc | 48,565 | 946,672 | +1849.3% +898,107 |
| MACKENZIE FINANCIAL CORP 919859 | FRO Frontline plc | 29,460 | 573,529 | +1846.8% +544,069 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | AWI Armstrong World Industries Inc | 19,542 | 379,632 | +1842.6% +360,090 |
| HENNESSY ADVISORS INC 1145255 | MDU Mdu Resources Group Inc | 179,707 | 3,487,504 | +1840.7% +3,307,797 |
| GoalVest Advisory LLC 1839307 | AVGO Broadcom Inc. | 4,749 | 92,152 | +1840.5% +87,403 |
| OP Asset Management Ltd 2097005 | VLTO Veralto Corp | 27,466 | 532,697 | +1839.5% +505,231 |
| FIRST TRUST ADVISORS LP 1125816 | VTRS Viatris Inc | 187,785 | 3,639,592 | +1838.2% +3,451,807 |
| PEAK6 LLC 1389958 | NTRA Natera, Inc. | 11,502 | 222,902 | +1837.9% +211,400 |
| Walleye Capital LLC 1758720 | CRCL Circle Internet Group, Inc. | 103,527 | 2,000,698 | +1832.5% +1,897,171 |
| Qube Research & Technologies Ltd 1729829 | ENVA Enova International, Inc. | 5,506 | 106,376 | +1832.0% +100,870 |
| Sequoia Financial Advisors, LLC 1599900 | AVUS Avantis U.S. Equity ETF | 19,232 | 371,366 | +1831.0% +352,134 |
| IMC-Chicago, LLC 1452861 | AKAM Akamai Technologies Inc | 9,954 | 192,133 | +1830.2% +182,179 |
| Walleye Capital LLC 1758720 | ALGN Align Technology Inc | 7,637 | 147,334 | +1829.2% +139,697 |
| Bornite Capital Management LP 1800641 | PWR Quanta Services, Inc. | 4,300 | 82,900 | +1827.9% +78,600 |
| BRIDGES INVESTMENT MANAGEMENT INC 1007295 | VRT Vertiv Holdings Co | 4,125 | 79,425 | +1825.5% +75,300 |
| Amundi 1330387 | LFUS Littelfuse Inc | 2,466 | 47,446 | +1824.0% +44,980 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | EXPD Expeditors International Of Washington Inc | 8,177 | 157,113 | +1821.4% +148,936 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | TTAN ServiceTitan, Inc. | 20,927 | 402,024 | +1821.1% +381,097 |
| OMERS ADMINISTRATION Corp 1053321 | VRSK Verisk Analytics, Inc. | 7,583 | 145,663 | +1820.9% +138,080 |
| Jump Financial, LLC 1831577 | BBWI Bath & Body Works, Inc. | 54,011 | 1,036,388 | +1818.8% +982,377 |
| Amundi 1330387 | DY Dycom Industries Inc | 2,300 | 44,124 | +1818.4% +41,824 |
| BARCLAYS PLC 312069 | EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 24,881 | 476,285 | +1814.3% +451,404 |
| National Pension Service 1608046 | VMRK Vivmark Residential | 38,971 | 745,788 | +1813.7% +706,817 |
| Resona Asset Management Co.,Ltd. 1944142 | SNDK Sandisk Corp | 2,143 | 41,006 | +1813.5% +38,863 |
| Jump Financial, LLC 1831577 | BAC Bank Of America Corp | 20,364 | 389,433 | +1812.4% +369,069 |
| Jump Financial, LLC 1831577 | RBLX Roblox Corp | 64,730 | 1,237,189 | +1811.3% +1,172,459 |
| Walleye Capital LLC 1758720 | PRU Prudential Financial Inc | 17,469 | 333,356 | +1808.3% +315,887 |
| Walleye Capital LLC 1758720 | APLD Applied Digital Corp. | 156,691 | 2,988,231 | +1807.1% +2,831,540 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 912938 | RDDT Reddit, Inc. | 38,256 | 728,265 | +1803.7% +690,009 |
| Walleye Capital LLC 1758720 | BNY Bank of New York Mellon Corp | 34,425 | 654,168 | +1800.3% +619,743 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | STZ Constellation Brands, Inc. | 12,672 | 240,629 | +1798.9% +227,957 |
| LBP AM SA 1970075 | IR Ingersoll Rand Inc. | 36,295 | 689,178 | +1798.8% +652,883 |
| Thrivent Financial for Lutherans 314984 | PNFP Pinnacle Financial Partners, Inc. | 47,220 | 893,941 | +1793.1% +846,721 |
| Jump Financial, LLC 1831577 | MKSI Mks Inc | 11,263 | 213,144 | +1792.4% +201,881 |
| AustralianSuper Pty Ltd 1694164 | AMGN Amgen Inc | 3,308 | 62,552 | +1790.9% +59,244 |
| Amundi 1330387 | TTMI Ttm Technologies Inc | 10,583 | 199,972 | +1789.6% +189,389 |
| ACADIAN ASSET MANAGEMENT LLC 916542 | KGC Kinross Gold Corp | 68,873 | 1,299,873 | +1787.3% +1,231,000 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 714142 | VTRS Viatris Inc | 93,538 | 1,764,438 | +1786.3% +1,670,900 |
| Walleye Capital LLC 1758720 | GLW Corning Inc | 47,157 | 888,819 | +1784.8% +841,662 |
| Madison Wealth Partners, Inc 1844424 | FDVV Fidelity High Dividend ETF | 22,024 | 414,867 | +1783.7% +392,843 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 | LYV Live Nation Entertainment, Inc. | 13,694 | 257,669 | +1781.6% +243,975 |
| JUPITER ASSET MANAGEMENT LTD 1215838 | AMG Affiliated Managers Group, Inc. | 5,660 | 106,174 | +1775.9% +100,514 |
| Bastion Asset Management Inc. 1977794 | RRX Regal Rexnord Corp | 5,283 | 99,083 | +1775.5% +93,800 |
| Qube Research & Technologies Ltd 1729829 | KMX Carmax Inc | 62,400 | 1,169,678 | +1774.5% +1,107,278 |
| Asset One Wealth Management LLC 2110759 | SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 11,969 | 223,982 | +1771.4% +212,013 |
| Walleye Capital LLC 1758720 | RH Rh | 17,119 | 320,149 | +1770.1% +303,030 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | EFA iShares MSCI EAFE ETF | 46,683 | 871,528 | +1766.9% +824,845 |
| Thrivent Financial for Lutherans 314984 | TSME Thrivent Small-Mid Cap Equity ETF | 345,438 | 6,448,133 | +1766.7% +6,102,695 |
| Portman Square Capital LLP 1966898 | SMTC Semtech Corp | 40,600 | 756,400 | +1763.1% +715,800 |
| Walleye Capital LLC 1758720 | DLTR Dollar Tree, Inc. | 39,422 | 733,448 | +1760.5% +694,026 |
| Apollon Wealth Management, LLC 1764387 | USMV iShares MSCI USA Min Vol Factor ETF | 53,348 | 989,315 | +1754.5% +935,967 |
| NATIXIS 1274981 | FDX Fedex Corp | 4,000 | 73,927 | +1748.2% +69,927 |
| Squarepoint Ops LLC 1642575 | CCL Carnival Corp Ltd. | 304,121 | 5,619,942 | +1747.9% +5,315,821 |
| JANE STREET GROUP, LLC 1595888 | TECH BIO-TECHNE Corp | 34,858 | 643,862 | +1747.1% +609,004 |
| Jefferies Financial Group Inc. 96223 | BA Boeing Co | 36,462 | 672,008 | +1743.0% +635,546 |
| Assenagon Asset Management S.A. 1546007 | MKSI Mks Inc | 24,009 | 442,273 | +1742.1% +418,264 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2032331 | NVDA Nvidia Corp | 125,539 | 2,312,184 | +1741.8% +2,186,645 |
| Jump Financial, LLC 1831577 | LNG Cheniere Energy, Inc. | 11,440 | 210,457 | +1739.7% +199,017 |
| MACKENZIE FINANCIAL CORP 919859 | ACM Aecom | 15,312 | 281,316 | +1737.2% +266,004 |
| BANK OF MONTREAL /CAN/ 927971 | MAC Macerich Co | 43,144 | 792,595 | +1737.1% +749,451 |
| PICTON MAHONEY ASSET MANAGEMENT 1539041 | UNH Unitedhealth Group Inc | 2,893 | 53,071 | +1734.5% +50,178 |
| Qube Research & Technologies Ltd 1729829 | SYK Stryker Corp | 23,800 | 436,205 | +1732.8% +412,405 |
| Thrivent Financial for Lutherans 314984 | VMRK Vivmark Residential | 78,820 | 1,442,505 | +1730.1% +1,363,685 |
| 49 WEALTH MANAGEMENT, LLC 2022291 | VGSH VANGUARD SHORT-TERM TREASURY INDEX FUND | 18,462 | 337,877 | +1730.1% +319,415 |
| TRUIST FINANCIAL CORP 92230 | VIK Viking Holdings Ltd | 23,332 | 426,347 | +1727.3% +403,015 |
| Jefferies Financial Group Inc. 96223 | VRT Vertiv Holdings Co | 40,005 | 730,907 | +1727.0% +690,902 |
| ING GROEP NV 1039765 | PODD Insulet Corp | 8,516 | 155,360 | +1724.3% +146,844 |
| NEUBERGER BERMAN GROUP LLC 1465109 | PAG Penske Automotive Group, Inc. | 7,190 | 130,779 | +1718.9% +123,589 |
| 1832 Asset Management L.P. 944388 | VRT Vertiv Holdings Co | 16,200 | 294,544 | +1718.2% +278,344 |
| Walleye Capital LLC 1758720 | RDDT Reddit, Inc. | 80,368 | 1,459,285 | +1715.8% +1,378,917 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 | CAT Caterpillar Inc | 13,966 | 253,445 | +1714.7% +239,479 |