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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 AGIO Agios Pharmaceuticals, Inc. 103,955 1,886,412 +1714.6% +1,782,457
Verition Fund Management LLC 1454027 MDT Medtronic plc 148,889 2,699,464 +1713.1% +2,550,575
Walleye Capital LLC 1758720 UNM Unum Group 22,195 402,250 +1712.3% +380,055
Annex Advisory Services, LLC 1542287 NOK Nokia Corp 246,742 4,468,371 +1710.9% +4,221,629
Hudson Bay Capital Management LP 1393825 LRCX Lam Research Corp 13,812 250,010 +1710.1% +236,198
CAPITAL FUND MANAGEMENT S.A. 1323645 FANG Diamondback Energy, Inc. 24,400 441,559 +1709.7% +417,159
Prescott Group Capital Management, L.L.C. 1166152 FICO Fair Isaac Corp 1,200 21,710 +1709.2% +20,510
JANE STREET GROUP, LLC 1595888 IHI iShares U.S. Medical Devices ETF 248,200 4,487,602 +1708.1% +4,239,402
Squarepoint Ops LLC 1642575 LOPE Grand Canyon Education, Inc. 8,314 149,930 +1703.3% +141,616
JANE STREET GROUP, LLC 1595888 CXW CoreCivic, Inc. 391,500 7,057,923 +1702.8% +6,666,423
Walleye Capital LLC 1758720 PLTR Palantir Technologies Inc. 195,751 3,526,203 +1701.4% +3,330,452
Vise Technologies, Inc. 1812090 SPCX Space Exploration Technologies Corp 10,250 184,373 +1698.8% +174,123
E. Ohman J:or Asset Management AB 2009396 COHR Coherent Corp. 4,990 89,666 +1696.9% +84,676
Walleye Capital LLC 1758720 VOYG Voyager Technologies, Inc. 33,868 607,872 +1694.8% +574,004
Amundi 1330387 AVT Avnet Inc 11,904 213,257 +1691.5% +201,353
BANK OF NOVA SCOTIA 9631 MKC Mccormick & Co Inc 26,705 478,030 +1690.0% +451,325
UBS Group AG 1610520 RMIX Suncrete, Inc. 49,754 885,768 +1680.3% +836,014
Portman Square Capital LLP 1966898 LYV Live Nation Entertainment, Inc. 12,000 213,000 +1675.0% +201,000
MARSHALL WACE, LLP 1318757 BWA Borgwarner Inc 28,169 499,537 +1673.4% +471,368
PRINCIPAL FINANCIAL GROUP INC 1126328 VMRK Vivmark Residential 604,183 10,707,669 +1672.3% +10,103,486
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 AEHR Aehr Test Systems 35,987 636,271 +1668.1% +600,284
Private Advisor Group, LLC 1567755 FNDX Schwab Fundamental U.S. Large Company ETF 117,208 2,071,721 +1667.6% +1,954,513
Jump Financial, LLC 1831577 DELL Dell Technologies Inc. 5,001 88,385 +1667.3% +83,384
BARCLAYS PLC 312069 SUNB Sunbelt Rentals Holdings, Inc. 662,621 11,709,055 +1667.1% +11,046,434
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 HPE Hewlett Packard Enterprise Co 122,544 2,160,833 +1663.3% +2,038,289
DekaBank Deutsche Girozentrale 1456228 ORLY O Reilly Automotive Inc 17,758 312,186 +1658.0% +294,428
Aberdeen Group plc 1716774 NTRA Natera, Inc. 5,266 92,563 +1657.7% +87,297
HRT FINANCIAL LP 1475597 NVDA Nvidia Corp 115,607 2,031,401 +1657.2% +1,915,794
MUFG Securities EMEA plc 1597694 MTB M&T Bank Corp 5,732 100,556 +1654.3% +94,824
Walleye Capital LLC 1758720 IREN IREN Ltd 298,636 5,238,714 +1654.2% +4,940,078
ACADIAN ASSET MANAGEMENT LLC 916542 AGI Alamos Gold Inc 49,452 866,994 +1653.2% +817,542
FEDERATED HERMES, INC. 1056288 RMBS Rambus Inc 35,607 623,547 +1651.2% +587,940
AMERIFLEX GROUP, INC. 2057637 COST Costco Wholesale Corp 3,345 58,564 +1650.8% +55,219
Jefferies Financial Group Inc. 96223 QCOM Qualcomm Inc 18,270 319,824 +1650.5% +301,554
Robeco Institutional Asset Management B.V. 1418773 SBUX Starbucks Corp 30,610 535,504 +1649.4% +504,894
Artisan Partners Limited Partnership 1466153 SLB Slb Limited 258,483 4,510,014 +1644.8% +4,251,531
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1730896 WDC Western Digital Corp 1,880 32,800 +1644.7% +30,920
Daiwa Securities Group Inc. 1481045 SBAC Sba Communications Corp 23,754 413,859 +1642.3% +390,105
Walleye Capital LLC 1758720 PODD Insulet Corp 8,638 150,437 +1641.6% +141,799
Brookstone Capital Management 1599584 UJUL 75,085 1,307,459 +1641.3% +1,232,374
CreativeOne Wealth, LLC 1739728 JPIN JPMorgan Diversified Return International Equity ETF 15,610 271,686 +1640.5% +256,076
Mirae Asset Global Investments Co., Ltd. 1569395 XSD State Street(R) SPDR(R) S&P(R) Semiconductor ETF 2,300 40,000 +1639.1% +37,700
BARCLAYS PLC 312069 TVTX Travere Therapeutics, Inc. 19,760 343,543 +1638.6% +323,783
EVOLVE PRIVATE WEALTH, LLC 2111131 SGOV iShares 0-3 Month Treasury Bond ETF 57,481 998,838 +1637.7% +941,357
Allspring Global Investments Holdings, LLC 1890906 NBIS Nebius Group N.V. 15,355 266,592 +1636.2% +251,237
BARCLAYS PLC 312069 PFGC Performance Food Group Co 17,605 305,135 +1633.2% +287,530
Concurrent Investment Advisors, LLC 2001015 SPTL State Street(R) SPDR(R) Portfolio Long Term Treasury ETF 56,789 984,208 +1633.1% +927,419
Jump Financial, LLC 1831577 NDAQ Nasdaq, Inc. 15,028 260,329 +1632.3% +245,301
Jefferies Financial Group Inc. 96223 HLT Hilton Worldwide Holdings Inc. 5,776 100,000 +1631.3% +94,224
FMR LLC 315066 SWKS Skyworks Solutions, Inc. 1,098,418 19,006,369 +1630.3% +17,907,951
CAPITAL FUND MANAGEMENT S.A. 1323645 PL Planet Labs PBC 132,000 2,283,124 +1629.6% +2,151,124
Private Advisor Group, LLC 1567755 IREN IREN Ltd 24,066 416,163 +1629.3% +392,097
Merit Financial Group, LLC 1621225 DFAU Dimensional US Core Equity Market ETF 28,957 500,476 +1628.3% +471,519
PEAK6 LLC 1389958 MPC Marathon Petroleum Corp 8,802 151,900 +1625.7% +143,098
Advisors Asset Management, Inc. 1297376 GNRC Generac Holdings Inc. 6,968 120,144 +1624.2% +113,176
Empowered Funds, LLC 1592828 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 45,200 777,486 +1620.1% +732,286
Verition Fund Management LLC 1454027 XLU State Street(R) Utilities Select Sector SPDR(R) ETF 29,168 501,550 +1619.5% +472,382
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 LPLA LPL Financial Holdings Inc. 7,604 130,743 +1619.4% +123,139
PARTNERS WEALTH MANAGEMENT, LLC 2054714 AMZN Amazon Com Inc 7,605 130,656 +1618.0% +123,051
Rossmore Private Capital 1733082 VXUS Vanguard Total International Stock ETF 13,990 240,239 +1617.2% +226,249
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 GFLW VictoryShares Free Cash Flow Growth ETF 73,948 1,268,611 +1615.5% +1,194,663
VICTORY CAPITAL MANAGEMENT INC 1040188 ARE Alexandria Real Estate Equities, Inc. 25,444 436,199 +1614.3% +410,755
CAXTON ASSOCIATES LLP 2051323 BE Bloom Energy Corp 14,817 253,972 +1614.1% +239,155
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 ESE Esco Technologies Inc 4,434 75,840 +1610.4% +71,406
BARCLAYS PLC 312069 RBC RBC Bearings INC 5,176 88,508 +1610.0% +83,332
DEUTSCHE BANK AG\ 948046 TLN Talen Energy Corp 3,454 59,018 +1608.7% +55,564
Madison Wealth Partners, Inc 1844424 FNDE Schwab Fundamental Emerging Markets Equity ETF 26,860 458,844 +1608.3% +431,984
Walleye Capital LLC 1758720 ESTC Elastic N.V. 41,328 704,708 +1605.2% +663,380
Groupe la Francaise 2056088 MAR Marriott International Inc 2,749 46,818 +1603.1% +44,069
TURTLE CREEK ASSET MANAGEMENT INC. 1484148 PATK Patrick Industries Inc 101,850 1,733,800 +1602.3% +1,631,950
SUMMIT SECURITIES GROUP LLC 1531593 UNH Unitedhealth Group Inc 6,300 107,230 +1602.1% +100,930
Assenagon Asset Management S.A. 1546007 XOM ExxonMobil Holdings Corp 135,838 2,311,692 +1601.8% +2,175,854
GEODE CAPITAL MANAGEMENT, LLC 1214717 KARD Kardigan, Inc. 44,482 756,876 +1601.5% +712,394
Affinity Asset Advisors, LLC 1773195 SMMT Summit Therapeutics Inc. 100,000 1,700,000 +1600.0% +1,600,000
DNB Asset Management AS 1456670 PTC Ptc Inc. 103,359 1,752,899 +1595.9% +1,649,540
Walleye Capital LLC 1758720 OKLO Oklo Inc. 131,461 2,229,155 +1595.7% +2,097,694
AustralianSuper Pty Ltd 1694164 DXCM Dexcom Inc 15,725 266,591 +1595.3% +250,866
NATIXIS 1274981 HSIC Henry Schein Inc 16,116 273,005 +1594.0% +256,889
ACADIAN ASSET MANAGEMENT LLC 916542 CCEP COCA-COLA EUROPACIFIC PARTNERS plc 51,359 868,280 +1590.6% +816,921
JPMORGAN CHASE & CO 19617 UUP Invesco DB US Dollar Index Bullish Fund 127,464 2,151,112 +1587.6% +2,023,648
JUPITER ASSET MANAGEMENT LTD 1215838 PCG PG&E Corp 171,233 2,888,463 +1586.9% +2,717,230
VICTORY CAPITAL MANAGEMENT INC 1040188 LAUR Laureate Education, Inc. 46,062 776,913 +1586.7% +730,851
Stratos Investment Management, LLC 1707206 FBND Fidelity Total Bond ETF 125,855 2,120,323 +1584.7% +1,994,468
Parallel Advisors, LLC 1690010 FTEC Fidelity MSCI Information Technology Index ETF 3,994 67,274 +1584.4% +63,280
Soltis Investment Advisors LLC 1802530 PYLD 80,334 1,352,994 +1584.2% +1,272,660
Hillsdale Investment Management Inc. 1368465 SLF Sun Life Financial Inc 41,445 697,887 +1583.9% +656,442
Walleye Capital LLC 1758720 SYM Symbotic Inc. 24,691 415,206 +1581.6% +390,515
BANK OF MONTREAL /CAN/ 927971 CFR Cullen/Frost Bankers, Inc. 8,354 140,048 +1576.4% +131,694
MORGAN STANLEY 895421 GQRE FlexShares Global Quality Real Estate Index Fund 44,640 747,598 +1574.7% +702,958
Qube Research & Technologies Ltd 1729829 GEV GE Vernova Inc. 3,500 58,561 +1573.2% +55,061
Capital Research Global Investors 1422848 JBS Jbs N.V. 139,659 2,335,657 +1572.4% +2,195,998
BW Gestao de Investimentos Ltda. 1568280 COHR Coherent Corp. 5,000 83,600 +1572.0% +78,600
Qube Research & Technologies Ltd 1729829 PGR Progressive Corp 51,513 859,959 +1569.4% +808,446
ELEMENT POINTE ADVISORS, LLC 1764059 XLV State Street(R) Health Care Select Sector SPDR(R) ETF 11,867 198,098 +1569.3% +186,231
Almanack Investment Partners, LLC. 1680613 SPY Spdr S&P 500 ETF Trust 10,370 173,033 +1568.6% +162,663
Candriam S.C.A. 1537014 TTWO Take Two Interactive Software Inc 10,100 168,471 +1568.0% +158,371
Advisors Asset Management, Inc. 1297376 SNX Td Synnex Corp 7,047 117,401 +1566.0% +110,354
CENTERSQUARE INVESTMENT MANAGEMENT LLC 1725296 BXP BXP, Inc. 50,371 837,972 +1563.6% +787,601
Mariner, LLC 1373442 STIP iShares 0-5 Year TIPS Bond ETF 68,435 1,138,415 +1563.5% +1,069,980
JPMORGAN CHASE & CO 19617 HELO JPMorgan Hedged Equity Laddered Overlay ETF 505,952 8,416,169 +1563.4% +7,910,217