Discover High Conviction Stocks by Combining Portfolios of Leading Funds

This model portfolio was created by combining the holdings of funds with similar investing strategies and identifying the stocks that are the most widely held amongst the funds. In mathematical terms, this is union of the set of stocks held by each fund except that we add an additional attibute to each stock which is the count of funds that hold it. We also provide some additional attributes such as the change in the most recent quarter. We find that this is a useful way of identifying investment ideas, as it leverages the "wisdom of the crowds" where "crowds" is the investment research teams at the funds.

For best results, we recommend prioritizing stocks that are being accumulated by fund, rather than the stocks that are most widely held, as this is more likely to provide an early entry into a stock that is becoming popular.

List of Funds

This table shows a list of securities, sorted by institutional popularity. To create this list, we examine the most recent quarter's fund filings. From these filings, we count how many institutions hold each security, how many institutions held the security in the prior quarter, and display the difference.

Symbol Company Current Shares (x1000) Change in Shares (x1000) Change in Shares (%) Prior Owners Current Owners Change in Owners
53,662 1,429 2.74 20 21 1
32,485 -6,612 -16.91 20 20 0
13,491 -529 -3.78 22 20 -2
8,964 -638 -6.65 19 19 0
7,189 170 2.43 19 18 -1
11,165 -2,250 -16.77 20 18 -2
5,614 501 9.80 18 16 -2
34,420 -2,363 -6.43 15 16 1
2,688 210 8.45 16 16 0
6,770 625 10.18 18 16 -2
245,179 200,348 446.90 13 15 2
87 17 23.68 14 14 0
1,979 619 45.53 17 14 -3
24,224 -5,448 -18.36 15 14 -1
11,610 1,183 11.35 12 13 1
22,816 -675 -2.87 13 13 0
8,525 2,386 38.88 13 13 0
1,696 -34 -1.98 14 13 -1
3,478 157 4.74 12 12 0
25,022 -1,384 -5.24 12 12 0
226 -36 -13.76 12 12 0
16,326 -799 -4.66 13 12 -1
1,086 172 18.87 11 12 1
89 -1 -1.46 12 11 -1
4,767 -799 -14.36 11 11 0
267 -85 -24.03 11 11 0
324 2 0.53 12 11 -1
22,857 2,261 10.98 9 11 2
553 13 2.41 10 11 1
6,684 225 3.48 10 11 1
394 108 37.93 10 11 1
743 216 40.93 10 11 1
209,937 -25,919 -10.99 11 11 0
395 17 4.45 10 11 1
291 73 33.44 8 10 2
3,114 -406 -11.53 13 10 -3
281 -81 -22.40 10 10 0
7,708 383 5.23 10 10 0
937 -34 -3.48 9 10 1
1,502 165 12.31 11 10 -1
4,246 -407 -8.74 9 9 0
10,370 286 2.83 9 9 0
1,247 -40 -3.09 8 9 1
268 71 35.76 8 9 1
4,323 -78 -1.78 6 9 3
1,068 -340 -24.13 7 9 2
953 7 0.77 14 9 -5
2,016 103 5.37 9 9 0
2,628 240 10.06 10 9 -1
7,832 421 5.68 12 9 -3
10,153 -3,254 -24.27 9 9 0
1,268 -135 -9.59 8 9 1
2,624 1,227 87.89 7 8 1
6,553 -1,737 -20.95 10 8 -2
1,044 176 20.22 8 8 0
8,348 -241 -2.80 8 8 0
21,381 -11,589 -35.15 9 8 -1
1,505 -105 -6.54 9 8 -1
230,894 7,580 3.39 7 8 1
243,423 -3,148 -1.28 8 8 0
4,853 2,428 100.10 8 8 0
5,332 7 0.14 7 8 1
1,180 106 9.82 8 8 0
1,166 68 6.16 12 8 -4
2,451 -42 -1.68 9 8 -1
624 71 12.86 8 8 0
78,295 36,203 86.01 5 8 3
727 -63 -7.94 8 8 0
3,488 -805 -18.75 8 7 -1
431 -70 -13.97 7 7 0
3,373 418 14.16 7 7 0
51,039 -4,748 -8.51 8 7 -1
8,972 -3,489 -28.00 7 7 0
962 -47 -4.66 5 7 2
2,917 228 8.49 7 7 0
1,904 1,614 557.65 3 7 4
20,877 435 2.13 7 7 0
3,829 -337 -8.09 7 7 0
4,593 -35 -0.75 7 7 0
8,041 889 12.43 5 7 2
9,089 -1,953 -17.69 7 7 0
491 -6 -1.14 7 7 0
3,492 132 3.92 7 7 0
233 -45 -16.18 6 6 0
1,825 789 76.14 5 6 1
860 295 52.17 7 6 -1
981 -7 -0.74 7 6 -1
514 -149 -22.43 7 6 -1
370 -30 -7.45 7 6 -1
5,821 -630 -9.76 7 6 -1
2,132 259 13.83 5 6 1
5,512 -232 -4.03 6 6 0
22,716 15,239 203.79 3 6 3
2,040 -120 -5.56 5 6 1
244 -54 -18.21 5 6 1
2,496 -512 -17.01 6 6 0
2,458 899 57.67 5 6 1
8,176 1,083 15.27 6 6 0
864 8 0.93 5 6 1
12,772 -1,058 -7.65 6 6 0
33,268 1,071 3.33 6 6 0
565 246 77.09 5 6 1
17,111 839 5.16 5 6 1
18 2 14.47 6 6 0
5,582 -1,366 -19.65 7 6 -1
258 31 13.76 7 6 -1
11,798 -1,168 -9.01 6 6 0
2,267 437 23.89 7 6 -1
2,707 76 2.90 8 6 -2
25,077 3,184 14.54 6 6 0
14,194 -2,166 -13.24 6 6 0
865 58 7.25 6 6 0
1,839 -485 -20.87 5 6 1
909 112 14.12 7 6 -1
8,976 -1,682 -15.78 6 6 0
485 84 21.07 7 6 -1
16,005 326 2.08 6 6 0
3,511 2,796 390.69 5 5 0
6,807 2,610 62.18 4 5 1
39 -29 -42.76 5 5 0
775 -75 -8.80 5 5 0
2,625 -506 -16.16 4 5 1
5,074 526 11.57 3 5 2
3,383 482 16.64 6 5 -1
707 131 22.74 4 5 1
550 319 138.41 4 5 1
27,548 1,280 4.87 4 5 1
11,824 3,559 43.06 3 5 2
120 2 1.46 5 5 0
274 -53 -16.26 4 5 1
41,903 7,212 20.79 5 5 0
5,162 573 12.49 4 5 1
52 -32 -38.03 4 5 1
3,002 1,003 50.15 4 5 1
2,045 19 0.91 5 5 0
17,735 882 5.23 5 5 0
909 39 4.44 6 5 -1
458 92 25.19 5 5 0
1,289 635 97.04 4 5 1
311 -113 -26.64 5 5 0
704 -787 -52.78 6 5 -1
5,931 -494 -7.68 5 5 0
6,740 597 9.72 5 5 0
12,613 1,265 11.15 5 5 0
155 -30 -16.07 5 5 0
2,286 -334 -12.75 5 5 0
138,438 22,269 19.17 7 5 -2
37,753 4,876 14.83 4 5 1
21,528 3,002 16.20 5 5 0
1,638 66 4.17 5 5 0
48 1 1.23 5 5 0
950 208 28.00 3 5 2
195 2 0.99 5 5 0
6,487 -639 -8.97 5 5 0
38 0 0.76 5 5 0
40,565 -6,149 -13.16 5 5 0
5,596 -707 -11.21 5 5 0
327 -52 -13.69 6 5 -1
3,027 -413 -12.01 5 5 0
2,037 492 31.80 3 5 2
131 16 14.32 9 5 -4
674 63 10.25 4 5 1
275 191 228.71 3 5 2
17,802 -3,657 -17.04 6 5 -1
5,052 -1,725 -25.45 5 5 0
3,279 583 21.65 5 5 0
3,271 -2,446 -42.79 7 5 -2
85,797 24,832 40.73 4 5 1
2,854 906 46.53 5 5 0
379 304 408.54 7 5 -2
281 23 9.01 4 5 1
144 -61 -29.70 5 5 0
361 8 2.26 5 4 -1
822 646 366.59 2 4 2
1,627 190 13.25 6 4 -2
391 -16 -3.87 2 4 2
2,088 -503 -19.42 5 4 -1
2,084 289 16.12 4 4 0
8,017 590 7.94 4 4 0
114 24 25.97 3 4 1
252 32 14.56 3 4 1
152 -80 -34.43 4 4 0
454 98 27.50 4 4 0
667 -197 -22.78 2 4 2
1,041 -162 -13.49 4 4 0
6,626 -1,493 -18.39 4 4 0
558 96 20.90 5 4 -1
1,431 -1,156 -44.69 5 4 -1
527 36 7.31 4 4 0
422 -95 -18.39 4 4 0
1,223 -98 -7.41 4 4 0
176 10 5.83 3 4 1
432 203 88.97 4 4 0
208 6 2.81 4 4 0
200 -33 -14.22 4 4 0
9,032 1,710 23.35 3 4 1
728 659 955.09 3 4 1
1,087 -168 -13.39 4 4 0
726 264 57.07 4 4 0
4,721 254 5.69 5 4 -1
4,790 737 18.18 4 4 0
1,367 638 87.50 2 4 2
3,798 -860 -18.46 5 4 -1
7,485 -486 -6.10 4 4 0
3,684 -568 -13.36 4 4 0
324 -248 -43.34 4 4 0
8,047 384 5.01 4 4 0
523 -158 -23.20 4 4 0
801 71 9.65 4 4 0
1,000 -43 -4.16 4 4 0
1,622 99 6.48 5 4 -1
45 -9 -16.48 4 4 0
3,840 -2,428 -38.74 4 4 0
854 140 19.55 5 4 -1
3,771 -676 -15.19 4 4 0
724 34 4.86 4 4 0
437 28 6.85 3 4 1
310 10 3.45 2 4 2
538 -152 -22.05 5 4 -1
407 279 218.68 3 4 1
3,932 -2,029 -34.03 4 4 0
1,946 8 0.41 4 4 0
1,370 -26 -1.83 5 4 -1
9,107 -211 -2.26 4 4 0
318 -42 -11.69 4 4 0
3,873 328 9.25 4 4 0
7,989 1,030 14.80 4 4 0
6,995 -2,421 -25.71 4 4 0
5,398 -212 -3.78 4 4 0
701 60 9.30 4 4 0
89 24 37.74 2 4 2
6,751 1,529 29.28 4 4 0
2,580 868 50.66 4 4 0
3,764 -899 -19.28 3 4 1
651 -120 -15.60 4 4 0
377 104 38.14 5 4 -1
673 -341 -33.64 4 4 0
1,861 686 58.45 4 4 0
1,723 84 5.11 3 4 1
715 117 19.57 3 4 1
988 192 24.18 5 4 -1
64,814 -8,916 -12.09 4 4 0
31,284 21,430 217.48 2 4 2
9,671 -1,764 -15.43 4 4 0
62 -7 -9.67 4 4 0
4,437 -197 -4.25 4 4 0
6,276 -1,631 -20.63 3 4 1
33 17 111.27 3 4 1
4,399 -32 -0.72 7 4 -3
808 172 27.10 4 4 0
1,876 514 37.74 4 4 0
15,208 -4,639 -23.37 5 4 -1
80 3 3.35 4 4 0
775 -220 -22.12 4 4 0
3,858 -695 -15.27 3 4 1
23,388 -2,600 -10.00 2 4 2
7,563 1,245 19.70 4 4 0
6,810 964 16.49 3 4 1
2,890 66 2.34 4 4 0
178 -18 -9.39 4 4 0
112 -18 -13.63 5 4 -1
106 30 38.78 2 4 2
1,898 98 5.42 4 4 0
517 -317 -37.97 4 4 0
2,992 165 5.84 4 4 0
2,681 457 20.53 4 4 0
12,647 -8,296 -39.61 4 4 0
324 -69 -17.52 3 4 1
499 162 48.10 2 4 2
2,323 -11,239 -82.87 4 4 0
1,905 -48 -2.46 3 4 1
533 -130 -19.66 3 4 1
644 40 6.59 5 4 -1
898 221 32.63 3 4 1
2,105 241 12.95 5 4 -1
List of Funds

This combined portfolio is comprised of holdings from the following funds:

BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A)
JOEMX - Advisers Investment Trust - JOHCM Emerging Markets Opportunities Fund Institutional Shares
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a)
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A)
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A
Templeton Emerging Markets Fund
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I