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
10,890 873 8.71 29 27 -2
3,211 333 11.58 27 26 -1
20,486 -1,300 -5.97 29 25 -4
26,801 -798 -2.89 25 25 0
27,632 -4,174 -13.12 26 24 -2
4,623 1,437 45.10 24 24 0
10,106 -66 -0.65 21 22 1
18,883 -574 -2.95 23 22 -1
9,147 -1,002 -9.87 27 22 -5
6,703 386 6.11 24 22 -2
2,831 283 11.09 19 19 0
5,257 1,202 29.63 19 19 0
5,810 -1,601 -21.60 20 19 -1
9,005 -842 -8.55 18 19 1
626 -76 -10.84 17 18 1
4,285 19 0.46 21 17 -4
1,101 -27 -2.44 14 16 2
2,585 -490 -15.94 15 16 1
6,840 4,012 141.89 16 16 0
2,765 39 1.42 16 16 0
1,487 1 0.04 18 16 -2
2,090 -134 -6.02 17 15 -2
7,784 -535 -6.43 18 15 -3
1,443 -159 -9.91 16 15 -1
10,347 3,758 57.05 18 15 -3
84 1 0.68 15 15 0
3,315 -43 -1.28 16 15 -1
7,111 64 0.91 15 15 0
800 -41 -4.87 17 15 -2
293 32 12.41 12 14 2
11,000 141 1.30 14 14 0
560 -68 -10.84 15 14 -1
627 32 5.46 15 14 -1
612 -51 -7.66 15 14 -1
624 -98 -13.56 15 14 -1
1,259 -264 -17.35 9 13 4
2,036 -473 -18.84 14 13 -1
4,025 -37 -0.90 15 13 -2
1,202 -187 -13.44 12 12 0
5,943 -4 -0.07 13 12 -1
817 -196 -19.39 13 12 -1
2,854 -15 -0.53 13 12 -1
1,169 -57 -4.61 11 12 1
1,068 284 36.29 12 12 0
6,430 -457 -6.63 15 12 -3
1,824 156 9.36 9 12 3
1,777 221 14.18 9 12 3
2,659 -442 -14.26 12 12 0
5,797 -624 -9.72 13 11 -2
2,662 207 8.45 12 11 -1
7,098 786 12.46 9 11 2
553 67 13.75 10 11 1
381 -168 -30.67 11 11 0
2,169 4 0.17 9 11 2
1,072 -46 -4.14 12 11 -1
3,132 -89 -2.76 13 11 -2
1,415 120 9.23 9 11 2
152 -20 -11.71 10 11 1
859 -158 -15.51 11 11 0
739 43 6.11 10 10 0
2,291 -72 -3.06 10 10 0
1,413 -61 -4.17 12 10 -2
4,621 -174 -3.63 11 10 -1
932 -120 -11.39 9 10 1
1,483 56 3.96 13 10 -3
4,288 -281 -6.16 10 10 0
1,036 419 67.77 12 10 -2
824 -77 -8.53 11 10 -1
4,086 49 1.20 10 10 0
1,573 -129 -7.58 12 10 -2
12,265 -137 -1.11 12 10 -2
784 213 37.35 8 10 2
7,225 -216 -2.90 9 9 0
306 -42 -12.01 10 9 -1
13,859 2 0.02 12 9 -3
1,004 -10 -0.96 11 9 -2
619 0 0.02 9 9 0
244 27 12.24 7 9 2
1,716 -103 -5.64 13 9 -4
546 -223 -29.02 12 9 -3
2,043 -213 -9.42 9 9 0
7,750 -227 -2.84 9 9 0
3,430 143 4.35 10 9 -1
6,628 -3,802 -36.45 10 9 -1
6,904 257 3.87 9 9 0
91 -9 -8.70 10 9 -1
1,847 462 33.36 9 9 0
2,619 556 26.96 8 9 1
9,958 879 9.68 9 9 0
3,407 463 15.72 8 9 1
686 -24 -3.41 8 9 1
990 58 6.17 11 9 -2
3,515 163 4.86 11 9 -2
935 16 1.78 7 8 1
960 -31 -3.14 8 8 0
1,043 532 104.34 8 8 0
1,676 -8 -0.47 8 8 0
377 31 9.05 10 8 -2
528 -51 -8.78 8 8 0
1,533 429 38.85 10 8 -2
5,302 -55 -1.04 8 8 0
1,061 9 0.83 8 8 0
1,295 -36 -2.73 7 8 1
670 15 2.33 7 8 1
1,795 -2 -0.12 7 8 1
5,854 144 2.52 9 8 -1
4,031 -116 -2.81 9 8 -1
3,088 6 0.20 7 8 1
335 -375 -52.84 10 8 -2
539 223 70.46 8 8 0
1,391 -1 -0.10 7 8 1
1,570 63 4.19 9 8 -1
371 -23 -5.73 8 8 0
3,966 -78 -1.92 10 8 -2
787 -31 -3.73 9 8 -1
144 4 2.51 8 8 0
1,040 84 8.83 10 8 -2
1,490 22 1.47 9 8 -1
1,710 -54 -3.05 9 8 -1
2,712 508 23.03 11 8 -3
1,258 -142 -10.13 7 7 0
2,180 -128 -5.56 6 7 1
1,696 855 101.65 8 7 -1
5,027 28 0.55 7 7 0
990 8 0.84 6 7 1
433 -7 -1.69 7 7 0
788 -106 -11.88 7 7 0
527 -307 -36.83 7 7 0
697 2 0.31 9 7 -2
1,796 -23 -1.24 7 7 0
1,930 233 13.70 7 7 0
1,008 -123 -10.90 8 7 -1
579 57 10.89 4 7 3
1,817 1,369 305.25 5 7 2
17 -1 -3.21 7 7 0
804 40 5.22 8 7 -1
387 -184 -32.30 7 7 0
1,107 0 0.04 7 7 0
421 -27 -6.10 7 7 0
4,494 3,115 225.95 6 7 1
7,177 -206 -2.79 8 7 -1
25,269 -415 -1.62 4 7 3
1,971 -20 -1.02 8 7 -1
235 70 42.54 7 7 0
1,800 -368 -16.96 7 7 0
291 -13 -4.30 7 7 0
475 -12 -2.56 7 7 0
1,065 80 8.10 7 7 0
317 -70 -18.18 9 7 -2
335 -11 -3.14 6 7 1
1,887 -1 -0.03 7 7 0
532 -58 -9.88 8 7 -1
437 48 12.45 7 7 0
1,123 -102 -8.35 6 7 1
1,153 -119 -9.39 7 7 0
40 11 36.26 7 7 0
788 -327 -29.32 6 7 1
1,196 -767 -39.05 7 7 0
940 -28 -2.89 6 6 0
2,538 -256 -9.17 5 6 1
332 -12 -3.56 7 6 -1
10,102 -77 -0.76 6 6 0
7,845 -1,711 -17.90 6 6 0
330 -33 -9.13 6 6 0
655 198 43.37 5 6 1
1,372 -977 -41.59 8 6 -2
247 86 53.16 5 6 1
849 -120 -12.41 7 6 -1
488 -445 -47.68 4 6 2
4,414 610 16.04 5 6 1
2,211 -138 -5.89 7 6 -1
260 -33 -11.12 6 6 0
2,147 202 10.39 4 6 2
208 208 ∞ 6 6
1,889 494 35.37 6 6 0
549 15 2.78 5 6 1
862 -21 -2.35 7 6 -1
5,456 3,527 182.79 4 6 2
951 -37 -3.75 6 6 0
1,874 -140 -6.94 7 6 -1
539 -67 -11.07 6 6 0
12,043 -209 -1.71 7 6 -1
1,275 42 3.44 7 6 -1
109 -7 -6.38 6 6 0
2,752 -30 -1.09 6 6 0
213 -99 -31.89 6 6 0
6,966 -71 -1.01 6 6 0
290 175 152.27 6 6 0
1,401 7 0.48 6 6 0
1,794 29 1.65 6 6 0
552 -22 -3.83 7 6 -1
177 157 756.54 5 6 1
1,556 3 0.19 5 5 0
1,192 2 0.14 6 5 -1
1,006 -160 -13.72 10 5 -5
10,155 0 0.00 7 5 -2
123 5 3.96 5 5 0
390 -41 -9.52 5 5 0
2,651 -54 -1.98 5 5 0
286 -9 -3.12 5 5 0
259 55 26.85 5 5 0
774 -275 -26.22 6 5 -1
148 -11 -7.13 5 5 0
347 -11 -3.13 5 5 0
975 5 0.48 5 5 0
1,296 -5 -0.38 6 5 -1
467 83 21.62 5 5 0
120 14 13.64 7 5 -2
171 36 27.14 5 5 0
246 -44 -15.23 5 5 0
301 -188 -38.47 6 5 -1
969 -83 -7.91 6 5 -1
234 -0 -0.15 6 5 -1
761 41 5.70 5 5 0
1,824 -21 -1.16 5 5 0
1,192 -85 -6.66 6 5 -1
2,382 -126 -5.01 5 5 0
240 -43 -15.16 5 5 0
80 -30 -27.03 5 5 0
755 -0 -0.01 5 5 0
112 -10 -8.46 5 5 0
182 -68 -27.10 5 5 0
722 400 124.09 8 5 -3
47 -16 -24.95 5 5 0
67 -64 -49.06 6 5 -1
26 -0 -1.08 5 5 0
262 -44 -14.38 5 5 0
373 77 26.02 7 5 -2
544 1 0.20 6 5 -1
273 16 6.35 6 5 -1
654 -17 -2.49 8 5 -3
259 89 52.69 5 5 0
377 -92 -19.64 5 5 0
1,384 8 0.55 4 5 1
367 -106 -22.35 5 5 0
539 0 0.00 5 5 0
368 -98 -21.03 3 5 2
68 12 21.72 5 5 0
196 66 50.49 4 5 1
1,554 100 6.90 4 5 1
1,688 -50 -2.87 6 5 -1
908 -97 -9.65 5 5 0
269 71 36.10 5 5 0
49 -31 -38.94 5 5 0
223 26 13.21 5 5 0
132 3 2.03 6 5 -1
118 62 112.59 4 5 1
3,498 -107 -2.98 5 5 0
299 -603 -66.85 5 5 0
1,967 -457 -18.87 5 5 0
510 126 32.65 4 5 1
2,212 204 10.14 4 5 1
1,300 7 0.55 6 5 -1
577 68 13.29 4 5 1
1,470 -368 -20.04 5 5 0
1,013 26 2.59 5 5 0
652,068 -360,767 -35.62 5 5 0
1,093 -4 -0.35 6 5 -1
330 -36 -9.93 6 5 -1
1,745 -168 -8.76 5 5 0
945 13 1.43 5 5 0
63 -16 -19.89 6 5 -1
461 3 0.59 7 5 -2
1,266 -13 -1.05 5 4 -1
443 99 28.83 5 4 -1
2,976 142 4.99 5 4 -1
340 39 12.99 5 4 -1
2,155 760 54.47 3 4 1
10 5 127.49 4 4 0
445 16 3.64 4 4 0
3,054 -0 -0.01 5 4 -1
494 112 29.19 3 4 1
1,258 1,184 1,584.89 3 4 1
3,320 1,342 67.86 3 4 1
4 -2 -35.04 4 4 0
295 -34 -10.42 4 4 0
32 10 47.03 3 4 1
5,872 867 17.33 3 4 1
29 8 40.81 3 4 1
579 -755 -56.59 3 4 1
294 -0 -0.01 6 4 -2
27 -16 -36.79 3 4 1
60 -40 -40.03 4 4 0
1,499 651 76.72 4 4 0
108 -54 -33.56 4 4 0
2 1 72.02 3 4 1
3,917 370 10.42 5 4 -1
488 5 0.96 4 4 0
317 -30 -8.61 5 4 -1
995 24 2.51 4 4 0
194 0 0.03 3 4 1
338 8 2.41 3 4 1
481 20 4.41 3 4 1
33 -1 -2.74 4 4 0
709 -13 -1.74 4 4 0
1,837 0 0.00 4 4 0
1,498 124 9.04 4 4 0
3,560 1,691 90.49 5 4 -1
191 13 7.36 5 4 -1
942 0 0.00 4 4 0
391 0 0.00 4 4 0
3,322 -26 -0.77 4 4 0
1,090 -6 -0.53 2 4 2
154 6 4.21 4 4 0
4,621 -107 -2.25 4 4 0
761 -0 -0.01 4 4 0
553 -20 -3.43 4 4 0
978 -303 -23.63 3 4 1
22 -1 -3.36 5 4 -1
284 27 10.57 5 4 -1
2,039 0 0.02 3 4 1
209 -3 -1.59 5 4 -1
1,060 -179 -14.48 5 4 -1
1,849 -10 -0.53 4 4 0
7 -3 -28.83 5 4 -1
475 -238 -33.41 4 4 0
205 163 389.04 3 4 1
54 2 4.09 4 4 0
284 71 33.61 2 4 2
22 22 ∞ 4 4
132 -10 -6.79 4 4 0
854 -59 -6.49 6 4 -2
1,805 -47 -2.55 6 4 -2
1,907 0 0.00 4 4 0
782 -7 -0.91 5 4 -1
200 -16 -7.55 4 4 0
428 -0 -0.08 4 4 0
307 136 79.54 4 4 0
799 -313 -28.17 5 4 -1
2,499 -38 -1.51 4 4 0
22 2 8.58 6 4 -2
List of Funds

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

ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
CBEAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Large Cap Value Fund Class A
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
DFCVX - Dimensional Investment Group Inc - The U.s. Large Cap Value Portfolio Ii
DFLVX - Dfa Investment Dimensions Group Inc - U.s. Large Cap Value Portfolio - Institutional Class
DFUVX - Dimensional Investment Group Inc - U.s. Large Cap Value Portfolio Iii
Dfa Investment Trust Co - The U.s. Large Cap Value Series
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A
JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I
NOLVX - Northern Funds - Northern Large Cap Value Fund
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
PENN SERIES FUNDS INC - Large Cap Value Fund
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
Profunds - Profund Vp Pharmaceuticals
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF