Layering RadarWhen 3+ institutional stock-pickers each open the same brand-new position within 10 trading days, that's smart money quietly piling in. Cross-family pile-ups rank highest — and the entry order is the part a quarterly 13F can never show you.
#1 INCY INCYTE CORP COMMON STOCK USD.001 HEALTH CARE 4 funds · 2 families (cross-family) · $4.3B combined AUM
#2 JKHY Jack Henry & Associates Inc INFORMATION TECHNOLOGY 4 funds · 2 families (cross-family) · $4.0B combined AUM
#3 PYPL PayPal Holdings Inc FINANCIALS 5 funds · 1 family · $2.0B combined AUM
#4 MA Mastercard Inc FINANCIALS 5 funds · 1 family · $1.9B combined AUM
5 funds · 1 family · $1.9B combined AUM
#6 NET CLOUDFLARE INC - CLASS A INFORMATION TECHNOLOGY 3 funds · 2 families (cross-family) · $7.3B combined AUM
#7 VSXY VICTORIA S SECRET + CO COMMON STOCK CONSUMER DISCRETIONARY 3 funds · 2 families (cross-family) · $4.3B combined AUM
#8 CRCL CIRCLE INTERNET GROUP INC COMMON STOCK INFORMATION TECHNOLOGY 3 funds · 2 families (cross-family) · $4.0B combined AUM
#9 FTNT FORTINET INC COMMON STOCK USD.001 INFORMATION TECHNOLOGY 3 funds · 2 families (cross-family) · $3.7B combined AUM
#10 XYZ Block Inc FINANCIALS 4 funds · 1 family · $1.8B combined AUM
#11 NVDA NVIDIA Corp INFORMATION TECHNOLOGY 4 funds · 1 family · $1.3B combined AUM
#12 WSM Williams-Sonoma Inc 4 funds · 1 family · $1.1B combined AUM
#13 ETOR Etoro Group Ltd FINANCIALS 3 funds · 1 family · $1.6B combined AUM
#14 AVGO Broadcom Inc INFORMATION TECHNOLOGY 3 funds · 1 family · $1.5B combined AUM
#15 BR Broadridge Financial Solutions Inc FINANCIALS 3 funds · 1 family · $1.3B combined AUM
#16 AMD Advanced Micro Devices Inc INFORMATION TECHNOLOGY 3 funds · 1 family · $1.1B combined AUM
#17 BKNG Booking Holdings Inc CONSUMER DISCRETIONARY 3 funds · 1 family · $1.1B combined AUM
#18 ACN Accenture PLC INFORMATION TECHNOLOGY 3 funds · 1 family · $900M combined AUM
#19 TMUS T-Mobile US Inc COMMUNICATION SERVICES 3 funds · 1 family · $850M combined AUM
#20 RJF Raymond James Financial Inc 3 funds · 1 family · $850M combined AUM
#21 PANW Palo Alto Networks Inc INFORMATION TECHNOLOGY 3 funds · 1 family · $650M combined AUM
#22 EXPE Expedia Group Inc CONSUMER DISCRETIONARY 3 funds · 1 family · $600M combined AUM
#23 UBER Uber Technologies Inc INDUSTRIALS 3 funds · 1 family · $550M combined AUM
#24 AAPL Apple Inc INFORMATION TECHNOLOGY 3 funds · 1 family · $500M combined AUM
3 funds · 1 family · $500M combined AUM
Layering = independent funds opening the same new position within days. Higher strength = more funds, more families, more AUM. Not financial advice — a map of where institutional money is quietly clustering.