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Sign InInstitutional investment activity in US equities has intensified as Fisher Funds Management rebalanced its portfolio, purchasing an additional 103,821 shares of Crown Castle and establishing a new position in Equifax with 128,154 shares. The firm also increased its stake in Humana to 113,467 shares following an earnings beat, while reducing its KKR & Co holdings by 39,188 shares. These moves complement earlier activity where B&I Capital AG raised its stake in Digital Realty Trust by 17.9% and Adelphi Trust Co established positions in Caterpillar and Merck & Co. This institutional accumulation follows robust Q4 financial results and strong earnings beats across multiple sectors. While some strategic reductions were noted, the consistent buying from major funds provides a supportive floor for these equities. Currently, the consensus rating for these instruments remains at a 'Moderate Buy,' reflecting confidence in their near-term growth trajectories.