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Expeditors International

571 hedge funds and large institutions have $10.4B invested in Expeditors International in 2017 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 158 increasing their positions, 233 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 25

75% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $7.25M

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

14% more funds holding

Funds holding: 501571 (+70)

4% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$362M)

2.23% less ownership

Funds ownership: 93.27%91.03% (-2.2%)

32% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 233

Holders
571
Holders Change
+70
Holders Change %
+13.97%
% of All Funds
12.95%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
98
Increased
158
Reduced
233
Closed
25
Calls
$12.7M
Puts
$7.25M
Net Calls
+$5.43M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$79.8M -$1.71M -27,952 -2%
Wells Fargo
27
Wells Fargo
California
$78.6M +$1.31M +21,436 +2%
MA
28
Marshfield Associates
District of Columbia
$75.5M -$869K -14,176 -1%
Legal & General Group
29
Legal & General Group
United Kingdom
$75.3M -$137K -2,228 -0.2%
HFS
30
HL Financial Services
Kentucky
$71.9M -$1.22M -19,839 -2%
JSP
31
Jackson Square Partners
California
$69.9M +$2.06M +33,575 +3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$66.4M +$882K +14,400 +1%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$62.5M -$1.32M -21,463 -2%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$62M +$1.7M +27,726 +3%
Charles Schwab
35
Charles Schwab
California
$58.5M +$895K +14,610 +2%
APG Asset Management
36
APG Asset Management
Netherlands
$58M -$21.8M -355,400 -25%
USAA
37
United Services Automobile Association
Texas
$57.6M -$408K -6,664 -0.7%
SAM
38
Sawgrass Asset Management
Florida
$54.2M +$1.12M +18,255 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$51.5M +$2.52M +41,039 +5%
MIH
40
Madison Investment Holdings
Wisconsin
$46.7M -$2.01M -32,779 -4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$45.7M +$184K +3,000 +0.4%
SRIM
42
Saratoga Research & Investment Management
California
$45.2M +$996K +16,249 +2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$42.2M -$1.24M -20,288 -3%
PPA
44
Parametric Portfolio Associates
Washington
$42.1M +$1.24M +20,169 +3%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$40.9M +$715K +11,670 +2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$40.2M +$706K +11,524 +2%
Principal Financial Group
47
Principal Financial Group
Iowa
$39.6M +$3.03M +49,431 +9%
TCM
48
Tensile Capital Management
California
$39.2M -$1.23M -20,000 -3%
SJIC
49
St. James Investment Company
Texas
$38.1M -$13.6M -221,979 -27%
GC
50
Guggenheim Capital
Illinois
$37.9M -$260K -4,239 -0.7%