EXPD icon

Expeditors International
EXPD

Overview Fund Activity

598 hedge funds and large institutions have $12.3B invested in Expeditors International in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 206 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
11.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
83
Increased
219
Reduced
206
Closed
34
Calls
$61.4M
Puts
$8.32M
Net Calls
+$53.1M
Net Calls Change
+$51M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$99.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$118M
3
Parnassus Investments
Parnassus Investments
California
$132M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.27B
5
Goldman Sachs
Goldman Sachs
New York
$121M

Top Sellers

1
BlackRock
BlackRock
New York
$1.15B
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$59.3M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$47.5M
4
Invesco
Invesco
Georgia
$88.9M
5
STA
Summit Trail Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
576
Toth Financial Advisory
Virginia
$2K -$31K -387 -94%
GWM
577
Geneos Wealth Management
Colorado
$2K -$6.85K -113 -77%
WWM
578
Willingdon Wealth Management
North Carolina
$2K – – –
Fidelity International
579
Fidelity International
Bermuda
$2K – – –
TFO
580
Tarbox Family Office
California
$2K +$222 +3 +13%
IFAM
581
Institutional & Family Asset Management
Colorado
$2K +$1K +15 +100%
SQA
582
Simon Quick Advisors
New Jersey
$2K +$2K +27 New
SIC
583
Samalin Investment Counsel
New York
$2K +$2K +33 New
ED
584
Exane Derivatives
France
$1.58K – – –
PWMG
585
Prestige Wealth Management Group
New Jersey
$1K -$722 -13 -42%
APC
586
Aspire Private Capital
North Carolina
$1K – – –
GWS
587
Glassman Wealth Services
Virginia
$1K +$333 +3 +50%
AS
588
Altshuler Shaham
Israel
$1K +$500 +4 +100%
BL
589
Balentine LLC
Georgia
$1K +$333 +4 +50%
CA
590
CXI Advisors
Indiana
$1K +$1K +9 New
FPFS
591
First Personal Financial Services
North Carolina
$1K +$1K +11 New
WCM
592
Wealthcare Capital Management
Virginia
$1K +$1K +12 New
HR
593
Howe & Rusling
New York
$1K +$1K +16 New
HWA
594
Heritage Wealth Advisors
Virginia
$858 +$858 +11 New
NIM
595
Nicollet Investment Management
Minnesota
$854 +$3 +38 +0.3%
STA
596
Summit Trail Advisors
New York
– -$29.7M -400,009 Closed
Balyasny Asset Management
597
Balyasny Asset Management
Illinois
– -$12.6M -169,474 Closed
WI
598
WBI Investments
New Jersey
– -$4.65M -62,622 Closed
Assenagon Asset Management
599
Assenagon Asset Management
Luxembourg
– -$4.2M -56,539 Closed
JIM
600
Jupiter Investment Management
United Kingdom
– -$3.23M -43,481 Closed
22 23
24
25 26