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Exponent

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$19.2M)

1% less funds holding

Funds holding: 265263 (-2)

1.25% less ownership

Funds ownership: 90.59%89.34% (-1.3%)

Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$240K +$233K +4,100 New
VF
202
Virtu Financial
New York
$239K +$232K +4,079 New
MIM
203
Marco Investment Management
Georgia
$237K
CWA
204
Clarus Wealth Advisors
Arizona
$235K +$11K +194 +5%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$218K +3,836 New
CG
206
Cutler Group
California
$222K +$211K +3,700 +3,700%
Creative Planning
207
Creative Planning
Kansas
$211K
CCM
208
Coldstream Capital Management
Washington
$204K -$8.94K -157 -4%
CL
209
CIM LLC
New York
$200K +$195K +3,425 New
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$177K
LIA
211
LS Investment Advisors
Michigan
$164K
Victory Capital Management
212
Victory Capital Management
Texas
$159K -$270K -4,733 -63%
QT
213
Quantamental Technologies
New York
$139K +$3.3K +58 +3%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$132K -$3.3K -58 -3%
NIPH
215
NN Investment Partners Holdings
Netherlands
$91K +$88.3K +1,551 New
EIP
216
Ellis Investment Partners
Pennsylvania
$91K +$89.7K +1,576 New
CMBA
217
C.M. Bidwell & Associates
Hawaii
$90K -$20.2K -355 -19%
AF
218
Advisornet Financial
Minnesota
$79K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$72K -$22.7K -399 -24%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$67K
PCG
221
Private Capital Group
Connecticut
$51K -$4.38K -77 -7%
CFGS
222
Concourse Financial Group Securities
Alabama
$43K -$12.8K -224 -23%
OIA
223
OneDigital Investment Advisors
Kansas
$43K
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$42K
SWA
225
Sutton Wealth Advisors
Florida
$41.1K

EXPO Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2019, worth a combined $2.71B — up 0.71% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $23M.

  • 263 institutional investors held Exponent (EXPO) as of Q2 2019, down from 265 in Q1 2019.
  • Funds reported $2.71B of Exponent stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2019 and 32 closed out, a net change of +3 holders.
  • The largest Exponent buyer in Q2 2019 was Nuveen, an estimated $34M added.
  • The largest Exponent seller in Q2 2019 was Fidelity Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.