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Expro Ltd

99 hedge funds and large institutions have $660M invested in Expro Ltd in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

0.23% more ownership

Funds ownership: 3.6%3.83% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less funds holding

Funds holding: 11799 (-18)

19% less capital invested

Capital invested by funds: $816M → $660M (-$156M)

42% less call options, than puts

Call options by funds: $900K | Put options by funds: $1.56M

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
99
Holders Change
-18
Holders Change %
-15.38%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
44
Reduced
35
Closed
26
Calls
$900K
Puts
$1.56M
Net Calls
-$658K
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$73.4M +$45.6M +356,587 +120%
Select Equity Group
2
Select Equity Group
New York
$73M
PIM
3
Perkins Investment Management
Illinois
$63.3M +$20.7M +161,936 +40%
TAM
4
Tocqueville Asset Management
New York
$38.8M +$39.6M +310,200 +882%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$32.7M +$2.22M +17,410 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$31.8M +$26.9M +210,267 +287%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$31.7M -$19.5M -152,237 -35%
CIP
8
Champlain Investment Partners
Vermont
$24.1M +$2.49M +19,497 +10%
William Blair & Company
9
William Blair & Company
Illinois
$22.8M -$3.24M -25,354 -11%
Primecap Management
10
Primecap Management
California
$22.8M +$11.7M +91,483 +82%
TIM
11
Thornburg Investment Management
New Mexico
$19.2M +$835K +6,539 +4%
Federated Hermes
12
Federated Hermes
Pennsylvania
$19.1M -$25.3M -197,833 -54%
Lazard Asset Management
13
Lazard Asset Management
New York
$16M +$673K +5,266 +4%
BIT
14
BlackRock Institutional Trust
California
$15.7M -$843K -6,598 -4%
Wells Fargo
15
Wells Fargo
California
$13M +$9.49M +74,273 +180%
State Street
16
State Street
Massachusetts
$12.3M -$9.58K -75 -0.1%
Norges Bank
17
Norges Bank
Norway
$9.71M -$8.91M -69,744 -45%
EAM
18
Edge Asset Management
Washington
$7.92M +$9.02M +70,567 New
Vanguard Group
19
Vanguard Group
Pennsylvania
$7.58M +$678K +5,306 +9%
BFA
20
BlackRock Fund Advisors
California
$7.05M +$316K +2,471 +4%
State of Wisconsin Investment Board
21
State of Wisconsin Investment Board
Wisconsin
$7.02M +$1.26M +9,855 +19%
ClearBridge Investments
22
ClearBridge Investments
New York
$6.89M +$4.03M +31,573 +106%
AIM
23
abrdn Investment Management
United Kingdom
$6.86M -$16.1M -126,322 -67%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$6.19M +$4.79M +37,500 +213%
CLM
25
ClearBridge LLC (Maryland)
Maryland
$6.03M

XPRO Hedge Fund Activity: Q3 2014 in Review

99 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Expro Ltd (XPRO) for Q3 2014, worth a combined $660M — down 19% from $816M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of XPRO and 11 opened new positions — a net loss of 15 holders — while 35 trimmed existing stakes and 44 added.

The largest buyer was Nuance Investments, adding an estimated $45.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $45.5M sold.

  • 99 institutional investors held Expro Ltd (XPRO) as of Q3 2014, down from 117 in Q2 2014.
  • Funds reported $660M of Expro Ltd stock for Q3 2014, down 19% quarter-over-quarter.
  • 11 funds opened new Expro Ltd positions in Q3 2014 and 26 closed out, a net change of -15 holders.
  • The largest Expro Ltd buyer in Q3 2014 was Nuance Investments, an estimated $45.6M added.
  • The largest Expro Ltd seller in Q3 2014 was JP Morgan Chase, an estimated $45.5M sold.

Based on aggregated 13F filings for Q3 2014.