We are live on ! Find out more
EXPO icon

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
TRCT
226
Tower Research Capital (TRC)
New York
$36K +$30.9K +543 +787%
FHA
227
First Horizon Advisors
Tennessee
$35K +$57 +1 +0.2%
QCG
228
Quadrant Capital Group
Ohio
$29K -$28.5K -501 -48%
EWM
229
Executive Wealth Management
Michigan
$26K +$57 +1 +0.2%
GWM
230
Geneos Wealth Management
Colorado
$25K -$4.73K -83 -16%
VCM
231
Versant Capital Management
Arizona
$25K -$2.11K -37 -8%
ASN
232
Advisory Services Network
Georgia
$25K +$3.53K +62 +17%
S
233
SignatureFD
Georgia
$20K
AAP
234
Arax Advisory Partners
Colorado
$20K +$19.1K +336 New
FANJ
235
Financial Architects (New Jersey)
New Jersey
$19K
LF
236
Lee Financial
Texas
$19K
Federated Hermes
237
Federated Hermes
Pennsylvania
$19K +$19K +333 New
BFEC
238
Benjamin F. Edwards & Company
Missouri
$17K +$2.68K +47 +19%
SIAS
239
Shine Investment Advisory Services
Colorado
$15K
GSC
240
G&S Capital
Colorado
$12K +$5.69K +100 +100%
NIT
241
NumerixS Investment Technologies
British Columbia, Canada
$12K +$11.4K +200 New
GAM
242
Gemmer Asset Management
California
$11K
NCM
243
Next Capital Management
New York
$11K +$10.4K +182 New
FPS
244
Fieldpoint Private Securities
Connecticut
$11K +$10.5K +184 New
HL
245
Harding Loevner
New Jersey
$10K
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$9K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$9K
WTC
248
WhitTier Trust Company
Nevada
$9K
BCA
249
Berman Capital Advisors
Georgia
$7K
FRA
250
Front Row Advisors
California
$7K

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.