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
RCAG
251
Rehmann Capital Advisory Group
Michigan
$6.45K
CFA
252
Camarda Financial Advisors
Florida
$4K
Toronto Dominion Bank
253
Toronto Dominion Bank
Ontario, Canada
$3K +$3.25K +57 +197%
LC
254
Lindbrook Capital
California
$3K
BL
255
Balentine LLC
Georgia
$3K +$2.62K +46 New
RCG
256
Ruggie Capital Group
Florida
$3K +$2.73K +48 New
CFA
257
Carroll Financial Associates
North Carolina
$3K +$3.42K +60 New
JCM
258
Julex Capital Management
Massachusetts
$2K +$2.05K +36 New
SPIA
259
Steward Partners Investment Advisory
New York
$2K +$2.51K +44 New
GWS
260
Glassman Wealth Services
Virginia
$1K
HGWM
261
Harvest Group Wealth Management
Massachusetts
$1K
PHK
262
Point72 Hong Kong
Hong Kong
$1K +$1.02K +18 New
GT
263
Glenmede Trust
Pennsylvania
$872 +$295K +5,189 +53%
Assenagon Asset Management
264
Assenagon Asset Management
Luxembourg
-$1.36M -23,642 Closed
JFG
265
Jefferies Financial Group
New York
-$998K -17,293 Closed
PIA
266
Piedmont Investment Advisors
North Carolina
-$748K -12,954 Closed
SAM
267
Sawgrass Asset Management
Florida
-$640K -11,095 Closed
ACM
268
AlphaCrest Capital Management
New York
-$496K -8,600 Closed
Holocene Advisors
269
Holocene Advisors
New York
-$346K -6,002 Closed
Cerity Partners
270
Cerity Partners
New York
-$344K -5,966 Closed
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
-$260K -4,502 Closed
TI
272
Trexquant Investment
Connecticut
-$259K -4,494 Closed
BCM
273
BlueCrest Capital Management
Jersey
-$254K -4,396 Closed
WCM
274
Weld Capital Management
New York
-$237K -4,102 Closed
JG
275
Jefferies Group
New York
-$236K -4,083 Closed

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.