Exponent
EXPO
265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
87% more call options, than puts
Call options by funds: $2.36M | Put options by funds: $1.26M
21% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 78
14% more capital invested
Capital invested by funds: $2.36B → $2.7B (+$334M)
7% more funds holding
Funds holding: 248 → 265 (+17)
0.93% more ownership
Funds ownership: 89.66% → 90.59% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.3M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.2M |
| 3 |
Bank of New York Mellon
New York
|
+$8.8M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$5.17M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.7M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$6.59M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$6.19M |
| 5 |
Renaissance Technologies
New York
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
276
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$34K | -672 | Closed |
|
277
Bessemer Group
Woodbridge,
New Jersey
| – | -$32K | -632 | Closed |
|
278
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$23K | -462 | Closed |
|
279
Simplex Trading
Chicago,
Illinois
| – | -$7.46K | -138 | Closed |
|
|
IA
280
IFP Advisors
Tampa,
Florida
| – | -$5K | -104 | Closed |
|
281
AssetMark Inc
Concord,
California
| – | -$3K | -56 | Closed |
|
|
QI
282
QS Investors
New York
| – | -$1K | -12 | Closed |
|
EXPO Hedge Fund Activity: Q1 2019 in Review
265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.
- 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
- Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
- 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
- The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
- The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2019.