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Exponent
EXPO

Overview Fund Activity

148 hedge funds and large institutions have $1.02B invested in Exponent in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 7 closing their positions.

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
51
Closed
7
Calls
$1.77M
Puts
$978K
Net Calls
+$791K
Net Calls Change
+$791K

Top Buyers

1
TA
1
Teachers Advisors
New York
$9.48M
2
BFA
2
BlackRock Fund Advisors
California
$67.5M
3
Franklin Resources
3
Franklin Resources
California
$27.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.2M

Top Sellers

1
DDC
1
DF Dent & Co
Maryland
$26.6M
2
GIM
2
Granahan Investment Management
Massachusetts
$12.7M
3
MSA
3
Mason Street Advisors
Wisconsin
$152K
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$97.9M
5
RA
5
Royce & Associates
New York
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Copeland Capital Management
Pennsylvania
$8.82M 99,181 +30,095 +44%
Principal Financial Group
27
Principal Financial Group
Iowa
$7.31M 82,214 +1,778 +2%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$6.93M 77,996 -731 -0.9%
MAA
29
Managed Account Advisors
New Jersey
$6.15M 69,125 -4,568 -6%
TCIM
30
TIAA CREF Investment Management
New York
$5.98M 67,275 -1,213 -2%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.96M 66,986 +22,351 +50%
Ameriprise
32
Ameriprise
Minnesota
$5.61M 63,033 +2,823 +5%
RMA
33
Roffman Miller Associates
Pennsylvania
$5.44M 61,211 +289 +0.5%
NFA
34
Nationwide Fund Advisors
Ohio
$5.43M 61,127 -745 -1%
KCM
35
Kornitzer Capital Management
Kansas
$4.46M 50,200 -16,000 -24%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$4.11M 49,800 – –
RFC
37
Russell Frank Company
Washington
$4.08M 45,879 -5,902 -11%
Morgan Stanley
38
Morgan Stanley
New York
$4.03M 45,357 -1,448 -3%
BIM
39
BlackRock Investment Management
Delaware
$3.85M 43,330 +173 +0.4%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$3.78M 42,502 +16,200 +62%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.73M 41,957 – –
Deutsche Bank
42
Deutsche Bank
Germany
$3.73M 41,933 -5,845 -12%
Prudential Financial
43
Prudential Financial
New Jersey
$3.7M 41,582 -1,000 -2%
SO
44
STRS Ohio
Ohio
$3.6M 40,500 – –
Charles Schwab
45
Charles Schwab
California
$3.33M 37,433 +4,639 +14%
UBS Group
46
UBS Group
Switzerland
$3.29M 37,028 +484 +1%
RHJA
47
Rice Hall James & Associates
California
$2.99M 33,654 -7,767 -19%
GAM
48
Gotham Asset Management
New York
$2.87M 32,234 -14,465 -31%
AIS
49
AlphaOne Investment Services
Pennsylvania
$2.75M 30,966 – –
SGAM
50
Smith Group Asset Management
Texas
$2.64M 29,719 -2,300 -7%
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