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Exponent
EXPO

177 hedge funds and large institutions have $1.38B invested in Exponent in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $6.03M

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

179.43% more ownership

Funds ownership: 0% → 179.43% (+179%)

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$153M)

11% more funds holding

Funds holding: 160 → 177 (+17)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
60
Reduced
62
Closed
9
Calls
$52.8M
Puts
$6.03M
Net Calls
+$46.7M
Net Calls Change
+$46.7M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$31.6M
2
BFA
BlackRock Fund Advisors
California
+$13.9M
3
SCM
Sandler Capital Management
New York
+$4.57M
4
Morgan Stanley
Morgan Stanley
New York
+$4.09M
5
AI
Axiom Investors
Connecticut
+$3.32M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$50.6M
2
DDC
DF Dent & Co
Maryland
-$16.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$12.3M +$84.9K +2,928 +0.7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$12.1M +$688K +23,720 +6%
Principal Financial Group
28
Principal Financial Group
Iowa
$12M +$505K +17,404 +5%
Bank of America
29
Bank of America
North Carolina
$11.2M +$2.21M +76,292 +26%
NFA
30
Nationwide Fund Advisors
Ohio
$9.18M -$1.04K -36 -0%
SCM
31
Sandler Capital Management
New York
$8.97M +$4.57M +157,600 +113%
RMA
32
Roffman Miller Associates
Pennsylvania
$8.46M +$54.1K +1,866 +0.7%
RCMC
33
RK Capital Management (Colorado)
Colorado
$8.35M -$1.47M -50,600 -15%
BIM
34
BlackRock Investment Management
Delaware
$7.79M +$1.3M +44,858 +21%
Invesco
35
Invesco
Georgia
$7.56M +$157K +5,408 +2%
PAM
36
Panagora Asset Management
Massachusetts
$7.45M +$23.8K +822 +0.3%
TCIM
37
TIAA CREF Investment Management
New York
$6.73M -$661K -22,804 -9%
Handelsbanken Fonder
38
Handelsbanken Fonder
Sweden
$6.69M -$5.16M -178,000 -45%
Charles Schwab
39
Charles Schwab
California
$5.99M +$289K +9,972 +5%
AI
40
Axiom Investors
Connecticut
$5.62M +$3.32M +114,348 +159%
Morgan Stanley
41
Morgan Stanley
New York
$4.96M +$4.09M +141,088 +597%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$4.85M -$986K -34,000 -17%
PPA
43
Parametric Portfolio Associates
Washington
$4.3M -$161K -5,552 -4%
RJA
44
Raymond James & Associates
Florida
$4.25M -$8.47K -292 -0.2%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.69M -$375K -12,940 -9%
JP Morgan Chase
46
JP Morgan Chase
New York
$3.66M +$1.9M +65,408 +117%
BG
47
BlackRock Group
United Kingdom
$3.58M +$1.03M +35,690 +43%
TA
48
Teachers Advisors
New York
$3.41M -$301K -10,374 -8%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$3.4M +$3.26M +112,416 New
Prudential Financial
50
Prudential Financial
New Jersey
$3.21M -$562K -19,380 -15%
1
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EXPO Hedge Fund Activity: Q4 2016 in Review

177 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2016, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EXPO positions and 9 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $31.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $50.6M sold.

  • 177 institutional investors held Exponent (EXPO) as of Q4 2016, up from 160 in Q3 2016.
  • Funds reported $1.38B of Exponent stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Exponent positions in Q4 2016 and 9 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2016 was Riverbridge Partners, an estimated $31.6M added.
  • The largest Exponent seller in Q4 2016 was TimesSquare Capital Management, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2016.