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Exponent

183 hedge funds and large institutions have $1.71B invested in Exponent in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.34B → $1.71B (+$369M)

1.69% more ownership

Funds ownership: 177.42%179.12% (+1.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 185183 (-2)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

97% less call options, than puts

Call options by funds: $229K | Put options by funds: $8.46M

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
65
Reduced
75
Closed
15
Calls
$229K
Puts
$8.46M
Net Calls
-$8.23M
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.8M +$547K +16,574 +4%
Norges Bank
27
Norges Bank
Norway
$16.8M +$3.29M +99,552 +28%
CCM
28
Copeland Capital Management
Pennsylvania
$15.8M +$272K +8,246 +2%
Principal Financial Group
29
Principal Financial Group
Iowa
$15.3M -$185K -5,612 -1%
NFA
30
Nationwide Fund Advisors
Ohio
$14.4M +$1.58M +47,836 +14%
RMA
31
Roffman Miller Associates
Pennsylvania
$11.6M +$165K +4,990 +2%
Invesco
32
Invesco
Georgia
$10.4M -$313K -9,486 -3%
Charles Schwab
33
Charles Schwab
California
$10.2M +$1.42M +43,094 +19%
SCM
34
Sandler Capital Management
New York
$9.66M -$1.81M -54,700 -17%
PAM
35
Panagora Asset Management
Massachusetts
$8.64M -$286K -8,648 -4%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.12M +$2.61M +79,010 +56%
Deutsche Bank
37
Deutsche Bank
Germany
$7.61M -$2.68M -81,284 -28%
RCMC
38
RK Capital Management (Colorado)
Colorado
$7.05M -$2.09M -63,400 -25%
Morgan Stanley
39
Morgan Stanley
New York
$7.04M +$1.73M +52,518 +38%
TCIM
40
TIAA CREF Investment Management
New York
$6.45M -$110K -3,336 -2%
Goldman Sachs
41
Goldman Sachs
New York
$6.1M +$1.69M +51,150 +45%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$6.09M +$122K +3,692 +2%
PPA
43
Parametric Portfolio Associates
Washington
$5.66M -$164K -4,960 -3%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.7M +$15.5K +470 +0.4%
Wells Fargo
45
Wells Fargo
California
$4.62M -$394K -11,938 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.58M -$72.3K -2,190 -2%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$4.58M -$782K -23,670 -16%
AI
48
Axiom Investors
Connecticut
$4.37M -$749K -22,684 -16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$4.35M -$155K -4,700 -4%
UBS AM
50
UBS AM
Illinois
$4.31M -$109K -3,304 -3%

EXPO Hedge Fund Activity: Q3 2017 in Review

183 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2017, worth a combined $1.71B — up 28% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 15 closed out — a net gain of 1 holder — while 65 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $16M. The largest seller was TimesSquare Capital Management, cutting an estimated $11.8M.

  • 183 institutional investors held Exponent (EXPO) as of Q3 2017, down from 185 in Q2 2017.
  • Funds reported $1.71B of Exponent stock for Q3 2017, up 28% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q3 2017 and 15 closed out, a net change of +1 holder.
  • The largest Exponent buyer in Q3 2017 was Fidelity Investments, an estimated $16M added.
  • The largest Exponent seller in Q3 2017 was TimesSquare Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2017.