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Exponent
EXPO

203 hedge funds and large institutions have $1.63B invested in Exponent in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 60

11% more funds holding

Funds holding: 183 → 203 (+20)

5% less capital invested

Capital invested by funds: $1.71B → $1.63B (-$79.8M)

1.82% less ownership

Funds ownership: 179.12% → 177.29% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
60
Closed
13
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$8.78M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$8.69M
4
Millennium Management
Millennium Management
New York
+$7.1M
5
LCM
Laurion Capital Management
New York
+$6.11M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$19M
3
NFA
Nationwide Fund Advisors
Ohio
-$14.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.24M
5
Bank of America
Bank of America
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$14.4M -$360K -9,802 -2%
RA
27
Royce & Associates
New York
$13.2M -$3.11M -84,604 -19%
Bank of America
28
Bank of America
North Carolina
$12.7M -$7.68M -209,292 -37%
Invesco
29
Invesco
Georgia
$11.4M +$1.46M +39,838 +14%
RMA
30
Roffman Miller Associates
Pennsylvania
$11.2M +$112K +3,058 +1%
Charles Schwab
31
Charles Schwab
California
$10.6M +$860K +23,416 +8%
SCM
32
Sandler Capital Management
New York
$8.73M -$583K -15,880 -6%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$8.3M +$462K +12,572 +6%
Millennium Management
34
Millennium Management
New York
$8.11M +$7.1M +193,300 +557%
TCIM
35
TIAA CREF Investment Management
New York
$8.09M +$1.95M +53,158 +30%
Deutsche Bank
36
Deutsche Bank
Germany
$8.04M +$741K +20,176 +10%
Goldman Sachs
37
Goldman Sachs
New York
$7.6M +$1.78M +48,536 +29%
PAM
38
Panagora Asset Management
Massachusetts
$7.18M -$1.17M -31,900 -14%
LCM
39
Laurion Capital Management
New York
$6.31M +$6.11M +166,514 +1,514%
Morgan Stanley
40
Morgan Stanley
New York
$6.05M -$742K -20,214 -11%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$6.02M +$163K +4,436 +3%
RCMC
42
RK Capital Management (Colorado)
Colorado
$5.72M -$1.09M -29,810 -16%
PPA
43
Parametric Portfolio Associates
Washington
$5.66M +$223K +6,076 +4%
AI
44
Axiom Investors
Connecticut
$5.16M +$986K +26,850 +23%
Wells Fargo
45
Wells Fargo
California
$5M +$571K +15,562 +12%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.93M +$535K +14,574 +12%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.85M +$340K +9,268 +7%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$4.77M +$4.93M +134,182 New
JP Morgan Chase
49
JP Morgan Chase
New York
$4.21M +$3.49M +94,942 +406%
UBS AM
50
UBS AM
Illinois
$4.17M +$22K +598 +0.5%
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EXPO Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2017, worth a combined $1.63B — down 4.7% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 13 closed out — a net gain of 20 holders — while 81 added to existing stakes and 60 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $17.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $55M.

  • 203 institutional investors held Exponent (EXPO) as of Q4 2017, up from 183 in Q3 2017.
  • Funds reported $1.63B of Exponent stock for Q4 2017, down 4.7% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q4 2017 and 13 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2017 was Janus Henderson Group, an estimated $17.5M added.
  • The largest Exponent seller in Q4 2017 was T. Rowe Price Associates, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2017.