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Exponent

215 hedge funds and large institutions have $2.26B invested in Exponent in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $1.8B → $2.26B (+$456M)

11% more call options, than puts

Call options by funds: $478K | Put options by funds: $430K

5% more funds holding

Funds holding: 204215 (+11)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

87.92% less ownership

Funds ownership: 177.82%89.9% (-88%)

Holders
215
Holders Change
+11
Holders Change %
+5.39%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
77
Reduced
74
Closed
16
Calls
$478K
Puts
$430K
Net Calls
+$48K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Copeland Capital Management
Pennsylvania
$21.9M +$1.57M +34,265 +8%
Principal Financial Group
27
Principal Financial Group
Iowa
$20.6M +$561K +12,243 +3%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$16.8M +$14.2M +310,134 +833%
Charles Schwab
29
Charles Schwab
California
$16.4M +$609K +13,276 +4%
RA
30
Royce & Associates
New York
$16.4M -$206K -4,488 -1%
RMA
31
Roffman Miller Associates
Pennsylvania
$15.4M -$92K -2,007 -0.6%
Bank of America
32
Bank of America
North Carolina
$14.7M -$1.19M -25,843 -8%
Invesco
33
Invesco
Georgia
$13.6M -$671K -14,624 -5%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$13M +$585K +12,747 +5%
WG
35
Winton Group
United Kingdom
$11.8M +$9.56M +208,386 +572%
Deutsche Bank
36
Deutsche Bank
Germany
$9.87M -$2.82M -61,590 -23%
PAM
37
Panagora Asset Management
Massachusetts
$9.8M +$25.6K +559 +0.3%
PPA
38
Parametric Portfolio Associates
Washington
$7.87M +$118K +2,569 +2%
TCIM
39
TIAA CREF Investment Management
New York
$7.35M -$545K -11,894 -7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7.29M -$527K -11,503 -7%
Wells Fargo
41
Wells Fargo
California
$7.26M +$397K +8,668 +6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$7.09M +$180K +3,920 +3%
SCM
43
Sandler Capital Management
New York
$7.06M -$1.94M -42,350 -22%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$6.9M +$6.21M +135,500 +1,828%
Morgan Stanley
45
Morgan Stanley
New York
$6.7M -$332K -7,236 -5%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.16M +$838K +18,265 +17%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$6.09M +$697K +15,197 +14%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.03M -$1.83K -40 -0%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$6.02M +$29.7K +647 +0.5%
RCMC
50
RK Capital Management (Colorado)
Colorado
$5.95M -$2.41M -52,638 -30%

EXPO Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2018, worth a combined $2.26B — up 25% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXPO positions and 16 closed out — a net gain of 12 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Neuberger Berman Group, cutting an estimated $6.97M.

  • 215 institutional investors held Exponent (EXPO) as of Q2 2018, up from 204 in Q1 2018.
  • Funds reported $2.26B of Exponent stock for Q2 2018, up 25% quarter-over-quarter.
  • 28 funds opened new Exponent positions in Q2 2018 and 16 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q2 2018 was BlackRock, an estimated $31.6M added.
  • The largest Exponent seller in Q2 2018 was Neuberger Berman Group, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2018.