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Exponent

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

87% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.26M

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$334M)

7% more funds holding

Funds holding: 248265 (+17)

0.93% more ownership

Funds ownership: 89.66%90.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$20.7M +$1.86M +34,412 +11%
Charles Schwab
27
Charles Schwab
California
$20.2M +$619K +11,450 +3%
RA
28
Royce & Associates
New York
$18.5M -$2.47M -45,712 -13%
RMA
29
Roffman Miller Associates
Pennsylvania
$18.4M +$340K +6,295 +2%
WG
30
Winton Group
United Kingdom
$17.1M +$223K +4,133 +1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$16.1M -$3.25M -60,078 -18%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$15.6M +$13.2M +244,453 +931%
Goldman Sachs
33
Goldman Sachs
New York
$14.6M -$993K -18,377 -7%
SCM
34
Sandler Capital Management
New York
$14M -$3.12M -57,750 -19%
Bank of America
35
Bank of America
North Carolina
$14M -$2M -36,986 -13%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$12M +$997K +18,450 +10%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$11.4M -$194K -3,600 -2%
Morgan Stanley
38
Morgan Stanley
New York
$11.4M +$2.14M +39,574 +25%
PPA
39
Parametric Portfolio Associates
Washington
$10.5M -$317K -5,868 -3%
Wells Fargo
40
Wells Fargo
California
$9.93M +$378K +6,994 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$9.65M +$916K +16,954 +11%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$9.22M +$84K +1,555 +1%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$8.94M +$1.77M +32,730 +27%
EAM
44
EULAV Asset Management
Florida
$8.31M +$519K +9,600 +7%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$8.11M -$164K -3,041 -2%
TCIM
46
TIAA CREF Investment Management
New York
$8.1M -$478K -8,846 -6%
IP
47
Isthmus Partners
Wisconsin
$7.77M +$3.51M +64,995 +208%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.68M +$562K +10,399 +8%
UBS AM
49
UBS AM
Illinois
$7.42M +$344K +6,365 +5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$7.1M -$30.5K -564 -0.5%

EXPO Hedge Fund Activity: Q1 2019 in Review

265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.

  • 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
  • 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
  • The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
  • The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.