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Exponent

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$19.2M)

1% less funds holding

Funds holding: 265263 (-2)

1.25% less ownership

Funds ownership: 90.59%89.34% (-1.3%)

Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$21.8M +$799K +14,035 +4%
Morgan Stanley
27
Morgan Stanley
New York
$21M +$9.24M +162,208 +82%
Charles Schwab
28
Charles Schwab
California
$20.7M +$197K +3,458 +1%
RMA
29
Roffman Miller Associates
Pennsylvania
$18.9M +$249K +4,371 +1%
CCM
30
Copeland Capital Management
Pennsylvania
$18.7M -$9.54M -167,454 -34%
RA
31
Royce & Associates
New York
$18.6M -$69.6K -1,223 -0.4%
SCM
32
Sandler Capital Management
New York
$15.1M +$825K +14,480 +6%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$13.8M +$1.56M +27,391 +13%
Bank of America
34
Bank of America
North Carolina
$13.7M -$456K -8,011 -3%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$13.2M +$1.58M +27,700 +14%
WG
36
Winton Group
United Kingdom
$11.2M -$6M -105,341 -35%
PPA
37
Parametric Portfolio Associates
Washington
$11.1M +$418K +7,333 +4%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$10.3M +$1.18M +20,666 +13%
Wells Fargo
39
Wells Fargo
California
$10.1M +$45K +790 +0.5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.75M +$390K +6,852 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$9.66M -$126K -2,218 -1%
EAM
42
EULAV Asset Management
Florida
$9.52M +$1.06M +18,600 +13%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$9.02M -$7.12M -125,052 -45%
CAM
44
Cortina Asset Management
Wisconsin
$8.13M +$2.46M +43,262 +45%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.99M +$199K +3,491 +3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$7.63M +$4.88M +85,700 +192%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$7.52M -$688K -12,074 -9%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.28M +$1.59M +27,984 +29%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$7.13M -$66.5K -1,167 -0.9%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.7M +$1.78M +31,300 +38%

EXPO Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2019, worth a combined $2.71B — up 0.71% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $23M.

  • 263 institutional investors held Exponent (EXPO) as of Q2 2019, down from 265 in Q1 2019.
  • Funds reported $2.71B of Exponent stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2019 and 32 closed out, a net change of +3 holders.
  • The largest Exponent buyer in Q2 2019 was Nuveen, an estimated $34M added.
  • The largest Exponent seller in Q2 2019 was Fidelity Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.