We are live on ! Find out more
EXPO icon

Exponent

123 hedge funds and large institutions have $850M invested in Exponent in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $691M → $850M (+$159M)

4% more funds holding

Funds holding: 118123 (+5)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
46
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$2M -$320K -19,200 -15%
BG
52
BlackRock Group
United Kingdom
$1.94M +$70.3K +4,216 +4%
WBC
53
Westpac Banking Corp
Australia
$1.93M +$1.79M +107,600 New
TRSOTSOK
54
Teachers Retirement System of the State of Kentucky
Kentucky
$1.72M -$556K -33,320 -26%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.7M +$46.4K +2,780 +3%
FQ
56
First Quadrant
California
$1.58M
WFM
57
Wilmington Funds Management
Delaware
$1.49M
PPA
58
Parametric Portfolio Associates
Washington
$1.43M +$78.3K +4,696 +6%
Deutsche Bank
59
Deutsche Bank
Germany
$1.42M +$502K +30,092 +61%
HW
60
Hancock Whitney
Mississippi
$1.39M -$1.6K -96 -0.1%
Comerica Bank
61
Comerica Bank
Texas
$1.38M -$3.4K -204 -0.3%
RFC
62
Russell Frank Company
Washington
$1.27M +$146K +8,748 +14%
PI
63
Placemark Investments
Illinois
$1.15M +$140K +8,368 +15%
USAA
64
United Services Automobile Association
Texas
$1.15M +$253K +15,200 +31%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.11M -$17.8K -1,068 -2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1.03M +$28.7K +1,720 +3%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$1.03M
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$1.01M +$934K +56,000 New
TPSF
69
Texas Permanent School Fund
Texas
$999K -$58.6K -3,512 -6%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$987K -$434K -26,000 -32%
Invesco
71
Invesco
Georgia
$974K +$144K +8,632 +19%
U
72
UBS
Switzerland
$929K +$16.7K +1,000 +2%
ACI
73
AMP Capital Investors
Australia
$857K +$800K +48,000 New
ASRS
74
Arizona State Retirement System
Arizona
$847K -$6.67K -400 -0.8%
MAM
75
Martingale Asset Management
Massachusetts
$741K

EXPO Hedge Fund Activity: Q3 2013 in Review

123 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2013, worth a combined $850M — up 23% from $691M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXPO positions and 8 closed out — a net gain of 6 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was RK Capital Management (Colorado), opening a new position worth an estimated $6.9M. The largest seller was Royce & Associates, cutting an estimated $10.1M.

  • 123 institutional investors held Exponent (EXPO) as of Q3 2013, up from 118 in Q2 2013.
  • Funds reported $850M of Exponent stock for Q3 2013, up 23% quarter-over-quarter.
  • 14 funds opened new Exponent positions in Q3 2013 and 8 closed out, a net change of +6 holders.
  • The largest Exponent buyer in Q3 2013 was RK Capital Management (Colorado), an estimated $6.9M added.
  • The largest Exponent seller in Q3 2013 was Royce & Associates, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2013.