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Exponent
EXPO

162 hedge funds and large institutions have $1.19B invested in Exponent in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $1.05B → $1.19B (+$139M)

7% more funds holding

Funds holding: 151 → 162 (+11)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
65
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$15.7M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$10.5M
3
Ameriprise
Ameriprise
Minnesota
+$4.61M
4
BFA
BlackRock Fund Advisors
California
+$4.12M
5
Northern Trust
Northern Trust
Illinois
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.2M
2
DDC
DF Dent & Co
Maryland
-$10.4M
3
Franklin Resources
Franklin Resources
California
-$9.33M
4
RA
Royce & Associates
New York
-$6.43M
5
Morgan Stanley
Morgan Stanley
New York
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$2.68M -$11.6K -456 -0.4%
HSA
52
Hussman Strategic Advisors
Maryland
$2.5M – – –
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$2.44M +$2.47M +97,520 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.4M +$39.1K +1,540 +2%
PPA
55
Parametric Portfolio Associates
Washington
$2.26M +$99.9K +3,936 +5%
FQ
56
First Quadrant
California
$2.2M – – –
AI
57
Axiom Investors
Connecticut
$2.16M +$2.2M +86,530 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.13M -$6.95K -274 -0.3%
WI
59
WBI Investments
New Jersey
$1.96M +$1.99M +78,368 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.93M -$579K -22,800 -23%
TRSOTSOK
61
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M – – –
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.77M -$885K -34,884 -33%
BG
63
BlackRock Group
United Kingdom
$1.76M +$14.9K +588 +0.8%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.76M – – –
UBS Group
65
UBS Group
Switzerland
$1.73M -$318K -12,518 -15%
CIM
66
Confluence Investment Management
Missouri
$1.66M -$557K -21,944 -25%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.66M -$96.5K -3,802 -5%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.66M +$100K +3,960 +6%
RFC
69
Regions Financial Corp
Alabama
$1.49M -$73.8K -2,908 -5%
SO
70
STRS Ohio
Ohio
$1.42M -$2.66M -105,000 -65%
GC
71
Guggenheim Capital
Illinois
$1.34M +$1.36M +53,542 New
Comerica Bank
72
Comerica Bank
Texas
$1.32M +$10.3K +406 +0.7%
First Trust Advisors
73
First Trust Advisors
Illinois
$1.3M +$567K +22,342 +75%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$1.21M +$472K +18,600 +62%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.18M – – –
1 2
3
4 5

EXPO Hedge Fund Activity: Q4 2015 in Review

162 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2015, worth a combined $1.19B — up 13% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXPO positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $15.7M. The largest seller was Neuberger Berman Group, cutting an estimated $12.2M.

  • 162 institutional investors held Exponent (EXPO) as of Q4 2015, up from 151 in Q3 2015.
  • Funds reported $1.19B of Exponent stock for Q4 2015, up 13% quarter-over-quarter.
  • 19 funds opened new Exponent positions in Q4 2015 and 7 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q4 2015 was Conestoga Capital Advisors, an estimated $15.7M added.
  • The largest Exponent seller in Q4 2015 was Neuberger Berman Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2015.