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Exponent

183 hedge funds and large institutions have $1.71B invested in Exponent in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.34B → $1.71B (+$369M)

1.69% more ownership

Funds ownership: 177.42%179.12% (+1.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 185183 (-2)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

97% less call options, than puts

Call options by funds: $229K | Put options by funds: $8.46M

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
65
Reduced
75
Closed
15
Calls
$229K
Puts
$8.46M
Net Calls
-$8.23M
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$4.08M +$386K +11,690 +12%
Legal & General Group
52
Legal & General Group
United Kingdom
$3.9M +$147K +4,450 +4%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$3.69M +$3.3M +100,000 New
AIS
54
AlphaOne Investment Services
Pennsylvania
$3.5M -$159K -4,800 -5%
Prudential Financial
55
Prudential Financial
New Jersey
$3.34M -$23.8K -720 -0.8%
FQ
56
First Quadrant
California
$3.25M
First Trust Advisors
57
First Trust Advisors
Illinois
$3.22M -$270K -8,162 -9%
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.2M +$66.1K +2,000 +2%
Kayne Anderson Rudnick Investment Management
59
Kayne Anderson Rudnick Investment Management
California
$3.08M -$1.6M -48,380 -37%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.03M -$292K -8,828 -10%
SB
61
Suntrust Banks
Georgia
$3M +$2.21M +66,844 +468%
RHJA
62
Rice Hall James & Associates
California
$2.94M -$8.46K -256 -0.3%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.71M
Canada Life
64
Canada Life
Manitoba, Canada
$2.61M -$155K -4,686 -6%
Comerica Bank
65
Comerica Bank
Texas
$2.6M +$516K +15,618 +28%
PIA
66
Piedmont Investment Advisors
North Carolina
$2.57M -$837K -25,342 -27%
UBS Group
67
UBS Group
Switzerland
$2.49M -$56.5K -1,712 -2%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$2.4M +$113K +3,424 +6%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$2.29M -$74.8K -2,264 -4%
CS
70
Credit Suisse
Switzerland
$2.27M +$1.03M +31,078 +102%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.06M +$235K +7,110 +15%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$2.02M -$62.9K -1,904 -3%
RJA
73
Raymond James & Associates
Florida
$1.93M +$88.3K +2,674 +5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$1.8M
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.68M -$94.7K -2,868 -6%

EXPO Hedge Fund Activity: Q3 2017 in Review

183 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2017, worth a combined $1.71B — up 28% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 15 closed out — a net gain of 1 holder — while 65 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $16M. The largest seller was TimesSquare Capital Management, cutting an estimated $11.8M.

  • 183 institutional investors held Exponent (EXPO) as of Q3 2017, down from 185 in Q2 2017.
  • Funds reported $1.71B of Exponent stock for Q3 2017, up 28% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q3 2017 and 15 closed out, a net change of +1 holder.
  • The largest Exponent buyer in Q3 2017 was Fidelity Investments, an estimated $16M added.
  • The largest Exponent seller in Q3 2017 was TimesSquare Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2017.