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Exponent

215 hedge funds and large institutions have $2.26B invested in Exponent in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $1.8B → $2.26B (+$456M)

11% more call options, than puts

Call options by funds: $478K | Put options by funds: $430K

5% more funds holding

Funds holding: 204215 (+11)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

87.92% less ownership

Funds ownership: 177.82%89.9% (-88%)

Holders
215
Holders Change
+11
Holders Change %
+5.39%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
77
Reduced
74
Closed
16
Calls
$478K
Puts
$430K
Net Calls
+$48K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$5.79M -$23.7K -516 -0.4%
Legal & General Group
52
Legal & General Group
United Kingdom
$5.54M +$308K +6,711 +6%
UBS Group
53
UBS Group
Switzerland
$5.26M +$1.04M +22,747 +26%
Comerica Bank
54
Comerica Bank
Texas
$4.87M -$5.41K -118 -0.1%
Prudential Financial
55
Prudential Financial
New Jersey
$4.82M +$316K +6,896 +7%
SB
56
Suntrust Banks
Georgia
$4.68M +$137K +2,984 +3%
CS
57
Credit Suisse
Switzerland
$4.67M +$1.6M +34,809 +56%
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.34M
Lord, Abbett & Co
59
Lord, Abbett & Co
New Jersey
$4.31M -$495K -10,800 -11%
AI
60
Axiom Investors
Connecticut
$4.3M -$1.09M -23,760 -21%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$4.24M +$3.09M +67,360 +329%
AllianceBernstein
62
AllianceBernstein
Tennessee
$3.87M +$367K +8,000 +11%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.83M +$671K +14,631 +23%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.81M +$39K +851 +1%
AIS
65
AlphaOne Investment Services
Pennsylvania
$3.74M -$717K -15,639 -17%
ASRS
66
Arizona State Retirement System
Arizona
$3.65M -$261K -5,692 -7%
EAM
67
EULAV Asset Management
Florida
$3.65M +$775K +16,900 +29%
Barclays
68
Barclays
United Kingdom
$3.38M +$106K +2,305 +3%
JP Morgan Chase
69
JP Morgan Chase
New York
$3.34M -$412K -8,982 -11%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$3.34M +$3.17M +69,100 New
Canada Life
71
Canada Life
Manitoba, Canada
$3.33M +$1.38K +30 +0%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$3.28M -$626K -13,644 -17%
OAM
73
Oxford Asset Management
United Kingdom
$3.06M +$1.32M +28,718 +85%
RJA
74
Raymond James & Associates
Florida
$3.03M +$21.2K +462 +0.7%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$2.96M

EXPO Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2018, worth a combined $2.26B — up 25% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXPO positions and 16 closed out — a net gain of 12 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Neuberger Berman Group, cutting an estimated $6.97M.

  • 215 institutional investors held Exponent (EXPO) as of Q2 2018, up from 204 in Q1 2018.
  • Funds reported $2.26B of Exponent stock for Q2 2018, up 25% quarter-over-quarter.
  • 28 funds opened new Exponent positions in Q2 2018 and 16 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q2 2018 was BlackRock, an estimated $31.6M added.
  • The largest Exponent seller in Q2 2018 was Neuberger Berman Group, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2018.