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Exponent

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

87% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.26M

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$334M)

7% more funds holding

Funds holding: 248265 (+17)

0.93% more ownership

Funds ownership: 89.66%90.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$6.51M +$3.19M +59,029 +110%
RCMC
52
RK Capital Management (Colorado)
Colorado
$6.48M
Comerica Bank
53
Comerica Bank
Texas
$6.3M +$54.8K +1,015 +0.9%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$6.05M +$193K +3,565 +4%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.57M -$49.3K -912 -0.9%
CAM
56
Cortina Asset Management
Wisconsin
$5.52M +$5.17M +95,653 New
Prudential Financial
57
Prudential Financial
New Jersey
$5.49M -$309K -5,725 -6%
Swiss National Bank
58
Swiss National Bank
Switzerland
$5.47M +$151K +2,800 +3%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$5.38M +$28.4K +526 +0.6%
Mackenzie Financial
60
Mackenzie Financial
Ontario, Canada
$5.1M -$54K -1,000 -1%
SB
61
Suntrust Banks
Georgia
$5.09M -$42.2K -781 -0.9%
Public Sector Pension Investment Board (PSP Investments)
62
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.8M +$2.03M +37,500 +82%
Man Group
63
Man Group
United Kingdom
$4.79M +$2.43M +45,001 +118%
UBS Group
64
UBS Group
Switzerland
$4.74M -$738K -13,669 -14%
AI
65
Axiom Investors
Connecticut
$4.6M -$1.23M -22,768 -22%
AllianceBernstein
66
AllianceBernstein
Tennessee
$4.6M
ASRS
67
Arizona State Retirement System
Arizona
$4.58M -$35.4K -655 -0.8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.56M -$94.9K -1,757 -2%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.36M -$2.81K -52 -0.1%
MOACM
70
Mutual of America Capital Management
New York
$4.28M +$80.7K +1,494 +2%
CS
71
Credit Suisse
Switzerland
$4.27M -$1.89M -35,001 -32%
Canada Life
72
Canada Life
Manitoba, Canada
$4.05M +$132K +2,435 +4%
RJA
73
Raymond James & Associates
Florida
$3.27M +$63.9K +1,182 +2%
DDC
74
DF Dent & Co
Maryland
$3.16M +$1.15M +21,379 +64%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$3.12M -$369K -6,840 -11%

EXPO Hedge Fund Activity: Q1 2019 in Review

265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.

  • 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
  • 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
  • The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
  • The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.