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Exponent

143 hedge funds and large institutions have $954M invested in Exponent in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $829M → $954M (+$125M)

2% more funds holding

Funds holding: 140143 (+3)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$908K
Stifel Financial
77
Stifel Financial
Missouri
$887K +$14.4K +744 +2%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$876K +$6.21K +320 +0.8%
Goldman Sachs
79
Goldman Sachs
New York
$854K -$252K -12,972 -24%
M&T Bank
80
M&T Bank
New York
$843K -$242K -12,496 -23%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$842K -$85.3K -4,400 -10%
AIG
82
American International Group
New York
$803K -$24.9K -1,284 -3%
PSUF
83
People's United Financial
Connecticut
$749K +$69K +3,556 +11%
ASRS
84
Arizona State Retirement System
Arizona
$742K -$7.76K -400 -1%
HW
85
Hancock Whitney
Mississippi
$700K -$483K -24,896 -42%
Bank of America
86
Bank of America
North Carolina
$691K +$572K +29,484 +733%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$676K
IP
88
Isthmus Partners
Wisconsin
$667K +$627K +32,344 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$660K +$10.3K +532 +2%
CFN
90
Cordasco Financial Network
Florida
$646K
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$619K -$8.07K -416 -1%
First Trust Advisors
92
First Trust Advisors
Illinois
$616K -$2.02K -104 -0.3%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$605K -$535K -27,600 -48%
CS
94
Credit Suisse
Switzerland
$600K -$366K -18,868 -39%
BA
95
BlackRock Advisors
Delaware
$591K -$26.6K -1,372 -5%
FM
96
Forward Management
California
$587K +$10.9K +560 +2%
Citigroup
97
Citigroup
New York
$575K +$377K +19,432 +230%
GT
98
Glenmede Trust
Pennsylvania
$566K
CAM
99
Capstone Asset Management
Texas
$521K -$65.2K -3,360 -12%
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$503K +$7.76K +400 +2%

EXPO Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2014, worth a combined $954M — up 15% from $829M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 9 closed out — a net gain of 7 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.37M. The largest seller was Vulcan Value Partners, cutting an estimated $11M.

  • 143 institutional investors held Exponent (EXPO) as of Q4 2014, up from 140 in Q3 2014.
  • Funds reported $954M of Exponent stock for Q4 2014, up 15% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q4 2014 and 9 closed out, a net change of +7 holders.
  • The largest Exponent buyer in Q4 2014 was Janus Henderson Group, an estimated $7.37M added.
  • The largest Exponent seller in Q4 2014 was Vulcan Value Partners, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2014.