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Exponent

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: 12 (+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: 151162 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
76
People's United Financial
Connecticut
$1.08M -$28.3K -1,114 -3%
TPSF
77
Texas Permanent School Fund
Texas
$1.07M -$1.73K -68 -0.2%
CS
78
Credit Suisse
Switzerland
$1.01M -$417K -16,432 -29%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$999K +$1.02M +40,000 New
Stifel Financial
80
Stifel Financial
Missouri
$942K +$183K +7,192 +24%
AIG
81
American International Group
New York
$933K +$8.98K +354 +1%
MAM
82
Martingale Asset Management
Massachusetts
$910K -$61K -2,402 -6%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$903K +$54.4K +2,142 +6%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$893K -$538K -21,200 -37%
HW
85
Hancock Whitney
Mississippi
$884K +$29.7K +1,172 +3%
FM
86
Forward Management
California
$884K +$147K +5,800 +20%
WCWM
87
Willow Creek Wealth Management
California
$869K -$10.2K -400 -1%
KCM
88
Kornitzer Capital Management
Kansas
$849K -$3.21M -126,600 -79%
IP
89
Isthmus Partners
Wisconsin
$826K +$2.23K +88 +0.3%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$816K -$103K -4,058 -11%
FA
91
FDx Advisors
Illinois
$800K +$113K +4,440 +16%
USAA
92
United Services Automobile Association
Texas
$754K -$421K -16,600 -35%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$725K +$305K +12,008 +71%
PP
94
PDT Partners
New York
$724K -$360K -14,200 -33%
TAM
95
THB Asset Management
Connecticut
$710K -$132K -5,200 -15%
Morgan Stanley
96
Morgan Stanley
New York
$683K -$5.88M -231,736 -89%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$656K
CFN
98
Cordasco Financial Network
Florida
$649K
ASRS
99
Arizona State Retirement System
Arizona
$639K +$15.2K +600 +2%
Goldman Sachs
100
Goldman Sachs
New York
$627K -$380K -14,962 -37%

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.