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Exponent
EXPO

177 hedge funds and large institutions have $1.38B invested in Exponent in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $6.03M

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

179.43% more ownership

Funds ownership: 0% → 179.43% (+179%)

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$153M)

11% more funds holding

Funds holding: 160 → 177 (+17)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
60
Reduced
62
Closed
9
Calls
$52.8M
Puts
$6.03M
Net Calls
+$46.7M
Net Calls Change
+$46.7M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$31.6M
2
BFA
BlackRock Fund Advisors
California
+$13.9M
3
SCM
Sandler Capital Management
New York
+$4.57M
4
Morgan Stanley
Morgan Stanley
New York
+$4.09M
5
AI
Axiom Investors
Connecticut
+$3.32M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$50.6M
2
DDC
DF Dent & Co
Maryland
-$16.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$1.33M -$16.3K -562 -1%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$1.32M +$202K +6,952 +19%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$1.29M -$29.3K -1,010 -2%
Deutsche Bank
79
Deutsche Bank
Germany
$1.28M -$3.28M -113,266 -73%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$1.24M – – –
PSUF
81
People's United Financial
Connecticut
$1.15M -$33.6K -1,160 -3%
AIG
82
American International Group
New York
$1.13M -$19.8K -684 -2%
TPSF
83
Texas Permanent School Fund
Texas
$1.13M -$65.4K -2,254 -6%
Public Sector Pension Investment Board (PSP Investments)
84
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.1M – – –
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$1.08M -$27K -930 -3%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M -$9.22K -318 -0.9%
WCWM
87
Willow Creek Wealth Management
California
$1.01M – – –
IP
88
Isthmus Partners
Wisconsin
$985K +$52.5K +1,810 +6%
CM
89
Crestline Management
Texas
$844K +$811K +27,980 New
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$836K +$38.9K +1,340 +5%
BA
91
BlackRock Advisors
Delaware
$818K +$2.32K +80 +0.3%
ASRS
92
Arizona State Retirement System
Arizona
$796K -$11.6K -400 -1%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$768K -$870 -30 -0.1%
TD Asset Management
94
TD Asset Management
Ontario, Canada
$742K +$34.8K +1,200 +5%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$685K -$89.6K -3,090 -12%
Brown Advisory
96
Brown Advisory
Maryland
$682K -$371K -12,796 -36%
FA
97
FDx Advisors
Illinois
$669K -$38.6K -1,332 -6%
CFN
98
Cordasco Financial Network
Florida
$663K -$116K -3,998 -15%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$638K +$241K +8,296 +65%
TAM
100
Tiverton Asset Management
Delaware
$624K – – –
2 3
4
5 6

EXPO Hedge Fund Activity: Q4 2016 in Review

177 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2016, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EXPO positions and 9 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $31.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $50.6M sold.

  • 177 institutional investors held Exponent (EXPO) as of Q4 2016, up from 160 in Q3 2016.
  • Funds reported $1.38B of Exponent stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Exponent positions in Q4 2016 and 9 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2016 was Riverbridge Partners, an estimated $31.6M added.
  • The largest Exponent seller in Q4 2016 was TimesSquare Capital Management, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2016.