We are live on ! Find out more
EXPO icon

Exponent
EXPO

176 hedge funds and large institutions have $1.39B invested in Exponent in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2.74% more ownership

Funds ownership: 179.43% → 182.17% (+2.7%)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.43M)

1% less funds holding

Funds holding: 177 → 176 (-1)

5% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 62

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
59
Reduced
62
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$179M
2
TCM
TimesSquare Capital Management
New York
+$51.1M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$17M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$6.18M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$44.5M
2
Wells Fargo
Wells Fargo
California
-$13.4M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$6.69M
4
Norges Bank
Norges Bank
Norway
-$5.46M
5
ACM
Atlanta Capital Management
Georgia
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
76
Two Sigma Investments
New York
$1.42M +$1.39M +47,800 New
Citigroup
77
Citigroup
New York
$1.37M -$1.28M -43,916 -49%
CS
78
Credit Suisse
Switzerland
$1.37M -$336K -11,544 -20%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M +$144K +4,946 +14%
OAM
80
Oxford Asset Management
United Kingdom
$1.17M +$1.15M +39,428 New
PSUF
81
People's United Financial
Connecticut
$1.12M -$16.4K -564 -1%
TPSF
82
Texas Permanent School Fund
Texas
$1.1M -$7.87K -270 -0.7%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M – – –
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$1.06M – – –
WCWM
85
Willow Creek Wealth Management
California
$998K – – –
IP
86
Isthmus Partners
Wisconsin
$971K -$2.1K -72 -0.2%
AIG
87
American International Group
New York
$938K -$175K -6,000 -16%
OAM
88
Oppenheimer Asset Management
New York
$937K +$917K +31,462 New
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$862K +$35K +1,200 +4%
SIP
90
Stoneridge Investment Partners
Pennsylvania
$805K +$787K +27,024 New
ASRS
91
Arizona State Retirement System
Arizona
$792K +$5.83K +200 +0.8%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$772K +$756K +25,940 New
BC
93
Brinker Capital
Pennsylvania
$736K +$720K +24,708 New
TD Asset Management
94
TD Asset Management
Ontario, Canada
$709K -$23.3K -800 -3%
Brown Advisory
95
Brown Advisory
Maryland
$696K +$23.1K +792 +4%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$685K +$457K +15,676 +214%
FA
97
FDx Advisors
Illinois
$656K -$5.13K -176 -0.8%
CFN
98
Cordasco Financial Network
Florida
$655K – – –
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$619K +$5.83K +200 +1%
TAM
100
Tiverton Asset Management
Delaware
$616K – – –
2 3
4
5 6

EXPO Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2017, worth a combined $1.39B — up 0.32% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXPO positions and 15 closed out — a net gain of 5 holders — while 59 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $179M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.5M.

  • 176 institutional investors held Exponent (EXPO) as of Q1 2017, down from 177 in Q4 2016.
  • Funds reported $1.39B of Exponent stock for Q1 2017, up 0.32% quarter-over-quarter.
  • 20 funds opened new Exponent positions in Q1 2017 and 15 closed out, a net change of +5 holders.
  • The largest Exponent buyer in Q1 2017 was BlackRock, an estimated $179M added.
  • The largest Exponent seller in Q1 2017 was Kayne Anderson Rudnick Investment Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2017.