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Exponent
EXPO

203 hedge funds and large institutions have $1.63B invested in Exponent in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 60

11% more funds holding

Funds holding: 183 → 203 (+20)

5% less capital invested

Capital invested by funds: $1.71B → $1.63B (-$79.8M)

1.82% less ownership

Funds ownership: 179.12% → 177.29% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
60
Closed
13
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$8.78M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$8.69M
4
Millennium Management
Millennium Management
New York
+$7.1M
5
LCM
Laurion Capital Management
New York
+$6.11M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$19M
3
NFA
Nationwide Fund Advisors
Ohio
-$14.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.24M
5
Bank of America
Bank of America
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.04M -$143K -3,896 -6%
RJA
77
Raymond James & Associates
Florida
$2.02M +$162K +4,422 +8%
CM
78
Crestline Management
Texas
$1.98M +$2.04M +55,680 New
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$1.73M -$224K -6,098 -11%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$1.73M – – –
OAM
81
Oxford Asset Management
United Kingdom
$1.47M -$20.9K -568 -1%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.46M -$164K -4,456 -10%
AIG
83
American International Group
New York
$1.45M +$6.24K +170 +0.4%
Barclays
84
Barclays
United Kingdom
$1.42M +$419K +11,414 +40%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.42M -$441 -12 -0%
CIM
86
Confluence Investment Management
Missouri
$1.38M -$9.69K -264 -0.7%
FQ
87
First Quadrant
California
$1.31M -$1.87M -51,014 -58%
PSUF
88
People's United Financial
Connecticut
$1.28M -$7.12K -194 -0.5%
HIM
89
Hillsdale Investment Management
Ontario, Canada
$1.25M +$1.29M +35,200 New
TPSF
90
Texas Permanent School Fund
Texas
$1.24M -$102K -2,766 -7%
WCWM
91
Willow Creek Wealth Management
California
$1.19M – – –
OAM
92
Oppenheimer Asset Management
New York
$1.17M – – –
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M – – –
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$1.14M +$23.1K +630 +2%
IP
95
Isthmus Partners
Wisconsin
$1.13M -$9.32K -254 -0.8%
BC
96
Brinker Capital
Pennsylvania
$1.04M +$90.3K +2,460 +9%
EAM
97
EULAV Asset Management
Florida
$903K +$543K +14,800 +140%
MIM
98
MetLife Investment Management
New Jersey
$881K +$910K +24,796 New
VOYA Investment Management
99
VOYA Investment Management
Georgia
$854K -$19M -518,422 -96%
Brown Advisory
100
Brown Advisory
Maryland
$819K -$6.39K -174 -0.8%
2 3
4
5 6

EXPO Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2017, worth a combined $1.63B — down 4.7% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 13 closed out — a net gain of 20 holders — while 81 added to existing stakes and 60 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $17.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $55M.

  • 203 institutional investors held Exponent (EXPO) as of Q4 2017, up from 183 in Q3 2017.
  • Funds reported $1.63B of Exponent stock for Q4 2017, down 4.7% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q4 2017 and 13 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2017 was Janus Henderson Group, an estimated $17.5M added.
  • The largest Exponent seller in Q4 2017 was T. Rowe Price Associates, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2017.