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Exponent

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

87% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.26M

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$334M)

7% more funds holding

Funds holding: 248265 (+17)

0.93% more ownership

Funds ownership: 89.66%90.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$3.04M -$47.3K -876 -2%
HIM
77
Hillsdale Investment Management
Ontario, Canada
$2.95M +$81K +1,500 +3%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$2.93M
PAM
79
Panagora Asset Management
Massachusetts
$2.9M -$4.2M -77,693 -61%
HCMT
80
Highland Capital Management (Texas)
Texas
$2.89M +$540K +10,000 +25%
CEP
81
Chicago Equity Partners
Illinois
$2.79M +$57.3K +1,060 +2%
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$2.77M -$1.42M -26,200 -35%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$2.77M
Citigroup
84
Citigroup
New York
$2.73M +$1.19M +22,120 +88%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$2.58M -$675K -12,500 -22%
AAM
86
Arabesque Asset Management
United Kingdom
$2.43M
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M +$10.8K +200 +0.5%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.29M +$167K +3,085 +8%
RHJA
89
Rice Hall James & Associates
California
$2.26M -$95.9K -1,775 -4%
AIG
90
American International Group
New York
$2.25M -$60.6K -1,121 -3%
FL
91
Fort LP
Maryland
$2.21M +$519K +9,608 +33%
Marshall Wace
92
Marshall Wace
United Kingdom
$2.18M -$6.19M -114,623 -75%
FQ
93
First Quadrant
California
$2.13M
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$2.08M -$351K -6,490 -15%
PSUF
95
People's United Financial
Connecticut
$2.05M -$22.5K -417 -1%
TPSF
96
Texas Permanent School Fund
Texas
$2.02M +$50.2K +930 +3%
MWNA
97
Marshall Wace North America
New York
$1.94M +$672K +12,431 +59%
OAM
98
Oppenheimer Asset Management
New York
$1.9M +$3.78K +70 +0.2%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$1.85M +$1.12M +20,739 +103,695%
BC
100
Brinker Capital
Pennsylvania
$1.85M +$85.3K +1,580 +5%

EXPO Hedge Fund Activity: Q1 2019 in Review

265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.

  • 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
  • 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
  • The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
  • The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.