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Exponent
EXPO

143 hedge funds and large institutions have $954M invested in Exponent in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $829M → $954M (+$125M)

2% more funds holding

Funds holding: 140 → 143 (+3)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.37M
2
CCM
Copeland Capital Management
Pennsylvania
+$5.18M
3
BFA
BlackRock Fund Advisors
California
+$4.99M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.7M
5
GKIM
GW&K Investment Management
Massachusetts
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
-$11M
2
RCMC
RK Capital Management (Colorado)
Colorado
-$4.76M
3
WHI
William Harris Investors
Illinois
-$4.25M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$3.24M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$468K +$67.3K +3,468 +18%
WBC
102
Westpac Banking Corp
Australia
$446K – – –
FMT
103
First Mercantile Trust
Tennessee
$432K +$406K +20,944 New
QI
104
QS Investors
New York
$425K +$399K +20,568 New
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$396K – – –
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$388K -$7.76K -400 -2%
HNB
107
Huntington National Bank
Ohio
$371K -$8.54K -440 -2%
SB
108
Suntrust Banks
Georgia
$368K +$14.9K +768 +4%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$314K -$21.3K -1,096 -7%
MERSOM
110
Municipal Employees' Retirement System of Michigan
Michigan
$272K – – –
CSS
111
Cubist Systematic Strategies
Connecticut
$269K +$253K +13,056 New
ProShare Advisors
112
ProShare Advisors
Maryland
$259K -$186K -9,564 -43%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$257K +$388 +20 +0.2%
PI
114
PineBridge Investments
New York
$239K +$9.15K +472 +4%
CONA
115
Capital One National Association
New York
$236K -$1.24K -64 -0.6%
DADC
116
D.A. Davidson & Co
Montana
$235K – – –
SG Americas Securities
117
SG Americas Securities
New York
$234K +$220K +11,364 New
WB
118
WesBanco Bank
West Virginia
$233K +$219K +11,280 New
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$219K -$69.8K -3,600 -25%
Millennium Management
120
Millennium Management
New York
$214K +$201K +10,352 New
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$207K +$195K +10,052 New
Legal & General Group
122
Legal & General Group
United Kingdom
$155K -$5.43K -280 -4%
OA
123
OFI Advisors
Pennsylvania
$151K -$1.32K -68 -0.9%
US Bancorp
124
US Bancorp
Minnesota
$87K -$19.9K -1,024 -20%
SC
125
Saturna Capital
Washington
$83K – – –
3 4
5
6 7

EXPO Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2014, worth a combined $954M — up 15% from $829M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 9 closed out — a net gain of 7 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.37M. The largest seller was Vulcan Value Partners, cutting an estimated $11M.

  • 143 institutional investors held Exponent (EXPO) as of Q4 2014, up from 140 in Q3 2014.
  • Funds reported $954M of Exponent stock for Q4 2014, up 15% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q4 2014 and 9 closed out, a net change of +7 holders.
  • The largest Exponent buyer in Q4 2014 was Janus Henderson Group, an estimated $7.37M added.
  • The largest Exponent seller in Q4 2014 was Vulcan Value Partners, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2014.