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Exponent
EXPO

162 hedge funds and large institutions have $1.19B invested in Exponent in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $1.05B → $1.19B (+$139M)

7% more funds holding

Funds holding: 151 → 162 (+11)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
65
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$15.7M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$10.5M
3
Ameriprise
Ameriprise
Minnesota
+$4.61M
4
BFA
BlackRock Fund Advisors
California
+$4.12M
5
Northern Trust
Northern Trust
Illinois
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.2M
2
DDC
DF Dent & Co
Maryland
-$10.4M
3
Franklin Resources
Franklin Resources
California
-$9.33M
4
RA
Royce & Associates
New York
-$6.43M
5
Morgan Stanley
Morgan Stanley
New York
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
101
Two Sigma Advisers
New York
$585K -$594K -23,400 -50%
PCM
102
Piermont Capital Management
Missouri
$583K -$40.6K -1,600 -6%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$569K – – –
BA
104
BlackRock Advisors
Delaware
$557K -$274K -10,804 -33%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$556K +$17.3K +680 +3%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$524K +$47.4K +1,868 +10%
FMT
107
First Mercantile Trust
Tennessee
$492K -$20.8K -818 -4%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$474K +$481K +18,958 +473,950%
CAM
109
Capstone Asset Management
Texas
$459K +$40.1K +1,580 +9%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$455K +$30.5K +1,200 +7%
Citigroup
111
Citigroup
New York
$455K +$47K +1,854 +11%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$454K – – –
HNB
113
Huntington National Bank
Ohio
$403K -$59.8K -2,356 -13%
RCM
114
Riverhead Capital Management
Delaware
$390K +$218K +8,600 +123%
Brown Advisory
115
Brown Advisory
Maryland
$389K +$31.2K +1,230 +9%
SB
116
Suntrust Banks
Georgia
$362K -$100K -3,960 -21%
Citadel Advisors
117
Citadel Advisors
Florida
$361K +$367K +14,460 New
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$353K +$359K +14,128 New
GT
119
Glenmede Trust
Pennsylvania
$341K -$7K -276 -2%
VKH
120
Virtu KCG Holdings
New York
$333K +$338K +13,332 New
AG
121
Aperio Group
California
$307K +$25.8K +1,016 +9%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$274K -$330K -13,014 -54%
BlackRock
123
BlackRock
New York
$274K +$2.99K +118 +1%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$268K -$17.4K -686 -6%
Jacobs Levy Equity Management
125
Jacobs Levy Equity Management
New Jersey
$266K – – –
3 4
5
6 7

EXPO Hedge Fund Activity: Q4 2015 in Review

162 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2015, worth a combined $1.19B — up 13% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXPO positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $15.7M. The largest seller was Neuberger Berman Group, cutting an estimated $12.2M.

  • 162 institutional investors held Exponent (EXPO) as of Q4 2015, up from 151 in Q3 2015.
  • Funds reported $1.19B of Exponent stock for Q4 2015, up 13% quarter-over-quarter.
  • 19 funds opened new Exponent positions in Q4 2015 and 7 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q4 2015 was Conestoga Capital Advisors, an estimated $15.7M added.
  • The largest Exponent seller in Q4 2015 was Neuberger Berman Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2015.