We are live on ! Find out more
EXPO icon

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
Arrowstreet Capital
101
Arrowstreet Capital
Massachusetts
$805K +$831K +22,638 New
Natixis Advisors
102
Natixis Advisors
Massachusetts
$793K +$818K +22,294 New
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$789K +$44.1K +1,200 +6%
AG
104
Aperio Group
California
$741K +$20.5K +558 +3%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$728K +$752K +20,482 New
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$690K – – –
FA
107
FDx Advisors
Illinois
$687K -$54.2K -1,476 -7%
CEP
108
Chicago Equity Partners
Illinois
$670K +$692K +18,850 New
CFN
109
Cordasco Financial Network
Florida
$659K -$127K -3,450 -16%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$654K – – –
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$628K +$648K +17,664 New
CSS
112
Cubist Systematic Strategies
Connecticut
$601K +$380K +10,344 +158%
American Century Companies
113
American Century Companies
Missouri
$598K +$618K +16,824 New
PI
114
PineBridge Investments
New York
$596K +$380K +10,350 +162%
DTL
115
Dynamic Technology Lab
Singapore
$585K +$238K +6,486 +65%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$567K -$727K -19,798 -55%
US Bancorp
117
US Bancorp
Minnesota
$567K +$57.2K +1,558 +11%
FMT
118
First Mercantile Trust
Tennessee
$505K +$11.5K +314 +2%
AA
119
ALPS Advisors
Colorado
$478K – – –
MSA
120
Mason Street Advisors
Wisconsin
$477K +$13.3K +362 +3%
HNB
121
Huntington National Bank
Ohio
$469K – – –
ARTA
122
A.R.T. Advisors
New York
$469K +$485K +13,210 New
Jane Street
123
Jane Street
New York
$453K +$468K +12,750 New
DZ Bank
124
DZ Bank
Germany
$450K – – –
HSBC Holdings
125
HSBC Holdings
United Kingdom
$447K +$18.1K +494 +4%
3 4
5
6 7

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.