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Exponent
EXPO

204 hedge funds and large institutions have $1.8B invested in Exponent in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $1.63B → $1.8B (+$175M)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.53% more ownership

Funds ownership: 177.29% → 177.82% (+0.53%)

0% more funds holding

Funds holding: 203 → 204 (+1)

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
80
Reduced
74
Closed
18
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$522K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.13M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.84M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.44M
4
Goldman Sachs
Goldman Sachs
New York
+$5.14M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.74M
2
LCM
Laurion Capital Management
New York
-$6.31M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.62M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.66M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$897K +$22.7K +600 +3%
MIM
102
MetLife Investment Management
New Jersey
$871K -$99.9K -2,642 -11%
CEP
103
Chicago Equity Partners
Illinois
$827K +$82.4K +2,180 +12%
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$809K +$43.9K +1,160 +6%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$805K – – –
FA
106
FDx Advisors
Illinois
$756K -$3.78K -100 -0.5%
Brown Advisory
107
Brown Advisory
Maryland
$747K -$152K -4,026 -17%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$737K +$12.6K +334 +2%
CFN
109
Cordasco Financial Network
Florida
$717K -$12.1K -320 -2%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$662K -$1.88M -49,800 -75%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$653K +$240K +6,360 +62%
American Century Companies
112
American Century Companies
Missouri
$630K -$30.2K -800 -5%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$630K +$2.19K +58 +0.4%
US Bancorp
114
US Bancorp
Minnesota
$600K -$26.8K -710 -4%
HI
115
HBK Investments
Texas
$598K +$113K +3,000 +25%
Citigroup
116
Citigroup
New York
$585K +$377K +9,962 +202%
SEI Investments
117
SEI Investments
Pennsylvania
$580K +$173K +4,582 +45%
MSA
118
Mason Street Advisors
Wisconsin
$562K +$33K +872 +6%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$531K +$511K +13,514 New
HNB
120
Huntington National Bank
Ohio
$524K +$4.54K +120 +0.9%
DZ Bank
121
DZ Bank
Germany
$498K – – –
SRAM
122
Stone Ridge Asset Management
New York
$496K +$7.56K +200 +2%
AQR Capital Management
123
AQR Capital Management
Connecticut
$460K – – –
CSS
124
Cubist Systematic Strategies
Connecticut
$455K -$202K -5,332 -32%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$443K -$242K -6,390 -36%
3 4
5
6 7

EXPO Hedge Fund Activity: Q1 2018 in Review

204 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2018, worth a combined $1.8B — up 11% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXPO positions and 18 closed out — a net gain of 2 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.13M. The largest seller was Millennium Management, cutting an estimated $6.74M.

  • 204 institutional investors held Exponent (EXPO) as of Q1 2018, up from 203 in Q4 2017.
  • Funds reported $1.8B of Exponent stock for Q1 2018, up 11% quarter-over-quarter.
  • 20 funds opened new Exponent positions in Q1 2018 and 18 closed out, a net change of +2 holders.
  • The largest Exponent buyer in Q1 2018 was Ameriprise, an estimated $9.13M added.
  • The largest Exponent seller in Q1 2018 was Millennium Management, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2018.