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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
AIS
101
AlphaOne Investment Services
Pennsylvania
$1.77M -$2.15M -39,887 -57%
Deutsche Bank
102
Deutsche Bank
Germany
$1.65M -$1.54M -28,436 -50%
WCWM
103
Willow Creek Wealth Management
California
$1.54M -$184K -3,400 -11%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$1.49M -$738K -13,663 -35%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$1.47M +$298K +5,517 +28%
VRS
106
Virginia Retirement Systems
Virginia
$1.46M +$962K +17,800 +241%
AQR Capital Management
107
AQR Capital Management
Connecticut
$1.4M +$24.1K +447 +2%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$1.36M +$705K +13,045 +123%
AG
109
Aperio Group
California
$1.36M +$54.9K +1,017 +4%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$1.34M +$61.1K +1,132 +5%
ERSOT
111
Employees Retirement System of Texas
Texas
$1.27M +$1.19M +22,000 New
MIM
112
MetLife Investment Management
New Jersey
$1.26M
GCP
113
GSA Capital Partners
United Kingdom
$1.19M -$131K -2,418 -10%
JP Morgan Chase
114
JP Morgan Chase
New York
$1.18M +$37.8K +700 +4%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$1.17M
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$1.16M +$19.7K +364 +2%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$1.11M -$11.8K -218 -1%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$1.1M
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.02M -$8.64K -160 -0.9%
AG
120
Advisor Group
Arizona
$1.02M +$567K +10,505 +147%
SOADOR
121
State of Alaska Department of Revenue
Alaska
$1M -$1.62K -30 -0.2%
JFG
122
Jefferies Financial Group
New York
$998K -$573K -10,608 -38%
CRC
123
Curi RMB Capital
Illinois
$966K +$597K +11,051 +194%
MSA
124
Mason Street Advisors
Wisconsin
$955K +$20.9K +387 +2%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$938K +$232K +4,302 +36%

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.