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Exponent

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$19.2M)

1% less funds holding

Funds holding: 265263 (-2)

1.25% less ownership

Funds ownership: 90.59%89.34% (-1.3%)

Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
101
Axa
France
$2.31M +$2.24M +39,383 New
AIG
102
American International Group
New York
$2.27M -$9.45K -166 -0.4%
FQ
103
First Quadrant
California
$2.17M
RHJA
104
Rice Hall James & Associates
California
$2.16M -$134K -2,355 -6%
BC
105
Brinker Capital
Pennsylvania
$2.14M +$258K +4,530 +14%
TPSF
106
Texas Permanent School Fund
Texas
$2.06M +$14.7K +258 +0.7%
CRC
107
Curi RMB Capital
Illinois
$2.04M +$1.03M +18,137 +108%
PI
108
PineBridge Investments
New York
$2.03M +$1.31M +23,056 +198%
Deutsche Bank
109
Deutsche Bank
Germany
$2.02M +$338K +5,936 +21%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$2.01M -$96.7K -1,699 -5%
MC
111
Menta Capital
California
$2.01M +$1.22M +21,509 +168%
PSUF
112
People's United Financial
Connecticut
$1.96M -$112K -1,975 -6%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.85M
IP
114
Isthmus Partners
Wisconsin
$1.81M -$3.72M -65,292 -68%
OAM
115
Oppenheimer Asset Management
New York
$1.79M -$123K -2,168 -7%
OAM
116
Oxford Asset Management
United Kingdom
$1.75M +$1.71M +29,974 New
SIM
117
Spark Investment Management
New York
$1.7M +$1.66M +29,100 New
WCWM
118
Willow Creek Wealth Management
California
$1.56M
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$1.52M +$1.48M +26,000 New
AQR Capital Management
120
AQR Capital Management
Connecticut
$1.52M +$98.9K +1,737 +7%
AG
121
Aperio Group
California
$1.48M +$91.2K +1,602 +7%
ERSOT
122
Employees Retirement System of Texas
Texas
$1.46M +$171K +3,000 +14%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$1.43M +$62.8K +1,103 +5%
Citigroup
124
Citigroup
New York
$1.41M -$1.32M -23,164 -49%
MIM
125
MetLife Investment Management
New Jersey
$1.35M +$64.9K +1,140 +5%

EXPO Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2019, worth a combined $2.71B — up 0.71% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $23M.

  • 263 institutional investors held Exponent (EXPO) as of Q2 2019, down from 265 in Q1 2019.
  • Funds reported $2.71B of Exponent stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2019 and 32 closed out, a net change of +3 holders.
  • The largest Exponent buyer in Q2 2019 was Nuveen, an estimated $34M added.
  • The largest Exponent seller in Q2 2019 was Fidelity Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.