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Exponent
EXPO

Overview Fund Activity

143 hedge funds and large institutions have $954M invested in Exponent in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$7.83M
2
CCM
Copeland Capital Management
Pennsylvania
$5.7M
3
BFA
BlackRock Fund Advisors
California
$59.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$22.6M
5
GKIM
GW&K Investment Management
Massachusetts
$10M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$18.5M
2
RCMC
RK Capital Management (Colorado)
Colorado
$9.13M
3
WHI
William Harris Investors
Illinois
$0
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$94.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$70K – – –
Barclays
127
Barclays
United Kingdom
$67K +$29.9K +1,464 +81%
Creative Planning
128
Creative Planning
Kansas
$58K – – –
BlackRock
129
BlackRock
New York
$34K – – –
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$32K -$6.97K -340 -18%
PCM
131
Prelude Capital Management
New York
$22K +$22K +1,088 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$21K -$5.46K -260 -21%
Bessemer Group
133
Bessemer Group
New Jersey
$20K +$20K +980 New
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$9K -$2.37K -120 -21%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$8K +$8K +408 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +320 New
DSC
137
Duncker Streett & Co
Missouri
$6K – – –
SIA
138
Stancorp Investment Advisers
Oregon
$5K +$5K +264 New
GAM
139
Gemmer Asset Management
California
$4K – – –
ACS
140
Archford Capital Strategies
Illinois
$3K – – –
FHA
141
First Horizon Advisors
Tennessee
$1K +$267 +16 +36%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$681 -$15 -736 -2%
BRWA
143
B. Riley Wealth Advisors
Florida
$75 +$75 +3,628 New
WHI
144
William Harris Investors
Illinois
– -$4.26M -240,100 Closed
DIA
145
Dean Investment Associates
Ohio
– -$658K -37,160 Closed
PP
146
PDT Partners
New York
– -$471K -26,560 Closed
SIM
147
Spark Investment Management
New York
– -$361K -20,400 Closed
OSAM
148
O'Shaughnessy Asset Management
Connecticut
– -$171K -9,664 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$119K -6,696 Closed
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
– -$59.8K -3,376 Closed
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