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Exponent
EXPO

Overview Fund Activity

148 hedge funds and large institutions have $1.02B invested in Exponent in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
52
Reduced
51
Closed
7
Calls
$1.77M
Puts
$978K
Net Calls
+$791K
Net Calls Change
+$791K

Top Buyers

1
TA
1
Teachers Advisors
New York
$9.48M
2
BFA
2
BlackRock Fund Advisors
California
$67.5M
3
Franklin Resources
3
Franklin Resources
California
$27.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$27.2M

Top Sellers

1
DDC
1
DF Dent & Co
Maryland
$26.6M
2
GIM
2
Granahan Investment Management
Massachusetts
$12.7M
3
MSA
3
Mason Street Advisors
Wisconsin
$152K
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$97.9M
5
RA
5
Royce & Associates
New York
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$62K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$58K +$58K +2,632 New
PCM
128
Prelude Capital Management
New York
$44K +$20.1K +912 +84%
Simplex Trading
129
Simplex Trading
Illinois
$39K +$39K +1,796 New
BlackRock
130
BlackRock
New York
$37K – – –
Barclays
131
Barclays
United Kingdom
$35K -$37.9K -1,704 -52%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$35K – – –
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$27.2K +$27.2K +1,224 New
AWM
134
Avior Wealth Management
Nebraska
$27K +$27K +1,200 New
Bessemer Group
135
Bessemer Group
New Jersey
$22K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$21K -$1.34K -60 -6%
WT
137
Whittier Trust
California
$17K +$17K +772 New
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$7K -$1.82K -84 -21%
SIA
139
Stancorp Investment Advisers
Oregon
$6K – – –
DSC
140
Duncker Streett & Co
Missouri
$6K – – –
GAM
141
Gemmer Asset Management
California
$4K – – –
ACS
142
Archford Capital Strategies
Illinois
$3.2K – – –
SEI Investments
143
SEI Investments
Pennsylvania
$2K +$2K +84 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$2K +$2K +92 New
FHA
145
First Horizon Advisors
Tennessee
$1K – – –
HR
146
Howe & Rusling
New York
$1K +$1K +60 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380 +$13 +1,164 +4%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
– -$468K -22,708 Closed
CONA
149
Capital One National Association
New York
– -$236K -11,428 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$234K -11,364 Closed
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