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Exponent

162 hedge funds and large institutions have $1.19B invested in Exponent in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $1.05B → $1.19B (+$139M)

7% more funds holding

Funds holding: 151162 (+11)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
65
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
126
Municipal Employees' Retirement System of Michigan
Michigan
$262K +$7.11K +280 +3%
ARTA
127
A.R.T. Advisors
New York
$258K +$262K +10,334 New
PA
128
Profund Advisors
Maryland
$248K +$252K +9,932 New
DADC
129
D.A. Davidson & Co
Montana
$246K +$8.78K +346 +4%
ProShare Advisors
130
ProShare Advisors
Maryland
$221K +$224K +8,842 New
MSA
131
Mason Street Advisors
Wisconsin
$207K +$16.8K +662 +9%
Legal & General Group
132
Legal & General Group
United Kingdom
$188K
PI
133
PineBridge Investments
New York
$172K +$8.63K +340 +5%
Canada Life
134
Canada Life
Manitoba, Canada
$153K +$69.8K +2,752 +81%
IMAS
135
ID Management A/S
Denmark
$145K +$66K +2,600 +81%
ASN
136
Advisory Services Network
Georgia
$136K +$152 +6 +0.1%
Victory Capital Management
137
Victory Capital Management
Texas
$121K -$4.16K -164 -3%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$120K -$39.7K -1,566 -25%
SC
139
Saturna Capital
Washington
$100K
SEI Investments
140
SEI Investments
Pennsylvania
$94K +$86.7K +3,418 +1,089%
US Bancorp
141
US Bancorp
Minnesota
$79K -$17.9K -704 -18%
Creative Planning
142
Creative Planning
Kansas
$70K
LIA
143
LS Investment Advisors
Michigan
$43K
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$40K -$7.26K -286 -15%
Bessemer Group
145
Bessemer Group
New Jersey
$37K
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$32K +$16.9K +664 +110%
TRCT
147
Tower Research Capital (TRC)
New York
$30K -$109K -4,286 -78%
AWM
148
Avior Wealth Management
Nebraska
$30K
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$20K +$6.29K +248 +42%
MOACM
150
Mutual of America Capital Management
New York
$15K +$15.2K +600 New

EXPO Hedge Fund Activity: Q4 2015 in Review

162 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2015, worth a combined $1.19B — up 13% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXPO positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $15.7M. The largest seller was Neuberger Berman Group, cutting an estimated $12.2M.

  • 162 institutional investors held Exponent (EXPO) as of Q4 2015, up from 151 in Q3 2015.
  • Funds reported $1.19B of Exponent stock for Q4 2015, up 13% quarter-over-quarter.
  • 19 funds opened new Exponent positions in Q4 2015 and 7 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q4 2015 was Conestoga Capital Advisors, an estimated $15.7M added.
  • The largest Exponent seller in Q4 2015 was Neuberger Berman Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2015.