We are live on ! Find out more
EXPO icon

Exponent

166 hedge funds and large institutions have $1.17B invested in Exponent in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

2% more funds holding

Funds holding: 162166 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.19B → $1.17B (-$16.2M)

Holders
166
Holders Change
+4
Holders Change %
+2.47%
% of All Funds
4.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
66
Reduced
57
Closed
14
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
$279K +$11.1K +460 +4%
DADC
127
D.A. Davidson & Co
Montana
$259K +$8.06K +334 +3%
Citadel Advisors
128
Citadel Advisors
Florida
$233K -$128K -5,314 -37%
MSA
129
Mason Street Advisors
Wisconsin
$233K +$20.4K +844 +10%
1GA
130
1st Global Advisors
Texas
$227K +$215K +8,890 New
NPIT
131
National Penn Investors Trust
Pennsylvania
$222K +$210K +8,710 New
TNBTD
132
Trustmark National Bank Trust Department
Mississippi
$214K +$202K +8,360 New
ACP
133
Aviance Capital Partners
Florida
$204K +$193K +8,000 New
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$197K -$73.3K -3,036 -28%
Legal & General Group
135
Legal & General Group
United Kingdom
$187K -$3.38K -140 -2%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$162K +$37.3K +1,546 +32%
PI
137
PineBridge Investments
New York
$160K -$15.1K -626 -9%
Canada Life
138
Canada Life
Manitoba, Canada
$156K
IMAS
139
ID Management A/S
Denmark
$148K
ASN
140
Advisory Services Network
Georgia
$139K +$145 +6 +0.1%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$90K +$46.1K +1,908 +117%
US Bancorp
142
US Bancorp
Minnesota
$85K +$4.25K +176 +6%
Creative Planning
143
Creative Planning
Kansas
$71K
Victory Capital Management
144
Victory Capital Management
Texas
$70K -$50.2K -2,080 -43%
LIA
145
LS Investment Advisors
Michigan
$46K +$1.45K +60 +3%
Bessemer Group
146
Bessemer Group
New Jersey
$37K
SEI Investments
147
SEI Investments
Pennsylvania
$34K -$58.1K -2,404 -64%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$32K
AWM
149
Avior Wealth Management
Nebraska
$31K
MOACM
150
Mutual of America Capital Management
New York
$31K +$14.5K +600 +100%

EXPO Hedge Fund Activity: Q1 2016 in Review

166 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2016, worth a combined $1.17B — down 1.4% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EXPO positions and 14 closed out — a net gain of 4 holders — while 66 added to existing stakes and 57 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $6.03M. The largest seller was Franklin Resources, exiting entirely with an estimated $24.1M sold.

  • 166 institutional investors held Exponent (EXPO) as of Q1 2016, up from 162 in Q4 2015.
  • Funds reported $1.17B of Exponent stock for Q1 2016, down 1.4% quarter-over-quarter.
  • 18 funds opened new Exponent positions in Q1 2016 and 14 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q1 2016 was Conestoga Capital Advisors, an estimated $6.03M added.
  • The largest Exponent seller in Q1 2016 was Franklin Resources, an estimated $24.1M sold.

Based on aggregated 13F filings for Q1 2016.