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Exponent
EXPO

177 hedge funds and large institutions have $1.38B invested in Exponent in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $6.03M

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

179.43% more ownership

Funds ownership: 0% → 179.43% (+179%)

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$153M)

11% more funds holding

Funds holding: 160 → 177 (+17)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
60
Reduced
62
Closed
9
Calls
$52.8M
Puts
$6.03M
Net Calls
+$46.7M
Net Calls Change
+$46.7M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$31.6M
2
BFA
BlackRock Fund Advisors
California
+$13.9M
3
SCM
Sandler Capital Management
New York
+$4.57M
4
Morgan Stanley
Morgan Stanley
New York
+$4.09M
5
AI
Axiom Investors
Connecticut
+$3.32M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$50.6M
2
DDC
DF Dent & Co
Maryland
-$16.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHCM
126
Glen Harbor Capital Management
California
$307K +$296K +10,200 New
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$298K +$5.05K +174 +2%
ProShare Advisors
128
ProShare Advisors
Maryland
$282K +$271K +9,356 New
Truist Financial
129
Truist Financial
North Carolina
$270K -$16.9K -584 -6%
MCIM
130
Meadow Creek Investment Management
Georgia
$253K +$244K +8,400 New
ACP
131
Aviance Capital Partners
Florida
$241K – – –
Millennium Management
132
Millennium Management
New York
$240K +$231K +7,954 New
Citadel Advisors
133
Citadel Advisors
Florida
$237K -$3.31K -114 -1%
MC
134
Miles Capital
Iowa
$227K +$218K +7,514 New
Two Sigma Advisers
135
Two Sigma Advisers
New York
$221K -$130K -4,476 -38%
AB
136
Amalgamated Bank
New York
$204K +$197K +6,782 New
VKH
137
Virtu KCG Holdings
New York
$202K +$194K +6,684 New
PI
138
PineBridge Investments
New York
$199K – – –
EP
139
Elkfork Partners
Oregon
$199K +$191K +6,600 New
SOADOR
140
State of Alaska Department of Revenue
Alaska
$169K +$163K +5,620 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$160K +$65.5K +2,260 +75%
SEI Investments
142
SEI Investments
Pennsylvania
$159K +$3.42K +118 +2%
Victory Capital Management
143
Victory Capital Management
Texas
$148K -$3.54K -122 -2%
TAM
144
Tyers Asset Management
Texas
$145K +$139K +4,800 New
SG Americas Securities
145
SG Americas Securities
New York
$137K -$44.1K -1,522 -25%
AG
146
Advisor Group
Arizona
$110K -$1.33K -46 -1%
Creative Planning
147
Creative Planning
Kansas
$85K +$174 +6 +0.2%
RCM
148
Riverhead Capital Management
Delaware
$72K – – –
FANJ
149
Financial Architects (New Jersey)
New Jersey
$70K +$9.63K +332 +17%
LIA
150
LS Investment Advisors
Michigan
$58K – – –
4 5
6
7 8

EXPO Hedge Fund Activity: Q4 2016 in Review

177 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2016, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EXPO positions and 9 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $31.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $50.6M sold.

  • 177 institutional investors held Exponent (EXPO) as of Q4 2016, up from 160 in Q3 2016.
  • Funds reported $1.38B of Exponent stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Exponent positions in Q4 2016 and 9 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2016 was Riverbridge Partners, an estimated $31.6M added.
  • The largest Exponent seller in Q4 2016 was TimesSquare Capital Management, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2016.