We are live on ! Find out more
EXPO icon

Exponent
EXPO

203 hedge funds and large institutions have $1.63B invested in Exponent in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 60

11% more funds holding

Funds holding: 183 → 203 (+20)

5% less capital invested

Capital invested by funds: $1.71B → $1.63B (-$79.8M)

1.82% less ownership

Funds ownership: 179.12% → 177.29% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
60
Closed
13
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$8.78M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$8.69M
4
Millennium Management
Millennium Management
New York
+$7.1M
5
LCM
Laurion Capital Management
New York
+$6.11M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$19M
3
NFA
Nationwide Fund Advisors
Ohio
-$14.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.24M
5
Bank of America
Bank of America
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$442K +$7.27K +198 +2%
SRAM
127
Stone Ridge Asset Management
New York
$441K +$456K +12,416 New
HI
128
HBK Investments
Texas
$434K +$448K +12,200 New
AQR Capital Management
129
AQR Capital Management
Connecticut
$416K +$71.4K +1,944 +20%
BFM
130
Boothbay Fund Management
New York
$406K -$25.2K -686 -6%
GHCM
131
Glen Harbor Capital Management
California
$399K -$17.5K -476 -4%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$375K -$1.18K -32 -0.3%
TI
133
Trexquant Investment
Connecticut
$371K +$161K +4,378 +72%
UFF
134
USA Financial Formulas
Michigan
$369K +$381K +10,376 New
SOADOR
135
State of Alaska Department of Revenue
Alaska
$365K – – –
SEI Investments
136
SEI Investments
Pennsylvania
$362K +$46.2K +1,258 +14%
CGH
137
Crossmark Global Holdings
Texas
$353K -$3.96K -108 -1%
MCIM
138
Meadow Creek Investment Management
Georgia
$328K -$14.4K -392 -4%
ProShare Advisors
139
ProShare Advisors
Maryland
$327K +$337K +9,186 New
Truist Financial
140
Truist Financial
North Carolina
$326K -$3.3K -90 -1%
RFC
141
Regions Financial Corp
Alabama
$323K -$7.34K -200 -2%
TAM
142
Tiverton Asset Management
Delaware
$318K -$168K -4,576 -34%
GCP
143
GSA Capital Partners
United Kingdom
$316K +$105K +2,864 +48%
O
144
OppenheimerFunds
New York
$315K +$59.7K +1,626 +22%
ACP
145
Aviance Capital Partners
Florida
$284K – – –
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$281K +$290K +7,896 New
PA
147
Profund Advisors
Maryland
$280K +$30.7K +836 +12%
AIP
148
Ameritas Investment Partners
Nebraska
$277K +$10.3K +280 +6%
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
$277K +$286K +7,800 New
AB
150
Amalgamated Bank
New York
$267K +$16.7K +454 +6%
4 5
6
7 8

EXPO Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2017, worth a combined $1.63B — down 4.7% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 13 closed out — a net gain of 20 holders — while 81 added to existing stakes and 60 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $17.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $55M.

  • 203 institutional investors held Exponent (EXPO) as of Q4 2017, up from 183 in Q3 2017.
  • Funds reported $1.63B of Exponent stock for Q4 2017, down 4.7% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q4 2017 and 13 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2017 was Janus Henderson Group, an estimated $17.5M added.
  • The largest Exponent seller in Q4 2017 was T. Rowe Price Associates, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2017.