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Exponent

215 hedge funds and large institutions have $2.26B invested in Exponent in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $1.8B → $2.26B (+$456M)

11% more call options, than puts

Call options by funds: $478K | Put options by funds: $430K

5% more funds holding

Funds holding: 204215 (+11)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

87.92% less ownership

Funds ownership: 177.82%89.9% (-88%)

Holders
215
Holders Change
+11
Holders Change %
+5.39%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
77
Reduced
74
Closed
16
Calls
$478K
Puts
$430K
Net Calls
+$48K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$531K +$504K +11,002 New
ZIM
127
Zacks Investment Management
Illinois
$531K +$505K +11,004 New
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$520K -$15.5K -337 -3%
VIA
129
Vident Investment Advisory
Georgia
$511K +$207K +4,518 +75%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$505K -$37.5K -818 -7%
GXMC
131
Global X Management Company
New York
$458K +$68.4K +1,492 +19%
GHCM
132
Glen Harbor Capital Management
California
$451K -$26.5K -578 -6%
Truist Financial
133
Truist Financial
North Carolina
$422K -$24.8K -540 -6%
ProShare Advisors
134
ProShare Advisors
Maryland
$410K +$14.9K +325 +4%
AB
135
Amalgamated Bank
New York
$406K +$46.3K +1,009 +14%
CGH
136
Crossmark Global Holdings
Texas
$401K +$2.75K +60 +0.7%
ACP
137
Aviance Capital Partners
Florida
$386K
PI
138
PineBridge Investments
New York
$380K -$9.68K -211 -3%
USAA
139
United Services Automobile Association
Texas
$375K
MCIM
140
Meadow Creek Investment Management
Georgia
$372K -$21.8K -476 -6%
AIM
141
Assured Investment Management
New York
$357K +$78K +1,700 +30%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$345K +$328K +7,146 New
RFC
143
Regions Financial Corp
Alabama
$344K -$80.8K -1,763 -20%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$341K +$24.9K +543 +8%
Stifel Financial
145
Stifel Financial
Missouri
$324K -$6.51K -142 -2%
O
146
OppenheimerFunds
New York
$303K +$34.9K +762 +14%
Citigroup
147
Citigroup
New York
$296K -$403K -8,780 -59%
EP
148
Elkfork Partners
Oregon
$292K -$17.1K -374 -6%
BCM
149
BlueCrest Capital Management
Jersey
$281K +$267K +5,825 New
AG
150
Advisor Group
Arizona
$267K -$7.98K -174 -3%

EXPO Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2018, worth a combined $2.26B — up 25% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXPO positions and 16 closed out — a net gain of 12 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Neuberger Berman Group, cutting an estimated $6.97M.

  • 215 institutional investors held Exponent (EXPO) as of Q2 2018, up from 204 in Q1 2018.
  • Funds reported $2.26B of Exponent stock for Q2 2018, up 25% quarter-over-quarter.
  • 28 funds opened new Exponent positions in Q2 2018 and 16 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q2 2018 was BlackRock, an estimated $31.6M added.
  • The largest Exponent seller in Q2 2018 was Neuberger Berman Group, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2018.