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Exponent

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

87% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.26M

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$334M)

7% more funds holding

Funds holding: 248265 (+17)

0.93% more ownership

Funds ownership: 89.66%90.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$935K -$18.1K -336 -2%
MERSOM
127
Municipal Employees' Retirement System of Michigan
Michigan
$880K +$10.8K +200 +1%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$879K +$92.4K +1,710 +13%
US Bancorp
129
US Bancorp
Minnesota
$878K -$3.78K -70 -0.5%
SLG
130
Stanley-Laman Group
Pennsylvania
$859K +$35.3K +653 +5%
SCM
131
Sterling Capital Management
North Carolina
$856K +$801K +14,829 New
CFN
132
Cordasco Financial Network
Florida
$834K
KBC Group
133
KBC Group
Belgium
$819K +$766K +14,188 New
SO
134
STRS Ohio
Ohio
$813K +$254K +4,700 +50%
GHCM
135
Glen Harbor Capital Management
California
$769K
PIA
136
Piedmont Investment Advisors
North Carolina
$748K +$26.2K +485 +4%
MC
137
Menta Capital
California
$738K +$330K +6,100 +91%
EVM
138
Eaton Vance Management
Massachusetts
$732K +$1.24K +23 +0.2%
SRAM
139
Stone Ridge Asset Management
New York
$728K
Mariner
140
Mariner
Kansas
$710K +$428K +7,916 +180%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$692K +$561K +10,393 +653%
PI
142
PineBridge Investments
New York
$674K -$21.2K -393 -3%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$673K -$20.7K -384 -3%
Brown Advisory
144
Brown Advisory
Maryland
$666K -$173K -3,210 -22%
AWM
145
Avitas Wealth Management
California
$650K -$37.8K -699 -6%
SAM
146
Sawgrass Asset Management
Florida
$640K +$143K +2,640 +31%
MCIM
147
Meadow Creek Investment Management
Georgia
$634K
HNB
148
Huntington National Bank
Ohio
$611K -$2.92K -54 -0.5%
ARTA
149
A.R.T. Advisors
New York
$608K +$158K +2,930 +39%
TAM
150
THB Asset Management
Connecticut
$600K +$562K +10,405 New

EXPO Hedge Fund Activity: Q1 2019 in Review

265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.

  • 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
  • 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
  • The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
  • The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.