Exponent
EXPO
143 hedge funds and large institutions have $954M invested in Exponent in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $829M → $954M (+$125M)
2% more funds holding
Funds holding: 140 → 143 (+3)
35% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$7.37M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$5.18M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.99M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.7M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$11M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$4.76M |
| 3 |
WHI
William Harris Investors
Chicago,
Illinois
|
-$4.25M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$3.24M |
| 5 |
Renaissance Technologies
New York
|
-$3.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
151
Dean Capital Management
Overland Park,
Kansas
| – | -$37K | -2,100 | Closed |
|
152
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$17K | -984 | Closed |
|
EXPO Hedge Fund Activity: Q4 2014 in Review
143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2014, worth a combined $954M — up 15% from $829M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EXPO positions and 9 closed out — a net gain of 7 holders — while 40 added to existing stakes and 62 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.37M. The largest seller was Vulcan Value Partners, cutting an estimated $11M.
- 143 institutional investors held Exponent (EXPO) as of Q4 2014, up from 140 in Q3 2014.
- Funds reported $954M of Exponent stock for Q4 2014, up 15% quarter-over-quarter.
- 16 funds opened new Exponent positions in Q4 2014 and 9 closed out, a net change of +7 holders.
- The largest Exponent buyer in Q4 2014 was Janus Henderson Group, an estimated $7.37M added.
- The largest Exponent seller in Q4 2014 was Vulcan Value Partners, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2014.