We are live on ! Find out more
EXPO icon

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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$45K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$41K +$39.8K +1,372 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$30K -$1.04K -36 -3%
TF
154
Tompkins Financial
New York
$26K +$25.2K +868 New
TRCT
155
Tower Research Capital (TRC)
New York
$25K +$24.5K +844 New
MFS
156
MSI Financial Services
Massachusetts
$22K +$3.71K +128 +21%
VCM
157
Versant Capital Management
Arizona
$15K -$696 -24 -5%
GWM
158
Geneos Wealth Management
Colorado
$15K +$58 +2 +0.4%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.6K +364 New
WA
160
WealthTrust-Arizona
Arizona
$11K +$10.8K +372 New
LF
161
Lee Financial
Texas
$10K +$9.57K +330 New
SWA
162
Sutton Wealth Advisors
Florida
$9.95K – – –
CG
163
Cutler Group
California
$9K -$2.32K -80 -20%
FHA
164
First Horizon Advisors
Tennessee
$8K – – –
GAM
165
Gemmer Asset Management
California
$6K – – –
QCG
166
Quadrant Capital Group
Ohio
$6K +$5.22K +180 +409%
AssetMark Inc
167
AssetMark Inc
California
$5K -$1.62K -56 -27%
FNBT
168
FineMark National Bank & Trust
Florida
$5K +$3.25K +112 +255%
WTC
169
WhitTier Trust Company
Nevada
$5K +$4.35K +150 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$5K +$4.64K +160 New
AA
171
Apriem Advisors
California
$4K – – –
IA
172
IFP Advisors
Florida
$4K – – –
ACS
173
Archford Capital Strategies
Illinois
$3K – – –
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
$3K +$2.9K +100 New
QI
175
QS Investors
New York
$1K – – –
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.