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Exponent

185 hedge funds and large institutions have $1.34B invested in Exponent in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

5% more funds holding

Funds holding: 176185 (+9)

4% less capital invested

Capital invested by funds: $1.39B → $1.34B (-$50.3M)

4.74% less ownership

Funds ownership: 182.17%177.42% (-4.7%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
78
Reduced
56
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tyers Asset Management
Texas
$150K +$19.1K +640 +14%
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K -$259K -8,662 -64%
AIP
153
Ameritas Investment Partners
Nebraska
$129K
AG
154
Advisor Group
Arizona
$124K +$17K +568 +15%
ASN
155
Advisory Services Network
Georgia
$119K -$1.38K -46 -1%
RCM
156
Riverhead Capital Management
Delaware
$111K +$53.6K +1,794 +90%
Creative Planning
157
Creative Planning
Kansas
$82K
FANJ
158
Financial Architects (New Jersey)
New Jersey
$68K
LIA
159
LS Investment Advisors
Michigan
$57K
DADC
160
D.A. Davidson & Co
Montana
$55K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$53K +$9.56K +320 +21%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$40K
GXMC
163
Global X Management Company
New York
$35K +$25K +836 +220%
TF
164
Tompkins Financial
New York
$25K
OIA
165
OneDigital Investment Advisors
Kansas
$22K +$22.1K +740 New
SWA
166
Sutton Wealth Advisors
Florida
$20.5K
LTFS
167
Ladenburg Thalmann Financial Services
Florida
$20K -$8.55K -286 -30%
FHA
168
First Horizon Advisors
Tennessee
$19K
VCM
169
Versant Capital Management
Arizona
$14K
GWM
170
Geneos Wealth Management
Colorado
$14K +$60 +2 +0.4%
NA
171
NewEdge Advisors
Louisiana
$11.2K +$11.7K +390 New
WA
172
WealthTrust-Arizona
Arizona
$11K
LF
173
Lee Financial
Texas
$10K
IA
174
IFP Advisors
Florida
$10K +$6.39K +214 +155%
SIAS
175
Shine Investment Advisory Services
Colorado
$9K +$9.03K +302 New

EXPO Hedge Fund Activity: Q2 2017 in Review

185 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2017, worth a combined $1.34B — down 3.6% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EXPO positions and 8 closed out — a net gain of 9 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $9.66M. The largest seller was Capital World Investors, exiting entirely with an estimated $63.7M sold.

  • 185 institutional investors held Exponent (EXPO) as of Q2 2017, up from 176 in Q1 2017.
  • Funds reported $1.34B of Exponent stock for Q2 2017, down 3.6% quarter-over-quarter.
  • 17 funds opened new Exponent positions in Q2 2017 and 8 closed out, a net change of +9 holders.
  • The largest Exponent buyer in Q2 2017 was Renaissance Technologies, an estimated $9.66M added.
  • The largest Exponent seller in Q2 2017 was Capital World Investors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q2 2017.