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Exponent

183 hedge funds and large institutions have $1.71B invested in Exponent in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $1.34B → $1.71B (+$369M)

1.69% more ownership

Funds ownership: 177.42%179.12% (+1.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

1% less funds holding

Funds holding: 185183 (-2)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

97% less call options, than puts

Call options by funds: $229K | Put options by funds: $8.46M

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
65
Reduced
75
Closed
15
Calls
$229K
Puts
$8.46M
Net Calls
-$8.23M
Net Calls Change
-$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tyers Asset Management
Texas
$203K +$11.6K +352 +7%
AG
152
Advisor Group
Arizona
$173K +$14.3K +432 +10%
AIP
153
Ameritas Investment Partners
Nebraska
$162K +$11.6K +350 +8%
RCM
154
Riverhead Capital Management
Delaware
$156K +$14.5K +438 +12%
Macquarie Group
155
Macquarie Group
Australia
$94K +$84.4K +2,556 New
FANJ
156
Financial Architects (New Jersey)
New Jersey
$86K
ASN
157
Advisory Services Network
Georgia
$74K -$69.6K -2,106 -51%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$67K
LIA
159
LS Investment Advisors
Michigan
$65K -$5.62K -170 -9%
GXMC
160
Global X Management Company
New York
$56K +$10K +304 +25%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$54K +$26K +788 +116%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$51K
TF
163
Tompkins Financial
New York
$32K
OIA
164
OneDigital Investment Advisors
Kansas
$27K
SWA
165
Sutton Wealth Advisors
Florida
$25.9K
FHA
166
First Horizon Advisors
Tennessee
$24K +$66 +2 +0.3%
Bessemer Group
167
Bessemer Group
New Jersey
$23K +$20.9K +632 New
VCM
168
Versant Capital Management
Arizona
$19K +$396 +12 +2%
GWM
169
Geneos Wealth Management
Colorado
$18K +$66 +2 +0.4%
WA
170
WealthTrust-Arizona
Arizona
$14K
LF
171
Lee Financial
Texas
$12K
SIAS
172
Shine Investment Advisory Services
Colorado
$11K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$9K
QCG
174
Quadrant Capital Group
Ohio
$8K +$1.78K +54 +24%
GAM
175
Gemmer Asset Management
California
$7K

EXPO Hedge Fund Activity: Q3 2017 in Review

183 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2017, worth a combined $1.71B — up 28% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 15 closed out — a net gain of 1 holder — while 65 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $16M. The largest seller was TimesSquare Capital Management, cutting an estimated $11.8M.

  • 183 institutional investors held Exponent (EXPO) as of Q3 2017, down from 185 in Q2 2017.
  • Funds reported $1.71B of Exponent stock for Q3 2017, up 28% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q3 2017 and 15 closed out, a net change of +1 holder.
  • The largest Exponent buyer in Q3 2017 was Fidelity Investments, an estimated $16M added.
  • The largest Exponent seller in Q3 2017 was TimesSquare Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2017.