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Exponent
EXPO

203 hedge funds and large institutions have $1.63B invested in Exponent in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 60

11% more funds holding

Funds holding: 183 → 203 (+20)

5% less capital invested

Capital invested by funds: $1.71B → $1.63B (-$79.8M)

1.82% less ownership

Funds ownership: 179.12% → 177.29% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
60
Closed
13
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$8.78M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.4M
3
CCA
Conestoga Capital Advisors
Pennsylvania
+$8.69M
4
Millennium Management
Millennium Management
New York
+$7.1M
5
LCM
Laurion Capital Management
New York
+$6.11M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$55M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$19M
3
NFA
Nationwide Fund Advisors
Ohio
-$14.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$9.24M
5
Bank of America
Bank of America
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
151
Elkfork Partners
Oregon
$258K -$11.3K -308 -4%
Victory Capital Management
152
Victory Capital Management
Texas
$256K +$22.8K +622 +9%
CPH
153
C Partners Holding
Switzerland
$253K +$261K +7,106 New
QC
154
Quadrature Capital
United Kingdom
$249K -$9.18K -250 -3%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$230K – – –
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$221K +$228K +6,204 New
AG
157
Advisor Group
Arizona
$215K +$49.3K +1,342 +29%
QT
158
Quantbot Technologies
New York
$196K -$193K -5,262 -49%
TAM
159
Tyers Asset Management
Texas
$188K -$8.22K -224 -4%
Citigroup
160
Citigroup
New York
$175K -$921K -25,088 -84%
RCM
161
Riverhead Capital Management
Delaware
$165K +$14.7K +400 +9%
OWA
162
One Wealth Advisors
California
$141K +$146K +3,980 New
Macquarie Group
163
Macquarie Group
Australia
$126K +$36.7K +1,000 +39%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$105K +$41.6K +1,134 +62%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$99K +$16.5K +450 +19%
GXMC
166
Global X Management Company
New York
$95K +$42.7K +1,162 +76%
NIT
167
NumerixS Investment Technologies
British Columbia, Canada
$85K +$88.1K +2,400 New
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$76K +$24.7K +672 +46%
ASN
169
Advisory Services Network
Georgia
$74K +$3.3K +90 +5%
STA
170
Summit Trail Advisors
New York
$57K +$57.9K +1,578 New
II
171
Inspire Investing
Idaho
$54K +$56.2K +1,530 New
LIA
172
LS Investment Advisors
Michigan
$53K -$10.2K -278 -16%
Simplex Trading
173
Simplex Trading
Illinois
$53K +$54.8K +1,492 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$48K -$955 -26 -2%
AF
175
Advisornet Financial
Minnesota
$48K +$49.8K +1,356 New
5 6
7
8 9

EXPO Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2017, worth a combined $1.63B — down 4.7% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 13 closed out — a net gain of 20 holders — while 81 added to existing stakes and 60 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $17.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $55M.

  • 203 institutional investors held Exponent (EXPO) as of Q4 2017, up from 183 in Q3 2017.
  • Funds reported $1.63B of Exponent stock for Q4 2017, down 4.7% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q4 2017 and 13 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2017 was Janus Henderson Group, an estimated $17.5M added.
  • The largest Exponent seller in Q4 2017 was T. Rowe Price Associates, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2017.