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Exponent
EXPO

271 hedge funds and large institutions have $3.19B invested in Exponent in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,498% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $89K

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.32% less ownership

Funds ownership: 89.45% → 89.13% (-0.32%)

2% less capital invested

Capital invested by funds: $3.24B → $3.19B (-$56.2M)

4% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 97

1% less funds holding

Funds holding: 275 → 271 (-4)

Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
93
Reduced
97
Closed
36
Calls
$1.42M
Puts
$89K
Net Calls
+$1.33M
Net Calls Change
+$624K

Top Buyers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
+$23.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$13.4M
3
RI
Redwood Investments
Massachusetts
+$11.8M
4
BlackRock
BlackRock
New York
+$10.1M
5
SAM
Silvercrest Asset Management
New York
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$10.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.03M
5
SCM
Sandler Capital Management
New York
-$6.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
151
Cubist Systematic Strategies
Connecticut
$993K +$552K +8,361 +139%
KBC Group
152
KBC Group
Belgium
$979K – – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$913K -$9.18K -139 -1%
Victory Capital Management
154
Victory Capital Management
Texas
$905K +$183K +2,774 +27%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$896K -$70.1K -1,062 -8%
EVM
156
Eaton Vance Management
Massachusetts
$876K +$1.25K +19 +0.1%
SRAM
157
Stone Ridge Asset Management
New York
$871K – – –
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$840K +$94.3K +1,428 +13%
CFN
159
Cordasco Financial Network
Florida
$797K -$179K -2,710 -19%
LPL Financial
160
LPL Financial
California
$781K +$308K +4,657 +70%
FQ
161
First Quadrant
California
$742K – – –
TAM
162
THB Asset Management
Connecticut
$717K – – –
AB
163
Amalgamated Bank
New York
$689K +$23K +348 +4%
Squarepoint
164
Squarepoint
New York
$663K -$1.18M -17,822 -65%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$621K -$178K -2,700 -23%
ProShare Advisors
166
ProShare Advisors
Maryland
$582K +$81.3K +1,231 +17%
WCM
167
Weld Capital Management
New York
$575K +$305K +4,625 +125%
ECM
168
Everence Capital Management
Indiana
$567K – – –
ACM
169
AlphaCrest Capital Management
New York
$559K -$59K -894 -10%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$552K -$1.98K -30 -0.4%
ACP
171
Aviance Capital Partners
Florida
$552K – – –
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$551K -$1.36M -20,550 -72%
AAS
173
Avantax Advisory Services
Texas
$540K +$29.9K +453 +6%
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
$534K -$2.8M -42,336 -85%
MOS
175
MGO One Seven
Ohio
$527K -$8.91K -135 -2%
5 6
7
8 9

EXPO Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2019, worth a combined $3.19B — down 1.7% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EXPO positions and 36 closed out — a net gain of 4 holders — while 93 added to existing stakes and 97 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $27.5M.

  • 271 institutional investors held Exponent (EXPO) as of Q4 2019, down from 275 in Q3 2019.
  • Funds reported $3.19B of Exponent stock for Q4 2019, down 1.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q4 2019 and 36 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q4 2019 was Riverbridge Partners, an estimated $23.4M added.
  • The largest Exponent seller in Q4 2019 was Morgan Stanley, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2019.