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.
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)
Top Buyers
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$31.6M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.9M |
| 3 |
SCM
Sandler Capital Management
New York
|
+$4.57M |
| 4 |
Morgan Stanley
New York
|
+$4.09M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$3.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
176
Boothbay Fund Management
New York
| $232 | +$223K | +7,690 | New |
|
|
TCM
177
TimesSquare Capital Management
New York
| – | -$50.6M | -1,744,000 | Closed |
|
|
ICM
178
IronBridge Capital Management
Oakbrook Terrace,
Illinois
| – | -$5.02M | -196,464 | Closed |
|
179
D.E. Shaw & Co
New York
| – | -$1.47M | -57,648 | Closed |
|
|
GC
180
Guggenheim Capital
Chicago,
Illinois
| – | -$970K | -37,976 | Closed |
|
181
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$361K | -14,128 | Closed |
|
|
TAM
182
THB Asset Management
Norwalk,
Connecticut
| – | -$268K | -10,500 | Closed |
|
|
JG
183
Jefferies Group
New York
| – | -$249K | -9,742 | Closed |
|
|
JFA
184
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7K | -284 | Closed |
|
|
S
185
SignatureFD
Atlanta,
Georgia
| – | -$7K | -284 | Closed |
|
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.