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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
TF
176
Tompkins Financial
New York
$31K – – –
MOS
177
MGO One Seven
Ohio
$28K +$29.3K +798 New
OIA
178
OneDigital Investment Advisors
Kansas
$26K – – –
DCM
179
Delpha Capital Management
New York
$26K +$26.8K +730 New
FHA
180
First Horizon Advisors
Tennessee
$25K +$2.5K +68 +11%
SWA
181
Sutton Wealth Advisors
Florida
$25K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$22K – – –
GWM
183
Geneos Wealth Management
Colorado
$18K – – –
VCM
184
Versant Capital Management
Arizona
$18K – – –
LF
185
Lee Financial
Texas
$14K +$1.84K +50 +15%
SWM
186
SeaCrest Wealth Management
New York
$14K +$14K +380 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$14K +$14.1K +384 New
WA
188
WealthTrust-Arizona
Arizona
$13K – – –
PCP
189
Proficio Capital Partners
Massachusetts
$13K +$13.8K +376 New
SIAS
190
Shine Investment Advisory Services
Colorado
$11K – – –
BFEC
191
Benjamin F. Edwards & Company
Missouri
$9K – – –
PMFA
192
Plante Moran Financial Advisors
Michigan
$8K +$7.56K +206 +1,471%
GAM
193
Gemmer Asset Management
California
$7K – – –
IA
194
IFP Advisors
Florida
$5K – – –
WTC
195
WhitTier Trust Company
Nevada
$5K – – –
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$5K +$3.45K +94 +196%
AssetMark Inc
197
AssetMark Inc
California
$4K -$955 -26 -17%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$4K – – –
BTIS
199
BB&T Investment Services
North Carolina
$4K +$2.57K +70 +152%
JWA
200
JFS Wealth Advisors
Pennsylvania
$4K +$4.04K +110 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.