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Exponent

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$19.2M)

1% less funds holding

Funds holding: 265263 (-2)

1.25% less ownership

Funds ownership: 90.59%89.34% (-1.3%)

Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$429K -$8.88K -156 -2%
OSIA
177
O'Shares Investment Advisers
Massachusetts
$423K -$5.81K -102 -1%
CGH
178
Crossmark Global Holdings
Texas
$418K +$5.58K +98 +1%
ProShare Advisors
179
ProShare Advisors
Maryland
$407K -$8.03K -141 -2%
RCM
180
Riverhead Capital Management
Delaware
$406K
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$398K +$387K +6,800 New
AA
182
ALPS Advisors
Colorado
$397K -$20.4K -359 -5%
AAS
183
Avantax Advisory Services
Texas
$385K +$375K +6,579 New
CAM
184
Cresset Asset Management
Illinois
$380K +$146K +2,560 +65%
LPL Financial
185
LPL Financial
California
$375K +$19.3K +339 +6%
Wolverine Trading
186
Wolverine Trading
Illinois
$369K +$120K +2,099 +50%
TAM
187
Tyers Asset Management
Texas
$367K
AG
188
Advisor Group
Arizona
$353K -$662K -11,624 -66%
GH
189
GAM Holding
Switzerland
$344K +$13.7K +240 +4%
SC
190
Saturna Capital
Washington
$328K +$91.1K +1,600 +40%
Allianz Asset Management
191
Allianz Asset Management
Germany
$318K +$3.59K +63 +1%
PA
192
Profund Advisors
Maryland
$303K -$15.7K -276 -5%
CAC
193
Certified Advisory Corp
Florida
$295K
SCM
194
Shelton Capital Management
Colorado
$289K +$264K +4,639 +1,541%
MML Investors Services
195
MML Investors Services
Massachusetts
$288K -$48.7K -856 -15%
AIP
196
Ameritas Investment Partners
Nebraska
$269K
MFG
197
Magnus Financial Group
New York
$265K
BRWA
198
B. Riley Wealth Advisors
Florida
$263K +$256K +4,491 New
QT
199
Quantbot Technologies
New York
$257K +$251K +4,401 New
HR
200
Hardy Reed
Mississippi
$250K

EXPO Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2019, worth a combined $2.71B — up 0.71% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $23M.

  • 263 institutional investors held Exponent (EXPO) as of Q2 2019, down from 265 in Q1 2019.
  • Funds reported $2.71B of Exponent stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2019 and 32 closed out, a net change of +3 holders.
  • The largest Exponent buyer in Q2 2019 was Nuveen, an estimated $34M added.
  • The largest Exponent seller in Q2 2019 was Fidelity Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.