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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
QCG
201
Quadrant Capital Group
Ohio
$2K -$6.61K -180 -65%
QI
202
QS Investors
New York
$1K – – –
PCG
203
Private Capital Group
Connecticut
$27 +$6.09K +166 New
NFA
204
Nationwide Fund Advisors
Ohio
– -$14.4M -389,150 Closed
TD Asset Management
205
TD Asset Management
Ontario, Canada
– -$1.03M -27,800 Closed
Two Sigma Advisers
206
Two Sigma Advisers
New York
– -$872K -23,612 Closed
PP
207
Paloma Partners
Connecticut
– -$774K -20,952 Closed
JFG
208
Jefferies Financial Group
New York
– -$380K -10,278 Closed
Squarepoint
209
Squarepoint
New York
– -$328K -8,870 Closed
N
210
Natixis
France
– -$278K -7,514 Closed
MC
211
Miles Capital
Iowa
– -$276K -7,472 Closed
ZIM
212
Zacks Investment Management
Illinois
– -$274K -7,408 Closed
VF
213
Virtu Financial
New York
– -$271K -7,332 Closed
JG
214
Jefferies Group
New York
– -$261K -7,072 Closed
Stifel Financial
215
Stifel Financial
Missouri
– -$249K -6,744 Closed
TRCT
216
Tower Research Capital (TRC)
New York
– -$249K -6,736 Closed
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.