Exponent
EXPO
141 hedge funds and large institutions have $829M invested in Exponent in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
2% more funds holding
Funds holding: 138 → 141 (+3)
5% less capital invested
Capital invested by funds: $871M → $829M (-$41.5M)
23% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 56
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $220K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$8.53M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$1.63M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$1.53M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$1.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$981K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$2.38M |
| 2 |
RA
Royce & Associates
New York
|
-$1.95M |
| 3 |
Neuberger Berman Group
New York
|
-$1.84M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.6M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.6M |
EXPO Hedge Fund Activity: Q3 2014 in Review
141 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2014, worth a combined $829M — down 4.8% from $871M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EXPO positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 56 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $8.53M. The largest seller was DF Dent & Co, cutting an estimated $2.38M.
- 141 institutional investors held Exponent (EXPO) as of Q3 2014, up from 138 in Q2 2014.
- Funds reported $829M of Exponent stock for Q3 2014, down 4.8% quarter-over-quarter.
- 13 funds opened new Exponent positions in Q3 2014 and 9 closed out, a net change of +4 holders.
- The largest Exponent buyer in Q3 2014 was Vulcan Value Partners, an estimated $8.53M added.
- The largest Exponent seller in Q3 2014 was DF Dent & Co, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2014.