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Exponent

143 hedge funds and large institutions have $954M invested in Exponent in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $829M → $954M (+$125M)

2% more funds holding

Funds holding: 140143 (+3)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
62
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$124M -$321K -16,544 -0.3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$94.8M -$3.24M -167,224 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69.4M -$359K -18,504 -0.5%
BFA
4
BlackRock Fund Advisors
California
$59.2M +$4.99M +257,088 +10%
Capital World Investors
5
Capital World Investors
California
$44.1M
DDC
6
DF Dent & Co
Maryland
$39.5M -$2.84M -146,464 -7%
ACM
7
Atlanta Capital Management
Georgia
$38.6M -$1.58M -81,344 -4%
RA
8
Royce & Associates
New York
$32.8M -$1.44M -74,400 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.1M +$938K +48,344 +3%
BIT
10
BlackRock Institutional Trust
California
$28M -$443K -22,824 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$22.6M +$3.7M +190,592 +21%
Franklin Resources
12
Franklin Resources
California
$22.1M +$1.68M +86,596 +9%
Renaissance Technologies
13
Renaissance Technologies
New York
$21.6M -$3.09M -159,228 -13%
State Street
14
State Street
Massachusetts
$19.3M -$895K -46,164 -5%
VVP
15
Vulcan Value Partners
Alabama
$18.5M -$11M -569,300 -39%
Northern Trust
16
Northern Trust
Illinois
$17.1M -$418K -21,556 -3%
EAM
17
Eagle Asset Management
Florida
$17M -$392K -20,184 -2%
GIM
18
Granahan Investment Management
Massachusetts
$16.8M -$46.6K -2,400 -0.3%
Wells Fargo
19
Wells Fargo
California
$14.5M -$327K -16,880 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.9M +$535K +27,560 +5%
GKIM
21
GW&K Investment Management
Massachusetts
$10M +$2.65M +136,528 +39%
RCMC
22
RK Capital Management (Colorado)
Colorado
$9.13M -$4.76M -245,516 -36%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$7.83M +$7.37M +379,784 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$7.49M +$403K +20,800 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.64M +$131K +6,760 +2%

EXPO Hedge Fund Activity: Q4 2014 in Review

143 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2014, worth a combined $954M — up 15% from $829M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EXPO positions and 9 closed out — a net gain of 7 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.37M. The largest seller was Vulcan Value Partners, cutting an estimated $11M.

  • 143 institutional investors held Exponent (EXPO) as of Q4 2014, up from 140 in Q3 2014.
  • Funds reported $954M of Exponent stock for Q4 2014, up 15% quarter-over-quarter.
  • 16 funds opened new Exponent positions in Q4 2014 and 9 closed out, a net change of +7 holders.
  • The largest Exponent buyer in Q4 2014 was Janus Henderson Group, an estimated $7.37M added.
  • The largest Exponent seller in Q4 2014 was Vulcan Value Partners, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2014.