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Exponent

148 hedge funds and large institutions have $1.02B invested in Exponent in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

81% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $978K

7% more capital invested

Capital invested by funds: $954M → $1.02B (+$64.3M)

3% more funds holding

Funds holding: 143148 (+5)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

Holders
148
Holders Change
+5
Holders Change %
+3.5%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
52
Reduced
51
Closed
7
Calls
$1.77M
Puts
$978K
Net Calls
+$791K
Net Calls Change
+$791K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$134M +$140K +6,564 +0.1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$97.9M -$4.12M -192,488 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.8M +$2.91M +135,900 +4%
BFA
4
BlackRock Fund Advisors
California
$67.5M +$3.53M +164,856 +6%
Capital World Investors
5
Capital World Investors
California
$47.6M
ACM
6
Atlanta Capital Management
Georgia
$40.7M -$822K -38,428 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$35.9M +$1.25M +58,480 +4%
RA
8
Royce & Associates
New York
$32.4M -$2.75M -128,356 -8%
BIT
9
BlackRock Institutional Trust
California
$30.2M -$49.7K -2,324 -0.2%
Franklin Resources
10
Franklin Resources
California
$27.4M +$3.44M +160,588 +15%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$27.2M +$2.73M +127,504 +12%
DDC
12
DF Dent & Co
Maryland
$26.6M -$15.4M -721,596 -38%
Renaissance Technologies
13
Renaissance Technologies
New York
$23.2M -$76.4K -3,572 -0.3%
State Street
14
State Street
Massachusetts
$21.5M +$667K +31,148 +3%
VVP
15
Vulcan Value Partners
Alabama
$20M +$58K +2,708 +0.3%
Northern Trust
16
Northern Trust
Illinois
$18.3M -$130K -6,096 -0.7%
EAM
17
Eagle Asset Management
Florida
$16.9M -$1.37M -63,856 -8%
Wells Fargo
18
Wells Fargo
California
$16M +$439K +20,528 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.9M +$9.33K +436 +0.1%
GIM
20
Granahan Investment Management
Massachusetts
$12.7M -$5.24M -244,800 -30%
GKIM
21
GW&K Investment Management
Massachusetts
$11.4M +$590K +27,556 +6%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$10.4M -$594K -27,752 -7%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$9.89M +$1.75M +81,600 +22%
TA
24
Teachers Advisors
New York
$9.48M +$7.6M +355,264 +498%
RCMC
25
RK Capital Management (Colorado)
Colorado
$8.91M -$901K -42,124 -10%

EXPO Hedge Fund Activity: Q1 2015 in Review

148 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2015, worth a combined $1.02B — up 6.7% from $954M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EXPO positions and 7 closed out — a net gain of 7 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $7.6M. The largest seller was DF Dent & Co, cutting an estimated $15.4M.

  • 148 institutional investors held Exponent (EXPO) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $1.02B of Exponent stock for Q1 2015, up 6.7% quarter-over-quarter.
  • 14 funds opened new Exponent positions in Q1 2015 and 7 closed out, a net change of +7 holders.
  • The largest Exponent buyer in Q1 2015 was Teachers Advisors, an estimated $7.6M added.
  • The largest Exponent seller in Q1 2015 was DF Dent & Co, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2015.