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Exponent

162 hedge funds and large institutions have $1.19B invested in Exponent in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 56

13% more capital invested

Capital invested by funds: $1.05B → $1.19B (+$139M)

7% more funds holding

Funds holding: 151162 (+11)

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
65
Reduced
56
Closed
7
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
$140M -$12.2M -481,132 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.9M +$2.55M +100,462 +3%
BFA
3
BlackRock Fund Advisors
California
$80.9M +$4.12M +162,410 +5%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$74.9M -$4.16M -163,796 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$54.7M +$2.2M +86,780 +4%
Capital World Investors
6
Capital World Investors
California
$53.4M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$45.2M +$2.67M +105,312 +6%
ACM
8
Atlanta Capital Management
Georgia
$44.8M -$2.67M -105,326 -6%
DDC
9
DF Dent & Co
Maryland
$32.3M -$10.4M -411,240 -24%
BIT
10
BlackRock Institutional Trust
California
$32M +$339K +13,372 +1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$31.7M +$907K +35,722 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$29.9M -$1.82M -71,800 -6%
RA
13
Royce & Associates
New York
$27.8M -$6.43M -253,400 -19%
State Street
14
State Street
Massachusetts
$24.6M +$762K +30,030 +3%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$24.5M +$15.7M +620,194 +172%
Franklin Resources
16
Franklin Resources
California
$24.1M -$9.33M -367,808 -28%
Northern Trust
17
Northern Trust
Illinois
$22.8M +$2.76M +108,580 +13%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$22.5M +$22.8M +900,000 New
CCM
19
Copeland Capital Management
Pennsylvania
$18.6M +$982K +38,686 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16.7M -$464K -18,300 -3%
Wells Fargo
21
Wells Fargo
California
$16.3M +$2.13M +84,050 +15%
EAM
22
Eagle Asset Management
Florida
$15.5M -$1.15M -45,214 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$14.6M +$333K +13,122 +2%
GKIM
24
GW&K Investment Management
Massachusetts
$12.8M -$2.46M -96,788 -16%
Ameriprise
25
Ameriprise
Minnesota
$11.8M +$4.61M +181,714 +62%

EXPO Hedge Fund Activity: Q4 2015 in Review

162 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2015, worth a combined $1.19B — up 13% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EXPO positions and 7 closed out — a net gain of 12 holders — while 65 added to existing stakes and 56 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $15.7M. The largest seller was Neuberger Berman Group, cutting an estimated $12.2M.

  • 162 institutional investors held Exponent (EXPO) as of Q4 2015, up from 151 in Q3 2015.
  • Funds reported $1.19B of Exponent stock for Q4 2015, up 13% quarter-over-quarter.
  • 19 funds opened new Exponent positions in Q4 2015 and 7 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q4 2015 was Conestoga Capital Advisors, an estimated $15.7M added.
  • The largest Exponent seller in Q4 2015 was Neuberger Berman Group, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2015.