We are live on ! Find out more
EXPO icon

Exponent
EXPO

177 hedge funds and large institutions have $1.38B invested in Exponent in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $6.03M

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

179.43% more ownership

Funds ownership: 0% → 179.43% (+179%)

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$153M)

11% more funds holding

Funds holding: 160 → 177 (+17)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
60
Reduced
62
Closed
9
Calls
$52.8M
Puts
$6.03M
Net Calls
+$46.7M
Net Calls Change
+$46.7M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
+$31.6M
2
BFA
BlackRock Fund Advisors
California
+$13.9M
3
SCM
Sandler Capital Management
New York
+$4.57M
4
Morgan Stanley
Morgan Stanley
New York
+$4.09M
5
AI
Axiom Investors
Connecticut
+$3.32M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$50.6M
2
DDC
DF Dent & Co
Maryland
-$16.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$147M -$12.7M -439,142 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$126M +$2.97M +102,282 +3%
BFA
3
BlackRock Fund Advisors
California
$121M +$13.9M +479,694 +14%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$72M -$4.24M -146,160 -6%
Capital World Investors
5
Capital World Investors
California
$64.5M – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$56M -$22.3K -768 -0%
ACM
7
Atlanta Capital Management
Georgia
$54.2M -$633K -21,822 -1%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$49.7M -$10.7M -368,680 -18%
BIT
9
BlackRock Institutional Trust
California
$39.4M +$397K +13,702 +1%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$35.3M +$141K +4,860 +0.4%
State Street
11
State Street
Massachusetts
$34.6M +$2.5M +86,264 +8%
RP
12
Riverbridge Partners
Minnesota
$32.8M +$31.6M +1,089,092 New
DDC
13
DF Dent & Co
Maryland
$30.3M -$16.6M -571,014 -36%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$29.3M +$297K +10,256 +1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$29.2M -$12.1M -416,866 -30%
Northern Trust
16
Northern Trust
Illinois
$28.3M -$1.06M -36,606 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$23.7M -$9.76M -336,600 -30%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.9M +$2.27M +78,182 +11%
GKIM
19
GW&K Investment Management
Massachusetts
$21.2M -$1.66M -57,284 -8%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$21.1M +$38.3K +1,320 +0.2%
Wells Fargo
21
Wells Fargo
California
$18.1M +$633K +21,830 +4%
RA
22
Royce & Associates
New York
$17.7M -$9.3M -320,880 -35%
CCM
23
Copeland Capital Management
Pennsylvania
$14.8M -$6M -207,020 -30%
Norges Bank
24
Norges Bank
Norway
$14.6M – – –
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$18.5K -638 -0.1%
1
2 3 4 5

EXPO Hedge Fund Activity: Q4 2016 in Review

177 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2016, worth a combined $1.38B — up 12% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EXPO positions and 9 closed out — a net gain of 20 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Riverbridge Partners, opening a new position worth an estimated $31.6M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $50.6M sold.

  • 177 institutional investors held Exponent (EXPO) as of Q4 2016, up from 160 in Q3 2016.
  • Funds reported $1.38B of Exponent stock for Q4 2016, up 12% quarter-over-quarter.
  • 29 funds opened new Exponent positions in Q4 2016 and 9 closed out, a net change of +20 holders.
  • The largest Exponent buyer in Q4 2016 was Riverbridge Partners, an estimated $31.6M added.
  • The largest Exponent seller in Q4 2016 was TimesSquare Capital Management, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2016.