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Exponent

176 hedge funds and large institutions have $1.39B invested in Exponent in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

2.74% more ownership

Funds ownership: 179.43%182.17% (+2.7%)

0% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$4.43M)

1% less funds holding

Funds holding: 177176 (-1)

5% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 62

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
59
Reduced
62
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$183M +$179M +6,145,580 +41,234%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$144M -$1.05M -35,926 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$130M +$4.77M +163,622 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$71.5M +$372K +12,780 +0.5%
Capital World Investors
5
Capital World Investors
California
$63.7M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.4M +$30.1K +1,034 +0.1%
TCM
7
TimesSquare Capital Management
New York
$52.2M +$51.1M +1,753,300 New
ACM
8
Atlanta Capital Management
Georgia
$49.4M -$4.05M -138,988 -8%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$37.5M +$2.54M +87,230 +7%
State Street
10
State Street
Massachusetts
$36.6M +$2.38M +81,666 +7%
RP
11
Riverbridge Partners
Minnesota
$31.2M -$1.22M -41,880 -4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$30.4M +$1.51M +51,804 +5%
DDC
13
DF Dent & Co
Maryland
$29.4M -$492K -16,890 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$28.8M -$36.1K -1,238 -0.1%
Northern Trust
15
Northern Trust
Illinois
$27.9M -$28K -960 -0.1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.9M +$1.27M +43,470 +6%
Renaissance Technologies
17
Renaissance Technologies
New York
$22M -$1.44M -49,400 -6%
GKIM
18
GW&K Investment Management
Massachusetts
$20.2M -$746K -25,598 -4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$19.9M -$896K -30,736 -4%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$18.1M +$17M +584,168 +2,570%
RA
21
Royce & Associates
New York
$16.8M -$618K -21,200 -4%
Bank of America
22
Bank of America
North Carolina
$13.6M +$2.46M +84,322 +23%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$12.7M -$18.4K -632 -0.1%
Ameriprise
24
Ameriprise
Minnesota
$12.6M +$422K +14,482 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$12.3M +$392K +13,458 +3%

EXPO Hedge Fund Activity: Q1 2017 in Review

176 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2017, worth a combined $1.39B — up 0.32% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXPO positions and 15 closed out — a net gain of 5 holders — while 59 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $179M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $44.5M.

  • 176 institutional investors held Exponent (EXPO) as of Q1 2017, down from 177 in Q4 2016.
  • Funds reported $1.39B of Exponent stock for Q1 2017, up 0.32% quarter-over-quarter.
  • 20 funds opened new Exponent positions in Q1 2017 and 15 closed out, a net change of +5 holders.
  • The largest Exponent buyer in Q1 2017 was BlackRock, an estimated $179M added.
  • The largest Exponent seller in Q1 2017 was Kayne Anderson Rudnick Investment Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2017.