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Exponent

185 hedge funds and large institutions have $1.34B invested in Exponent in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

39% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 56

5% more funds holding

Funds holding: 176185 (+9)

4% less capital invested

Capital invested by funds: $1.39B → $1.34B (-$50.3M)

4.74% less ownership

Funds ownership: 182.17%177.42% (-4.7%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
78
Reduced
56
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M -$1.14M -38,028 -0.6%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$135M -$5.65M -189,134 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$132M +$5.1M +170,582 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$70.9M +$879K +29,420 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.2M -$12K -402 -0%
ACM
6
Atlanta Capital Management
Georgia
$48.3M -$53.7K -1,798 -0.1%
TCM
7
TimesSquare Capital Management
New York
$44.2M -$7.1M -237,600 -14%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$42.4M +$5.87M +196,560 +16%
State Street
9
State Street
Massachusetts
$37.4M +$1.67M +55,860 +5%
Renaissance Technologies
10
Renaissance Technologies
New York
$30.9M +$9.66M +323,200 +44%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$29.6M -$205K -6,870 -0.7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$29.2M +$1.03M +34,352 +4%
RP
13
Riverbridge Partners
Minnesota
$28.9M -$1.63M -54,596 -5%
DDC
14
DF Dent & Co
Maryland
$28M -$845K -28,288 -3%
Northern Trust
15
Northern Trust
Illinois
$27.9M +$573K +19,186 +2%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$24.5M +$7M +234,294 +39%
GKIM
17
GW&K Investment Management
Massachusetts
$23.8M +$4.12M +137,876 +20%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.7M -$726K -24,284 -3%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$18.5M -$990K -33,120 -5%
RA
20
Royce & Associates
New York
$15.2M -$1.36M -45,600 -8%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$13.6M +$1.17M +39,200 +9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$13.4M +$1.33M +44,516 +11%
Ameriprise
23
Ameriprise
Minnesota
$12.8M +$491K +16,422 +4%
Bank of America
24
Bank of America
North Carolina
$12.4M -$998K -33,404 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$12.2M +$287K +9,588 +2%

EXPO Hedge Fund Activity: Q2 2017 in Review

185 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2017, worth a combined $1.34B — down 3.6% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EXPO positions and 8 closed out — a net gain of 9 holders — while 78 added to existing stakes and 56 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $9.66M. The largest seller was Capital World Investors, exiting entirely with an estimated $63.7M sold.

  • 185 institutional investors held Exponent (EXPO) as of Q2 2017, up from 176 in Q1 2017.
  • Funds reported $1.34B of Exponent stock for Q2 2017, down 3.6% quarter-over-quarter.
  • 17 funds opened new Exponent positions in Q2 2017 and 8 closed out, a net change of +9 holders.
  • The largest Exponent buyer in Q2 2017 was Renaissance Technologies, an estimated $9.66M added.
  • The largest Exponent seller in Q2 2017 was Capital World Investors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q2 2017.