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Exponent

204 hedge funds and large institutions have $1.8B invested in Exponent in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $1.63B → $1.8B (+$175M)

8% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 74

0.53% more ownership

Funds ownership: 177.29%177.82% (+0.53%)

0% more funds holding

Funds holding: 203204 (+1)

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
80
Reduced
74
Closed
18
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
-$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$4.55M +120,356 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$2.08M +55,126 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$162M -$3.62M -95,750 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$74M -$2.48M -65,670 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$72.5M -$115K -3,040 -0.2%
ACM
6
Atlanta Capital Management
Georgia
$60.6M -$1.6M -42,414 -3%
State Street
7
State Street
Massachusetts
$52.4M +$526K +13,920 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$45.9M +$4.55M +120,400 +11%
TCM
9
TimesSquare Capital Management
New York
$45.2M +$1.44M +38,200 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$43.7M +$7.84M +207,288 +23%
GKIM
11
GW&K Investment Management
Massachusetts
$42.9M +$3.67M +97,130 +10%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$42M -$2.63M -69,640 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$41.3M +$539K +14,268 +1%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$39.8M -$608K -16,080 -2%
Northern Trust
15
Northern Trust
Illinois
$35.6M -$402K -10,626 -1%
RP
16
Riverbridge Partners
Minnesota
$33.9M +$318K +8,418 +1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$33.7M -$1.49M -39,480 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$29.6M +$187K +4,958 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$28.8M +$9.13M +241,440 +49%
DDC
20
DF Dent & Co
Maryland
$26.7M +$10.8K +286 +0%
TA
21
Teachers Advisors
New York
$22.7M +$79.5K +2,104 +0.4%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$21.3M +$325K +8,590 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$19.4M +$383K +10,130 +2%
Norges Bank
24
Norges Bank
Norway
$18.5M -$2.4M -63,450 -12%
CCM
25
Copeland Capital Management
Pennsylvania
$16.4M +$41.5K +1,098 +0.3%

EXPO Hedge Fund Activity: Q1 2018 in Review

204 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2018, worth a combined $1.8B — up 11% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EXPO positions and 18 closed out — a net gain of 2 holders — while 80 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.13M. The largest seller was Millennium Management, cutting an estimated $6.74M.

  • 204 institutional investors held Exponent (EXPO) as of Q1 2018, up from 203 in Q4 2017.
  • Funds reported $1.8B of Exponent stock for Q1 2018, up 11% quarter-over-quarter.
  • 20 funds opened new Exponent positions in Q1 2018 and 18 closed out, a net change of +2 holders.
  • The largest Exponent buyer in Q1 2018 was Ameriprise, an estimated $9.13M added.
  • The largest Exponent seller in Q1 2018 was Millennium Management, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2018.