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Exponent

215 hedge funds and large institutions have $2.26B invested in Exponent in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

25% more capital invested

Capital invested by funds: $1.8B → $2.26B (+$456M)

11% more call options, than puts

Call options by funds: $478K | Put options by funds: $430K

5% more funds holding

Funds holding: 204215 (+11)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

87.92% less ownership

Funds ownership: 177.82%89.9% (-88%)

Holders
215
Holders Change
+11
Holders Change %
+5.39%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
77
Reduced
74
Closed
16
Calls
$478K
Puts
$430K
Net Calls
+$48K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$350M +$31.6M +688,721 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M +$6.65M +145,032 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$192M -$6.97M -151,912 -4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$96.1M +$5.01M +109,229 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$83.9M -$4.94M -107,674 -6%
ACM
6
Atlanta Capital Management
Georgia
$70.1M -$4.12M -89,957 -6%
State Street
7
State Street
Massachusetts
$67.9M +$3.37M +73,551 +6%
Renaissance Technologies
8
Renaissance Technologies
New York
$53.1M -$3.12M -67,949 -6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$52.2M +$1.42M +31,038 +3%
GKIM
10
GW&K Investment Management
Massachusetts
$52.1M -$590K -12,872 -1%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$51.3M +$2.3M +50,058 +5%
TCM
12
TimesSquare Capital Management
New York
$50.3M -$4.91M -107,120 -9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$49.4M -$2.08M -45,325 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$48.3M -$5.07M -110,624 -10%
Northern Trust
15
Northern Trust
Illinois
$44.4M +$692K +15,097 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$41.7M +$275K +6,005 +0.7%
RP
17
Riverbridge Partners
Minnesota
$41M -$643K -14,012 -2%
Ameriprise
18
Ameriprise
Minnesota
$37.5M +$1.98M +43,213 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36.7M +$265K +5,786 +0.8%
DDC
20
DF Dent & Co
Maryland
$31.4M -$1.4M -30,568 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$27.1M +$3.12M +68,075 +14%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$26.1M
Goldman Sachs
23
Goldman Sachs
New York
$25.3M +$8M +174,407 +50%
Norges Bank
24
Norges Bank
Norway
$22.8M +$18.3K +400 +0.1%
TA
25
Teachers Advisors
New York
$22.3M -$5.28M -115,184 -20%

EXPO Hedge Fund Activity: Q2 2018 in Review

215 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2018, worth a combined $2.26B — up 25% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EXPO positions and 16 closed out — a net gain of 12 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Neuberger Berman Group, cutting an estimated $6.97M.

  • 215 institutional investors held Exponent (EXPO) as of Q2 2018, up from 204 in Q1 2018.
  • Funds reported $2.26B of Exponent stock for Q2 2018, up 25% quarter-over-quarter.
  • 28 funds opened new Exponent positions in Q2 2018 and 16 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q2 2018 was BlackRock, an estimated $31.6M added.
  • The largest Exponent seller in Q2 2018 was Neuberger Berman Group, an estimated $6.97M sold.

Based on aggregated 13F filings for Q2 2018.