Exponent
EXPO
248 hedge funds and large institutions have $2.36B invested in Exponent in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 23 closing their positions.
91% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 23
13% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 82
9% more funds holding
Funds holding: 227 → 248 (+21)
0.5% more ownership
Funds ownership: 89.16% → 89.66% (+0.5%)
5% less capital invested
Capital invested by funds: $2.49B → $2.36B (-$122M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.54M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$5.47M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.3M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$10.4M |
| 3 |
Goldman Sachs
New York
|
-$9.55M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$7.84M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$6.94M |
EXPO Hedge Fund Activity: Q4 2018 in Review
248 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2018, worth a combined $2.36B — down 4.9% from $2.49B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new EXPO positions and 23 closed out — a net gain of 21 holders — while 93 added to existing stakes and 82 trimmed.
The largest buyer was Ameriprise, adding an estimated $26.5M. The largest seller was Fidelity Investments, cutting an estimated $14.3M.
- 248 institutional investors held Exponent (EXPO) as of Q4 2018, up from 227 in Q3 2018.
- Funds reported $2.36B of Exponent stock for Q4 2018, down 4.9% quarter-over-quarter.
- 44 funds opened new Exponent positions in Q4 2018 and 23 closed out, a net change of +21 holders.
- The largest Exponent buyer in Q4 2018 was Ameriprise, an estimated $26.5M added.
- The largest Exponent seller in Q4 2018 was Fidelity Investments, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2018.