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Exponent

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

87% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.26M

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

14% more capital invested

Capital invested by funds: $2.36B → $2.7B (+$334M)

7% more funds holding

Funds holding: 248265 (+17)

0.93% more ownership

Funds ownership: 89.66%90.59% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M +$1.19M +21,968 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M +$4.56M +84,401 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$224M -$2.39M -44,189 -1%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$134M +$456K +8,446 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$98M -$677K -12,533 -0.7%
State Street
6
State Street
Massachusetts
$84.4M +$699K +12,931 +0.9%
Ameriprise
7
Ameriprise
Minnesota
$67.7M -$11.7M -217,010 -16%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$62M -$1.47M -27,258 -2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$59.8M +$785K +14,524 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$57.3M +$15.3M +282,530 +40%
Northern Trust
11
Northern Trust
Illinois
$54.4M +$2.34M +43,267 +5%
ACM
12
Atlanta Capital Management
Georgia
$53.2M -$2.28M -42,188 -4%
GKIM
13
GW&K Investment Management
Massachusetts
$52.6M -$1.09M -20,215 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$51.4M +$8.8M +162,936 +22%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$46.2M +$727K +13,467 +2%
TCM
16
TimesSquare Capital Management
New York
$44.5M -$1.33M -24,700 -3%
Renaissance Technologies
17
Renaissance Technologies
New York
$41.7M -$5.62M -104,000 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$39.9M +$2.31M +42,696 +7%
RP
19
Riverbridge Partners
Minnesota
$38.4M -$6.59M -122,084 -15%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$37.9M -$13M -240,038 -27%
Norges Bank
21
Norges Bank
Norway
$32.4M +$1.08M +20,064 +4%
CCM
22
Copeland Capital Management
Pennsylvania
$28.1M +$1.51M +27,946 +6%
TA
23
Teachers Advisors
New York
$27.7M -$33.1K -613 -0.1%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$26.2M
Principal Financial Group
25
Principal Financial Group
Iowa
$25.2M -$454K -8,403 -2%

EXPO Hedge Fund Activity: Q1 2019 in Review

265 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2019, worth a combined $2.7B — up 14% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EXPO positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.3M. The largest seller was PNC Financial Services Group, cutting an estimated $13M.

  • 265 institutional investors held Exponent (EXPO) as of Q1 2019, up from 248 in Q4 2018.
  • Funds reported $2.7B of Exponent stock for Q1 2019, up 14% quarter-over-quarter.
  • 38 funds opened new Exponent positions in Q1 2019 and 19 closed out, a net change of +19 holders.
  • The largest Exponent buyer in Q1 2019 was Fidelity Investments, an estimated $15.3M added.
  • The largest Exponent seller in Q1 2019 was PNC Financial Services Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2019.