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Exponent

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $1.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more capital invested

Capital invested by funds: $2.7B → $2.71B (+$19.2M)

1% less funds holding

Funds holding: 265263 (-2)

1.25% less ownership

Funds ownership: 90.59%89.34% (-1.3%)

Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$442M +$1.37M +24,045 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M -$2.03M -35,714 -0.7%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$223M -$4.3M -75,558 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$142M +$5.86M +102,845 +4%
State Street
5
State Street
Massachusetts
$89.3M +$3.55M +62,355 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89M -$10.2M -178,606 -11%
Ameriprise
7
Ameriprise
Minnesota
$74.7M +$5.93M +104,050 +9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$62.4M -$449K -7,884 -0.7%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$60.1M -$556K -9,770 -0.9%
Northern Trust
10
Northern Trust
Illinois
$55.1M -$6.83K -120 -0%
GKIM
11
GW&K Investment Management
Massachusetts
$52.6M -$727K -12,773 -1%
ACM
12
Atlanta Capital Management
Georgia
$49.9M -$3.98M -69,861 -8%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$47M +$115K +2,026 +0.3%
TCM
14
TimesSquare Capital Management
New York
$44M -$1.12M -19,600 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43.5M -$8.34M -146,533 -16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42.2M +$1.67M +29,300 +4%
N
17
Nuveen
North Carolina
$34.9M +$34M +596,953 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$34.5M -$23M -403,213 -41%
Renaissance Technologies
19
Renaissance Technologies
New York
$34.4M -$7.7M -135,300 -19%
Norges Bank
20
Norges Bank
Norway
$34.1M +$1.23M +21,623 +4%
RP
21
Riverbridge Partners
Minnesota
$33.9M -$4.92M -86,355 -13%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$29.9M +$3.18M +55,823 +12%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$26.6M +$10.5M +183,958 +68%
Principal Financial Group
24
Principal Financial Group
Iowa
$25.9M +$266K +4,679 +1%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$22.9M -$15.2M -266,994 -41%

EXPO Hedge Fund Activity: Q2 2019 in Review

263 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2019, worth a combined $2.71B — up 0.71% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $34M. The largest seller was Fidelity Investments, cutting an estimated $23M.

  • 263 institutional investors held Exponent (EXPO) as of Q2 2019, down from 265 in Q1 2019.
  • Funds reported $2.71B of Exponent stock for Q2 2019, up 0.71% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q2 2019 and 32 closed out, a net change of +3 holders.
  • The largest Exponent buyer in Q2 2019 was Nuveen, an estimated $34M added.
  • The largest Exponent seller in Q2 2019 was Fidelity Investments, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2019.