We are live on ! Find out more
EXPO icon

Exponent

275 hedge funds and large institutions have $3.24B invested in Exponent in 2019 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 95 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

20% more capital invested

Capital invested by funds: $2.71B → $3.24B (+$530M)

5% more funds holding

Funds holding: 263275 (+12)

0.11% more ownership

Funds ownership: 89.34%89.45% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 99

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
6.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
95
Reduced
99
Closed
18
Calls
$709K
Puts
Net Calls
+$709K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$532M +$4.21M +62,438 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$379M +$951K +14,092 +0.3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$261M -$5.11M -75,634 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$168M -$1.27M -18,800 -0.8%
State Street
5
State Street
Massachusetts
$107M +$211K +3,126 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$98.1M -$7.89M -116,898 -8%
Ameriprise
7
Ameriprise
Minnesota
$81.2M -$7.72M -114,380 -9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$76.1M +$1.54M +22,750 +2%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$71.9M +$144K +2,130 +0.2%
Northern Trust
10
Northern Trust
Illinois
$65.3M -$487K -7,214 -0.8%
GKIM
11
GW&K Investment Management
Massachusetts
$65.3M +$2.42M +35,884 +4%
Morgan Stanley
12
Morgan Stanley
New York
$56.8M +$30.6M +453,783 +126%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$55.8M +$5.19M +76,938 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.1M +$191K +2,833 +0.4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$51.6M -$4.36M -64,648 -8%
TCM
16
TimesSquare Capital Management
New York
$49.6M -$2.76M -40,875 -5%
ACM
17
Atlanta Capital Management
Georgia
$43M -$16M -237,090 -28%
N
18
Nuveen
North Carolina
$42.5M +$781K +11,577 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$41.3M +$21.7K +321 +0.1%
Norges Bank
20
Norges Bank
Norway
$40.7M
RP
21
Riverbridge Partners
Minnesota
$39.7M -$796K -11,786 -2%
Renaissance Technologies
22
Renaissance Technologies
New York
$39M -$2M -29,700 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$30.7M -$223K -3,301 -0.7%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$29.4M -$6.08M -90,146 -18%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$28.8M -$2.87M -42,549 -9%

EXPO Hedge Fund Activity: Q3 2019 in Review

275 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2019, worth a combined $3.24B — up 20% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 18 closed out — a net gain of 15 holders — while 95 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $30.6M. The largest seller was Atlanta Capital Management, cutting an estimated $16M.

  • 275 institutional investors held Exponent (EXPO) as of Q3 2019, up from 263 in Q2 2019.
  • Funds reported $3.24B of Exponent stock for Q3 2019, up 20% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q3 2019 and 18 closed out, a net change of +15 holders.
  • The largest Exponent buyer in Q3 2019 was Morgan Stanley, an estimated $30.6M added.
  • The largest Exponent seller in Q3 2019 was Atlanta Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2019.