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Exponent

271 hedge funds and large institutions have $3.19B invested in Exponent in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,498% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $89K

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.32% less ownership

Funds ownership: 89.45%89.13% (-0.32%)

2% less capital invested

Capital invested by funds: $3.24B → $3.19B (-$56.2M)

4% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 97

1% less funds holding

Funds holding: 275271 (-4)

Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
5.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
93
Reduced
97
Closed
36
Calls
$1.42M
Puts
$89K
Net Calls
+$1.33M
Net Calls Change
+$624K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$536M +$10.1M +153,623 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M -$3.21M -48,620 -0.9%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$251M -$5.72M -86,573 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$165M -$1.28M -19,416 -0.8%
State Street
5
State Street
Massachusetts
$106M +$36.5K +552 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.7M -$12.5M -189,598 -14%
Ameriprise
7
Ameriprise
Minnesota
$82M +$1.7M +25,787 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$75.7M +$566K +8,568 +0.8%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$69.9M -$1.08M -16,292 -2%
RP
10
Riverbridge Partners
Minnesota
$63.6M +$23.4M +353,800 +62%
Northern Trust
11
Northern Trust
Illinois
$63.1M -$1.37M -20,741 -2%
GKIM
12
GW&K Investment Management
Massachusetts
$62.4M -$1.92M -29,073 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$57.2M +$2.05M +31,065 +4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$46.7M -$4.09M -61,890 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45M -$6.24M -94,560 -13%
TCM
16
TimesSquare Capital Management
New York
$43.8M -$4.93M -74,673 -11%
N
17
Nuveen
North Carolina
$40.4M -$1.56M -23,683 -4%
Norges Bank
18
Norges Bank
Norway
$40.2M
ACM
19
Atlanta Capital Management
Georgia
$38.1M -$4.17M -63,152 -10%
Renaissance Technologies
20
Renaissance Technologies
New York
$37.4M -$1.08M -16,300 -3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$32.6M +$13.4M +203,132 +75%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$32.3M -$8.03M -121,635 -21%
Principal Financial Group
23
Principal Financial Group
Iowa
$30.7M +$388K +5,870 +1%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$29M
Invesco
25
Invesco
Georgia
$27.6M +$1.65M +25,043 +7%

EXPO Hedge Fund Activity: Q4 2019 in Review

271 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2019, worth a combined $3.19B — down 1.7% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EXPO positions and 36 closed out — a net gain of 4 holders — while 93 added to existing stakes and 97 trimmed.

The largest buyer was Riverbridge Partners, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $27.5M.

  • 271 institutional investors held Exponent (EXPO) as of Q4 2019, down from 275 in Q3 2019.
  • Funds reported $3.19B of Exponent stock for Q4 2019, down 1.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q4 2019 and 36 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q4 2019 was Riverbridge Partners, an estimated $23.4M added.
  • The largest Exponent seller in Q4 2019 was Morgan Stanley, an estimated $27.5M sold.

Based on aggregated 13F filings for Q4 2019.