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Exponent

274 hedge funds and large institutions have $3.33B invested in Exponent in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $637K | Put options by funds: $107K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

1% more funds holding

Funds holding: 271274 (+3)

4% more capital invested

Capital invested by funds: $3.19B → $3.33B (+$139M)

0.17% more ownership

Funds ownership: 89.13%89.3% (+0.17%)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

Holders
274
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
6.04%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
35
Increased
91
Reduced
108
Closed
30
Calls
$637K
Puts
$107K
Net Calls
+$530K
Net Calls Change
-$803K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$549M -$9.46M -130,336 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$397M +$10.9M +150,062 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$255M -$6.58M -90,567 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$123M -$49.3M -678,859 -28%
State Street
5
State Street
Massachusetts
$117M +$6.79M +93,504 +6%
Ameriprise
6
Ameriprise
Minnesota
$96.8M +$11.5M +158,638 +13%
GCM
7
Geneva Capital Management
Wisconsin
$87.9M +$88.7M +1,221,838 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$83M -$4.24M -58,390 -5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$78.2M -$675K -9,297 -0.8%
RP
10
Riverbridge Partners
Minnesota
$65.9M -$406K -5,586 -0.6%
GKIM
11
GW&K Investment Management
Massachusetts
$65M -$82.1K -1,130 -0.1%
Northern Trust
12
Northern Trust
Illinois
$64.8M -$970K -13,358 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$62.1M +$2.58M +35,516 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$47.3M +$424K +5,838 +0.9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$44.3M -$4.38M -60,344 -9%
Norges Bank
16
Norges Bank
Norway
$43.3M +$1.39M +19,205 +3%
N
17
Nuveen
North Carolina
$39.7M -$2.39M -32,856 -6%
TCM
18
TimesSquare Capital Management
New York
$39.4M -$6.33M -87,242 -14%
Renaissance Technologies
19
Renaissance Technologies
New York
$37.6M -$1.37M -18,800 -3%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$37.2M +$12.5M +171,667 +50%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$34M +$302K +4,164 +0.9%
ACM
22
Atlanta Capital Management
Georgia
$33.1M -$6.59M -90,688 -16%
Principal Financial Group
23
Principal Financial Group
Iowa
$30.7M -$1.29M -17,778 -4%
Federated Hermes
24
Federated Hermes
Pennsylvania
$29.9M -$4.17M -57,456 -12%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$27.7M -$2.53M -34,856 -8%

EXPO Hedge Fund Activity: Q1 2020 in Review

274 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2020, worth a combined $3.33B — up 4.4% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EXPO positions and 30 closed out — a net gain of 5 holders — while 91 added to existing stakes and 108 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $19.2M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $69.9M sold.

  • 274 institutional investors held Exponent (EXPO) as of Q1 2020, up from 271 in Q4 2019.
  • Funds reported $3.33B of Exponent stock for Q1 2020, up 4.4% quarter-over-quarter.
  • 35 funds opened new Exponent positions in Q1 2020 and 30 closed out, a net change of +5 holders.
  • The largest Exponent buyer in Q1 2020 was Deutsche Bank, an estimated $19.2M added.
  • The largest Exponent seller in Q1 2020 was Janus Henderson Group, an estimated $69.9M sold.

Based on aggregated 13F filings for Q1 2020.