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Exponent

290 hedge funds and large institutions have $3.8B invested in Exponent in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

14% more capital invested

Capital invested by funds: $3.33B → $3.8B (+$469M)

6% more funds holding

Funds holding: 274290 (+16)

1.75% more ownership

Funds ownership: 89.3%91.05% (+1.8%)

6% more call options, than puts

Call options by funds: $526K | Put options by funds: $494K

17% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 110

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
43
Increased
91
Reduced
110
Closed
25
Calls
$526K
Puts
$494K
Net Calls
+$32K
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$633M +$13.8M +192,184 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$445M -$1.86M -25,790 -0.5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$282M -$4.45M -61,871 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$146M +$7.36M +102,293 +6%
State Street
5
State Street
Massachusetts
$130M -$1.51M -21,032 -1%
Ameriprise
6
Ameriprise
Minnesota
$119M +$8.67M +120,385 +9%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$107M +$73.8M +1,025,485 +337%
GCM
8
Geneva Capital Management
Wisconsin
$102M +$2.71M +37,664 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$92.1M -$1.2M -16,612 -1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$87.1M -$790K -10,972 -1%
RP
11
Riverbridge Partners
Minnesota
$74.2M +$70.8K +983 +0.1%
Northern Trust
12
Northern Trust
Illinois
$70.8M -$1.81M -25,084 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$70.3M +$298K +4,146 +0.5%
GKIM
14
GW&K Investment Management
Massachusetts
$64.7M -$7.47M -103,802 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$52.3M -$833K -11,569 -2%
Norges Bank
16
Norges Bank
Norway
$52.1M +$2.99M +41,574 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$47.9M -$1.74M -24,219 -4%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$43M +$985K +13,678 +3%
N
19
Nuveen
North Carolina
$42.1M -$2.31M -32,141 -6%
TCM
20
TimesSquare Capital Management
New York
$41.7M -$2.4M -33,270 -6%
Wells Fargo
21
Wells Fargo
California
$40.1M +$25.7M +356,978 +259%
ACM
22
Atlanta Capital Management
Georgia
$39.5M +$2M +27,826 +6%
CCM
23
Copeland Capital Management
Pennsylvania
$36M +$6.9M +95,804 +27%
Principal Financial Group
24
Principal Financial Group
Iowa
$33.3M -$1.11M -15,471 -4%
Renaissance Technologies
25
Renaissance Technologies
New York
$31.3M -$9.78M -135,900 -26%

EXPO Hedge Fund Activity: Q2 2020 in Review

290 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2020, worth a combined $3.8B — up 14% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new EXPO positions and 25 closed out — a net gain of 18 holders — while 91 added to existing stakes and 110 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $73.8M. The largest seller was Federated Hermes, cutting an estimated $19.8M.

  • 290 institutional investors held Exponent (EXPO) as of Q2 2020, up from 274 in Q1 2020.
  • Funds reported $3.8B of Exponent stock for Q2 2020, up 14% quarter-over-quarter.
  • 43 funds opened new Exponent positions in Q2 2020 and 25 closed out, a net change of +18 holders.
  • The largest Exponent buyer in Q2 2020 was Kayne Anderson Rudnick Investment Management, an estimated $73.8M added.
  • The largest Exponent seller in Q2 2020 was Federated Hermes, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2020.