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Exponent

358 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,210% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $216K

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

0.05% more ownership

Funds ownership: 89.9%89.95% (+0.05%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

2% less funds holding

Funds holding: 364358 (-6)

7% less capital invested

Capital invested by funds: $5.43B → $5.06B (-$363M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$357K
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$350K -$960K -9,955 -75%
IWA
228
Intercontinental Wealth Advisors
Texas
$349K +$6.56K +68 +2%
EGM
229
Engineers Gate Manager
New York
$346K -$505K -5,237 -62%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$343K +$17.9K +186 +6%
MCM
231
MAI Capital Management
Ohio
$334K +$101K +1,049 +51%
QT
232
Quantamental Technologies
New York
$326K +$291K +3,020 New
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$318K +$12.1K +125 +4%
PTC
234
Private Trust Company
Ohio
$310K +$3.47K +36 +1%
CICI
235
Capital Investment Counsel Inc
North Carolina
$303K
MIM
236
Marco Investment Management
Georgia
$291K +$36.6K +380 +16%
WCWM
237
Willow Creek Wealth Management
California
$286K
MOS
238
MGO One Seven
Ohio
$282K -$19.5K -202 -7%
LBC
239
Lowe Brockenbrough & Co
Virginia
$281K +$77.2K +800 +44%
PMA
240
Prudent Man Advisors
Illinois
$273K -$11.8K -122 -5%
GAM
241
Gotham Asset Management
New York
$270K +$241K +2,496 New
X
242
Xponance
Pennsylvania
$269K +$1.25K +13 +0.5%
WA
243
Wealth Alliance
New York
$264K +$20.5K +213 +10%
HWAM
244
Hennion & Walsh Asset Management
New Jersey
$256K +$229K +2,371 New
HWMA
245
Heritage Wealth Management (Arizona)
Arizona
$253K +$226K +2,339 New
Jane Street
246
Jane Street
New York
$251K +$224K +2,321 New
ECM
247
Evergreen Capital Management
Washington
$249K -$20.1K -208 -8%
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$247K +$7.52K +78 +4%
ED
249
Exane Derivatives
France
$244K -$2.02K -21 -0.9%
NIMI
250
Natixis Investment Managers International
France
$239K +$97.8K +1,014 +84%

EXPO Hedge Fund Activity: Q1 2022 in Review

358 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2022, worth a combined $5.06B — down 6.7% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXPO and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 146 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $135M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $63.1M sold.

  • 358 institutional investors held Exponent (EXPO) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.06B of Exponent stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q1 2022 and 41 closed out, a net change of -1 holder.
  • The largest Exponent buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $135M added.
  • The largest Exponent seller in Q1 2022 was Ardevora Asset Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2022.