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Exponent

305 hedge funds and large institutions have $4.22B invested in Exponent in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $3.4B → $4.22B (+$820M)

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0% less funds holding

Funds holding: 306305 (-1)

0.44% less ownership

Funds ownership: 91.57%91.13% (-0.44%)

Holders
305
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
5.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
107
Reduced
97
Closed
51
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$42K +$59.2K +742 +169%
FHA
252
First Horizon Advisors
Tennessee
$36K -$2.71K -34 -8%
S
253
SignatureFD
Georgia
$36K -$159 -2 -0.5%
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$32K
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$32K +$1.99K +25 +8%
AAP
256
Arax Advisory Partners
Colorado
$31K +$80 +1 +0.3%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$27K
VCM
258
Versant Capital Management
Arizona
$25K -$239 -3 -1%
HIA
259
Harbor Investment Advisory
Maryland
$23K
LF
260
Lee Financial
Texas
$23K
Baillie Gifford & Co
261
Baillie Gifford & Co
United Kingdom
$22K +$19.4K +243 New
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$21K
QCG
263
Quadrant Capital Group
Ohio
$18K
ICP
264
Interchange Capital Partners
Pennsylvania
$17K +$15.7K +197 New
HL
265
Harding Loevner
New Jersey
$16K
WTC
266
WhitTier Trust Company
Nevada
$14K
BCA
267
Berman Capital Advisors
Georgia
$14K +$3.67K +46 +40%
IAIM
268
International Assets Investment Management
Florida
$14K +$12.1K +152 New
PWPS
269
Pinnacle Wealth Planning Services
Ohio
$14K +$12.8K +160 New
ASN
270
Advisory Services Network
Georgia
$13K -$22.6K -284 -67%
CFA
271
Carroll Financial Associates
North Carolina
$13K -$319 -4 -3%
AF
272
Allworth Financial
California
$13K
SFS
273
Sowell Financial Services
Arkansas
$12K +$7.66K +96 +229%
VCG
274
Vantage Consulting Group
Virginia
$12K +$10.4K +130 New
SIAG
275
Safeguard Investment Advisory Group
California
$12K +$10.7K +134 New

EXPO Hedge Fund Activity: Q4 2020 in Review

305 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2020, worth a combined $4.22B — up 24% from $3.4B a quarter earlier.

Fund positioning in EXPO was balanced in Q4 2020: 51 funds opened new positions, 51 closed out, 107 added to existing stakes and 97 trimmed.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $58.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $22.8M.

  • 305 institutional investors held Exponent (EXPO) as of Q4 2020, down from 306 in Q3 2020.
  • Funds reported $4.22B of Exponent stock for Q4 2020, up 24% quarter-over-quarter.
  • 51 funds opened new Exponent positions in Q4 2020 and 51 closed out, a net change of 0 holders.
  • The largest Exponent buyer in Q4 2020 was Ardevora Asset Management, an estimated $58.4M added.
  • The largest Exponent seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2020.