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Exponent

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $747K

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more capital invested

Capital invested by funds: $4.19B → $5.31B (+$1.12B)

7% more funds holding

Funds holding: 318339 (+21)

0.24% less ownership

Funds ownership: 90.5%90.26% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 117

Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
251
Panagora Asset Management
Massachusetts
$222K
FTDI
252
First Trust Direct Indexing
Massachusetts
$220K +$210K +1,946 New
YWP
253
YorkBridge Wealth Partners
New York
$219K +$209K +1,937 New
PCM
254
Prelude Capital Management
New York
$218K +$208K +1,931 New
6M
255
6 Meridian
Kansas
$217K -$253K -2,348 -55%
SOW
256
State of Wyoming
Wyoming
$212K +$46K +427 +30%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$206K +$39.5K +366 +25%
LBC
258
Lowe Brockenbrough & Co
Virginia
$204K +$194K +1,800 New
IWA
259
Intercontinental Wealth Advisors
Texas
$201K +$192K +1,780 New
EIP
260
Ellis Investment Partners
Pennsylvania
$178K
SWM
261
Spire Wealth Management
Virginia
$155K +$25.9K +240 +21%
FMT
262
First Mercantile Trust
Tennessee
$153K -$13.9K -129 -9%
ST
263
Sageworth Trust
Pennsylvania
$150K
PFBT
264
Parkside Financial Bank & Trust
Missouri
$148K +$1.62K +15 +1%
HIA
265
Harbor Investment Advisory
Maryland
$138K +$104K +964 +371%
VanEck Associates
266
VanEck Associates
New York
$136K +$48.2K +447 +59%
HWMA
267
Heritage Wealth Management (Arizona)
Arizona
$131K +$11.3K +105 +10%
Macquarie Group
268
Macquarie Group
Australia
$130K -$61K -566 -33%
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$129K +$3.02K +28 +3%
CFGS
270
Concourse Financial Group Securities
Alabama
$118K -$539 -5 -0.5%
PCG
271
Private Capital Group
Connecticut
$118K -$539 -5 -0.5%
AIC
272
Archer Investment Corporation
Indiana
$117K
Bessemer Group
273
Bessemer Group
New Jersey
$95K +$10.5K +97 +13%
SWA
274
Sutton Wealth Advisors
Florida
$79.4K
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$68K +$31.9K +296 +96%

EXPO Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2021, worth a combined $5.31B — up 27% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXPO positions and 17 closed out — a net gain of 24 holders — while 116 added to existing stakes and 117 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $35M. The largest seller was Roffman Miller Associates, cutting an estimated $26.3M.

  • 339 institutional investors held Exponent (EXPO) as of Q3 2021, up from 318 in Q2 2021.
  • Funds reported $5.31B of Exponent stock for Q3 2021, up 27% quarter-over-quarter.
  • 41 funds opened new Exponent positions in Q3 2021 and 17 closed out, a net change of +24 holders.
  • The largest Exponent buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $35M added.
  • The largest Exponent seller in Q3 2021 was Roffman Miller Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2021.