We are live on ! Find out more
EXPO icon

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
FF
276
FourThought Financial
Florida
$12K +$11.3K +142 New
IPW
277
IronBridge Private Wealth
Texas
$10K +$8.69K +109 New
FRA
278
Front Row Advisors
California
$9K
SFO
279
Standard Family Office
South Dakota
$9K +$7.82K +98 New
M
280
MOTCO
Texas
$9K +$8.05K +101 New
GRP
281
Global Retirement Partners
California
$8K
CWM
282
Curi Wealth Management
North Carolina
$8K +$7.74K +97 New
VAIA
283
Virtus Alternative Investment Advisers
Connecticut
$7K -$5.9K -74 -49%
HFA
284
HC Financial Advisors
California
$7K
HPC
285
HM Payson & Co
Maine
$7K +$6.54K +82 New
LC
286
Lindbrook Capital
California
$6K
SL
287
Savior LLC
Massachusetts
$6K
BFEC
288
Benjamin F. Edwards & Company
Missouri
$4K -$19.9K -250 -84%
PA
289
Parallel Advisors
California
$4K -$718 -9 -16%
TFO
290
Tarbox Family Office
California
$4K -$638 -8 -14%
TWA
291
TCI Wealth Advisors
Arizona
$4K
DWP
292
Destiny Wealth Partners
Florida
$4K +$3.83K +48 New
BCWM
293
Bartlett & Co Wealth Management
Ohio
$3.42K +$3.03K +38 New
AIG
294
American International Group
New York
$3.12K -$68.8K -863 -2%
HGWM
295
Harvest Group Wealth Management
Massachusetts
$3K
NFG
296
Next Financial Group
Texas
$3K +$1.44K +18 +164%
ONST
297
Old North State Trust
North Carolina
$3K +$2.87K +36 New
BC
298
Bartlett & Co
Ohio
$3K +$3.03K +38 New
IA
299
IFP Advisors
Florida
$2K -$1.04K -13 -50%
GWS
300
Glassman Wealth Services
Virginia
$2K

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.