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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
SIC
276
Salem Investment Counselors
North Carolina
$63K
GLLW
277
Graves Light Lenhart Wealth
Virginia
$58K
CFB
278
Cullen/Frost Bankers
Texas
$56K
SPIA
279
Steward Partners Investment Advisory
New York
$54K -$35K -325 -41%
FPS
280
Fieldpoint Private Securities
Connecticut
$54K -$6.25K -58 -11%
FHA
281
First Horizon Advisors
Tennessee
$51K +$3.56K +33 +8%
GWM
282
Geneos Wealth Management
Colorado
$50K
KBC Group
283
KBC Group
Belgium
$45K -$479K -4,437 -92%
S
284
SignatureFD
Georgia
$43K +$539 +5 +1%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$42.2K +$40.2K +373 New
AAP
286
Arax Advisory Partners
Colorado
$42K +$108 +1 +0.3%
VCM
287
Versant Capital Management
Arizona
$32K
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$4.64K +43 +18%
Baillie Gifford & Co
289
Baillie Gifford & Co
United Kingdom
$27K
HL
290
Harding Loevner
New Jersey
$26K
QCG
291
Quadrant Capital Group
Ohio
$24K +$324 +3 +1%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$21K +$431 +4 +2%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$20K
QT
294
Quantbot Technologies
New York
$19K -$668K -6,190 -97%
LF
295
Lee Financial
Texas
$19K
WBC
296
West Branch Capital
Massachusetts
$19K
CFA
297
Carroll Financial Associates
North Carolina
$18K +$1.94K +18 +12%
AF
298
Allworth Financial
California
$17K
WTC
299
WhitTier Trust Company
Nevada
$17K
LWM
300
Liberty Wealth Management
California
$17K +$14.3K +133 +1,478%

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.