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Exponent

349 hedge funds and large institutions have $4.1B invested in Exponent in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $403K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

1.24% more ownership

Funds ownership: 90.15%91.39% (+1.2%)

0% more funds holding

Funds holding: 349349 (0)

0% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 126

4% less capital invested

Capital invested by funds: $4.29B → $4.1B (-$190M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
126
Reduced
126
Closed
23
Calls
$1.28M
Puts
$403K
Net Calls
+$876K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
276
Sutton Wealth Advisors
Florida
$73.9K
CA
277
Clearstead Advisors
Ohio
$70K
ETC
278
Exchange Traded Concepts
Oklahoma
$63K +$9.1K +96 +15%
WFA
279
Wipfli Financial Advisors
Wisconsin
$56K +$60.1K +634 New
DBG
280
De Burlo Group
Massachusetts
$54K +$58.4K +616 New
AIC
281
Archer Investment Corporation
Indiana
$51.5K
AAP
282
Arax Advisory Partners
Colorado
$50K +$190 +2 +0.3%
PI
283
PEAK6 Investments
Illinois
$45K -$103K -1,086 -68%
WTC
284
WhitTier Trust Company
Nevada
$40K +$1.99K +21 +5%
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$37K -$1.23K -13 -3%
FHA
286
First Horizon Advisors
Tennessee
$36K
EBA
287
Eagle Bay Advisors
New York
$35K -$3.32K -35 -8%
STCOSD
288
Sageworth Trust Company of South Dakota
South Dakota
$31K -$17.7K -187 -34%
S
289
SignatureFD
Georgia
$31K +$664 +7 +2%
JWA
290
JFS Wealth Advisors
Pennsylvania
$29K +$190 +2 +0.6%
IA
291
IFP Advisors
Florida
$28K +$14K +148 +153%
BEI
292
Benjamin Edwards Inc
Missouri
$27K +$5.78K +61 +24%
PTC
293
Private Trust Company
Ohio
$25K -$239K -2,518 -90%
HL
294
Harding Loevner
New Jersey
$25K
VCM
295
Versant Capital Management
Arizona
$25K
CFGS
296
Concourse Financial Group Securities
Alabama
$25K +$1.23K +13 +5%
Baillie Gifford & Co
297
Baillie Gifford & Co
United Kingdom
$21K
CAC
298
Core Alternative Capital
Georgia
$20K
AF
299
Allworth Financial
California
$19K +$95 +1 +0.5%
GRP
300
Global Retirement Partners
California
$18K -$948 -10 -5%

EXPO Hedge Fund Activity: Q3 2022 in Review

349 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2022, worth a combined $4.1B — down 4.4% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 23 closed out — a net gain of 10 holders — while 126 added to existing stakes and 126 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $26.3M.

  • 349 institutional investors held Exponent (EXPO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $4.1B of Exponent stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q3 2022 and 23 closed out, a net change of +10 holders.
  • The largest Exponent buyer in Q3 2022 was Raymond James & Associates, an estimated $22M added.
  • The largest Exponent seller in Q3 2022 was Millennium Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2022.