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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
BEI
301
Benjamin Edwards Inc
Missouri
$16K
FF
302
FourThought Financial
Florida
$16K
CI
303
CX Institutional
Indiana
$15K
TWA
304
TCI Wealth Advisors
Arizona
$14K +$4.42K +41 +49%
WWM
305
Wolff Wiese Magana
California
$14K +$7.76K +72 +136%
BCA
306
Berman Capital Advisors
Georgia
$13K
ARMC
307
American Research & Management Company
Massachusetts
$12K
IPW
308
IronBridge Private Wealth
Texas
$10K -$1.83K -17 -16%
HFA
309
HC Financial Advisors
California
$9K
HPC
310
HM Payson & Co
Maine
$9K
GRP
311
Global Retirement Partners
California
$9K +$539 +5 +7%
FRA
312
Front Row Advisors
California
$7K
LC
313
Lindbrook Capital
California
$7K
PA
314
Parallel Advisors
California
$7K +$1.62K +15 +32%
AA
315
Ancora Advisors
Ohio
$6K
VCM
316
Vigilant Capital Management
Maine
$6K +$5.72K +53 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$5K
EI
318
Ellevest Inc
New York
$5K
DWP
319
Destiny Wealth Partners
Florida
$5K +$5.18K +48 New
HI
320
Harbour Investments
Wisconsin
$4K
LCM
321
Logan Capital Management
Pennsylvania
$4K
MAM
322
Meeder Asset Management
Ohio
$4K +$971 +9 +36%
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
$4K +$3.34K +31 New
CPC
324
Consolidated Planning Corp
Georgia
$4K +$3.88K +36 New
Lazard Asset Management
325
Lazard Asset Management
New York
$3K -$51.8K -480 -93%

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.