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Exponent

358 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,210% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $216K

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

0.05% more ownership

Funds ownership: 89.9%89.95% (+0.05%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

2% less funds holding

Funds holding: 364358 (-6)

7% less capital invested

Capital invested by funds: $5.43B → $5.06B (-$363M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Versant Capital Management
Arizona
$30K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$1.83K -19 -7%
TWC
303
TD Waterhouse Canada
Ontario, Canada
$28K +$1.74K +18 +8%
WTC
304
WhitTier Trust Company
Nevada
$27K +$9.64K +100 +67%
Baillie Gifford & Co
305
Baillie Gifford & Co
United Kingdom
$26K
Simplex Trading
306
Simplex Trading
Illinois
$26K +$7.52K +78 +47%
PI
307
PEAK6 Investments
Illinois
$25K -$450K -4,668 -95%
HL
308
Harding Loevner
New Jersey
$25K -$14.9K -155 -35%
CAC
309
Core Alternative Capital
Georgia
$25K +$22K +228 New
WWM
310
Wolff Wiese Magana
California
$23K +$8.2K +85 +68%
ST
311
Sageworth Trust
Pennsylvania
$22K -$10.3K -107 -35%
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$20K
WBC
313
West Branch Capital
Massachusetts
$18K
TWA
314
TCI Wealth Advisors
Arizona
$18K +$579 +6 +4%
BEI
315
Benjamin Edwards Inc
Missouri
$18K +$1.06K +11 +7%
GRP
316
Global Retirement Partners
California
$16K +$17.2K +178 New
FF
317
FourThought Financial
Florida
$15K
LF
318
Lee Financial
Texas
$14K
ARMC
319
American Research & Management Company
Massachusetts
$12K
PA
320
Parallel Advisors
California
$12K +$3.47K +36 +45%
IA
321
IFP Advisors
Florida
$11K +$8.1K +84 +646%
LSA
322
Leonteq Securities AG
Switzerland
$10.8K
FHA
323
First Horizon Advisors
Tennessee
$10K -$30.5K -316 -77%
CWM
324
Curi Wealth Management
North Carolina
$10K
KFP
325
KB Financial Partners
New Jersey
$10K +$482 +5 +6%

EXPO Hedge Fund Activity: Q1 2022 in Review

358 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2022, worth a combined $5.06B — down 6.7% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXPO and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 146 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $135M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $63.1M sold.

  • 358 institutional investors held Exponent (EXPO) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.06B of Exponent stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q1 2022 and 41 closed out, a net change of -1 holder.
  • The largest Exponent buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $135M added.
  • The largest Exponent seller in Q1 2022 was Ardevora Asset Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2022.