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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
WWM
301
Wolff Wiese Magana
California
$18K +$284 +3 +1%
ST
302
Sageworth Trust
Pennsylvania
$17K
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$16K
WBC
304
West Branch Capital
Massachusetts
$15K
HPC
305
HM Payson & Co
Maine
$14K
TWA
306
TCI Wealth Advisors
Arizona
$14K +$190 +2 +1%
FF
307
FourThought Financial
Florida
$12K
TCOV
308
Trust Company of Vermont
Vermont
$12K +$4.55K +48 +52%
LF
309
Lee Financial
Texas
$11K
ARMC
310
American Research & Management Company
Massachusetts
$10K
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$10K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$10K +$3.79K +40 +58%
LSA
313
Leonteq Securities AG
Switzerland
$9.56K
CT
314
Cambridge Trust
Massachusetts
$9K
MAM
315
Meeder Asset Management
Ohio
$8K +$2.84K +30 +51%
BWL
316
Bogart Wealth LLC
Virginia
$8K +$8.15K +86 New
TCWA
317
Ten Capital Wealth Advisors
Washington
$8K +$8.53K +90 New
AIP
318
Almanack Investment Partners
Pennsylvania
$8K +$9.1K +96 New
CWM
319
Castle Wealth Management
Florida
$7K
EI
320
Ellevest Inc
New York
$7K +$7.21K +76 New
FRA
321
Front Row Advisors
California
$5K -$190 -2 -4%
KFP
322
KB Financial Partners
New Jersey
$5K
VCM
323
Vigilant Capital Management
Maine
$5K
LC
324
Lindbrook Capital
California
$5K +$1.9K +20 +59%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$4.48K

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.