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Exponent

373 hedge funds and large institutions have $5.46B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,708% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $12K

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.47B → $5.46B (+$990M)

5% more funds holding

Funds holding: 354373 (+19)

0.86% more ownership

Funds ownership: 92.66%93.51% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

Holders
373
Holders Change
+19
Holders Change %
+5.37%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
131
Reduced
137
Closed
33
Calls
$2.02M
Puts
$12K
Net Calls
+$2M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$64K +$105 +1 +0.2%
BWP
302
Baldwin Wealth Partners
Massachusetts
$63.8K +$57.9K +553 New
UFF
303
USA Financial Formulas
Michigan
$60.2K +$54.6K +522 New
OAM
304
Ostrum Asset Management
France
$59.6K -$77.6K -742 -59%
DB
305
Danske Bank
Denmark
$57.6K +$52.3K +500 New
QCG
306
Quadrant Capital Group
Ohio
$51.2K +$2.72K +26 +6%
NA
307
NewEdge Advisors
Louisiana
$50.1K -$2.72K -26 -6%
CFM
308
Catalyst Funds Management
Australia
$46.1K +$41.8K +400 New
FHA
309
First Horizon Advisors
Tennessee
$41.4K +$105 +1 +0.3%
SWM
310
Spire Wealth Management
Virginia
$34.9K -$6.8K -65 -18%
RA
311
Rise Advisors
New York
$34.1K +$105 +1 +0.3%
GSEP
312
Golden State Equity Partners
California
$31.6K +$28.7K +274 New
TIM
313
Tortoise Investment Management
New York
$28.7K +$3.03K +29 +13%
AF
314
Allworth Financial
California
$27.6K +$628 +6 +3%
N
315
Natixis
France
$27.2K +$24.7K +236 New
BIA
316
Bell Investment Advisors
California
$26.5K
VCM
317
Versant Capital Management
Arizona
$26.4K
WIM
318
Westside Investment Management
California
$26.2K +$23.7K +227 New
LFA
319
LGT Financial Advisors
Texas
$23.3K
GRP
320
Global Retirement Partners
California
$21.5K
OC
321
Oarsman Capital
Wisconsin
$19.8K +$18K +172 New
WBC
322
West Branch Capital
Massachusetts
$19.6K
UB
323
UMB Bank
Missouri
$17.4K +$12.4K +119 +372%
HWM
324
Hemington Wealth Management
Virginia
$16K +$18K +172 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$14.6K -$10K -96 -43%

EXPO Hedge Fund Activity: Q3 2024 in Review

373 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2024, worth a combined $5.46B — up 22% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXPO positions and 33 closed out — a net gain of 22 holders — while 131 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Fundsmith LLP, cutting an estimated $19M.

  • 373 institutional investors held Exponent (EXPO) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.46B of Exponent stock for Q3 2024, up 22% quarter-over-quarter.
  • 55 funds opened new Exponent positions in Q3 2024 and 33 closed out, a net change of +22 holders.
  • The largest Exponent buyer in Q3 2024 was JP Morgan Chase, an estimated $25.6M added.
  • The largest Exponent seller in Q3 2024 was Fundsmith LLP, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.