We are live on ! Find out more
EXPO icon

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
GWS
326
Glassman Wealth Services
Virginia
$3K
BIA
327
Bell Investment Advisors
California
$3K +$2.59K +24 New
BA
328
Bellwether Advisors
Nebraska
$3K +$2.91K +27 New
MCM
329
Manchester Capital Management
Vermont
$2K -$4.53K -42 -75%
IA
330
IFP Advisors
Florida
$2K
PWMG
331
Prestige Wealth Management Group
New Jersey
$2K
TJHA
332
Thomas J. Herzfeld Advisors
Florida
$2K
KIG
333
Kowal Investment Group
Wisconsin
$2K +$1.94K +18 New
NFG
334
Next Financial Group
Texas
$1K -$1.94K -18 -62%
PP
335
Pacifica Partners
Canada
$1K
CI
336
Cordant Inc
Oregon
$1K +$1.08K +10 New
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339
Nisa Investment Advisors
338
Nisa Investment Advisors
Missouri
$272
NIPH
339
NN Investment Partners Holdings
Netherlands
-$892K -10,000 Closed
CANY
340
Caxton Associates (New York)
New York
-$539K -6,045 Closed
Squarepoint
341
Squarepoint
New York
-$483K -5,410 Closed
ACM
342
AlphaCrest Capital Management
New York
-$386K -4,328 Closed
KWILP
343
Kiwi Wealth Investments Limited Partnership
New Zealand
-$348K -3,905 Closed
FANJ
344
Financial Architects (New Jersey)
New Jersey
-$208K -2,332 Closed
CCA
345
Catalyst Capital Advisors
New York
-$174K -1,950 Closed
LSAG
346
Lake Street Advisors Group
New Hampshire
-$204K -1,782 Closed
RA
347
Rational Advisors
New York
-$87K -970 Closed
EAM
348
Exos Asset Management
New York
-$28K -312 Closed
SFO
349
Standard Family Office
South Dakota
-$13K -141 Closed
ASN
350
Advisory Services Network
Georgia
-$11K -128 Closed

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.