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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
C
326
Covestor
United Kingdom
$10K +$3.95K +41 +79%
CT
327
Cambridge Trust
Massachusetts
$10K +$9.36K +97 New
HPC
328
HM Payson & Co
Maine
$9K
QC
329
Quent Capital
New York
$8K +$6.75K +70 New
UB
330
UMB Bank
Missouri
$6K
VCM
331
Vigilant Capital Management
Maine
$6K
BFEC
332
Benjamin F. Edwards & Company
Missouri
$5K
CFO
333
CVA Family Office
Colorado
$5K
FRA
334
Front Row Advisors
California
$5K
TJHA
335
Thomas J. Herzfeld Advisors
Florida
$5K +$1.83K +19 +70%
LC
336
Lindbrook Capital
California
$4K -$2.8K -29 -47%
LCM
337
Logan Capital Management
Pennsylvania
$4K
S
338
Surevest
California
$4K
GWS
339
Glassman Wealth Services
Virginia
$4K +$964 +10 +43%
MAM
340
Meeder Asset Management
Ohio
$4K +$3.38K +35 New
COCM
341
Charter Oak Capital Management
New Hampshire
$4K +$3.47K +36 New
LTI
342
Laffer Tengler Investments
Tennessee
$3.02K +$2.7K +28 New
AF
343
Advisornet Financial
Minnesota
$3K
Lazard Asset Management
344
Lazard Asset Management
New York
$3K
BA
345
Bellwether Advisors
Nebraska
$2K
SC
346
Sierra Capital
Florida
$2K
MCM
347
Manchester Capital Management
Vermont
$2K +$772 +8 +57%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.35K +14 New
NIC
349
Northwest Investment Counselors
Oregon
$2K +$2.12K +22 New
PP
350
Pacifica Partners
Canada
$1K

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.