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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
SPIA
326
Steward Partners Investment Advisory
New York
$4K -$13K -137 -76%
BIA
327
Bell Investment Advisors
California
$4K -$95 -1 -2%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$4K
CFO
329
CVA Family Office
Colorado
$4K
GWS
330
Glassman Wealth Services
Virginia
$4K
TJHA
331
Thomas J. Herzfeld Advisors
Florida
$4K
CA
332
Crewe Advisors
Utah
$3K
HI
333
Harbour Investments
Wisconsin
$3K
S
334
Surevest
California
$3K
CFFP
335
Center for Financial Planning
Michigan
$3K +$2.84K +30 New
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.32K +35 New
PA
337
Parallel Advisors
California
$2K -$13K -137 -85%
Lazard Asset Management
338
Lazard Asset Management
New York
$2K
SC
339
Schubert & Co
Texas
$2K +$1.14K +12 +80%
APA
340
American Portfolios Advisors
New York
$1.31K +$1.42K +15 New
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$1.01K -$13K -137 -1%
AA
342
Ancora Advisors
Ohio
$1K
MA
343
MUFG Americas
New York
$1K +$569 +6 New
CAL
344
Capital Advisors Ltd
Ohio
$1K +$664 +7 +117%
MOS
345
MGO One Seven
Ohio
$241 -$3.98K -42 -2%
Assenagon Asset Management
346
Assenagon Asset Management
Luxembourg
-$11M -120,383 Closed
Arrowstreet Capital
347
Arrowstreet Capital
Massachusetts
-$2.79M -30,463 Closed
ERSOT
348
Employees Retirement System of Texas
Texas
-$2.57M -28,082 Closed
MSRPS
349
Maryland State Retirement & Pension System
Maryland
-$1.92M -20,999 Closed
MF
350
Magnetar Financial
Illinois
-$1.18K -12,843 Closed

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.