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Exponent
EXPO

361 hedge funds and large institutions have $4.56B invested in Exponent in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $718K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

26% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 115

3% more funds holding

Funds holding: 351 → 361 (+10)

1% more capital invested

Capital invested by funds: $4.5B → $4.56B (+$62M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.68% less ownership

Funds ownership: 91.63% → 89.95% (-1.7%)

Holders
361
Holders Change
+10
Holders Change %
+2.85%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
145
Reduced
115
Closed
29
Calls
$1.84M
Puts
$718K
Net Calls
+$1.13M
Net Calls Change
+$810K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$57.4M
2
Ameriprise
Ameriprise
Minnesota
+$25.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$14.1M
4
HF
HRT Financial
New York
+$13.4M
5
E
Ergoteles
New York
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$196M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$62M
3
Man Group
Man Group
United Kingdom
-$17.7M
4
Principal Financial Group
Principal Financial Group
Iowa
-$11.4M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
351
Milestone Investment Advisors
Wisconsin
$2.09K +$2.14K +21 New
CAL
352
Capital Advisors Ltd
Ohio
$2K – – –
GI
353
Gradient Investments
Minnesota
$1.99K +$2.04K +20 New
SIC
354
SJS Investment Consulting
Ohio
$898 -$102 -1 -10%
MFT
355
Moisand Fitzgerald Tamayo
Florida
$898 – – –
AF
356
Advisornet Financial
Minnesota
$798 +$102 +1 +14%
CWC
357
Carolinas Wealth Consulting
North Carolina
$698 – – –
DI
358
Disciplined Investments
Oklahoma
$698 – – –
Commonwealth Equity Services
359
Commonwealth Equity Services
Massachusetts
$696 -$13.9K -137 -2%
BWM
360
Baystate Wealth Management
Massachusetts
$400 – – –
TWP
361
TFO Wealth Partners
Ohio
$100 – – –
Public Sector Pension Investment Board (PSP Investments)
362
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$9.13M -92,125 Closed
Assenagon Asset Management
363
Assenagon Asset Management
Luxembourg
– -$5.88M -59,351 Closed
Renaissance Technologies
364
Renaissance Technologies
New York
– -$3.24M -32,700 Closed
MSRPS
365
Maryland State Retirement & Pension System
Maryland
– -$2.07M -20,845 Closed
PAS
366
Park Avenue Securities
New York
– -$848K -8,559 Closed
ECM
367
Everence Capital Management
Indiana
– -$839 -8,470 Closed
KBC Group
368
KBC Group
Belgium
– -$456K -4,603 Closed
YIH
369
Y-Intercept (HK)
Hong Kong
– -$431K -4,351 Closed
SSA
370
Schonfeld Strategic Advisors
New York
– -$406K -4,100 Closed
LIP
371
Liontrust Investment Partners
United Kingdom
– -$396K -4,000 Closed
TL
372
Tradewinds LLC
North Carolina
– -$240K -3,813 Closed
CCIA
373
Campbell & Co Investment Adviser
Maryland
– -$326K -3,289 Closed
Voloridge Investment Management
374
Voloridge Investment Management
Florida
– -$273K -2,752 Closed
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
– -$268K -2,703 Closed
12 13 14
15
16

EXPO Hedge Fund Activity: Q1 2023 in Review

361 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2023, worth a combined $4.56B — up 1.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXPO positions and 29 closed out — a net gain of 15 holders — while 145 added to existing stakes and 115 trimmed.

The largest buyer was Millennium Management, adding an estimated $57.4M. The largest seller was BlackRock, cutting an estimated $196M.

  • 361 institutional investors held Exponent (EXPO) as of Q1 2023, up from 351 in Q4 2022.
  • Funds reported $4.56B of Exponent stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 44 funds opened new Exponent positions in Q1 2023 and 29 closed out, a net change of +15 holders.
  • The largest Exponent buyer in Q1 2023 was Millennium Management, an estimated $57.4M added.
  • The largest Exponent seller in Q1 2023 was BlackRock, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.