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Exponent
EXPO

356 hedge funds and large institutions have $3.96B invested in Exponent in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

978% more call options, than puts

Call options by funds: $916K | Put options by funds: $85K

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 124

0.31% more ownership

Funds ownership: 90.63% → 90.94% (+0.31%)

0% more funds holding

Funds holding: 356 → 356 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $4.28B → $3.96B (-$318M)

Holders
356
Holders Change
–
Holders Change %
0%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
142
Reduced
124
Closed
33
Calls
$916K
Puts
$85K
Net Calls
+$831K
Net Calls Change
-$502K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$36.9M
2
Invesco
Invesco
Georgia
+$25.4M
3
MAM
Montanaro Asset Management
United Kingdom
+$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
5
Wells Fargo
Wells Fargo
California
+$9.89M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.4M
2
Millennium Management
Millennium Management
New York
-$25M
3
FAM
Fred Alger Management
New York
-$15.2M
4
Northern Trust
Northern Trust
Illinois
-$10.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
351
Grove Bank & Trust
Florida
$770 +$814 +9 New
CWC
352
Carolinas Wealth Consulting
North Carolina
$541 – – –
CCM
353
Copeland Capital Management
Pennsylvania
$514 -$8.14K -90 -94%
SIC
354
SJS Investment Consulting
Ohio
$514 -$90 -1 -14%
AF
355
Advisornet Financial
Minnesota
$428 -$181 -2 -29%
BWM
356
Baystate Wealth Management
Massachusetts
$343 – – –
FAM
357
Fred Alger Management
New York
– -$15.2M -162,493 Closed
Wellington Management Group
358
Wellington Management Group
Massachusetts
– -$7.25M -77,740 Closed
Two Sigma Advisers
359
Two Sigma Advisers
New York
– -$4.73M -50,700 Closed
VIA
360
Vident Investment Advisory
Georgia
– -$3.07M -32,868 Closed
CM
361
Castleark Management
Illinois
– -$2.54M -27,220 Closed
GCP
362
GSA Capital Partners
United Kingdom
– -$1.94M -20,759 Closed
EAM
363
EFG Asset Management
Oregon
– -$1.19M -12,786 Closed
DZ Bank
364
DZ Bank
Germany
– -$672K -7,205 Closed
VF
365
Virtu Financial
New York
– -$515K -5,519 Closed
CI
366
CX Institutional
Indiana
– -$439K -4,699 Closed
CC
367
Centiva Capital
New York
– -$421K -4,512 Closed
IFU
368
iSAM Funds (UK)
United Kingdom
– -$402K -4,307 Closed
PCM
369
Prelude Capital Management
New York
– -$306K -3,281 Closed
OR
370
Olympiad Research
Connecticut
– -$299K -3,200 Closed
CICI
371
Capital Investment Counsel Inc
North Carolina
– -$261K -2,800 Closed
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
– -$224K -2,400 Closed
LBC
373
Lowe Brockenbrough & Co
Virginia
– -$215K -2,300 Closed
GCM
374
Graham Capital Management
Connecticut
– -$212K -2,271 Closed
BTWM
375
Baker Tilly Wealth Management
Wisconsin
– -$212K -2,270 Closed
12 13 14
15
16

EXPO Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2023, worth a combined $3.96B — down 7.4% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EXPO positions and 33 closed out — a net gain of 7 holders — while 142 added to existing stakes and 124 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $36.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $29.4M.

  • 356 institutional investors held Exponent (EXPO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $3.96B of Exponent stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q3 2023 and 33 closed out, a net change of +7 holders.
  • The largest Exponent buyer in Q3 2023 was Kayne Anderson Rudnick Investment Management, an estimated $36.9M added.
  • The largest Exponent seller in Q3 2023 was T. Rowe Price Associates, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2023.