Exponent
EXPO
364 hedge funds and large institutions have $5.43B invested in Exponent in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 23 closing their positions.
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
56% more call options, than puts
Call options by funds: $3.12M | Put options by funds: $2M
24% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 111
7% more funds holding
Funds holding: 339 → 364 (+25)
2% more capital invested
Capital invested by funds: $5.31B → $5.43B (+$113M)
0.36% less ownership
Funds ownership: 90.26% → 89.9% (-0.36%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.4M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$16.3M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$12.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$9.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$60.9M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$11.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$11.2M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$10.7M |
| 5 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$10M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Acadian Asset Management
Boston,
Massachusetts
| – | -$339K | -3,013 | Closed |
|
|
SIC
377
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$63K | -556 | Closed |
|
|
CFB
378
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$56K | -492 | Closed |
|
|
LWM
379
Liberty Wealth Management
Oakland,
California
| – | -$17K | -142 | Closed |
|
|
CI
380
CX Institutional
Auburn,
Indiana
| – | -$15K | -129 | Closed |
|
|
GRP
381
Global Retirement Partners
San Rafael,
California
| – | -$9K | -77 | Closed |
|
|
CPC
382
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$4K | -36 | Closed |
|
|
MAM
383
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -34 | Closed |
|
|
KIG
384
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$2K | -18 | Closed |
|
|
CI
385
Cordant Inc
Portland,
Oregon
| – | -$1K | -10 | Closed |
|
|
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$339 | -3 | Closed |
|
EXPO Hedge Fund Activity: Q4 2021 in Review
364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2021, worth a combined $5.43B — up 2.1% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new EXPO positions and 23 closed out — a net gain of 30 holders — while 138 added to existing stakes and 111 trimmed.
The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Ameriprise, cutting an estimated $60.9M.
- 364 institutional investors held Exponent (EXPO) as of Q4 2021, up from 339 in Q3 2021.
- Funds reported $5.43B of Exponent stock for Q4 2021, up 2.1% quarter-over-quarter.
- 53 funds opened new Exponent positions in Q4 2021 and 23 closed out, a net change of +30 holders.
- The largest Exponent buyer in Q4 2021 was BlackRock, an estimated $20.4M added.
- The largest Exponent seller in Q4 2021 was Ameriprise, an estimated $60.9M sold.
Based on aggregated 13F filings for Q4 2021.