Exponent
EXPO
351 hedge funds and large institutions have $4.5B invested in Exponent in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 127 reducing their positions, and 39 closing their positions.
26% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 39
22% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $1.44M
10% more capital invested
Capital invested by funds: $4.1B → $4.5B (+$399M)
1% more funds holding
Funds holding: 349 → 351 (+2)
0.24% more ownership
Funds ownership: 91.39% → 91.63% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48M |
| 2 |
BlackRock
New York
|
+$22.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$9.1M |
| 4 |
Goldman Sachs
New York
|
+$7.99M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.8M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$14.9M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$13.5M |
| 4 |
Millennium Management
New York
|
-$7.96M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
376
PEAK6 Investments
Chicago,
Illinois
| – | -$49.8K | -513 | Closed |
|
|
HL
377
Harding Loevner
Bridgewater,
New Jersey
| – | -$25K | -284 | Closed |
|
|
WWM
378
Wolff Wiese Magana
Carslbad,
California
| – | -$18K | -207 | Closed |
|
|
AIP
379
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$8K | -96 | Closed |
|
|
MAM
380
Meeder Asset Management
Dublin,
Ohio
| – | -$8K | -89 | Closed |
|
|
BWL
381
Bogart Wealth LLC
Mclean,
Virginia
| – | -$8K | -86 | Closed |
|
|
CWM
382
Castle Wealth Management
West Palm Beach,
Florida
| – | -$7K | -81 | Closed |
|
|
CA
383
Crewe Advisors
Salt Lake City,
Utah
| – | -$3K | -34 | Closed |
|
384
Lazard Asset Management
New York
| – | -$2K | -34 | Closed |
|
|
CFFP
385
Center for Financial Planning
Southfied,
Michigan
| – | -$3K | -30 | Closed |
|
|
AA
386
Ancora Advisors
Cleveland,
Ohio
| – | -$1K | -15 | Closed |
|
|
MA
387
MUFG Americas
New York
| – | -$1K | -6 | Closed |
|
|
MFA
388
McClarren Financial Advisors
State College,
Pennsylvania
| – | +$97 | +1 | New |
|
EXPO Hedge Fund Activity: Q4 2022 in Review
351 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2022, worth a combined $4.5B — up 9.7% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new EXPO positions and 39 closed out — a net gain of 10 holders — while 121 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $23.8M.
- 351 institutional investors held Exponent (EXPO) as of Q4 2022, up from 349 in Q3 2022.
- Funds reported $4.5B of Exponent stock for Q4 2022, up 9.7% quarter-over-quarter.
- 49 funds opened new Exponent positions in Q4 2022 and 39 closed out, a net change of +10 holders.
- The largest Exponent buyer in Q4 2022 was Morgan Stanley, an estimated $48M added.
- The largest Exponent seller in Q4 2022 was Ameriprise, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2022.