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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
MC
376
Maverick Capital
Texas
– -$245K -2,469 Closed
OWA
377
One Wealth Advisors
California
– -$89.5K -903 Closed
SWA
378
Sutton Wealth Advisors
Florida
– -$83.5K -843 Closed
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
– -$58K -586 Closed
CS
380
Comerica Securities
Michigan
– -$36.1K -364 Closed
IA
381
IFP Advisors
Florida
– -$30K -261 Closed
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
– -$18K -181 Closed
First Manhattan
383
First Manhattan
New York
– -$15.7K -158 Closed
QL
384
Quarry LP
New York
– -$12.6K -127 Closed
TCWA
385
Ten Capital Wealth Advisors
Washington
– -$8.92K -90 Closed
BFEC
386
Benjamin F. Edwards & Company
Missouri
– -$5K -47 Closed
FA
387
Fiduciary Alliance
South Carolina
– -$3.57K -36 Closed
USCWA
388
U.S. Capital Wealth Advisors
Texas
– -$3.37K -34 Closed
PWMG
389
Prestige Wealth Management Group
New Jersey
– -$2.48K -25 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.