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.
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)
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.4M |
| 2 |
Millennium Management
New York
|
-$25M |
| 3 |
FAM
Fred Alger Management
New York
|
-$15.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$10.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$9.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
376
SVB Wealth
Boston,
Massachusetts
| – | -$206K | -2,204 | Closed |
|
|
PMA
377
Prudent Man Advisors
Naperville,
Illinois
| – | -$205K | -2,193 | Closed |
|
|
TWM
378
Thrive Wealth Management
Audubon,
Pennsylvania
| – | -$204K | -2,189 | Closed |
|
|
PI
379
PineBridge Investments
New York
| – | -$67.6K | -724 | Closed |
|
380
Acadian Asset Management
Boston,
Massachusetts
| – | -$26K | -286 | Closed |
|
|
QL
381
Quarry LP
New York
| – | -$24.7K | -265 | Closed |
|
|
CFO
382
CVA Family Office
Denver,
Colorado
| – | -$10.1K | -108 | Closed |
|
|
IBOK
383
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$4.85K | -52 | Closed |
|
|
FA
384
Fiduciary Alliance
Greenville,
South Carolina
| – | -$3.36K | -36 | Closed |
|
|
FDCC
385
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$1K | -12 | Closed |
|
|
CAS
386
Coppell Advisory Solutions
Coppell,
Texas
| – | -$1.02K | -11 | Closed |
|
|
2L
387
25 LLC
St. Louis,
Missouri
| – | -$567 | -6 | Closed |
|
|
DI
388
Disciplined Investments
Tulsa,
Oklahoma
| – | -$467 | -5 | Closed |
|
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.