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Exponent

314 hedge funds and large institutions have $4.57B invested in Exponent in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $4.22B → $4.57B (+$349M)

3% more funds holding

Funds holding: 305314 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 91.13%91.1% (-0.03%)

18% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 119

Holders
314
Holders Change
+9
Holders Change %
+2.95%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
98
Reduced
119
Closed
34
Calls
$848K
Puts
Net Calls
+$848K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$12.7M +$6.65M +70,878 +120%
Polen Capital Management
52
Polen Capital Management
Florida
$12.6M +$2.19M +23,324 +22%
RI
53
Redwood Investments
Massachusetts
$12.3M -$2.01M -21,412 -14%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$12.1M -$336K -3,581 -3%
DDC
55
DF Dent & Co
Maryland
$11.7M +$848K +9,040 +8%
Swiss National Bank
56
Swiss National Bank
Switzerland
$11.5M +$113K +1,200 +1%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M -$822K -8,766 -8%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$10M +$9.64M +102,778 New
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$9.96M -$3.69M -39,300 -28%
NC
60
Nicholas Company
Wisconsin
$9.88M -$3.75K -40 -0%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$9.79M +$68.2K +727 +0.7%
CRC
62
Curi RMB Capital
Illinois
$9.6M +$663K +7,066 +8%
GCC
63
Guardian Capital (Canada)
Ontario, Canada
$9.44M +$1.09M +11,632 +14%
QI
64
QS Investors
New York
$9.42M -$9.38K -100 -0.1%
RA
65
Royce & Associates
New York
$9.36M -$7M -74,566 -44%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$8.97M -$423K -4,510 -5%
AllianceBernstein
67
AllianceBernstein
Tennessee
$8.58M +$50.7K +540 +0.6%
RCW
68
Rheos Capital Works
Japan
$8.39M
AI
69
Axiom Investors
Connecticut
$8.33M +$8.02M +85,510 New
Stifel Financial
70
Stifel Financial
Missouri
$7.61M +$329K +3,511 +5%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$7.56M -$13.8K -147 -0.2%
MAM
72
Montanaro Asset Management
United Kingdom
$7.42M +$1.43M +15,200 +25%
Millennium Management
73
Millennium Management
New York
$7.2M +$6.93M +73,849 New
Man Group
74
Man Group
United Kingdom
$7.02M -$1.85M -19,718 -21%
Goldman Sachs
75
Goldman Sachs
New York
$7.02M -$1.13M -12,037 -14%

EXPO Hedge Fund Activity: Q1 2021 in Review

314 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2021, worth a combined $4.57B — up 8.3% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EXPO positions and 34 closed out — a net gain of 12 holders — while 98 added to existing stakes and 119 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $24.3M. The largest seller was Ardevora Asset Management, cutting an estimated $16.2M.

  • 314 institutional investors held Exponent (EXPO) as of Q1 2021, up from 305 in Q4 2020.
  • Funds reported $4.57B of Exponent stock for Q1 2021, up 8.3% quarter-over-quarter.
  • 46 funds opened new Exponent positions in Q1 2021 and 34 closed out, a net change of +12 holders.
  • The largest Exponent buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $24.3M added.
  • The largest Exponent seller in Q1 2021 was Ardevora Asset Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2021.