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Exponent

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $747K

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more capital invested

Capital invested by funds: $4.19B → $5.31B (+$1.12B)

7% more funds holding

Funds holding: 318339 (+21)

0.24% less ownership

Funds ownership: 90.5%90.26% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 117

Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$2.68M +$2.11M +19,522 +472%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.56M -$9.49K -88 -0.4%
IP
128
Isthmus Partners
Wisconsin
$2.54M -$5.39K -50 -0.2%
MAM
129
Martingale Asset Management
Massachusetts
$2.46M +$1.3M +12,060 +124%
SG Americas Securities
130
SG Americas Securities
New York
$2.45M +$1.89M +17,536 +427%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$2.38M -$10.8K -100 -0.5%
MSRPS
132
Maryland State Retirement & Pension System
Maryland
$2.38M +$2.21M +20,484 New
SLG
133
Stanley-Laman Group
Pennsylvania
$2.29M +$112K +1,043 +5%
FA
134
FDx Advisors
Illinois
$2.19M +$229K +2,127 +12%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$2.18M +$36.2K +336 +2%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$2.15M -$863K -8,000 -30%
DZ Bank
137
DZ Bank
Germany
$2.07M -$2.37M -22,019 -55%
ERSOT
138
Employees Retirement System of Texas
Texas
$2.05M
BCC
139
Bridge City Capital
Oregon
$2.04M -$531K -4,925 -21%
MIM
140
MetLife Investment Management
New Jersey
$2.03M -$85.5K -793 -4%
SO
141
STRS Ohio
Ohio
$2.02M +$1.48M +13,700 +326%
TPCW
142
TD Private Client Wealth
New York
$1.84M -$52.6K -488 -3%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.82M
CAM
144
Congress Asset Management
Massachusetts
$1.82M +$378K +3,508 +28%
Aviva
145
Aviva
United Kingdom
$1.67M +$1.6M +14,790 New
ASRS
146
Arizona State Retirement System
Arizona
$1.61M +$17.7K +164 +1%
PSUF
147
People's United Financial
Connecticut
$1.59M -$81.2K -753 -5%
BEAM
148
Baker Ellis Asset Management
Washington
$1.56M
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$1.56M +$43.7K +405 +3%
FL
150
Fort LP
Maryland
$1.55M -$380K -3,521 -20%

EXPO Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2021, worth a combined $5.31B — up 27% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXPO positions and 17 closed out — a net gain of 24 holders — while 116 added to existing stakes and 117 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $35M. The largest seller was Roffman Miller Associates, cutting an estimated $26.3M.

  • 339 institutional investors held Exponent (EXPO) as of Q3 2021, up from 318 in Q2 2021.
  • Funds reported $5.31B of Exponent stock for Q3 2021, up 27% quarter-over-quarter.
  • 41 funds opened new Exponent positions in Q3 2021 and 17 closed out, a net change of +24 holders.
  • The largest Exponent buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $35M added.
  • The largest Exponent seller in Q3 2021 was Roffman Miller Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2021.