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Exponent

305 hedge funds and large institutions have $4.22B invested in Exponent in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $3.4B → $4.22B (+$820M)

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0% less funds holding

Funds holding: 306305 (-1)

0.44% less ownership

Funds ownership: 91.57%91.13% (-0.44%)

Holders
305
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
5.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
51
Increased
107
Reduced
97
Closed
51
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$391K
Name Holding Trade Value Shares
Change
Change in
Stake
OSIA
151
O'Shares Investment Advisers
Massachusetts
$973K +$65.8K +825 +8%
FQ
152
First Quadrant
California
$967K
FA
153
FDx Advisors
Illinois
$936K +$206K +2,585 +33%
HighTower Advisors
154
HighTower Advisors
Illinois
$925K +$74.8K +938 +10%
MAM
155
Martingale Asset Management
Massachusetts
$911K -$1.09M -13,700 -58%
KWILP
156
Kiwi Wealth Investments Limited Partnership
New Zealand
$907K +$803K +10,070 New
TAM
157
THB Asset Management
Connecticut
$862K +$5.26K +66 +0.7%
RFC
158
Regions Financial Corp
Alabama
$816K -$75.3K -944 -9%
Sumitomo Mitsui Trust Group
159
Sumitomo Mitsui Trust Group
Japan
$813K
HSBC Holdings
160
HSBC Holdings
United Kingdom
$788K -$260K -3,257 -27%
CFN
161
Cordasco Financial Network
Florida
$765K
AB
162
Amalgamated Bank
New York
$763K +$6.3K +79 +0.9%
ETC
163
Exchange Traded Concepts
Oklahoma
$749K +$64.1K +804 +11%
ECM
164
Everence Capital Management
Indiana
$739K
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$738K
MCIA
166
Mountain Capital Investment Advisors
Colorado
$695K +$593K +7,438 New
JMPWA
167
JP Morgan Private Wealth Advisors
California
$687K -$89.2K -1,119 -13%
Victory Capital Management
168
Victory Capital Management
Texas
$670K +$30.4K +381 +5%
CSS
169
Cubist Systematic Strategies
Connecticut
$651K -$4.1M -51,410 -88%
ACP
170
Aviance Capital Partners
Florida
$630K
SC
171
Saturna Capital
Washington
$630K
CGH
172
Crossmark Global Holdings
Texas
$627K +$59K +740 +12%
Skandinaviska Enskilda Banken (SEB)
173
Skandinaviska Enskilda Banken (SEB)
Sweden
$603K
Janus Henderson Group
174
Janus Henderson Group
United Kingdom
$571K +$506K +6,346 New
PAS
175
Park Avenue Securities
New York
$555K +$53.4K +670 +12%

EXPO Hedge Fund Activity: Q4 2020 in Review

305 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2020, worth a combined $4.22B — up 24% from $3.4B a quarter earlier.

Fund positioning in EXPO was balanced in Q4 2020: 51 funds opened new positions, 51 closed out, 107 added to existing stakes and 97 trimmed.

The largest buyer was Ardevora Asset Management, opening a new position worth an estimated $58.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $22.8M.

  • 305 institutional investors held Exponent (EXPO) as of Q4 2020, down from 306 in Q3 2020.
  • Funds reported $4.22B of Exponent stock for Q4 2020, up 24% quarter-over-quarter.
  • 51 funds opened new Exponent positions in Q4 2020 and 51 closed out, a net change of 0 holders.
  • The largest Exponent buyer in Q4 2020 was Ardevora Asset Management, an estimated $58.4M added.
  • The largest Exponent seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2020.