Exponent
EXPO
306 hedge funds and large institutions have $3.4B invested in Exponent in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 36 closing their positions.
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
6% more funds holding
Funds holding: 290 → 306 (+16)
0.51% more ownership
Funds ownership: 91.05% → 91.57% (+0.51%)
0% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 103
10% less capital invested
Capital invested by funds: $3.8B → $3.4B (-$395M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
71% less call options, than puts
Call options by funds: $158K | Put options by funds: $540K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.7M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$18.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$17.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$12M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$8.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.8M |
| 2 |
Renaissance Technologies
New York
|
-$15.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.8M |
| 4 |
BlackRock
New York
|
-$14.1M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$13.4M |
EXPO Hedge Fund Activity: Q3 2020 in Review
306 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2020, worth a combined $3.4B — down 10% from $3.8B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new EXPO positions and 36 closed out — a net gain of 18 holders — while 103 added to existing stakes and 103 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.7M. The largest seller was Fidelity Investments, cutting an estimated $19.8M.
- 306 institutional investors held Exponent (EXPO) as of Q3 2020, up from 290 in Q2 2020.
- Funds reported $3.4B of Exponent stock for Q3 2020, down 10% quarter-over-quarter.
- 54 funds opened new Exponent positions in Q3 2020 and 36 closed out, a net change of +18 holders.
- The largest Exponent buyer in Q3 2020 was Morgan Stanley, an estimated $29.7M added.
- The largest Exponent seller in Q3 2020 was Fidelity Investments, an estimated $19.8M sold.
Based on aggregated 13F filings for Q3 2020.