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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
LWAM
176
Legacy Wealth Asset Management
Minnesota
$552K +$489K +6,127 New
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$551K +$38.4K +481 +9%
PA
178
Profund Advisors
Maryland
$545K +$140K +1,755 +41%
CQS
179
Credential Qtrade Securities
$532K +$471K +5,904 New
Holocene Advisors
180
Holocene Advisors
New York
$530K +$469K +5,882 New
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$518K +$232K +2,908 +102%
TRCT
182
Tower Research Capital (TRC)
New York
$507K -$1.93M -24,227 -81%
IWP
183
Icon Wealth Partners
Texas
$507K +$97.4K +1,222 +28%
CCA
184
Catalyst Capital Advisors
New York
$491K +$124K +1,550 +40%
PAM
185
Panagora Asset Management
Massachusetts
$481K -$7.47M -93,651 -95%
MML Investors Services
186
MML Investors Services
Massachusetts
$475K -$31.7K -398 -7%
CAM
187
Cresset Asset Management
Illinois
$461K -$97.8K -1,227 -19%
TAM
188
Tocqueville Asset Management
New York
$458K
AG
189
Algert Global
California
$437K -$287K -3,602 -43%
AIP
190
Ameritas Investment Partners
Nebraska
$425K
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$425K +$141K +1,762 +59%
GC
192
Guggenheim Capital
Illinois
$425K +$376K +4,719 New
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$425K +$376K +4,719 New
AC
194
Athanor Capital
New York
$414K -$335K -4,207 -48%
ACM
195
Argent Capital Management
Missouri
$384K -$607K -7,615 -64%
PAMU
196
Pictet Asset Management (UK)
United Kingdom
$378K +$7.97K +100 +2%
RJT
197
Raymond James Trust
Florida
$366K +$94.7K +1,187 +41%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$339K -$4.71M -59,038 -94%
6M
199
6 Meridian
Kansas
$330K +$4.07K +51 +1%
TPM
200
Triasima Portfolio Management
Quebec, Canada
$326K +$289K +3,620 New

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.