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Exponent

349 hedge funds and large institutions have $4.1B invested in Exponent in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $403K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

1.24% more ownership

Funds ownership: 90.15%91.39% (+1.2%)

0% more funds holding

Funds holding: 349349 (0)

0% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 126

4% less capital invested

Capital invested by funds: $4.29B → $4.1B (-$190M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
126
Reduced
126
Closed
23
Calls
$1.28M
Puts
$403K
Net Calls
+$876K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$820K -$17.2K -181 -2%
PAS
177
Park Avenue Securities
New York
$804K -$130K -1,372 -13%
AQR Capital Management
178
AQR Capital Management
Connecticut
$755K -$122K -1,292 -13%
ECM
179
Everence Capital Management
Indiana
$743K +$116K +1,220 +17%
American Century Companies
180
American Century Companies
Missouri
$735K +$104K +1,098 +15%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$719K
MML Investors Services
182
MML Investors Services
Massachusetts
$656K -$37K -390 -5%
E
183
Ergoteles
New York
$649K -$142K -1,497 -17%
SG Americas Securities
184
SG Americas Securities
New York
$641K -$1.42M -15,002 -67%
LA
185
LVW Advisors
New York
$639K +$25.5K +269 +4%
OIA
186
OneDigital Investment Advisors
Kansas
$638K -$9.48K -100 -1%
AO
187
Advisor OS
Illinois
$637K -$50.5K -533 -7%
DZ Bank
188
DZ Bank
Germany
$632K
SC
189
Saturna Capital
Washington
$615K +$95 +1 +0%
ACP
190
Aviance Capital Partners
Florida
$614K
Los Angeles Capital Management
191
Los Angeles Capital Management
California
$596K
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$595K +$51.3K +541 +9%
JMPWA
193
JP Morgan Private Wealth Advisors
California
$576K +$48.6K +513 +8%
IWA
194
Icon Wealth Advisors
Texas
$552K +$597K +6,293 New
YIH
195
Y-Intercept (HK)
Hong Kong
$551K +$596K +6,285 New
RJT
196
Raymond James Trust
Florida
$550K +$23.8K +251 +4%
LWAM
197
Legacy Wealth Asset Management
Minnesota
$523K -$23.3K -246 -4%
EWA
198
EverSource Wealth Advisors
Alabama
$522K -$90K -949 -14%
SO
199
STRS Ohio
Ohio
$517K
CCIA
200
Campbell & Co Investment Adviser
Maryland
$499K +$539K +5,687 New

EXPO Hedge Fund Activity: Q3 2022 in Review

349 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2022, worth a combined $4.1B — down 4.4% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 23 closed out — a net gain of 10 holders — while 126 added to existing stakes and 126 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $26.3M.

  • 349 institutional investors held Exponent (EXPO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $4.1B of Exponent stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q3 2022 and 23 closed out, a net change of +10 holders.
  • The largest Exponent buyer in Q3 2022 was Raymond James & Associates, an estimated $22M added.
  • The largest Exponent seller in Q3 2022 was Millennium Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2022.