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Exponent

373 hedge funds and large institutions have $5.46B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,708% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $12K

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.47B → $5.46B (+$990M)

5% more funds holding

Funds holding: 354373 (+19)

0.86% more ownership

Funds ownership: 92.66%93.51% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

Holders
373
Holders Change
+19
Holders Change %
+5.37%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
131
Reduced
137
Closed
33
Calls
$2.02M
Puts
$12K
Net Calls
+$2M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
$861K -$1.1M -10,529 -59%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$857K -$58.1K -555 -7%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$852K -$24.5K -234 -3%
SC
179
Saturna Capital
Washington
$852K +$41.2K +394 +6%
Arrowstreet Capital
180
Arrowstreet Capital
Massachusetts
$852K +$505K +4,831 +189%
HNB
181
Huntington National Bank
Ohio
$841K -$27.5K -263 -3%
IA
182
Inspire Advisors
Idaho
$839K -$35.1K -336 -4%
SOW
183
State of Wyoming
Wyoming
$807K +$446K +4,262 +155%
ACP
184
Aviance Capital Partners
Florida
$807K
CG
185
Cynosure Group
Utah
$805K +$319K +3,050 +77%
HighTower Advisors
186
HighTower Advisors
Illinois
$792K -$89K -851 -11%
X
187
Xponance
Pennsylvania
$790K +$1.78K +17 +0.2%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$770K -$2.29M -21,934 -77%
IWC
189
Integrated Wealth Concepts
Massachusetts
$767K -$28.3K -271 -4%
Federated Hermes
190
Federated Hermes
Pennsylvania
$750K +$154K +1,469 +29%
RJT
191
Raymond James Trust
Florida
$748K +$27.1K +259 +4%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$723K +$12.8K +122 +2%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$721K +$19.7K +188 +3%
PTC
194
Petrus Trust Company
Texas
$709K +$643K +6,150 New
LA
195
LVW Advisors
New York
$696K +$61.9K +592 +11%
Aviva
196
Aviva
United Kingdom
$694K -$53.4K -510 -8%
MPPW
197
Mitchell & Pahl Private Wealth
Oklahoma
$687K +$22.4K +214 +4%
PAS
198
Park Avenue Securities
New York
$684K -$102K -971 -14%
SOADOR
199
State of Alaska Department of Revenue
Alaska
$676K +$41.3K +395 +7%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$650K +$120K +1,146 +25%

EXPO Hedge Fund Activity: Q3 2024 in Review

373 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2024, worth a combined $5.46B — up 22% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXPO positions and 33 closed out — a net gain of 22 holders — while 131 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Fundsmith LLP, cutting an estimated $19M.

  • 373 institutional investors held Exponent (EXPO) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.46B of Exponent stock for Q3 2024, up 22% quarter-over-quarter.
  • 55 funds opened new Exponent positions in Q3 2024 and 33 closed out, a net change of +22 holders.
  • The largest Exponent buyer in Q3 2024 was JP Morgan Chase, an estimated $25.6M added.
  • The largest Exponent seller in Q3 2024 was Fundsmith LLP, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.