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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
Creative Planning
201
Creative Planning
Kansas
$325K +$3.11K +39 +1%
SCM
202
Shelton Capital Management
Colorado
$312K -$10.4K -131 -4%
HR
203
Hardy Reed
Mississippi
$308K -$797 -10 -0.3%
PCM
204
Prelude Capital Management
New York
$308K +$273K +3,425 New
AA
205
ALPS Advisors
Colorado
$307K -$8.29K -104 -3%
CAAS
206
Capital Asset Advisory Services
Michigan
$291K +$24.9K +312 +11%
LA
207
LVW Advisors
New York
$283K +$9.01K +113 +4%
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
$280K -$805K -10,090 -76%
PMA
209
Prudent Man Advisors
Illinois
$277K +$558 +7 +0.2%
FI
210
FormulaFolio Investments
Michigan
$271K +$240K +3,015 New
EA
211
Ellsworth Advisors
Ohio
$267K +$237K +2,969 New
CICI
212
Capital Investment Counsel Inc
North Carolina
$252K
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$248K +$220K +2,763 New
CL
214
CIM LLC
New York
$245K +$3.67K +46 +2%
MIM
215
Marco Investment Management
Georgia
$243K +$215K +2,700 New
IP
216
Intellectus Partners
California
$234K +$207K +2,600 New
MOS
217
MGO One Seven
Ohio
$232K +$205K +2,574 New
CCM
218
Coldstream Capital Management
Washington
$230K +$203K +2,547 New
PCS
219
Personal CFO Solutions
New Jersey
$227K -$77.8K -976 -28%
ET
220
Equitable Trust
Tennessee
$221K +$196K +2,457 New
LIA
221
LS Investment Advisors
Michigan
$219K +$194K +2,438 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$217K +$33.5K +420 +21%
FANJ
223
Financial Architects (New Jersey)
New Jersey
$210K +$186K +2,332 New
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$208K +$185K +2,315 New
MFG
225
Magnus Financial Group
New York
$207K +$184K +2,302 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.