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Exponent

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $747K

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more capital invested

Capital invested by funds: $4.19B → $5.31B (+$1.12B)

7% more funds holding

Funds holding: 318339 (+21)

0.24% less ownership

Funds ownership: 90.5%90.26% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 117

Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$555K
LA
202
LVW Advisors
New York
$511K +$7.01K +65 +1%
ECM
203
ExodusPoint Capital Management
New York
$504K -$348K -3,229 -42%
AIP
204
Ameritas Investment Partners
Nebraska
$499K -$1.19K -11 -0.2%
CAAS
205
Capital Asset Advisory Services
Michigan
$489K +$5.18K +48 +1%
American Century Companies
206
American Century Companies
Missouri
$482K +$50.1K +465 +12%
VI
207
Versor Investments
New York
$478K +$455K +4,223 New
Brown Advisory
208
Brown Advisory
Maryland
$453K -$122K -1,130 -22%
TRCT
209
Tower Research Capital (TRC)
New York
$442K +$191K +1,775 +83%
AO
210
Advisor OS
Illinois
$412K +$57.7K +535 +17%
UAML
211
US Asset Management LLC
Pennsylvania
$401K +$382K +3,544 New
CL
212
CIM LLC
New York
$399K +$22.4K +208 +7%
PAMS
213
Pictet Asset Management (Switzerland)
Switzerland
$391K +$373K +3,456 New
HR
214
Hardy Reed
Mississippi
$387K
SCM
215
Shelton Capital Management
Colorado
$386K
CAM
216
Cresset Asset Management
Illinois
$379K +$4.31K +40 +1%
TC
217
TownSquare Capital
Utah
$372K +$354K +3,287 New
FFN
218
Focus Financial Network
Minnesota
$366K
AA
219
ALPS Advisors
Colorado
$360K +$344K +3,186 New
QC
220
Quadrature Capital
United Kingdom
$355K -$69.8K -647 -17%
CIC
221
Carnegie Investment Counsel
Ohio
$354K +$13.5K +125 +4%
PP
222
Paloma Partners
Connecticut
$354K +$14.5K +134 +4%
TI
223
Trexquant Investment
Connecticut
$352K -$18.8K -174 -5%
PMA
224
Prudent Man Advisors
Illinois
$349K -$1.19K -11 -0.4%
ACM
225
Argent Capital Management
Missouri
$343K -$2.16K -20 -0.7%

EXPO Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2021, worth a combined $5.31B — up 27% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXPO positions and 17 closed out — a net gain of 24 holders — while 116 added to existing stakes and 117 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $35M. The largest seller was Roffman Miller Associates, cutting an estimated $26.3M.

  • 339 institutional investors held Exponent (EXPO) as of Q3 2021, up from 318 in Q2 2021.
  • Funds reported $5.31B of Exponent stock for Q3 2021, up 27% quarter-over-quarter.
  • 41 funds opened new Exponent positions in Q3 2021 and 17 closed out, a net change of +24 holders.
  • The largest Exponent buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $35M added.
  • The largest Exponent seller in Q3 2021 was Roffman Miller Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2021.