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Exponent

358 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,210% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $216K

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

0.05% more ownership

Funds ownership: 89.9%89.95% (+0.05%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

2% less funds holding

Funds holding: 364358 (-6)

7% less capital invested

Capital invested by funds: $5.43B → $5.06B (-$363M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$576K +$514K +5,333 New
CAAS
202
Capital Asset Advisory Services
Michigan
$563K +$60.4K +626 +14%
RFC
203
Regions Financial Corp
Alabama
$561K -$10.4K -108 -2%
Brown Advisory
204
Brown Advisory
Maryland
$553K +$108K +1,115 +28%
TAM
205
Tocqueville Asset Management
New York
$550K
CAC
206
Certified Advisory Corp
Florida
$544K
JF
207
Jump Financial
Illinois
$540K +$482K +5,000 New
CGH
208
Crossmark Global Holdings
Texas
$518K +$2.89K +30 +0.6%
ACM
209
Argent Capital Management
Missouri
$518K +$166K +1,725 +56%
ACM
210
AlphaCrest Capital Management
New York
$514K +$153K +1,585 +50%
B
211
BetterWealth
California
$504K
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$497K -$1.33M -13,742 -75%
AO
213
Advisor OS
Illinois
$495K +$50.2K +521 +13%
Polen Capital Management
214
Polen Capital Management
Florida
$485K -$17.7M -183,834 -98%
AIP
215
Ameritas Investment Partners
Nebraska
$476K
PA
216
Profund Advisors
Maryland
$469K -$44K -456 -10%
LA
217
LVW Advisors
New York
$453K -$30K -311 -7%
EWA
218
EverSource Wealth Advisors
Alabama
$441K +$207K +2,145 +111%
LIP
219
Liontrust Investment Partners
United Kingdom
$432K
Fidelity Investments
220
Fidelity Investments
Massachusetts
$422K -$5.84M -60,547 -94%
HR
221
Hardy Reed
Mississippi
$408K +$34.7K +360 +11%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$394K +$76.5K +793 +28%
LA
223
Lindenwold Advisors
Pennsylvania
$391K +$65.6K +680 +23%
UAML
224
US Asset Management LLC
Pennsylvania
$383K
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$373K +$39.1K +405 +13%

EXPO Hedge Fund Activity: Q1 2022 in Review

358 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2022, worth a combined $5.06B — down 6.7% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXPO and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 146 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $135M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $63.1M sold.

  • 358 institutional investors held Exponent (EXPO) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.06B of Exponent stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q1 2022 and 41 closed out, a net change of -1 holder.
  • The largest Exponent buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $135M added.
  • The largest Exponent seller in Q1 2022 was Ardevora Asset Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2022.