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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
Franklin Resources
201
Franklin Resources
California
$485K -$3.13K -33 -0.6%
TRCT
202
Tower Research Capital (TRC)
New York
$483K -$1.13M -11,954 -68%
CAAS
203
Capital Asset Advisory Services
Michigan
$476K -$311K -3,275 -38%
Brown Advisory
204
Brown Advisory
Maryland
$448K
TAM
205
Tocqueville Asset Management
New York
$446K
CAC
206
Certified Advisory Corp
Florida
$441K
IWA
207
Intercontinental Wealth Advisors
Texas
$435K +$8.72K +92 +2%
PFO
208
Pathstone Family Office
New Jersey
$411K +$445K +4,693 New
B
209
BetterWealth
California
$409K
RFC
210
Regions Financial Corp
Alabama
$408K -$5.5K -58 -1%
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$408K +$28.5K +301 +7%
KBC Group
212
KBC Group
Belgium
$404K -$25K -264 -5%
CGH
213
Crossmark Global Holdings
Texas
$404K -$4.55K -48 -1%
PCM
214
Prelude Capital Management
New York
$389K +$195K +2,061 +87%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$374K -$276K -2,914 -41%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$371K +$98.2K +1,036 +32%
AIP
217
Ameritas Investment Partners
Nebraska
$370K +$1.9K +20 +0.5%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$367K +$30.3K +320 +8%
WA
219
Wealth Alliance
New York
$360K +$101K +1,070 +35%
SW
220
SVB Wealth
Massachusetts
$356K +$385K +4,059 New
ACM
221
Argent Capital Management
Missouri
$352K -$21.3K -225 -5%
LIP
222
Liontrust Investment Partners
United Kingdom
$351K
QC
223
Quadrature Capital
United Kingdom
$346K -$413K -4,356 -52%
TF
224
TIAA FSB
Florida
$344K +$1.23K +13 +0.3%
HR
225
Hardy Reed
Mississippi
$329K

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.