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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
AO
201
Advisor OS
Illinois
$640K -$294K -2,809 -34%
Corient Private Wealth
202
Corient Private Wealth
Florida
$614K -$597K -5,711 -52%
Brown Advisory
203
Brown Advisory
Maryland
$593K +$4.39K +42 +0.8%
CWM
204
Congress Wealth Management
Massachusetts
$569K +$516K +4,935 New
CCM
205
Coldstream Capital Management
Washington
$556K +$540K +5,159 New
CAC
206
Certified Advisory Corp
Florida
$544K -$32.4K -310 -6%
B
207
BetterWealth
California
$538K
CICI
208
Capital Investment Counsel Inc
North Carolina
$536K
ACM
209
Aquatic Capital Management
Illinois
$530K +$220K +2,100 +84%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$526K -$786K -7,518 -62%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$491K -$20.2K -193 -4%
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$490K
RFC
213
Regions Financial Corp
Alabama
$481K -$4.08K -39 -0.9%
RSWM
214
Robertson Stephens Wealth Management
California
$473K +$429K +4,103 New
HR
215
Hardy Reed
Mississippi
$462K +$3.77K +36 +0.9%
LA
216
Lindenwold Advisors
Pennsylvania
$454K +$2.09K +20 +0.5%
GWM
217
Gibbs Wealth Management
Georgia
$452K +$43.8K +419 +12%
SAM
218
Securian Asset Management
Minnesota
$450K -$10.5K -100 -2%
VI
219
Versor Investments
New York
$450K -$1.57K -15 -0.4%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
$445K +$404K +3,860 New
WA
221
Wealth Alliance
New York
$438K +$5.65K +54 +1%
II
222
Inspire Investing
Idaho
$413K -$11.4K -109 -3%
ONB
223
Old National Bancorp
Indiana
$413K +$2.51K +24 +0.7%
CAM
224
Cresset Asset Management
Illinois
$410K +$54.9K +525 +17%
CGH
225
Crossmark Global Holdings
Texas
$407K +$32.2K +308 +10%

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.