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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
BlackRock
1
BlackRock
New York
$721M +$28.6M +358,829 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$487M +$7.84M +98,326 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$300M -$5.37M -67,377 -2%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$177M +$5.22M +65,408 +3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$160M +$17.5M +218,985 +14%
State Street
6
State Street
Massachusetts
$140M +$580K +7,274 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$135M -$9.12M -114,410 -7%
GCM
8
Geneva Capital Management
Wisconsin
$119M +$2.95M +37,007 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$98.6M -$3.37M -42,220 -4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$96.7M -$755K -9,463 -0.9%
RP
11
Riverbridge Partners
Minnesota
$90.7M +$5.69M +71,389 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$79.3M +$2.5M +31,344 +4%
Northern Trust
13
Northern Trust
Illinois
$74.2M -$492K -6,167 -0.7%
GKIM
14
GW&K Investment Management
Massachusetts
$73.7M -$157K -1,972 -0.2%
AAM
15
Ardevora Asset Management
United Kingdom
$65.9M +$58.4M +732,100 New
Norges Bank
16
Norges Bank
Norway
$61.1M +$7.21M +90,362 +15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$56.7M +$3.83K +48 +0%
Morgan Stanley
18
Morgan Stanley
New York
$49.4M -$10.3M -129,041 -19%
Wells Fargo
19
Wells Fargo
California
$48.6M +$2.1M +26,295 +5%
ACM
20
Atlanta Capital Management
Georgia
$43.8M -$546K -6,852 -1%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$41.5M -$13.6M -170,919 -27%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$40M -$6.77M -84,886 -16%
TCM
23
TimesSquare Capital Management
New York
$33.9M -$4.95M -62,015 -14%
Charles Schwab
24
Charles Schwab
California
$33.6M +$268K +3,364 +0.9%
Principal Financial Group
25
Principal Financial Group
Iowa
$33.1M -$3.3M -41,367 -10%

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.