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Exponent
EXPO

318 hedge funds and large institutions have $4.19B invested in Exponent in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $678K

28% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 96

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

1% more funds holding

Funds holding: 314 → 318 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.6% less ownership

Funds ownership: 91.1% → 90.5% (-0.6%)

8% less capital invested

Capital invested by funds: $4.57B → $4.19B (-$379M)

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
123
Reduced
96
Closed
30
Calls
$1.8M
Puts
$678K
Net Calls
+$1.12M
Net Calls Change
+$276K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$22.3M
2
Millennium Management
Millennium Management
New York
+$13.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$12.3M
4
AAM
Ardevora Asset Management
United Kingdom
+$9.96M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$23M
2
Wells Fargo
Wells Fargo
California
-$19M
3
Axa
Axa
France
-$15.1M
4
SBH
Segall Bryant & Hamill
Illinois
-$13.2M
5
Ameriprise
Ameriprise
Minnesota
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$697M -$23M -246,035 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$501M +$4.89M +52,180 +0.9%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$288M -$9.38M -100,135 -3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$203M +$22.3M +238,471 +12%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$178M -$278K -2,967 -0.1%
State Street
6
State Street
Massachusetts
$144M +$5.1M +54,456 +3%
Ameriprise
7
Ameriprise
Minnesota
$135M -$10.9M -116,721 -7%
GCM
8
Geneva Capital Management
Wisconsin
$114M -$1.8M -19,264 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$95.1M -$907K -9,686 -0.9%
RP
10
Riverbridge Partners
Minnesota
$90.9M +$5.22M +55,755 +6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$88.7M -$1.06M -11,277 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$88.3M +$3.46M +36,927 +4%
Northern Trust
13
Northern Trust
Illinois
$70.6M -$1.09M -11,639 -1%
AAM
14
Ardevora Asset Management
United Kingdom
$59.4M +$9.96M +106,403 +19%
GKIM
15
GW&K Investment Management
Massachusetts
$58.3M +$563K +6,017 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$54.4M -$1.19M -12,668 -2%
Norges Bank
17
Norges Bank
Norway
$48.8M +$2.8M +29,940 +6%
Morgan Stanley
18
Morgan Stanley
New York
$47M +$2.79M +29,823 +6%
ACM
19
Atlanta Capital Management
Georgia
$42.1M -$485K -5,178 -1%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$39.4M -$3.91M -41,742 -10%
Charles Schwab
21
Charles Schwab
California
$36.8M +$952K +10,163 +3%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$35.6M -$1.87M -19,950 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$32.9M +$172K +1,842 +0.5%
Wells Fargo
24
Wells Fargo
California
$32.9M -$19M -202,496 -35%
EIP
25
Epoch Investment Partners
New York
$29.6M +$519K +5,546 +2%
1
2 3 4 5

EXPO Hedge Fund Activity: Q2 2021 in Review

318 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2021, worth a combined $4.19B — down 8.3% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EXPO positions and 30 closed out — a net gain of 4 holders — while 123 added to existing stakes and 96 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $22.3M. The largest seller was BlackRock, cutting an estimated $23M.

  • 318 institutional investors held Exponent (EXPO) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $4.19B of Exponent stock for Q2 2021, down 8.3% quarter-over-quarter.
  • 34 funds opened new Exponent positions in Q2 2021 and 30 closed out, a net change of +4 holders.
  • The largest Exponent buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $22.3M added.
  • The largest Exponent seller in Q2 2021 was BlackRock, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2021.