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Exponent

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $747K

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more capital invested

Capital invested by funds: $4.19B → $5.31B (+$1.12B)

7% more funds holding

Funds holding: 318339 (+21)

0.24% less ownership

Funds ownership: 90.5%90.26% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 117

Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$865M -$18.8M -174,309 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$635M -$412K -3,819 -0.1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$360M -$3.98M -36,872 -1%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$294M +$35M +324,253 +14%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$234M +$8.25M +76,537 +4%
State Street
6
State Street
Massachusetts
$182M -$214K -1,986 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$163M -$8.13M -75,392 -5%
GCM
8
Geneva Capital Management
Wisconsin
$144M -$784K -7,269 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$120M -$678K -6,284 -0.6%
RP
10
Riverbridge Partners
Minnesota
$116M +$514K +4,762 +0.5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$112M -$529K -4,903 -0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$110M -$2.03M -18,778 -2%
Northern Trust
13
Northern Trust
Illinois
$86.6M -$2.83M -26,232 -3%
GKIM
14
GW&K Investment Management
Massachusetts
$73.2M -$700K -6,491 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$71.7M +$2.52M +23,403 +4%
AAM
16
Ardevora Asset Management
United Kingdom
$70.8M -$4.37M -40,500 -6%
Norges Bank
17
Norges Bank
Norway
$55.2M -$6.36M -58,964 -11%
Morgan Stanley
18
Morgan Stanley
New York
$54.6M -$4.76M -44,112 -8%
Charles Schwab
19
Charles Schwab
California
$47.1M +$457K +4,241 +1%
ACM
20
Atlanta Capital Management
Georgia
$45.9M -$7.12M -66,031 -14%
Wells Fargo
21
Wells Fargo
California
$43.2M +$1.4M +12,977 +4%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$43M -$2.08M -19,241 -5%
Principal Financial Group
23
Principal Financial Group
Iowa
$41.4M -$307K -2,844 -0.8%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$38.7M -$2.83M -26,222 -7%
EIP
25
Epoch Investment Partners
New York
$38.6M +$1.03M +9,536 +3%

EXPO Hedge Fund Activity: Q3 2021 in Review

339 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2021, worth a combined $5.31B — up 27% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new EXPO positions and 17 closed out — a net gain of 24 holders — while 116 added to existing stakes and 117 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $35M. The largest seller was Roffman Miller Associates, cutting an estimated $26.3M.

  • 339 institutional investors held Exponent (EXPO) as of Q3 2021, up from 318 in Q2 2021.
  • Funds reported $5.31B of Exponent stock for Q3 2021, up 27% quarter-over-quarter.
  • 41 funds opened new Exponent positions in Q3 2021 and 17 closed out, a net change of +24 holders.
  • The largest Exponent buyer in Q3 2021 was Kayne Anderson Rudnick Investment Management, an estimated $35M added.
  • The largest Exponent seller in Q3 2021 was Roffman Miller Associates, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2021.