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Exponent

364 hedge funds and large institutions have $5.43B invested in Exponent in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

56% more call options, than puts

Call options by funds: $3.12M | Put options by funds: $2M

24% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 111

7% more funds holding

Funds holding: 339364 (+25)

2% more capital invested

Capital invested by funds: $5.31B → $5.43B (+$113M)

0.36% less ownership

Funds ownership: 90.26%89.9% (-0.36%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
364
Holders Change
+25
Holders Change %
+7.37%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
53
Increased
138
Reduced
111
Closed
23
Calls
$3.12M
Puts
$2M
Net Calls
+$1.12M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$912M +$20.4M +173,681 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$658M +$2.46M +20,901 +0.4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$363M -$8.31M -70,729 -2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$320M +$16.3M +138,798 +5%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$243M +$790K +6,724 +0.3%
State Street
6
State Street
Massachusetts
$190M +$1.79M +15,200 +0.9%
GCM
7
Geneva Capital Management
Wisconsin
$145M -$3.25M -27,631 -2%
RP
8
Riverbridge Partners
Minnesota
$124M +$4.12M +35,083 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$120M -$3.43M -29,160 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$116M +$2.34M +19,952 +2%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$113M -$2.2M -18,752 -2%
Ameriprise
12
Ameriprise
Minnesota
$108M -$60.9M -517,911 -36%
Northern Trust
13
Northern Trust
Illinois
$87.5M -$1.81M -15,400 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$70.7M -$3.25M -27,676 -4%
GKIM
15
GW&K Investment Management
Massachusetts
$64.2M -$11.4M -97,191 -15%
AAM
16
Ardevora Asset Management
United Kingdom
$63.1M -$10M -85,108 -14%
Morgan Stanley
17
Morgan Stanley
New York
$53.2M -$3.13M -26,631 -6%
Norges Bank
18
Norges Bank
Norway
$49.6M -$7.38M -62,800 -13%
Charles Schwab
19
Charles Schwab
California
$49.5M +$837K +7,118 +2%
ACM
20
Atlanta Capital Management
Georgia
$46.2M -$1.14M -9,674 -2%
Wells Fargo
21
Wells Fargo
California
$45.6M +$1.08M +9,210 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$41.6M -$1.18M -10,019 -3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$41.2M -$3.13M -26,670 -7%
RJA
24
Raymond James & Associates
Florida
$40.6M +$2.14M +18,223 +6%
DCM
25
Driehaus Capital Management
Illinois
$40.2M +$12.4M +105,499 +44%

EXPO Hedge Fund Activity: Q4 2021 in Review

364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2021, worth a combined $5.43B — up 2.1% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EXPO positions and 23 closed out — a net gain of 30 holders — while 138 added to existing stakes and 111 trimmed.

The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was Ameriprise, cutting an estimated $60.9M.

  • 364 institutional investors held Exponent (EXPO) as of Q4 2021, up from 339 in Q3 2021.
  • Funds reported $5.43B of Exponent stock for Q4 2021, up 2.1% quarter-over-quarter.
  • 53 funds opened new Exponent positions in Q4 2021 and 23 closed out, a net change of +30 holders.
  • The largest Exponent buyer in Q4 2021 was BlackRock, an estimated $20.4M added.
  • The largest Exponent seller in Q4 2021 was Ameriprise, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2021.