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Exponent

358 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,210% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $216K

27% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 115

0.05% more ownership

Funds ownership: 89.9%89.95% (+0.05%)

2% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 41

2% less funds holding

Funds holding: 364358 (-6)

7% less capital invested

Capital invested by funds: $5.43B → $5.06B (-$363M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
358
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$850M +$4.81M +49,847 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$610M +$519K +5,382 +0.1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$447M +$135M +1,402,287 +51%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$331M -$6.85M -71,018 -2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$259M +$31.2M +323,653 +16%
State Street
6
State Street
Massachusetts
$182M +$5.82M +60,343 +4%
GCM
7
Geneva Capital Management
Wisconsin
$134M -$249K -2,584 -0.2%
RP
8
Riverbridge Partners
Minnesota
$120M +$5.22M +54,148 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$112M +$4.1M +42,490 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$111M -$292K -3,027 -0.3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$103M -$1.19M -12,309 -1%
Ameriprise
12
Ameriprise
Minnesota
$89.9M -$8.86M -91,845 -10%
Northern Trust
13
Northern Trust
Illinois
$78.3M -$2.41M -25,021 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$63.1M -$2.12M -21,968 -4%
Wells Fargo
15
Wells Fargo
California
$62.5M +$18.1M +187,468 +48%
GKIM
16
GW&K Investment Management
Massachusetts
$60.3M +$819K +8,488 +2%
Charles Schwab
17
Charles Schwab
California
$47.4M +$1.42M +14,733 +3%
Norges Bank
18
Norges Bank
Norway
$46.7M +$648K +6,715 +2%
ACM
19
Atlanta Capital Management
Georgia
$43.4M +$559K +5,795 +1%
Morgan Stanley
20
Morgan Stanley
New York
$42.2M -$6.27M -65,034 -14%
Principal Financial Group
21
Principal Financial Group
Iowa
$38.2M -$240K -2,492 -0.7%
EAM
22
EULAV Asset Management
Florida
$37.3M +$1.44M +14,900 +5%
RMA
23
Roffman Miller Associates
Pennsylvania
$34.4M +$318K +3,300 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$33.9M +$1.97M +20,410 +7%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$33.8M -$2.26M -23,448 -7%

EXPO Hedge Fund Activity: Q1 2022 in Review

358 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2022, worth a combined $5.06B — down 6.7% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EXPO and 40 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 146 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $135M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $63.1M sold.

  • 358 institutional investors held Exponent (EXPO) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.06B of Exponent stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 40 funds opened new Exponent positions in Q1 2022 and 41 closed out, a net change of -1 holder.
  • The largest Exponent buyer in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $135M added.
  • The largest Exponent seller in Q1 2022 was Ardevora Asset Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2022.