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Exponent

349 hedge funds and large institutions have $4.1B invested in Exponent in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 126 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $403K

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

1.24% more ownership

Funds ownership: 90.15%91.39% (+1.2%)

0% more funds holding

Funds holding: 349349 (0)

0% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 126

4% less capital invested

Capital invested by funds: $4.29B → $4.1B (-$190M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
349
Holders Change
Holders Change %
0%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
126
Reduced
126
Closed
23
Calls
$1.28M
Puts
$403K
Net Calls
+$876K
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$682M -$580K -6,118 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$487M -$3.34M -35,211 -0.6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$365M +$3.05M +32,128 +0.8%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$257M -$595K -6,275 -0.2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$209M -$136K -1,434 -0.1%
State Street
6
State Street
Massachusetts
$149M +$602K +6,352 +0.4%
GCM
7
Geneva Capital Management
Wisconsin
$122M +$5.09M +53,718 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$96.6M -$2.32M -24,487 -2%
RP
9
Riverbridge Partners
Minnesota
$96M +$9.15M +96,465 +10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$90M +$1.23M +12,952 +1%
Wells Fargo
11
Wells Fargo
California
$66.1M -$17.1K -180 -0%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$61.4M -$16M -168,878 -19%
Northern Trust
13
Northern Trust
Illinois
$59M -$3.89M -41,051 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$50.9M +$828K +8,733 +2%
Morgan Stanley
15
Morgan Stanley
New York
$49.4M -$285K -3,002 -0.5%
Ameriprise
16
Ameriprise
Minnesota
$49.4M -$16.8M -176,696 -24%
GKIM
17
GW&K Investment Management
Massachusetts
$48.5M +$4.17M +44,004 +9%
Charles Schwab
18
Charles Schwab
California
$38.9M +$884K +9,319 +2%
RJA
19
Raymond James & Associates
Florida
$38.4M +$22M +231,882 +112%
Norges Bank
20
Norges Bank
Norway
$37.5M -$1.43M -15,108 -3%
ACM
21
Atlanta Capital Management
Georgia
$32.2M -$1.79M -18,912 -5%
EAM
22
EULAV Asset Management
Florida
$29.7M +$417K +4,400 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$29.7M -$292K -3,084 -0.9%
TCM
24
TimesSquare Capital Management
New York
$28.3M +$4.57M +48,160 +18%
RMA
25
Roffman Miller Associates
Pennsylvania
$28.1M +$70.3K +742 +0.2%

EXPO Hedge Fund Activity: Q3 2022 in Review

349 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2022, worth a combined $4.1B — down 4.4% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EXPO positions and 23 closed out — a net gain of 10 holders — while 126 added to existing stakes and 126 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $22M. The largest seller was Millennium Management, cutting an estimated $26.3M.

  • 349 institutional investors held Exponent (EXPO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $4.1B of Exponent stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 33 funds opened new Exponent positions in Q3 2022 and 23 closed out, a net change of +10 holders.
  • The largest Exponent buyer in Q3 2022 was Raymond James & Associates, an estimated $22M added.
  • The largest Exponent seller in Q3 2022 was Millennium Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2022.