Exponent
EXPO
350 hedge funds and large institutions have $4.5B invested in Exponent in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 119 increasing their positions, 127 reducing their positions, and 40 closing their positions.
28% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 40
22% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $1.44M
10% more capital invested
Capital invested by funds: $4.1B → $4.5B (+$399M)
1% more funds holding
Funds holding: 348 → 350 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 127
1.79% less ownership
Funds ownership: 91.37% → 89.58% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48M |
| 2 |
BlackRock
New York
|
+$22.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$9.1M |
| 4 |
Goldman Sachs
New York
|
+$7.99M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.8M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$14.9M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$13.5M |
| 4 |
Millennium Management
New York
|
-$7.96M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.69M |
EXPO Hedge Fund Activity: Q4 2022 in Review
350 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2022, worth a combined $4.5B — up 9.7% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new EXPO positions and 40 closed out — a net gain of 11 holders — while 119 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $23.8M.
- 350 institutional investors held Exponent (EXPO) as of Q4 2022, up from 348 in Q3 2022.
- Funds reported $4.5B of Exponent stock for Q4 2022, up 9.7% quarter-over-quarter.
- 51 funds opened new Exponent positions in Q4 2022 and 40 closed out, a net change of +11 holders.
- The largest Exponent buyer in Q4 2022 was Morgan Stanley, an estimated $48M added.
- The largest Exponent seller in Q4 2022 was Ameriprise, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2022.