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Exponent

361 hedge funds and large institutions have $4.56B invested in Exponent in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $718K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

26% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 115

3% more funds holding

Funds holding: 351361 (+10)

1% more capital invested

Capital invested by funds: $4.5B → $4.56B (+$62M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.68% less ownership

Funds ownership: 91.63%89.95% (-1.7%)

Holders
361
Holders Change
+10
Holders Change %
+2.85%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
145
Reduced
115
Closed
29
Calls
$1.84M
Puts
$718K
Net Calls
+$1.13M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$607M -$196M -1,921,751 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$498M -$62M -609,273 -11%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$417M +$1.16M +11,360 +0.3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$282M -$6.76M -66,454 -2%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$240M +$2.69M +26,457 +1%
State Street
6
State Street
Massachusetts
$168M -$8.35M -82,045 -5%
GCM
7
Geneva Capital Management
Wisconsin
$141M +$1.92M +18,870 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$112M +$1.29M +12,712 +1%
RP
9
Riverbridge Partners
Minnesota
$103M -$3.23M -31,780 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$102M -$943K -9,266 -0.9%
Morgan Stanley
11
Morgan Stanley
New York
$96.9M -$8.69M -85,404 -8%
Northern Trust
12
Northern Trust
Illinois
$79.2M +$11.1M +108,874 +16%
Wells Fargo
13
Wells Fargo
California
$74.9M +$1.03M +10,124 +1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$63.2M +$203K +1,995 +0.3%
GKIM
15
GW&K Investment Management
Massachusetts
$63M +$9.24M +90,752 +17%
Millennium Management
16
Millennium Management
New York
$58.2M +$57.4M +563,958 +2,791%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$57.4M +$1.09M +10,701 +2%
Ameriprise
18
Ameriprise
Minnesota
$56.3M +$25.1M +247,075 +78%
Norges Bank
19
Norges Bank
Norway
$48.8M -$3.17M -31,116 -6%
RJA
20
Raymond James & Associates
Florida
$46.8M +$1.92M +18,842 +4%
Charles Schwab
21
Charles Schwab
California
$44.8M -$455K -4,472 -1%
Goldman Sachs
22
Goldman Sachs
New York
$37.7M +$10.8M +106,086 +39%
EAM
23
EULAV Asset Management
Florida
$36.9M +$3.21M +31,500 +9%
TCM
24
TimesSquare Capital Management
New York
$34.4M +$2.45M +24,030 +7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$33.6M +$2.65M +26,000 +8%

EXPO Hedge Fund Activity: Q1 2023 in Review

361 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q1 2023, worth a combined $4.56B — up 1.4% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EXPO positions and 29 closed out — a net gain of 15 holders — while 145 added to existing stakes and 115 trimmed.

The largest buyer was Millennium Management, adding an estimated $57.4M. The largest seller was BlackRock, cutting an estimated $196M.

  • 361 institutional investors held Exponent (EXPO) as of Q1 2023, up from 351 in Q4 2022.
  • Funds reported $4.56B of Exponent stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 44 funds opened new Exponent positions in Q1 2023 and 29 closed out, a net change of +15 holders.
  • The largest Exponent buyer in Q1 2023 was Millennium Management, an estimated $57.4M added.
  • The largest Exponent seller in Q1 2023 was BlackRock, an estimated $196M sold.

Based on aggregated 13F filings for Q1 2023.