Exponent
EXPO
354 hedge funds and large institutions have $4.17B invested in Exponent in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 152 reducing their positions, and 38 closing their positions.
43% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $1.8M
13% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 38
5% more capital invested
Capital invested by funds: $3.96B → $4.17B (+$212M)
2.7% more ownership
Funds ownership: 90.94% → 93.64% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 356 → 354 (-2)
23% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.3M |
| 3 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$12M |
| 4 |
Man Group
London,
United Kingdom
|
+$9.35M |
| 5 |
Barclays
London,
United Kingdom
|
+$6.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.6M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.3M |
| 3 |
Goldman Sachs
New York
|
-$10.5M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$6.43M |
| 5 |
Millennium Management
New York
|
-$6.06M |
EXPO Hedge Fund Activity: Q4 2023 in Review
354 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2023, worth a combined $4.17B — up 5.3% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new EXPO positions and 38 closed out — a net gain of 5 holders — while 117 added to existing stakes and 152 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $75.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.6M.
- 354 institutional investors held Exponent (EXPO) as of Q4 2023, down from 356 in Q3 2023.
- Funds reported $4.17B of Exponent stock for Q4 2023, up 5.3% quarter-over-quarter.
- 43 funds opened new Exponent positions in Q4 2023 and 38 closed out, a net change of +5 holders.
- The largest Exponent buyer in Q4 2023 was Morgan Stanley, an estimated $75.9M added.
- The largest Exponent seller in Q4 2023 was T. Rowe Price Associates, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2023.