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Exponent

354 hedge funds and large institutions have $4.47B invested in Exponent in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,382% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $38K

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 118

15% more capital invested

Capital invested by funds: $3.88B → $4.47B (+$586M)

8% more funds holding

Funds holding: 329354 (+25)

0.07% less ownership

Funds ownership: 92.72%92.66% (-0.07%)

Holders
354
Holders Change
+25
Holders Change %
+7.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
57
Increased
145
Reduced
118
Closed
29
Calls
$2.08M
Puts
$38K
Net Calls
+$2.04M
Net Calls Change
+$756K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$569M +$9.23M +102,346 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$501M -$2.15M -23,793 -0.5%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$441M +$25.6M +284,179 +7%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$263M +$6.84M +75,909 +3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$234M -$9.33M -103,482 -4%
State Street
6
State Street
Massachusetts
$174M +$2.27M +25,213 +1%
GCM
7
Geneva Capital Management
Wisconsin
$149M +$3.17M +35,209 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$137M +$7.92M +87,810 +7%
Invesco
9
Invesco
Georgia
$105M +$4.76M +52,788 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$96.9M +$551K +6,108 +0.6%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$96.8M -$2.89M -32,022 -3%
RP
12
Riverbridge Partners
Minnesota
$90.1M -$5.25M -58,202 -6%
Morgan Stanley
13
Morgan Stanley
New York
$79.6M -$5.09M -56,495 -6%
Northern Trust
14
Northern Trust
Illinois
$71M +$831K +9,211 +1%
Wells Fargo
15
Wells Fargo
California
$70.5M +$597K +6,622 +0.9%
Norges Bank
16
Norges Bank
Norway
$54.9M +$2.38M +26,361 +5%
GKIM
17
GW&K Investment Management
Massachusetts
$53.5M +$500K +5,544 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.8M +$1.61M +17,849 +3%
Ameriprise
19
Ameriprise
Minnesota
$49.1M -$59.8M -663,379 -56%
Charles Schwab
20
Charles Schwab
California
$48.6M +$1.59M +17,677 +4%
RJA
21
Raymond James & Associates
Florida
$46.3M +$1.72M +19,051 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$43.8M +$1.91M +21,228 +5%
RAM
23
Resona Asset Management
Japan
$39M -$4.32M -47,864 -10%
JP Morgan Chase
24
JP Morgan Chase
New York
$36.7M -$664K -7,365 -2%
Mirae Asset Global ETFs Holdings
25
Mirae Asset Global ETFs Holdings
Hong Kong
$33.1M +$31.4M +348,136 New

EXPO Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q2 2024, worth a combined $4.47B — up 15% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EXPO positions and 29 closed out — a net gain of 28 holders — while 145 added to existing stakes and 118 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $25.6M. The largest seller was Ameriprise, cutting an estimated $59.8M.

  • 354 institutional investors held Exponent (EXPO) as of Q2 2024, up from 329 in Q1 2024.
  • Funds reported $4.47B of Exponent stock for Q2 2024, up 15% quarter-over-quarter.
  • 57 funds opened new Exponent positions in Q2 2024 and 29 closed out, a net change of +28 holders.
  • The largest Exponent buyer in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $25.6M added.
  • The largest Exponent seller in Q2 2024 was Ameriprise, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2024.