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Exponent

373 hedge funds and large institutions have $5.46B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 137 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,708% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $12K

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $4.47B → $5.46B (+$990M)

5% more funds holding

Funds holding: 354373 (+19)

0.86% more ownership

Funds ownership: 92.66%93.51% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 137

Holders
373
Holders Change
+19
Holders Change %
+5.37%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
55
Increased
131
Reduced
137
Closed
33
Calls
$2.02M
Puts
$12K
Net Calls
+$2M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$708M +$16.2M +155,085 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M +$1.61M +15,348 +0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$551M +$14.1M +134,877 +3%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$324M +$4.53M +43,257 +2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$276M -$7.13M -68,141 -3%
State Street
6
State Street
Massachusetts
$212M +$1.43M +13,644 +0.7%
GCM
7
Geneva Capital Management
Wisconsin
$183M +$2.86M +27,339 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$174M +$7.23M +69,099 +5%
Invesco
9
Invesco
Georgia
$135M +$7.88M +75,317 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$112M -$4.74M -45,319 -4%
RP
11
Riverbridge Partners
Minnesota
$102M -$6.63M -63,353 -7%
Morgan Stanley
12
Morgan Stanley
New York
$99.3M +$2.58M +24,656 +3%
Fundsmith LLP
13
Fundsmith LLP
United Kingdom
$96.4M -$19M -181,621 -18%
Wells Fargo
14
Wells Fargo
California
$84.7M -$623K -5,956 -0.8%
Northern Trust
15
Northern Trust
Illinois
$82.7M -$3.04M -29,105 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$72.7M +$25.6M +245,086 +64%
Ameriprise
17
Ameriprise
Minnesota
$69.4M +$8.94M +85,450 +17%
Norges Bank
18
Norges Bank
Norway
$67.7M +$1.1M +10,523 +2%
GKIM
19
GW&K Investment Management
Massachusetts
$63.7M -$987K -9,438 -2%
Charles Schwab
20
Charles Schwab
California
$59.7M +$749K +7,163 +1%
RJA
21
Raymond James & Associates
Florida
$58.5M +$2.15M +20,527 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$53.9M +$776K +7,420 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$50.9M -$9.69M -92,653 -17%
RAM
24
Resona Asset Management
Japan
$44.2M -$2.63M -25,149 -6%
Goldman Sachs
25
Goldman Sachs
New York
$41.5M +$15.9M +151,830 +73%

EXPO Hedge Fund Activity: Q3 2024 in Review

373 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q3 2024, worth a combined $5.46B — up 22% from $4.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EXPO positions and 33 closed out — a net gain of 22 holders — while 131 added to existing stakes and 137 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.6M. The largest seller was Fundsmith LLP, cutting an estimated $19M.

  • 373 institutional investors held Exponent (EXPO) as of Q3 2024, up from 354 in Q2 2024.
  • Funds reported $5.46B of Exponent stock for Q3 2024, up 22% quarter-over-quarter.
  • 55 funds opened new Exponent positions in Q3 2024 and 33 closed out, a net change of +22 holders.
  • The largest Exponent buyer in Q3 2024 was JP Morgan Chase, an estimated $25.6M added.
  • The largest Exponent seller in Q3 2024 was Fundsmith LLP, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.