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Exponent

369 hedge funds and large institutions have $4.23B invested in Exponent in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

849% more call options, than puts

Call options by funds: $2.03M | Put options by funds: $214K

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0.08% less ownership

Funds ownership: 93.51%93.43% (-0.08%)

1% less funds holding

Funds holding: 373369 (-4)

11% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 140

23% less capital invested

Capital invested by funds: $5.46B → $4.23B (-$1.23B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
369
Holders Change
-4
Holders Change %
-1.07%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
124
Reduced
140
Closed
50
Calls
$2.03M
Puts
$214K
Net Calls
+$1.82M
Net Calls Change
-$188K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$556M +$10M +99,358 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$476M +$6.78M +67,296 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$422M -$3.92M -38,920 -0.8%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$250M -$392K -3,888 -0.1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$193M -$23.3M -231,471 -10%
State Street
6
State Street
Massachusetts
$171M +$7.98M +79,200 +4%
GCM
7
Geneva Capital Management
Wisconsin
$140M -$2.13M -21,128 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$135M +$1.4M +13,932 +0.9%
Invesco
9
Invesco
Georgia
$106M +$1.34M +13,263 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$83M -$4.26M -42,271 -4%
Morgan Stanley
11
Morgan Stanley
New York
$77.8M +$1.17M +11,654 +1%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$74.5M
Northern Trust
13
Northern Trust
Illinois
$68.6M +$5.36M +53,227 +7%
Wells Fargo
14
Wells Fargo
California
$65.9M +$474K +4,704 +0.6%
RP
15
Riverbridge Partners
Minnesota
$58.2M -$23.3M -231,077 -26%
Ameriprise
16
Ameriprise
Minnesota
$57.6M +$4.43M +44,002 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$55.1M +$62.3M +618,751 New
JP Morgan Chase
18
JP Morgan Chase
New York
$54.4M -$2.04M -20,254 -3%
Norges Bank
19
Norges Bank
Norway
$52.4M +$39.4K +391 +0.1%
Charles Schwab
20
Charles Schwab
California
$46.8M +$782K +7,766 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$38.6M -$3.47M -34,400 -7%
RAM
22
Resona Asset Management
Japan
$38.5M +$4.77M +47,358 +12%
GKIM
23
GW&K Investment Management
Massachusetts
$38.5M -$12.1M -120,453 -22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$38.2M -$1.27M -12,580 -3%
Goldman Sachs
25
Goldman Sachs
New York
$36.3M +$4.78M +47,479 +13%

EXPO Hedge Fund Activity: Q4 2024 in Review

369 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Exponent (EXPO) for Q4 2024, worth a combined $4.23B — down 23% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new EXPO positions and 50 closed out — a net gain of 2 holders — while 124 added to existing stakes and 140 trimmed.

The largest buyer was BlackRock, adding an estimated $10M. The largest seller was Neuberger Berman Group, cutting an estimated $23.3M.

  • 369 institutional investors held Exponent (EXPO) as of Q4 2024, down from 373 in Q3 2024.
  • Funds reported $4.23B of Exponent stock for Q4 2024, down 23% quarter-over-quarter.
  • 52 funds opened new Exponent positions in Q4 2024 and 50 closed out, a net change of +2 holders.
  • The largest Exponent buyer in Q4 2024 was BlackRock, an estimated $10M added.
  • The largest Exponent seller in Q4 2024 was Neuberger Berman Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.