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Exponent
EXPO

Overview Fund Activity

265 hedge funds and large institutions have $2.7B invested in Exponent in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
5.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
94
Reduced
78
Closed
19
Calls
$2.36M
Puts
$1.26M
Net Calls
+$1.1M
Net Calls Change
+$784K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$57.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$15.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$51.4M
4
CAM
Cortina Asset Management
Wisconsin
$5.52M
5
IP
Isthmus Partners
Wisconsin
$7.77M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$37.9M
2
Ameriprise
Ameriprise
Minnesota
$67.7M
3
RP
Riverbridge Partners
Minnesota
$38.4M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.18M
5
Renaissance Technologies
Renaissance Technologies
New York
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$35K -$5.64K -99 -14%
GWM
227
Geneos Wealth Management
Colorado
$29K +$56 +1 +0.2%
VCM
228
Versant Capital Management
Arizona
$27K – – –
EWM
229
Executive Wealth Management
Michigan
$26K – – –
ASN
230
Advisory Services Network
Georgia
$21K -$3.45K -60 -14%
S
231
SignatureFD
Georgia
$20K – – –
FANJ
232
Financial Architects (New Jersey)
New Jersey
$19K – – –
LF
233
Lee Financial
Texas
$18K – – –
TFA
234
Toth Financial Advisory
Virginia
$17K – – –
SIAS
235
Shine Investment Advisory Services
Colorado
$14K – – –
LFA
236
Legacy Financial Advisors
Kentucky
$14K – – –
BFEC
237
Benjamin F. Edwards & Company
Missouri
$14K – – –
SWM
238
SeaCrest Wealth Management
New York
$12K – – –
GAM
239
Gemmer Asset Management
California
$11K – – –
HL
240
Harding Loevner
New Jersey
$10K – – –
WTC
241
WhitTier Trust Company
Nevada
$9K – – –
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$9K – – –
PFBT
243
Parkside Financial Bank & Trust
Missouri
$9K +$2.81K +49 +45%
FNC
244
First National Corp
Massachusetts
$8K – – –
FRA
245
Front Row Advisors
California
$7K – – –
MNBTD
246
Moody National Bank Trust Division
Texas
$7K – – –
BCA
247
Berman Capital Advisors
Georgia
$7K +$2.26K +40 +48%
AQA
248
Alpha Quant Advisors
Texas
$7K +$7K +125 New
RCAG
249
Rehmann Capital Advisory Group
Michigan
$6.35K – – –
GSC
250
G&S Capital
Colorado
$6K +$6K +100 New
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