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Exponent
EXPO

Overview Fund Activity

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
2
DCM
Driehaus Capital Management
Illinois
$27M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.5M
4
Marshall Wace
Marshall Wace
United Kingdom
$11.2M
5
Goldman Sachs
Goldman Sachs
New York
$22.5M

Top Sellers

1
RMA
Roffman Miller Associates
Pennsylvania
$35.7M
2
BlackRock
BlackRock
New York
$865M
3
Millennium Management
Millennium Management
New York
$5.76M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.42M
5
Ameriprise
Ameriprise
Minnesota
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$340K +$323K +2,852 +1,940%
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$339K +$339K +3,013 New
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$334K +$334K +2,956 New
HAG
229
HighPoint Advisor Group
Illinois
$318K +$318K +2,808 New
CICI
230
Capital Investment Counsel Inc
North Carolina
$317K – – –
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$305K -$92.8K -819 -23%
MOS
232
MGO One Seven
Ohio
$302K +$5.62K +49 +2%
WCWM
233
Willow Creek Wealth Management
California
$300K – – –
X
234
Xponance
Pennsylvania
$276K -$45.9K -406 -14%
EGM
235
Engineers Gate Manager
New York
$274K -$347K -3,061 -56%
ECM
236
Evergreen Capital Management
Washington
$266K +$266K +2,354 New
MIM
237
Marco Investment Management
Georgia
$262K – – –
VI
238
Vestcor Inc
New Brunswick, Canada
$253K – – –
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$243K -$2.27M -20,007 -90%
KAS
240
Kestra Advisory Services
Texas
$243K +$243K +2,149 New
ED
241
Exane Derivatives
France
$237K -$12.4K -110 -5%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$233K +$233K +2,058 New
NIMI
243
Natixis Investment Managers International
France
$231K +$43.1K +382 +23%
MG
244
Mather Group
Illinois
$231K +$231K +2,045 New
MCM
245
MAI Capital Management
Ohio
$226K +$226K +1,995 New
FSA
246
Financial Sense Advisors
California
$226K +$226K +2,000 New
Lido Advisors
247
Lido Advisors
California
$225K +$225K +1,992 New
II
248
Inspire Investing
Idaho
$224K -$358K -3,168 -62%
AP
249
Advisor Partners
California
$224K +$224K +1,977 New
WA
250
Wealth Alliance
New York
$224K +$224K +1,978 New
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10
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