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Exponent
EXPO

Overview Fund Activity

363 hedge funds and large institutions have $5.43B invested in Exponent in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+24
Holders Change %
+7.08%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
52
Increased
138
Reduced
111
Closed
23
Calls
$3.12M
Puts
$2M
Net Calls
+$1.12M
Net Calls Change
-$2.63M

Top Buyers

1
BlackRock
BlackRock
New York
$912M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$320M
3
DCM
Driehaus Capital Management
Illinois
$40.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$20.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$23.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$108M
2
GKIM
GW&K Investment Management
Massachusetts
$64.2M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
CCM
Copeland Capital Management
Pennsylvania
$0
5
AAM
Ardevora Asset Management
United Kingdom
$63.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
226
Focus Financial Network
Minnesota
$381K +$3.97K +34 +1%
AA
227
ALPS Advisors
Colorado
$377K +$4.79K +41 +1%
Lido Advisors
228
Lido Advisors
California
$371K +$139K +1,190 +60%
ACM
229
AlphaCrest Capital Management
New York
$370K +$370K +3,171 New
IWA
230
Intercontinental Wealth Advisors
Texas
$369K +$161K +1,382 +78%
ACM
231
Argent Capital Management
Missouri
$358K +$4.08K +35 +1%
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$356K -$47.8K -409 -12%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$349K -$1.4K -12 -0.4%
Verition Fund Management
234
Verition Fund Management
Connecticut
$345K +$345K +2,956 New
LA
235
Lindenwold Advisors
Pennsylvania
$343K +$343K +2,941 New
QC
236
Quadrature Capital
United Kingdom
$341K -$25K -214 -7%
AP
237
Advisor Partners
California
$337K +$106K +905 +46%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$333K +$333K +2,853 New
PTC
239
Private Trust Company
Ohio
$331K +$331K +2,835 New
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$329K -$16.2K -139 -5%
MOS
241
MGO One Seven
Ohio
$328K +$20.9K +179 +7%
CICI
242
Capital Investment Counsel Inc
North Carolina
$327K – – –
YWP
243
YorkBridge Wealth Partners
New York
$322K +$96.1K +824 +43%
PMA
244
Prudent Man Advisors
Illinois
$309K -$51.1K -438 -14%
WCWM
245
Willow Creek Wealth Management
California
$309K – – –
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$299K -$15.3K -131 -5%
ECM
247
Evergreen Capital Management
Washington
$293K +$18.4K +158 +7%
X
248
Xponance
Pennsylvania
$290K +$4.91K +42 +2%
SOW
249
State of Wyoming
Wyoming
$288K +$69.1K +591 +32%
CCM
250
Coldstream Capital Management
Washington
$280K +$280K +2,394 New
8 9
10
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