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Exponent
EXPO

Overview Fund Activity

360 hedge funds and large institutions have $4.56B invested in Exponent in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+10
Holders Change %
+2.86%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
145
Reduced
114
Closed
29
Calls
$1.84M
Puts
$718K
Net Calls
+$1.13M
Net Calls Change
+$810K

Top Buyers

1
Millennium Management
Millennium Management
New York
$58.2M
2
Ameriprise
Ameriprise
Minnesota
$56.3M
3
Citadel Advisors
Citadel Advisors
Florida
$25.3M
4
HF
HRT Financial
New York
$14.4M
5
E
Ergoteles
New York
$13.8M

Top Sellers

1
BlackRock
BlackRock
New York
$607M
2
Vanguard Group
Vanguard Group
Pennsylvania
$498M
3
Man Group
Man Group
United Kingdom
$15.8M
4
Principal Financial Group
Principal Financial Group
Iowa
$20.6M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
API
226
Advisor Partners II
California
$438K +$100K +1,007 +30%
WA
227
Wealth Alliance
New York
$431K +$8.28K +83 +2%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$431K +$196K +1,963 +83%
TF
229
TIAA FSB
Florida
$400K +$9.27K +93 +2%
Creative Planning
230
Creative Planning
Kansas
$397K +$66.4K +666 +20%
CAN
231
Cetera Advisor Networks
California
$392K -$20K -201 -5%
LA
232
Lindenwold Advisors
Pennsylvania
$374K -$498 -5 -0.1%
HR
233
Hardy Reed
Mississippi
$372K – – –
AWAU
234
Alliance Wealth Advisors (Utah)
Utah
$364K +$31.9K +320 +10%
Bessemer Group
235
Bessemer Group
New Jersey
$361K -$8.07K -81 -2%
PCM
236
Prelude Capital Management
New York
$358K +$358K +3,594 New
Allianz Asset Management
237
Allianz Asset Management
Germany
$355K -$1.04M -10,400 -74%
EWA
238
EverSource Wealth Advisors
Alabama
$355K +$4.99K +50 +1%
UAML
239
US Asset Management LLC
Pennsylvania
$353K -$4.68K -47 -1%
MPPW
240
Mitchell & Pahl Private Wealth
Oklahoma
$346K +$10.4K +104 +3%
OR
241
Olympiad Research
Connecticut
$343K +$343K +3,437 New
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$326K -$72.9K -731 -18%
PFO
243
Pathstone Family Office
New Jersey
$322K -$795K -7,633 -71%
HWAM
244
Hennion & Walsh Asset Management
New Jersey
$322K -$11.2K -112 -3%
CG
245
Caprock Group
Idaho
$317K +$317K +3,182 New
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$316K – – –
QT
247
Quantamental Technologies
New York
$310K +$310K +3,109 New
SW
248
SVB Wealth
Massachusetts
$309K -$3.39K -34 -1%
CIC
249
Carnegie Investment Counsel
Ohio
$299K – – –
ACM
250
Acrisure Capital Management
Texas
$287K -$21.7K -218 -7%
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