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Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $3.96B invested in Exponent in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
142
Reduced
124
Closed
33
Calls
$916K
Puts
$85K
Net Calls
+$831K
Net Calls Change
-$502K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$401M
2
Invesco
Invesco
Georgia
$50.9M
3
MAM
Montanaro Asset Management
United Kingdom
$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.3M
5
Wells Fargo
Wells Fargo
California
$75.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.6M
2
Millennium Management
Millennium Management
New York
$8.31M
3
FAM
Fred Alger Management
New York
$0
4
Northern Trust
Northern Trust
Illinois
$68.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
Wealth Alliance
New York
$377K +$856 +10 +0.2%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$369K -$13.4K -157 -4%
SAM
228
Securian Asset Management
Minnesota
$369K -$19K -222 -5%
WG
229
Winton Group
United Kingdom
$368K -$77.5K -905 -17%
FA
230
FDx Advisors
Illinois
$355K -$681K -7,965 -66%
YIH
231
Y-Intercept (HK)
Hong Kong
$354K -$352K -4,107 -50%
CGH
232
Crossmark Global Holdings
Texas
$353K -$1.62K -18 -0.5%
M&T Bank
233
M&T Bank
New York
$352K -$242K -2,827 -41%
IWP
234
Icon Wealth Partners
Texas
$344K -$66K -771 -16%
TIAA Trust, National Association
235
TIAA Trust, National Association
North Carolina
$343K +$343K +4,009 New
PFO
236
Pathstone Family Office
New Jersey
$339K +$118K +1,374 +53%
SEC
237
Seven Eight Capital
New York
$328K +$328K +3,833 New
API
238
Advisor Partners II
California
$323K +$18.4K +215 +6%
PWG
239
Portside Wealth Group
Utah
$322K +$58.1K +682 +22%
HR
240
Hardy Reed
Mississippi
$320K – – –
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$315K +$32.2K +376 +11%
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$314K -$72.4K -846 -19%
LA
243
Lindenwold Advisors
Pennsylvania
$309K +$3.42K +40 +1%
II
244
Inspire Investing
Idaho
$307K +$19.1K +223 +7%
VA
245
Vident Advisory
Georgia
$305K +$305K +3,563 New
EWA
246
EverSource Wealth Advisors
Alabama
$298K +$18.1K +212 +6%
NRD
247
Nebula Research & Development
New York
$298K +$298K +3,479 New
ECM
248
ExodusPoint Capital Management
New York
$291K +$291K +3,396 New
NG
249
Norden Group
Utah
$287K +$287K +3,350 New
LAS
250
Lloyd Advisory Services
Georgia
$287K +$287K +3,350 New
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