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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.17B invested in Exponent in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
117
Reduced
151
Closed
38
Calls
$2.57M
Puts
$1.8M
Net Calls
+$775K
Net Calls Change
-$56K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$160M
2
Ameriprise
2
Ameriprise
Minnesota
$96.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$137M
4
Man Group
4
Man Group
United Kingdom
$10M
5
Barclays
5
Barclays
United Kingdom
$9.96M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
EA
4
Emerald Advisers
Pennsylvania
$14.3M
5
Millennium Management
5
Millennium Management
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
226
CenterBook Partners
Connecticut
$345K -$112K -1,269 -24%
Verition Fund Management
227
Verition Fund Management
Connecticut
$344K +$53K +602 +18%
NG
228
Norden Group
Utah
$339K +$44K +500 +15%
QC
229
Quadrature Capital
United Kingdom
$339K +$123K +1,395 +57%
HWMA
230
Heritage Wealth Management (Arizona)
Arizona
$334K +$334K +3,794 New
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$331K -$161K -1,827 -33%
PWG
232
Portside Wealth Group
Utah
$329K -$3.43K -39 -1%
LA
233
Lindenwold Advisors
Pennsylvania
$317K – – –
EWA
234
EverSource Wealth Advisors
Alabama
$315K +$8.89K +101 +3%
UAML
235
US Asset Management LLC
Pennsylvania
$313K +$313K +3,554 New
CGH
236
Crossmark Global Holdings
Texas
$306K -$38.1K -433 -11%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$305K -$18.9K -215 -6%
Two Sigma Advisers
238
Two Sigma Advisers
New York
$299K +$299K +3,400 New
LCM
239
Landscape Capital Management
New Jersey
$286K +$286K +3,247 New
LWAM
240
Legacy Wealth Asset Management
Minnesota
$283K -$125K -1,419 -31%
PRC
241
Pearl River Capital
Michigan
$283K +$283K +3,211 New
QCM
242
QRG Capital Management
Illinois
$281K -$138K -1,562 -33%
CG
243
Caprock Group
Idaho
$280K +$1.23K +14 +0.4%
Baird Financial Group
244
Baird Financial Group
Wisconsin
$276K -$104K -1,178 -27%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$274K – – –
M&T Bank
246
M&T Bank
New York
$274K -$88K -999 -24%
KAS
247
Kestra Advisory Services
Texas
$263K +$15.3K +174 +6%
NAS
248
Nicolet Advisory Services
Wisconsin
$261K +$30.5K +353 +13%
CAM
249
Cresset Asset Management
Illinois
$261K +$8.63K +98 +3%
MLICM
250
Metropolitan Life Insurance Company (MetLife)
New York
$257K – – –
8 9
10
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