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Exponent
EXPO

Overview Fund Activity

365 hedge funds and large institutions have $4.23B invested in Exponent in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
121
Reduced
139
Closed
50
Calls
$2.03M
Puts
$214K
Net Calls
+$1.82M
Net Calls Change
-$188K

Top Buyers

1
BlackRock
1
BlackRock
New York
$556M
2
Barclays
2
Barclays
United Kingdom
$16.2M
3
State Street
3
State Street
Massachusetts
$171M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.64M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$476M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$193M
2
RP
2
Riverbridge Partners
Minnesota
$58.2M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
GKIM
4
GW&K Investment Management
Massachusetts
$38.5M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
226
Old National Bancorp
Indiana
$320K +$891 +10 +0.3%
NWAG
227
Net Worth Advisory Group
Utah
$314K +$446 +5 +0.1%
TRCT
228
Tower Research Capital (TRC)
New York
$314K +$208K +2,336 +197%
WA
229
Wealth Alliance
New York
$312K -$26.6K -299 -8%
CGH
230
Crossmark Global Holdings
Texas
$311K -$3.65K -41 -1%
IP
231
Isthmus Partners
Wisconsin
$302K – – –
DTL
232
Dynamic Technology Lab
Singapore
$296K +$296K +3,319 New
QCM
233
QRG Capital Management
Illinois
$296K -$9.98K -112 -3%
FGP
234
Freestone Grove Partners
California
$290K +$290K +3,256 New
SOW
235
State of Wyoming
Wyoming
$289K -$335K -3,755 -54%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$289K +$4.82K +54 +2%
CA
237
Clearstead Advisors
Ohio
$280K -$1.87K -21 -0.7%
HFO
238
Heritage Family Offices
Arizona
$278K +$10.2K +114 +4%
UAML
239
US Asset Management LLC
Pennsylvania
$278K +$278K +3,124 New
SL
240
Summitry LLC
California
$278K +$58.9K +661 +27%
AO
241
Advisor OS
Illinois
$277K -$218K -2,444 -44%
MIM
242
Marco Investment Management
Georgia
$274K – – –
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$272K +$8.46K +95 +3%
GAM
244
Gotham Asset Management
New York
$260K +$260K +2,922 New
EWA
245
EverSource Wealth Advisors
Alabama
$259K +$1.96K +22 +0.8%
EA
246
Everpar Advisors
Oklahoma
$259K -$3.03K -34 -1%
SPA
247
Sherbrooke Park Advisers
New York
$256K +$256K +2,869 New
HAG
248
HighPoint Advisor Group
Illinois
$255K -$36.2K -398 -12%
PWG
249
Portside Wealth Group
Utah
$252K +$28K +314 +13%
IP
250
Intellectus Partners
California
$241K – – –
8 9
10
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