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Exponent
EXPO

Overview Fund Activity

274 hedge funds and large institutions have $3.33B invested in Exponent in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
35
Increased
91
Reduced
108
Closed
30
Calls
$637K
Puts
$107K
Net Calls
+$530K
Net Calls Change
-$803K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$19M
2
EIP
Epoch Investment Partners
New York
+$16.1M
3
Millennium Management
Millennium Management
New York
+$13.4M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$12.3M
5
Ameriprise
Ameriprise
Minnesota
+$11.4M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$69.9M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$48.8M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$21M
4
BlackRock
BlackRock
New York
-$9.37M
5
Man Group
Man Group
United Kingdom
-$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Allworth Financial
California
$11K +$11K +149 New
CFA
252
Carroll Financial Associates
North Carolina
$10K – – –
FRA
253
Front Row Advisors
California
$8K -$1.84K -26 -19%
BCA
254
Berman Capital Advisors
Georgia
$8K – – –
LWA
255
Lenox Wealth Advisors
New York
$7K +$7K +94 New
NIPH
256
NN Investment Partners Holdings
Netherlands
$6K -$11.7K -162 -66%
GRP
257
Global Retirement Partners
California
$6K – – –
TFO
258
Tarbox Family Office
California
$5K +$4.38K +56 +700%
HFA
259
HC Financial Advisors
California
$5K +$5K +76 New
LC
260
Lindbrook Capital
California
$4K – – –
SL
261
Savior LLC
Massachusetts
$4K – – –
VFA
262
Valeo Financial Advisors
Indiana
$4K +$2.47K +34 +162%
SFS
263
Sowell Financial Services
Arkansas
$3K – – –
SPIA
264
Steward Partners Investment Advisory
New York
$3K – – –
TWA
265
TCI Wealth Advisors
Arizona
$3K +$3K +42 New
IA
266
IFP Advisors
Florida
$2K -$5.15K -67 -72%
HGWM
267
Harvest Group Wealth Management
Massachusetts
$2K – – –
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +30 New
AII
269
AGF Investments Inc
Ontario, Canada
$2K +$2K +32 New
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.58K -$242K -3,371 -99%
GWS
271
Glassman Wealth Services
Virginia
$1K – – –
NFG
272
Next Financial Group
Texas
$1K – – –
PWMG
273
Prestige Wealth Management Group
New Jersey
$1K +$1K +8 New
TI
274
tru Independence
Oregon
$3 – – –
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
– -$69.9M -1,012,381 Closed
9 10
11
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