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Exponent
EXPO

Overview Fund Activity

290 hedge funds and large institutions have $3.8B invested in Exponent in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
43
Increased
91
Reduced
110
Closed
25
Calls
$526K
Puts
$494K
Net Calls
+$32K
Net Calls Change
-$498K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$107M
2
Wells Fargo
Wells Fargo
California
$40.1M
3
BlackRock
BlackRock
New York
$633M
4
Ameriprise
Ameriprise
Minnesota
$119M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$146M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$11.3M
2
Deutsche Bank
Deutsche Bank
Germany
$2.38M
3
Millennium Management
Millennium Management
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$310K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$25.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Procyon Advisors
Connecticut
$22K – – –
VCM
252
Versant Capital Management
Arizona
$22K +$232 +3 +1%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$22K +$22K +266 New
HIA
254
Harbor Investment Advisory
Maryland
$21K – – –
LF
255
Lee Financial
Texas
$20K -$2.8K -35 -12%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$974 -12 -5%
CAN
257
Cetera Advisor Networks
California
$19K +$19K +229 New
CIA
258
CSat Investment Advisory
Michigan
$16K +$16K +195 New
HL
259
Harding Loevner
New Jersey
$14K – – –
VAIA
260
Virtus Alternative Investment Advisers
Connecticut
$13K -$12.1K -150 -48%
SIAS
261
Shine Investment Advisory Services
Colorado
$12K -$3.55K -45 -23%
WTC
262
WhitTier Trust Company
Nevada
$12K – – –
AF
263
Allworth Financial
California
$12K – – –
CFA
264
Carroll Financial Associates
North Carolina
$12K – – –
VFA
265
Valeo Financial Advisors
Indiana
$12K +$7.35K +87 +158%
BCA
266
Berman Capital Advisors
Georgia
$10K – – –
FHA
267
Flagship Harbor Advisors
Massachusetts
$10K +$10K +134 New
FRA
268
Front Row Advisors
California
$9K – – –
GRP
269
Global Retirement Partners
California
$7K – – –
HFA
270
HC Financial Advisors
California
$6K – – –
KPW
271
Kore Private Wealth
New York
$6K +$6K +84 New
TFO
272
Tarbox Family Office
California
$5K -$714 -8 -13%
SL
273
Savior LLC
Massachusetts
$5K – – –
LC
274
Lindbrook Capital
California
$5K – – –
SFS
275
Sowell Financial Services
Arkansas
$5K +$1.25K +14 +33%
9 10
11
12 13