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Exponent
EXPO

Overview Fund Activity

306 hedge funds and large institutions have $3.4B invested in Exponent in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
6.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
103
Reduced
103
Closed
36
Calls
$158K
Puts
$540K
Net Calls
-$382K
Net Calls Change
-$414K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$48.8M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$112M
3
Deutsche Bank
Deutsche Bank
Germany
$17.9M
4
Ameriprise
Ameriprise
Minnesota
$117M
5
EIP
Epoch Investment Partners
New York
$26.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.52M
2
Renaissance Technologies
Renaissance Technologies
New York
$13.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$383M
4
BlackRock
BlackRock
New York
$551M
5
Bessemer Group
Bessemer Group
New Jersey
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
251
FORA Capital
Florida
$52K +$52K +727 New
SWA
252
Sutton Wealth Advisors
Florida
$50.6K – – –
AIC
253
Archer Investment Corporation
Indiana
$49K – – –
SIC
254
Salem Investment Counselors
North Carolina
$40K +$40K +556 New
GWM
255
Geneos Wealth Management
Colorado
$31K +$71 +1 +0.2%
FHA
256
First Horizon Advisors
Tennessee
$31K +$71 +1 +0.2%
ASN
257
Advisory Services Network
Georgia
$31K +$31K +425 New
PFWA
258
Paces Ferry Wealth Advisors
Georgia
$31K +$31K +435 New
S
259
SignatureFD
Georgia
$29K -$857 -12 -3%
SPIA
260
Steward Partners Investment Advisory
New York
$29K +$25.8K +360 +818%
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$27K +$27K +369 New
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$26K -$27.2K -371 -51%
AAP
263
Arax Advisory Partners
Colorado
$25K +$74 +1 +0.3%
BBA
264
Braun-Bostich & Associates
Pennsylvania
$24K +$24K +339 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$23K +$4.18K +59 +22%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$22K +$21.2K +296 +2,691%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$21K – – –
VCM
268
Versant Capital Management
Arizona
$20K – – –
HIA
269
Harbor Investment Advisory
Maryland
$19K – – –
LF
270
Lee Financial
Texas
$18K – – –
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
CIA
272
CSat Investment Advisory
Michigan
$16K +$1.95K +27 +14%
QCG
273
Quadrant Capital Group
Ohio
$15K -$79.3K -1,084 -84%
HL
274
Harding Loevner
New Jersey
$13K – – –
VAIA
275
Virtus Alternative Investment Advisers
Connecticut
$11K -$807 -11 -7%
9 10
11
12 13