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Exponent
EXPO

Overview Fund Activity

305 hedge funds and large institutions have $4.22B invested in Exponent in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
107
Reduced
97
Closed
51
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$391K

Top Buyers

1
AAM
Ardevora Asset Management
United Kingdom
$65.9M
2
BlackRock
BlackRock
New York
$721M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$160M
4
Vanguard Group
Vanguard Group
Pennsylvania
$487M
5
RMA
Roffman Miller Associates
Pennsylvania
$27.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.12M
2
Deutsche Bank
Deutsche Bank
Germany
$5.32M
3
CCM
Copeland Capital Management
Pennsylvania
$29.5M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$41.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$42K +$26.4K +742 +169%
FHA
252
First Horizon Advisors
Tennessee
$36K -$3.03K -34 -8%
S
253
SignatureFD
Georgia
$36K -$178 -2 -0.5%
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$32K – – –
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$32K +$2.29K +25 +8%
AAP
256
Arax Advisory Partners
Colorado
$31K +$91 +1 +0.3%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$27K – – –
VCM
258
Versant Capital Management
Arizona
$25K -$267 -3 -1%
LF
259
Lee Financial
Texas
$23K – – –
HIA
260
Harbor Investment Advisory
Maryland
$23K – – –
Baillie Gifford & Co
261
Baillie Gifford & Co
United Kingdom
$22K +$22K +243 New
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
QCG
263
Quadrant Capital Group
Ohio
$18K – – –
ICP
264
Interchange Capital Partners
Pennsylvania
$17K +$17K +197 New
HL
265
Harding Loevner
New Jersey
$16K – – –
WTC
266
WhitTier Trust Company
Nevada
$14K – – –
BCA
267
Berman Capital Advisors
Georgia
$14K +$4.03K +46 +40%
IAIM
268
International Assets Investment Management
Florida
$14K +$14K +152 New
PWPS
269
Pinnacle Wealth Planning Services
Ohio
$14K +$14K +160 New
ASN
270
Advisory Services Network
Georgia
$13K -$26.2K -284 -67%
CFA
271
Carroll Financial Associates
North Carolina
$13K -$359 -4 -3%
AF
272
Allworth Financial
California
$13K – – –
SFS
273
Sowell Financial Services
Arkansas
$12K +$8.35K +96 +229%
VCG
274
Vantage Consulting Group
Virginia
$12K +$12K +130 New
SIAG
275
Safeguard Investment Advisory Group
California
$12K +$12K +134 New
9 10
11
12 13