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Exponent
EXPO

Overview Fund Activity

339 hedge funds and large institutions have $5.31B invested in Exponent in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.95%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
41
Increased
116
Reduced
117
Closed
17
Calls
$4.49M
Puts
$747K
Net Calls
+$3.75M
Net Calls Change
+$2.62M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$294M
2
DCM
Driehaus Capital Management
Illinois
$27M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$12.5M
4
Marshall Wace
Marshall Wace
United Kingdom
$11.2M
5
Goldman Sachs
Goldman Sachs
New York
$22.5M

Top Sellers

1
RMA
Roffman Miller Associates
Pennsylvania
$35.7M
2
BlackRock
BlackRock
New York
$865M
3
Millennium Management
Millennium Management
New York
$5.76M
4
Renaissance Technologies
Renaissance Technologies
New York
$5.42M
5
Ameriprise
Ameriprise
Minnesota
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
251
Panagora Asset Management
Massachusetts
$222K – – –
FTDI
252
First Trust Direct Indexing
Massachusetts
$220K +$220K +1,946 New
YWP
253
YorkBridge Wealth Partners
New York
$219K +$219K +1,937 New
PCM
254
Prelude Capital Management
New York
$218K +$218K +1,931 New
6M
255
6 Meridian
Kansas
$217K -$266K -2,348 -55%
SOW
256
State of Wyoming
Wyoming
$212K +$48.4K +427 +30%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$206K +$41.4K +366 +25%
LBC
258
Lowe Brockenbrough & Co
Virginia
$204K +$204K +1,800 New
IWA
259
Intercontinental Wealth Advisors
Texas
$201K +$201K +1,780 New
EIP
260
Ellis Investment Partners
Pennsylvania
$178K – – –
SWM
261
Spire Wealth Management
Virginia
$155K +$27.1K +240 +21%
FMT
262
First Mercantile Trust
Tennessee
$153K -$14.6K -129 -9%
ST
263
Sageworth Trust
Pennsylvania
$150K – – –
PFBT
264
Parkside Financial Bank & Trust
Missouri
$148K +$1.69K +15 +1%
HIA
265
Harbor Investment Advisory
Maryland
$138K +$109K +964 +371%
VanEck Associates
266
VanEck Associates
New York
$136K +$50.6K +447 +59%
HWMA
267
Heritage Wealth Management (Arizona)
Arizona
$131K +$11.9K +105 +10%
Macquarie Group
268
Macquarie Group
Australia
$130K -$64.2K -566 -33%
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$129K +$3.17K +28 +3%
CFGS
270
Concourse Financial Group Securities
Alabama
$118K -$565 -5 -0.5%
PCG
271
Private Capital Group
Connecticut
$118K -$565 -5 -0.5%
AIC
272
Archer Investment Corporation
Indiana
$117K – – –
Bessemer Group
273
Bessemer Group
New Jersey
$95K +$11K +97 +13%
SWA
274
Sutton Wealth Advisors
Florida
$79.4K – – –
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$68K +$33.3K +296 +96%
9 10
11
12 13