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Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $4.28B invested in Exponent in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
121
Reduced
145
Closed
40
Calls
$1.52M
Puts
$187K
Net Calls
+$1.33M
Net Calls Change
+$207K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$103M
2
Invesco
Invesco
Georgia
$29.3M
3
Northern Trust
Northern Trust
Illinois
$85.8M
4
SO
STRS Ohio
Ohio
$10.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$399M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.19M
2
Millennium Management
Millennium Management
New York
$34.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$247M
4
DCM
Driehaus Capital Management
Illinois
$0
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
251
MGO One Seven
Ohio
$261K -$4.67K -50 -2%
MLICM
252
Metropolitan Life Insurance Company (MetLife)
New York
$260K +$3.73K +40 +1%
PFO
253
Pathstone Family Office
New Jersey
$253K -$49.3K -504 -16%
WCWM
254
Willow Creek Wealth Management
California
$247K – – –
AWM
255
Axxcess Wealth Management
California
$246K -$12.9K -138 -5%
KAS
256
Kestra Advisory Services
Texas
$241K +$8.21K +88 +4%
PA
257
Profund Advisors
Maryland
$241K -$15.1K -162 -6%
SCM
258
Shelton Capital Management
Colorado
$240K +$2.33K +25 +1%
AA
259
Apriem Advisors
California
$235K -$9.33K -100 -4%
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$231K +$18.8K +201 +9%
BMSSC
261
B. Metzler seel. Sohn & Co
Germany
$224K +$24.3K +260 +12%
IP
262
Intellectus Partners
California
$223K +$5.6K +60 +3%
Corient Private Wealth
263
Corient Private Wealth
Florida
$217K -$220K -2,361 -50%
LBC
264
Lowe Brockenbrough & Co
Virginia
$215K – – –
QC
265
Quadrature Capital
United Kingdom
$214K +$214K +2,297 New
National Bank of Canada
266
National Bank of Canada
Quebec, Canada
$212K – – –
GCM
267
Graham Capital Management
Connecticut
$212K -$1.96M -20,996 -90%
BTWM
268
Baker Tilly Wealth Management
Wisconsin
$212K -$2.89K -31 -1%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$206K +$23.3K +250 +13%
SW
270
SVB Wealth
Massachusetts
$206K -$83.5K -895 -29%
AC
271
AXQ Capital
New Jersey
$205K +$205K +2,197 New
PMA
272
Prudent Man Advisors
Illinois
$205K – – –
TWM
273
Thrive Wealth Management
Pennsylvania
$204K +$5.13K +55 +3%
CAM
274
Cresset Asset Management
Illinois
$204K +$204K +2,189 New
JF
275
Jump Financial
Illinois
$200K -$1.27M -13,561 -86%
9 10
11
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