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Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $3.96B invested in Exponent in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
142
Reduced
124
Closed
33
Calls
$916K
Puts
$85K
Net Calls
+$831K
Net Calls Change
-$502K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$401M
2
Invesco
Invesco
Georgia
$50.9M
3
MAM
Montanaro Asset Management
United Kingdom
$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.3M
5
Wells Fargo
Wells Fargo
California
$75.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.6M
2
Millennium Management
Millennium Management
New York
$8.31M
3
FAM
Fred Alger Management
New York
$0
4
Northern Trust
Northern Trust
Illinois
$68.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
251
Verition Fund Management
Connecticut
$283K +$283K +3,303 New
CG
252
Caprock Group
Idaho
$271K – – –
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$264K -$4.91K -58 -2%
CIC
254
Carnegie Investment Counsel
Ohio
$261K – – –
HWAM
255
Hennion & Walsh Asset Management
New Jersey
$256K -$10.1K -118 -4%
AWM
256
Axxcess Wealth Management
California
$254K +$28.5K +333 +13%
MOS
257
MGO One Seven
Ohio
$250K +$11.3K +132 +5%
MLICM
258
Metropolitan Life Insurance Company (MetLife)
New York
$250K +$11K +129 +5%
CAM
259
Cresset Asset Management
Illinois
$245K +$58K +678 +31%
MIM
260
Marco Investment Management
Georgia
$241K – – –
KAS
261
Kestra Advisory Services
Texas
$241K +$19.6K +229 +9%
Two Sigma Investments
262
Two Sigma Investments
New York
$238K -$1.42M -16,540 -86%
TRCT
263
Tower Research Capital (TRC)
New York
$234K -$764K -8,923 -77%
NAS
264
Nicolet Advisory Services
Wisconsin
$229K +$229K +2,672 New
WCWM
265
Willow Creek Wealth Management
California
$227K – – –
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$222K +$9.93K +116 +5%
Bessemer Group
267
Bessemer Group
New Jersey
$217K -$27.7K -324 -11%
AA
268
Apriem Advisors
California
$215K – – –
IP
269
Intellectus Partners
California
$214K +$9.84K +115 +5%
AC
270
AXQ Capital
New Jersey
$214K +$25.9K +303 +14%
QC
271
Quadrature Capital
United Kingdom
$210K +$13.3K +155 +7%
PA
272
Profund Advisors
Maryland
$209K -$12.1K -141 -5%
QT
273
Quantamental Technologies
New York
$206K +$206K +2,409 New
SCM
274
Shelton Capital Management
Colorado
$204K -$15.5K -181 -7%
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$194K – – –
9 10
11
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