EXPO icon

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 %
SIC
276
Salem Investment Counselors
North Carolina
$63K – – –
GLLW
277
Graves Light Lenhart Wealth
Virginia
$58K – – –
CFB
278
Cullen/Frost Bankers
Texas
$56K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$54K -$37.1K -325 -41%
FPS
280
Fieldpoint Private Securities
Connecticut
$54K -$6.53K -58 -11%
FHA
281
First Horizon Advisors
Tennessee
$51K +$3.68K +33 +8%
GWM
282
Geneos Wealth Management
Colorado
$50K – – –
KBC Group
283
KBC Group
Belgium
$45K -$503K -4,437 -92%
S
284
SignatureFD
Georgia
$43K +$569 +5 +1%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$42.2K +$42.2K +373 New
AAP
286
Arax Advisory Partners
Colorado
$42K +$112 +1 +0.3%
VCM
287
Versant Capital Management
Arizona
$32K – – –
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$4.81K +43 +18%
Baillie Gifford & Co
289
Baillie Gifford & Co
United Kingdom
$27K – – –
HL
290
Harding Loevner
New Jersey
$26K – – –
QCG
291
Quadrant Capital Group
Ohio
$24K +$343 +3 +1%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$21K +$435 +4 +2%
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$20K – – –
QT
294
Quantbot Technologies
New York
$19K -$680K -6,190 -97%
LF
295
Lee Financial
Texas
$19K – – –
WBC
296
West Branch Capital
Massachusetts
$19K – – –
CFA
297
Carroll Financial Associates
North Carolina
$18K +$1.99K +18 +12%
WTC
298
WhitTier Trust Company
Nevada
$17K – – –
AF
299
Allworth Financial
California
$17K – – –
LWM
300
Liberty Wealth Management
California
$17K +$15.9K +133 +1,478%
10 11
12
13 14