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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 %
FF
301
FourThought Financial
Florida
$16K – – –
BEI
302
Benjamin Edwards Inc
Missouri
$16K – – –
CI
303
CX Institutional
Indiana
$15K – – –
TWA
304
TCI Wealth Advisors
Arizona
$14K +$4.63K +41 +49%
WWM
305
Wolff Wiese Magana
California
$14K +$8.06K +72 +136%
BCA
306
Berman Capital Advisors
Georgia
$13K – – –
ARMC
307
American Research & Management Company
Massachusetts
$12K – – –
IPW
308
IronBridge Private Wealth
Texas
$10K -$1.85K -17 -16%
HFA
309
HC Financial Advisors
California
$9K – – –
HPC
310
HM Payson & Co
Maine
$9K – – –
GRP
311
Global Retirement Partners
California
$9K +$584 +5 +7%
FRA
312
Front Row Advisors
California
$7K – – –
LC
313
Lindbrook Capital
California
$7K – – –
PA
314
Parallel Advisors
California
$7K +$1.69K +15 +32%
AA
315
Ancora Advisors
Ohio
$6K – – –
VCM
316
Vigilant Capital Management
Maine
$6K +$6K +53 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$5K – – –
EI
318
Ellevest Inc
New York
$5K – – –
DWP
319
Destiny Wealth Partners
Florida
$5K +$5K +48 New
LCM
320
Logan Capital Management
Pennsylvania
$4K – – –
HI
321
Harbour Investments
Wisconsin
$4K – – –
MAM
322
Meeder Asset Management
Ohio
$4K +$1.06K +9 +36%
1832 Asset Management
323
1832 Asset Management
Ontario, Canada
$4K +$4K +31 New
CPC
324
Consolidated Planning Corp
Georgia
$4K +$4K +36 New
Lazard Asset Management
325
Lazard Asset Management
New York
$3K -$42.4K -480 -93%
11 12
13
14 15