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Exponent

350 hedge funds and large institutions have $4.5B invested in Exponent in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
121
Reduced
127
Closed
39
Calls
$1.75M
Puts
$1.44M
Net Calls
+$316K
Net Calls Change
-$560K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Sageworth Trust
Pennsylvania
$20K
GRP
302
Global Retirement Partners
California
$18.6K
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$18K
WBC
304
West Branch Capital
Massachusetts
$16.8K
TWA
305
TCI Wealth Advisors
Arizona
$15.9K +$396 +4 +3%
First Manhattan
306
First Manhattan
New York
$15.7K +$15.7K +158 New
TRCT
307
Tower Research Capital (TRC)
New York
$15K -$532K -5,360 -97%
TCOV
308
Trust Company of Vermont
Vermont
$13.9K
LF
309
Lee Financial
Texas
$12.9K
QL
310
Quarry LP
New York
$12.6K +$12.6K +127 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$11K
BWP
312
Baldwin Wealth Partners
Massachusetts
$10.9K +$10.9K +110 New
TCWA
313
Ten Capital Wealth Advisors
Washington
$8.92K
HPC
314
HM Payson & Co
Maine
$8.13K -$7.33K -74 -47%
BIA
315
Bell Investment Advisors
California
$8.13K +$3.77K +38 +86%
CCM
316
Copeland Capital Management
Pennsylvania
$6K +$6K +57 New
ASN
317
Advisory Services Network
Georgia
$5.75K +$5.75K +58 New
VCM
318
Vigilant Capital Management
Maine
$5K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$5K
FRA
320
Front Row Advisors
California
$5K
CSPIA
321
Cary Street Partners Investment Advisory
Virginia
$4.96K +$4.96K +50 New
TWC
322
TD Waterhouse Canada
Ontario, Canada
$4.95K
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
$4.66K -$2.48M -25,047 -100%
EI
324
Ellevest Inc
New York
$4.66K -$2.87K -29 -38%
CFO
325
CVA Family Office
Colorado
$4.66K