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Exponent

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
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
301
Baker Avenue Asset Management
California
$31.7K -$19.3K -207 -38%
VCM
302
Versant Capital Management
Arizona
$30.4K +$840 +9 +3%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$30.2K +$19.4K +208 +179%
VWM
304
Venturi Wealth Management
Texas
$28.8K +$5.79K +62 +25%
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$26K -$55.9K -615 -68%
QL
306
Quarry LP
New York
$24.7K +$24.7K +265 New
AF
307
Allworth Financial
California
$22.4K -$279 -3 -1%
PTC
308
Private Trust Company
Ohio
$20.7K
CT
309
Cambridge Trust
Massachusetts
$20.3K
GRP
310
Global Retirement Partners
California
$18.2K +$1.5K +16 +9%
CFGS
311
Concourse Financial Group Securities
Alabama
$16.3K -$933 -10 -5%
WBC
312
West Branch Capital
Massachusetts
$15.9K
LF
313
Lee Financial
Texas
$14K
GA
314
GoalVest Advisory
New York
$10.8K +$10.8K +116 New
CAC
315
Core Alternative Capital
Georgia
$10.6K -$10.6K -114 -50%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$280 -3 -3%
BWP
317
Baldwin Wealth Partners
Massachusetts
$10.3K
CFO
318
CVA Family Office
Colorado
$10.1K +$5.69K +61 +130%
BTI
319
Blue Trust Inc
Georgia
$9K +$6.29K +65 +232%
CCM
320
Copeland Capital Management
Pennsylvania
$8.96K +$3.64K +39 +68%
NA
321
NewEdge Advisors
Louisiana
$8.03K
FRA
322
Front Row Advisors
California
$6K
Simplex Trading
323
Simplex Trading
Illinois
$6K +$6K +73 New
CSPIA
324
Cary Street Partners Investment Advisory
Virginia
$5.13K
VCM
325
Vigilant Capital Management
Maine
$5K