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Exponent

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
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$31.3K -$3.69K -43 -11%
VCM
302
Versant Capital Management
Arizona
$27.1K -$770 -9 -3%
VWM
303
Venturi Wealth Management
Texas
$26.5K
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$18.7K -$8.99K -105 -32%
GRP
305
Global Retirement Partners
California
$18.6K +$1.89K +22 +11%
LFA
306
LGT Financial Advisors
Texas
$17.3K +$17.3K +202 New
LC
307
Lindbrook Capital
California
$16.7K +$12.4K +145 +290%
WTC
308
WhitTier Trust Company
Nevada
$15.1K -$26K -304 -63%
AF
309
Allworth Financial
California
$15K -$5.55K -65 -27%
WBC
310
West Branch Capital
Massachusetts
$14.6K
LF
311
Lee Financial
Texas
$12.8K
CFGS
312
Concourse Financial Group Securities
Alabama
$12.8K -$2.23K -26 -15%
BTI
313
Blue Trust Inc
Georgia
$12K +$3.21K +34 +37%
Simplex Trading
314
Simplex Trading
Illinois
$12K +$6.12K +76 +104%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$2.23K +26 +23%
GA
316
GoalVest Advisory
New York
$10.4K +$428 +5 +4%
CT
317
Cambridge Trust
Massachusetts
$10.3K -$8.3K -97 -45%
JWM
318
Janiczek Wealth Management
Colorado
$10.2K +$8.22K +96 +417%
CAC
319
Core Alternative Capital
Georgia
$9.76K
BWP
320
Baldwin Wealth Partners
Massachusetts
$9.42K
CCP
321
Carmel Capital Partners
California
$9.42K +$9.42K +110 New
IA
322
IFP Advisors
Florida
$8.47K +$7.53K +88 +800%
RCM
323
Raleigh Capital Management
North Carolina
$8.13K +$8.13K +95 New
PTC
324
Private Trust Company
Ohio
$7.7K -$11.3K -132 -59%
NA
325
NewEdge Advisors
Louisiana
$7.36K