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Exponent

353 hedge funds and large institutions have $4.17B invested in Exponent in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
117
Reduced
151
Closed
38
Calls
$2.57M
Puts
$1.8M
Net Calls
+$775K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
301
Venturi Wealth Management
Texas
$27.2K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$25.1K +$5.81K +66 +30%
VCM
303
Versant Capital Management
Arizona
$24.7K -$3.17K -36 -11%
GI
304
GAMMA Investing
California
$24K +$24K +272 New
BTI
305
Blue Trust Inc
Georgia
$19K +$8.32K +99 +78%
LFA
306
LGT Financial Advisors
Texas
$17.8K
WTC
307
WhitTier Trust Company
Nevada
$17.7K +$2.2K +25 +14%
WBC
308
West Branch Capital
Massachusetts
$15K
LA
309
LM Advisors
California
$14.9K +$14.9K +169 New
JWM
310
Janiczek Wealth Management
Colorado
$14K +$3.52K +40 +34%
LF
311
Lee Financial
Texas
$13.2K
PTC
312
Private Trust Company
Ohio
$11.8K +$3.87K +44 +49%
GRP
313
Global Retirement Partners
California
$11.4K -$8.23K -91 -42%
CT
314
Cambridge Trust
Massachusetts
$10.6K
CAC
315
Core Alternative Capital
Georgia
$10K
BWP
316
Baldwin Wealth Partners
Massachusetts
$9.68K
ASN
317
Advisory Services Network
Georgia
$9.6K +$9.6K +109 New
AF
318
Allworth Financial
California
$9.14K -$6.33K -72 -41%
CFGS
319
Concourse Financial Group Securities
Alabama
$8.8K -$4.31K -49 -33%
CA
320
Crewe Advisors
Utah
$8.04K +$8.04K +91 New
BIA
321
Bell Investment Advisors
California
$7.04K +$3.52K +40 +100%
QL
322
Quarry LP
New York
$6.96K +$6.96K +79 New
SPIA
323
Steward Partners Investment Advisory
New York
$6.69K +$2.82K +32 +73%
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$6.16K -$5.9K -67 -49%
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$5.74K