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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.47B invested in Exponent in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 145 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+25
Holders Change %
+7.62%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
145
Reduced
119
Closed
28
Calls
$2.08M
Puts
$38K
Net Calls
+$2.05M
Net Calls Change
+$756K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$441M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22M
3
BlackRock
BlackRock
New York
$569M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$137M
5
UBS AM
UBS AM
Illinois
$13.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$49.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
3
EA
Emerald Advisers
Pennsylvania
$0
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$35K -$1.14K -12 -3%
FHA
302
First Horizon Advisors
Tennessee
$34.1K -$858 -9 -2%
RA
303
Rise Advisors
New York
$28.1K +$95 +1 +0.3%
QL
304
Quarry LP
New York
$25.2K +$25.2K +265 New
AF
305
Allworth Financial
California
$24.2K +$13.3K +128 +122%
HCP
306
Hexagon Capital Partners
Arkansas
$22.1K +$18.6K +196 +544%
BIA
307
Bell Investment Advisors
California
$21.9K +$14.3K +150 +188%
VCM
308
Versant Capital Management
Arizona
$21.8K -$4.95K -52 -19%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$21.2K +$571 +6 +3%
TIM
310
Tortoise Investment Management
New York
$20.9K +$9.13K +96 +77%
CA
311
Crewe Advisors
Utah
$20.2K +$14.1K +148 +231%
LFA
312
LGT Financial Advisors
Texas
$19.2K – – –
EC
313
EntryPoint Capital
New York
$18.9K -$146K -1,539 -89%
GRP
314
Global Retirement Partners
California
$17.7K +$9.68K +102 +120%
WBC
315
West Branch Capital
Massachusetts
$16.2K – – –
PTC
316
Private Trust Company
Ohio
$11.5K – – –
LC
317
Lindbrook Capital
California
$9.23K -$7.9K -83 -46%
PWMG
318
Private Wealth Management Group
New Jersey
$8.94K +$2.09K +22 +31%
CFGS
319
Concourse Financial Group Securities
Alabama
$8.85K -$476 -5 -5%
AF
320
Advisornet Financial
Minnesota
$8.47K -$2.95K -31 -26%
FNWA
321
Financial Network Wealth Advisors
Utah
$6.75K +$6.75K +71 New
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$6.37K – – –
FRA
323
Front Row Advisors
California
$6.09K -$1.05K -11 -15%
BCMLT
324
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.72K – – –
AS
325
Altshuler Shaham
Israel
$3.62K +$3.62K +38 New
11 12
13
14 15