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Exponent

369 hedge funds and large institutions have $5.39B invested in Exponent in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 137 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+16
Holders Change %
+4.53%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
54
Increased
129
Reduced
137
Closed
35
Calls
$2.02M
Puts
$12K
Net Calls
+$2.01M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Shares
Change %
UFF
301
USA Financial Formulas
Michigan
$60.2K +$60.2K +522 New
OAM
302
Ostrum Asset Management
France
$59.6K -$85.5K -742 -59%
QCG
303
Quadrant Capital Group
Ohio
$51.2K +$3K +26 +6%
NA
304
NewEdge Advisors
Louisiana
$50.1K -$3K -26 -6%
CFM
305
Catalyst Funds Management
Australia
$46.1K +$46.1K +400 New
FHA
306
First Horizon Advisors
Tennessee
$41.4K +$115 +1 +0.3%
SWM
307
Spire Wealth Management
Virginia
$34.9K -$7.48K -65 -18%
RA
308
Rise Advisors
New York
$34.1K +$115 +1 +0.3%
GSEP
309
Golden State Equity Partners
California
$31.6K +$31.6K +274 New
TIM
310
Tortoise Investment Management
New York
$28.7K +$3.34K +29 +13%
AF
311
Allworth Financial
California
$27.6K +$692 +6 +3%
N
312
Natixis
France
$27.2K +$27.2K +236 New
BIA
313
Bell Investment Advisors
California
$26.5K
VCM
314
Versant Capital Management
Arizona
$26.4K
WIM
315
Westside Investment Management
California
$26.2K +$26.2K +227 New
LFA
316
LGT Financial Advisors
Texas
$23.3K
GRP
317
Global Retirement Partners
California
$21.5K
OC
318
Oarsman Capital
Wisconsin
$19.8K +$19.8K +172 New
WBC
319
West Branch Capital
Massachusetts
$19.6K
UB
320
UMB Bank
Missouri
$17.4K +$13.7K +119 +372%
HWM
321
Hemington Wealth Management
Virginia
$16K +$16K +172 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$14.6K -$11.1K -96 -43%
PTC
323
Private Trust Company
Ohio
$13.9K
WSFS
324
Wilmington Savings Fund Society
Delaware
$13.5K +$13.5K +117 New
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K +$12.2K +106 New