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Exponent
EXPO

Overview Fund Activity

314 hedge funds and large institutions have $4.57B invested in Exponent in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+9
Holders Change %
+2.95%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
98
Reduced
119
Closed
34
Calls
$848K
Puts
–
Net Calls
+$848K
Net Calls Change
+$839K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$25.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$19.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.2M
4
SBH
Segall Bryant & Hamill
Illinois
+$13.2M
5
Ameriprise
Ameriprise
Minnesota
+$12.8M

Top Sellers

1
AAM
Ardevora Asset Management
United Kingdom
-$16.8M
2
GKIM
GW&K Investment Management
Massachusetts
-$16.7M
3
Norges Bank
Norges Bank
Norway
-$15.8M
4
CCM
Copeland Capital Management
Pennsylvania
-$15M
5
SAM
Silvercrest Asset Management
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
326
Equitable Trust
Tennessee
– -$221K -2,457 Closed
MFG
327
Magnus Financial Group
New York
– -$207K -2,302 Closed
QC
328
Quadrature Capital
United Kingdom
– -$203K -2,253 Closed
SAM
329
Sawgrass Asset Management
Florida
– -$202K -2,240 Closed
FTDI
330
First Trust Direct Indexing
Massachusetts
– -$142K -1,579 Closed
Simplex Trading
331
Simplex Trading
Illinois
– -$45K -505 Closed
ICP
332
Interchange Capital Partners
Pennsylvania
– -$17K -197 Closed
PWPS
333
Pinnacle Wealth Planning Services
Ohio
– -$14K -160 Closed
ASN
334
Advisory Services Network
Georgia
– -$13K -141 Closed
SIAG
335
Safeguard Investment Advisory Group
California
– -$12K -134 Closed
VCG
336
Vantage Consulting Group
Virginia
– -$12K -130 Closed
M
337
MOTCO
Texas
– -$9K -101 Closed
CWM
338
Curi Wealth Management
North Carolina
– -$8K -97 Closed
VAIA
339
Virtus Alternative Investment Advisers
Connecticut
– -$7K -76 Closed
BC
340
Bartlett & Co
Ohio
– -$3K -38 Closed
BCWM
341
Bartlett & Co Wealth Management
Ohio
– -$3.42K -38 Closed
ONST
342
Old North State Trust
North Carolina
– -$3K -36 Closed
HGWM
343
Harvest Group Wealth Management
Massachusetts
– -$3K -30 Closed
Jones Financial Companies
344
Jones Financial Companies
Missouri
– -$2K -19 Closed
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