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Exponent
EXPO

Overview Fund Activity

318 hedge funds and large institutions have $4.19B invested in Exponent in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 123 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
123
Reduced
96
Closed
30
Calls
$1.8M
Puts
$678K
Net Calls
+$1.12M
Net Calls Change
+$276K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$203M
2
Millennium Management
2
Millennium Management
New York
$19.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.7M
4
AAM
4
Ardevora Asset Management
United Kingdom
$59.4M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$9.03M

Top Sellers

1
BlackRock
1
BlackRock
New York
$697M
2
Wells Fargo
2
Wells Fargo
California
$32.9M
3
Axa
3
Axa
France
$9.18M
4
SBH
4
Segall Bryant & Hamill
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
326
Creative Planning
Kansas
– -$358K -3,678 Closed
EA
327
Ellsworth Advisors
Ohio
– -$356K -3,657 Closed
TPM
328
Triasima Portfolio Management
Quebec, Canada
– -$353K -3,620 Closed
MSL
329
Mackay Shields LLC
New York
– -$273K -2,800 Closed
GC
330
Guggenheim Capital
Illinois
– -$265K -2,724 Closed
BC
331
Bridgefront Capital
Texas
– -$258K -2,645 Closed
LIA
332
LS Investment Advisors
Michigan
– -$238K -2,438 Closed
MWNA
333
Marshall Wace North America
New York
– -$217K -2,224 Closed
WHG
334
Westwood Holdings Group
Texas
– -$212K -2,171 Closed
CCM
335
Coldstream Capital Management
Washington
– -$209K -2,142 Closed
MG
336
Mather Group
Illinois
– -$203K -2,084 Closed
MAP
337
Milestone Advisory Partners
North Carolina
– -$202K -2,069 Closed
MC
338
Maverick Capital
Texas
– -$169K -1,739 Closed
PHK
339
Point72 Hong Kong
Hong Kong
– -$46K -473 Closed
IAIM
340
International Assets Investment Management
Florida
– -$14K -152 Closed
TFO
341
Tarbox Family Office
California
– -$5K -48 Closed
SFS
342
Sowell Financial Services
Arkansas
– -$5K -48 Closed
DWP
343
Destiny Wealth Partners
Florida
– -$5K -48 Closed
SCA
344
Stuart Chaussee & Associates
California
– -$4K -43 Closed
VFA
345
Valeo Financial Advisors
Indiana
– -$1K -14 Closed
AIC
346
Ameritas Investment Company
Nebraska
– -$1.07K -11 Closed
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