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Exponent

363 hedge funds and large institutions have $5.43B invested in Exponent in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 138 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+24
Holders Change %
+7.08%
% of All Funds
5.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
52
Increased
138
Reduced
111
Closed
23
Calls
$3.12M
Puts
$2M
Net Calls
+$1.12M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
326
Wolff Wiese Magana
California
$15K
ARMC
327
American Research & Management Company
Massachusetts
$13K
IPW
328
IronBridge Private Wealth
Texas
$11K
CWM
329
Curi Wealth Management
North Carolina
$11K +$11K +97 New
HPC
330
HM Payson & Co
Maine
$10K
KFP
331
KB Financial Partners
New Jersey
$10K +$10K +84 New
HFA
332
HC Financial Advisors
California
$9K
PA
333
Parallel Advisors
California
$9K +$2.03K +18 +29%
LC
334
Lindbrook Capital
California
$7K
FRA
335
Front Row Advisors
California
$6K -$1.71K -14 -22%
DWP
336
Destiny Wealth Partners
Florida
$6K
VCM
337
Vigilant Capital Management
Maine
$6K
AA
338
Ancora Advisors
Ohio
$6K
C
339
Covestor
United Kingdom
$6K +$6K +52 New
UB
340
UMB Bank
Missouri
$6K +$6K +55 New
BFEC
341
Benjamin F. Edwards & Company
Missouri
$5K
EI
342
Ellevest Inc
New York
$5K
BIA
343
Bell Investment Advisors
California
$5K +$2.21K +19 +79%
CFO
344
CVA Family Office
Colorado
$5K +$5K +47 New
LCM
345
Logan Capital Management
Pennsylvania
$4K
HI
346
Harbour Investments
Wisconsin
$4K
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
$4K
S
348
Surevest
California
$4K +$4K +34 New
Lazard Asset Management
349
Lazard Asset Management
New York
$3K
GWS
350
Glassman Wealth Services
Virginia
$3K