EXPO icon

Exponent
EXPO

Overview Fund Activity

357 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$447M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$259M
3
Wells Fargo
3
Wells Fargo
California
$62.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.3M
5
Millennium Management
5
Millennium Management
New York
$22M

Top Sellers

1
AAM
1
Ardevora Asset Management
United Kingdom
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.98M
3
Polen Capital Management
3
Polen Capital Management
Florida
$485K
4
DCM
4
Driehaus Capital Management
Illinois
$17.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
326
Cambridge Trust
Massachusetts
$10K +$10K +97 New
HPC
327
HM Payson & Co
Maine
$9K – – –
QC
328
Quent Capital
New York
$8K +$8K +70 New
VCM
329
Vigilant Capital Management
Maine
$6K – – –
UB
330
UMB Bank
Missouri
$6K – – –
BFEC
331
Benjamin F. Edwards & Company
Missouri
$5K – – –
FRA
332
Front Row Advisors
California
$5K – – –
CFO
333
CVA Family Office
Colorado
$5K – – –
TJHA
334
Thomas J. Herzfeld Advisors
Florida
$5K +$2.07K +19 +70%
LC
335
Lindbrook Capital
California
$4K -$3.52K -29 -47%
LCM
336
Logan Capital Management
Pennsylvania
$4K – – –
S
337
Surevest
California
$4K – – –
GWS
338
Glassman Wealth Services
Virginia
$4K +$1.21K +10 +43%
MAM
339
Meeder Asset Management
Ohio
$4K +$4K +35 New
COCM
340
Charter Oak Capital Management
New Hampshire
$4K +$4K +36 New
LTI
341
Laffer Tengler Investments
Tennessee
$3.03K +$3.03K +28 New
AF
342
Advisornet Financial
Minnesota
$3K – – –
Lazard Asset Management
343
Lazard Asset Management
New York
$3K – – –
BA
344
Bellwether Advisors
Nebraska
$2K – – –
SC
345
Sierra Capital
Florida
$2K – – –
MCM
346
Manchester Capital Management
Vermont
$2K +$727 +8 +57%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +14 New
NIC
348
Northwest Investment Counselors
Oregon
$2K +$2K +22 New
PP
349
Pacifica Partners
Canada
$1K – – –
SC
350
Schubert & Co
Texas
$1K +$333 +3 +50%
12 13
14
15 16