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Exponent
EXPO

Overview Fund Activity

348 hedge funds and large institutions have $4.29B invested in Exponent in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
136
Reduced
130
Closed
35
Calls
–
Puts
$430K
Net Calls
-$430K
Net Calls Change
-$3.04M

Top Buyers

1
Millennium Management
Millennium Management
New York
$34.7M
2
Wells Fargo
Wells Fargo
California
$69M
3
Morgan Stanley
Morgan Stanley
New York
$51.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$17.8M
5
Citadel Advisors
Citadel Advisors
Florida
$15.8M

Top Sellers

1
Man Group
Man Group
United Kingdom
$17M
2
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$1.19M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$269M
4
RP
Riverbridge Partners
Minnesota
$91.3M
5
GC
Guardian Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$4K – – –
CFO
327
CVA Family Office
Colorado
$4K – – –
TJHA
328
Thomas J. Herzfeld Advisors
Florida
$4K – – –
GWS
329
Glassman Wealth Services
Virginia
$4K +$1.07K +12 +36%
BIA
330
Bell Investment Advisors
California
$4K +$4K +45 New
HWA
331
HHM Wealth Advisors
Tennessee
$4K +$4K +46 New
COCM
332
Charter Oak Capital Management
New Hampshire
$3K – – –
S
333
Surevest
California
$3K – – –
Lazard Asset Management
334
Lazard Asset Management
New York
$3K – – –
LC
335
Lindbrook Capital
California
$3K +$88 +1 +3%
HI
336
Harbour Investments
Wisconsin
$3K +$3K +34 New
CA
337
Crewe Advisors
Utah
$3K +$3K +34 New
NIC
338
Northwest Investment Counselors
Oregon
$2K – – –
SFG
339
Steward Financial Group
Texas
$2K +$2K +28 New
MF
340
Magnetar Financial
Illinois
$1.18K +$1.18K +12,843 New
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$1.04K -$4.86K -52,920 -82%
DI
342
Disciplined Investments
Oklahoma
$1K +$286 +2 +40%
CAL
343
Capital Advisors Ltd
Ohio
$1K +$667 +4 +200%
SC
344
Schubert & Co
Texas
$1K +$400 +6 +67%
Jones Financial Companies
345
Jones Financial Companies
Missouri
$1K +$1K +10 New
PMFA
346
Plante Moran Financial Advisors
Michigan
$1K +$1K +12 New
UWM
347
Urban Wealth Management
California
$1K +$1K +14 New
AA
348
Ancora Advisors
Ohio
$1K +$1K +15 New
GC
349
Guardian Capital
Ontario, Canada
– -$10.2M -94,633 Closed
N
350
Natixis
France
– -$2.16M -20,000 Closed
12 13
14
15 16