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Exponent
EXPO

Overview Fund Activity

350 hedge funds and large institutions have $4.5B invested in Exponent in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
121
Reduced
127
Closed
39
Calls
$1.75M
Puts
$1.44M
Net Calls
+$316K
Net Calls Change
-$560K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
BlackRock
BlackRock
New York
$794M
3
Norges Bank
Norges Bank
Norway
$51.6M
4
Goldman Sachs
Goldman Sachs
New York
$27M
5
State Street
State Street
Massachusetts
$175M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.5M
2
EIP
Epoch Investment Partners
New York
$0
3
TD Asset Management
TD Asset Management
Ontario, Canada
$0
4
Millennium Management
Millennium Management
New York
$2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
326
Thomas J. Herzfeld Advisors
Florida
$4.56K – – –
LC
327
Lindbrook Capital
California
$4.36K -$991 -10 -19%
SPIA
328
Steward Partners Investment Advisory
New York
$4.36K – – –
GWS
329
Glassman Wealth Services
Virginia
$4.16K -$297 -3 -7%
KFP
330
KB Financial Partners
New Jersey
$4K -$1.2K -12 -23%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$3.67K +$198 +2 +6%
FA
332
Fiduciary Alliance
South Carolina
$3.57K +$3.57K +36 New
FFA
333
Farther Finance Advisors
California
$3.47K +$3.47K +35 New
HI
334
Harbour Investments
Wisconsin
$3.37K – – –
USCWA
335
U.S. Capital Wealth Advisors
Texas
$3.37K +$3.37K +34 New
SC
336
Schubert & Co
Texas
$2.87K +$198 +2 +7%
PWMG
337
Prestige Wealth Management Group
New Jersey
$2.48K +$2.48K +25 New
CPG
338
Cornerstone Planning Group
New Jersey
$2.38K +$2.38K +24 New
CAL
339
Capital Advisors Ltd
Ohio
$2K +$375 +3 +23%
SFG
340
Steward Financial Group
Texas
$2K +$2K +26 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$1.83K -$31.8K -313 -95%
SIC
342
SJS Investment Consulting
Ohio
$991 +$595 +6 +150%
MFT
343
Moisand Fitzgerald Tamayo
Florida
$892 +$892 +9 New
ECM
344
Everence Capital Management
Indiana
$839 – – –
DI
345
Disciplined Investments
Oklahoma
$694 +$198 +2 +40%
AF
346
Advisornet Financial
Minnesota
$694 +$694 +7 New
CWC
347
Carolinas Wealth Consulting
North Carolina
$694 +$694 +7 New
TWP
348
TFO Wealth Partners
Ohio
$16 +$16 +1 New
EIP
349
Epoch Investment Partners
New York
– -$15M -170,525 Closed
TD Asset Management
350
TD Asset Management
Ontario, Canada
– -$13.5M -152,607 Closed
12 13
14
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