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Exponent

360 hedge funds and large institutions have $4.56B invested in Exponent in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+10
Holders Change %
+2.86%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
145
Reduced
114
Closed
29
Calls
$1.84M
Puts
$718K
Net Calls
+$1.13M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
NA
326
NewEdge Advisors
Louisiana
$8.57K -$43.7K -438 -84%
HPC
327
HM Payson & Co
Maine
$8.18K
LC
328
Lindbrook Capital
California
$7.88K +$3.49K +35 +80%
BIA
329
Bell Investment Advisors
California
$7.58K -$598 -6 -7%
CCM
330
Copeland Capital Management
Pennsylvania
$6K
FRA
331
Front Row Advisors
California
$6K +$1.03K +11 +21%
ASN
332
Advisory Services Network
Georgia
$5.78K
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$5.48K +$498 +5 +10%
EI
334
Ellevest Inc
New York
$5.08K +$399 +4 +9%
VCM
335
Vigilant Capital Management
Maine
$5K
TWC
336
TD Waterhouse Canada
Ontario, Canada
$4.96K
CFO
337
CVA Family Office
Colorado
$4.69K
TJHA
338
Thomas J. Herzfeld Advisors
Florida
$4.59K
SPIA
339
Steward Partners Investment Advisory
New York
$4.39K
GWS
340
Glassman Wealth Services
Virginia
$4.19K
KFP
341
KB Financial Partners
New Jersey
$4K
SFG
342
Steward Financial Group
Texas
$4K +$1.58K +17 +65%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$3.89K +$199 +2 +5%
FFA
344
Farther Finance Advisors
California
$3.89K +$399 +4 +11%
HI
345
Harbour Investments
Wisconsin
$3.39K
BTI
346
Blue Trust Inc
Georgia
$3K +$3K +28 New
SC
347
Schubert & Co
Texas
$2.69K -$199 -2 -7%
BF
348
BOK Financial
Oklahoma
$2.39K +$2.39K +24 New
JWA
349
JFS Wealth Advisors
Pennsylvania
$2.24K +$407 +4 +22%
MIA
350
Milestone Investment Advisors
Wisconsin
$2.09K +$2.09K +21 New