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Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $4.28B invested in Exponent in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
121
Reduced
145
Closed
40
Calls
$1.52M
Puts
$187K
Net Calls
+$1.33M
Net Calls Change
+$207K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$103M
2
Invesco
Invesco
Georgia
$29.3M
3
Northern Trust
Northern Trust
Illinois
$85.8M
4
SO
STRS Ohio
Ohio
$10.6M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$399M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.19M
2
Millennium Management
Millennium Management
New York
$34.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$247M
4
DCM
Driehaus Capital Management
Illinois
$0
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bell Investment Advisors
California
$4.85K -$2.24K -24 -32%
IBOK
327
Independence Bank of Kentucky
Kentucky
$4.85K +$4.85K +52 New
LC
328
Lindbrook Capital
California
$4.67K -$2.71K -29 -37%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$4.66K – – –
TJHA
330
Thomas J. Herzfeld Advisors
Florida
$4.29K – – –
SPIA
331
Steward Partners Investment Advisory
New York
$4.11K – – –
KFP
332
KB Financial Partners
New Jersey
$4K – – –
GWS
333
Glassman Wealth Services
Virginia
$3.92K – – –
FA
334
Fiduciary Alliance
South Carolina
$3.36K +$3.36K +36 New
FFA
335
Farther Finance Advisors
California
$3.27K -$373 -4 -10%
HI
336
Harbour Investments
Wisconsin
$3.17K – – –
CTWM
337
Cherry Tree Wealth Management
Minnesota
$3.17K +$3.17K +34 New
FCAG
338
First Capital Advisors Group
New Jersey
$2.43K +$2.43K +26 New
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$2.24K -$1.4K -15 -38%
JWM
340
Janiczek Wealth Management
Colorado
$2.15K +$2.15K +23 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$1.63K -$479 -5 -23%
CPG
342
Cornerstone Planning Group
New Jersey
$1.12K +$1.12K +12 New
IA
343
IFP Advisors
Florida
$1.03K +$1.03K +11 New
CAS
344
Coppell Advisory Solutions
Texas
$1.02K +$1.02K +11 New
FDCC
345
Foster Dykema Cabot & Co
Massachusetts
$1K +$1K +12 New
MFT
346
Moisand Fitzgerald Tamayo
Florida
$840 – – –
SIC
347
SJS Investment Consulting
Ohio
$654 -$187 -2 -22%
AF
348
Advisornet Financial
Minnesota
$653 -$93 -1 -13%
CWC
349
Carolinas Wealth Consulting
North Carolina
$635 – – –
2L
350
25 LLC
Missouri
$567 +$567 +6 New
12 13
14
15 16