EXPO icon

Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $3.96B invested in Exponent in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
142
Reduced
124
Closed
33
Calls
$916K
Puts
$85K
Net Calls
+$831K
Net Calls Change
-$502K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$401M
2
Invesco
Invesco
Georgia
$50.9M
3
MAM
Montanaro Asset Management
United Kingdom
$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.3M
5
Wells Fargo
Wells Fargo
California
$75.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.6M
2
Millennium Management
Millennium Management
New York
$8.31M
3
FAM
Fred Alger Management
New York
$0
4
Northern Trust
Northern Trust
Illinois
$68.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
326
Perkins Coie Trust Company
Washington
$6.76K +$6.76K +79 New
Mitsubishi UFJ Asset Management
327
Mitsubishi UFJ Asset Management
Japan
$5.74K +$5.74K +67 New
FRA
328
Front Row Advisors
California
$5.48K – – –
WT
329
Whittier Trust
California
$4.79K +$4.79K +56 New
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$4.71K – – –
TWC
331
TD Waterhouse Canada
Ontario, Canada
$4.26K – – –
TJHA
332
Thomas J. Herzfeld Advisors
Florida
$3.94K – – –
SPIA
333
Steward Partners Investment Advisory
New York
$3.77K – – –
GWS
334
Glassman Wealth Services
Virginia
$3.6K – – –
BIA
335
Bell Investment Advisors
California
$3.42K -$1.03K -12 -23%
KFP
336
KB Financial Partners
New Jersey
$3K – – –
SFG
337
Steward Financial Group
Texas
$3K +$3K +44 New
FFA
338
Farther Finance Advisors
California
$3K – – –
CTWM
339
Cherry Tree Wealth Management
Minnesota
$2.91K – – –
HI
340
Harbour Investments
Wisconsin
$2.91K – – –
SS
341
Sunbelt Securities
Texas
$2.74K +$2.74K +32 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$1.88K -$171 -2 -8%
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.88K +$1.88K +22 New
JWA
344
JFS Wealth Advisors
Pennsylvania
$1.84K +$350 +4 +24%
MIA
345
Milestone Investment Advisors
Wisconsin
$1.8K +$1.8K +21 New
TWP
346
TFO Wealth Partners
Ohio
$1.12K +$1.03K +11 +1,100%
CPG
347
Cornerstone Planning Group
New Jersey
$1.03K – – –
PWA
348
Provenance Wealth Advisors
Florida
$942 +$942 +11 New
MFT
349
Moisand Fitzgerald Tamayo
Florida
$771 – – –
GBT
350
Grove Bank & Trust
Florida
$770 +$770 +9 New
12 13
14
15 16