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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.17B invested in Exponent in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
117
Reduced
151
Closed
38
Calls
$2.57M
Puts
$1.8M
Net Calls
+$775K
Net Calls Change
-$56K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$160M
2
Ameriprise
2
Ameriprise
Minnesota
$96.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$137M
4
Man Group
4
Man Group
United Kingdom
$10M
5
Barclays
5
Barclays
United Kingdom
$9.96M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
EA
4
Emerald Advisers
Pennsylvania
$14.3M
5
Millennium Management
5
Millennium Management
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$5K +$5K +53 New
FCA
327
FinTrust Capital Advisors
South Carolina
$4.93K +$4.93K +56 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.58K +$2.64K +30 +136%
PWMG
329
Private Wealth Management Group
New Jersey
$4.49K +$4.49K +51 New
LC
330
Lindbrook Capital
California
$3.52K -$13.6K -155 -79%
PWA
331
Provenance Wealth Advisors
Florida
$3.43K +$2.47K +28 +255%
BGAI
332
Bruce G. Allen Investments
Colorado
$3.26K +$3.26K +37 New
GWS
333
Glassman Wealth Services
Virginia
$3.08K -$616 -7 -17%
OC
334
Oakworth Capital
Alabama
$3.08K +$3.08K +35 New
CTWM
335
Cherry Tree Wealth Management
Minnesota
$2.99K – – –
Qube Research & Technologies (QRT)
336
Qube Research & Technologies (QRT)
United Kingdom
$2.99K -$1.39M -15,741 -100%
HI
337
Harbour Investments
Wisconsin
$2.99K – – –
LTI
338
Laffer Tengler Investments
Tennessee
$2.55K +$2.55K +29 New
HCP
339
Hexagon Capital Partners
Arkansas
$2.29K +$2.29K +26 New
FG
340
Fairman Group
Pennsylvania
$2.03K +$2.03K +23 New
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$1.85K -$88 -1 -5%
W
342
WealthCollab
Washington
$1.67K +$1.67K +19 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$1.1K -$824 -9 -43%
CPG
344
Cornerstone Planning Group
New Jersey
$1.06K – – –
SIC
345
SJS Investment Consulting
Ohio
$705 +$176 +2 +33%
FFA
346
Farther Finance Advisors
California
$704 -$2.38K -27 -77%
CWC
347
Carolinas Wealth Consulting
North Carolina
$650 – – –
BWM
348
Baystate Wealth Management
Massachusetts
$353 – – –
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$353 +$353 +4 New
AssetMark Inc
350
AssetMark Inc
California
$264 +$264 +3 New
12 13
14
15 16