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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.47B invested in Exponent in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 145 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+25
Holders Change %
+7.62%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
145
Reduced
119
Closed
28
Calls
$2.08M
Puts
$38K
Net Calls
+$2.05M
Net Calls Change
+$756K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$441M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22M
3
BlackRock
BlackRock
New York
$569M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$137M
5
UBS AM
UBS AM
Illinois
$13.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$49.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
3
EA
Emerald Advisers
Pennsylvania
$0
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETS
326
ESL Trust Services
New York
$3.52K +$3.52K +37 New
OC
327
Oakworth Capital
Alabama
$3.33K – – –
CTWM
328
Cherry Tree Wealth Management
Minnesota
$3.24K – – –
SPIA
329
Steward Partners Investment Advisory
New York
$3.04K -$12.2K -128 -80%
UB
330
UMB Bank
Missouri
$3.04K +$1.81K +19 +146%
IA
331
IFP Advisors
Florida
$2.76K +$2.09K +22 +314%
IC
332
Innealta Capital
Texas
$2.66K +$2.66K +28 New
MCM
333
Manchester Capital Management
Vermont
$2.47K +$1.33K +14 +117%
BTI
334
Blue Trust Inc
Georgia
$2.4K +$2.4K +29 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$2.38K -$3.23K -34 -58%
RIL
336
Rothschild Investment LLC
Illinois
$2.38K +$1.9K +20 +400%
FG
337
Fairman Group
Pennsylvania
$2.19K – – –
CFO
338
CVA Family Office
Colorado
$2.19K +$2.19K +23 New
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
SAM
340
Smartleaf Asset Management
Massachusetts
$1.91K +$1.91K +20 New
W
341
WealthCollab
Washington
$1.81K – – –
TAM
342
Tucker Asset Management
Colorado
$1.71K +$1.71K +18 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$1.66K +$391 +4 +31%
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$1.4K – – –
PWA
345
Provenance Wealth Advisors
Florida
$1.14K – – –
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$952 +$952 +10 New
SIC
347
SJS Investment Consulting
Ohio
$666 +$190 +2 +40%
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$571 +$95 +1 +20%
AWM
349
Avior Wealth Management
Nebraska
$475 -$40.9K -430 -99%
MCM
350
MV Capital Management
Maryland
$96 +$96 +1 New
12 13
14
15 16