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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 %
CWC
351
Carolinas Wealth Consulting
North Carolina
$541 – – –
CCM
352
Copeland Capital Management
Pennsylvania
$514 -$7.71K -90 -94%
SIC
353
SJS Investment Consulting
Ohio
$514 -$86 -1 -14%
AF
354
Advisornet Financial
Minnesota
$428 -$171 -2 -29%
BWM
355
Baystate Wealth Management
Massachusetts
$343 – – –
FAM
356
Fred Alger Management
New York
– -$15.2M -162,493 Closed
Wellington Management Group
357
Wellington Management Group
Massachusetts
– -$7.25M -77,740 Closed
Two Sigma Advisers
358
Two Sigma Advisers
New York
– -$4.73M -50,700 Closed
VIA
359
Vident Investment Advisory
Georgia
– -$3.07M -32,868 Closed
CM
360
Castleark Management
Illinois
– -$2.54M -27,220 Closed
GCP
361
GSA Capital Partners
United Kingdom
– -$1.94M -20,759 Closed
EAM
362
EFG Asset Management
Oregon
– -$1.19M -12,786 Closed
DZ Bank
363
DZ Bank
Germany
– -$672K -7,205 Closed
VF
364
Virtu Financial
New York
– -$515K -5,519 Closed
CI
365
CX Institutional
Indiana
– -$439K -4,699 Closed
CC
366
Centiva Capital
New York
– -$421K -4,512 Closed
IFU
367
iSAM Funds (UK)
United Kingdom
– -$402K -4,307 Closed
PCM
368
Prelude Capital Management
New York
– -$306K -3,281 Closed
OR
369
Olympiad Research
Connecticut
– -$299K -3,200 Closed
CICI
370
Capital Investment Counsel Inc
North Carolina
– -$261K -2,800 Closed
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
– -$224K -2,400 Closed
LBC
372
Lowe Brockenbrough & Co
Virginia
– -$215K -2,300 Closed
GCM
373
Graham Capital Management
Connecticut
– -$212K -2,271 Closed
BTWM
374
Baker Tilly Wealth Management
Wisconsin
– -$212K -2,270 Closed
SW
375
SVB Wealth
Massachusetts
– -$206K -2,204 Closed
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15
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