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Exponent
EXPO

Overview Fund Activity

328 hedge funds and large institutions have $3.88B invested in Exponent in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 57 closing their positions.

Holders
328
Holders Change
-25
Holders Change %
-7.08%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
105
Reduced
145
Closed
57
Calls
$2.98M
Puts
$1.69M
Net Calls
+$1.29M
Net Calls Change
+$514K

Top Buyers

1
Invesco
1
Invesco
Georgia
$86.6M
2
BAMCO Inc
2
BAMCO Inc
New York
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$437M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$222M
5
RA
5
Royce & Associates
New York
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$360M
3
TCM
3
TimesSquare Capital Management
New York
$21.2M
4
BlackRock
4
BlackRock
New York
$487M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
– -$331K -3,757 Closed
PWG
352
Portside Wealth Group
Utah
– -$329K -3,740 Closed
LCM
353
Landscape Capital Management
New Jersey
– -$286K -3,247 Closed
LWAM
354
Legacy Wealth Asset Management
Minnesota
– -$283K -3,215 Closed
PRC
355
Pearl River Capital
Michigan
– -$283K -3,211 Closed
Baird Financial Group
356
Baird Financial Group
Wisconsin
– -$276K -3,132 Closed
M&T Bank
357
M&T Bank
New York
– -$274K -3,108 Closed
CAM
358
Cresset Asset Management
Illinois
– -$261K -2,965 Closed
Point72 Asset Management
359
Point72 Asset Management
Connecticut
– -$255K -2,900 Closed
AWM
360
Axxcess Wealth Management
California
– -$251K -2,847 Closed
CIC
361
Carnegie Investment Counsel
Ohio
– -$241K -2,735 Closed
MFS
362
Mirabella Financial Services
United Kingdom
– -$229K -2,603 Closed
FFN
363
Focus Financial Network
Minnesota
– -$219K -2,489 Closed
AC
364
AXQ Capital
New Jersey
– -$218K -2,477 Closed
MOS
365
MGO One Seven
Ohio
– -$211K -2,398 Closed
HWAM
366
Hennion & Walsh Asset Management
New Jersey
– -$210K -2,388 Closed
CSS
367
Cubist Systematic Strategies
Connecticut
– -$107K -1,211 Closed
TWM
368
Tradition Wealth Management
Minnesota
– -$84K -957 Closed
AIC
369
Archer Investment Corporation
Indiana
– -$51.8K -588 Closed
BTI
370
Blue Trust Inc
Georgia
– -$19K -226 Closed
LA
371
LM Advisors
California
– -$14.9K -169 Closed
LF
372
Lee Financial
Texas
– -$13.2K -150 Closed
CT
373
Cambridge Trust
Massachusetts
– -$10.6K -120 Closed
CAC
374
Core Alternative Capital
Georgia
– -$10K -114 Closed
BWP
375
Baldwin Wealth Partners
Massachusetts
– -$9.68K -110 Closed
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15
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