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Exponent

355 hedge funds and large institutions have $4.28B invested in Exponent in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
121
Reduced
145
Closed
40
Calls
$1.52M
Puts
$187K
Net Calls
+$1.33M
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
376
Capital Asset Advisory Services
Michigan
-$201K -2,020 Closed
BAM
377
Belpointe Asset Management
Nevada
-$57.1K -573 Closed
STCOSD
378
Sageworth Trust Company of South Dakota
South Dakota
-$32K -321 Closed
Baillie Gifford & Co
379
Baillie Gifford & Co
United Kingdom
-$26.4K -265 Closed
PI
380
PEAK6 Investments
Illinois
-$21.9K -220 Closed
TWA
381
TCI Wealth Advisors
Arizona
-$21.5K -216 Closed
ST
382
Sageworth Trust
Pennsylvania
-$19.8K -199 Closed
CFB
383
Cullen/Frost Bankers
Texas
-$16.4K -165 Closed
HWM
384
HighMark Wealth Management
Minnesota
-$11.4K -114 Closed
TCOV
385
Trust Company of Vermont
Vermont
-$9.17K -92 Closed
HPC
386
HM Payson & Co
Maine
-$8.18K -82 Closed
ASN
387
Advisory Services Network
Georgia
-$5.78K -58 Closed
EI
388
Ellevest Inc
New York
-$5.08K -51 Closed
SFG
389
Steward Financial Group
Texas
-$4K -43 Closed
SC
390
Schubert & Co
Texas
-$2.69K -27 Closed
BF
391
BOK Financial
Oklahoma
-$2.39K -24 Closed
MIA
392
Milestone Investment Advisors
Wisconsin
-$2.09K -21 Closed
GI
393
Gradient Investments
Minnesota
-$1.99K -20 Closed
CAL
394
Capital Advisors Ltd
Ohio
-$2K -16 Closed