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Exponent

167 hedge funds and large institutions have $1.41B invested in Exponent in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 45

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $1.17B → $1.41B (+$240M)

1% more funds holding

Funds holding: 166167 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
167
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
78
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Clinton Group
New York
$317K +$282K +10,850 New
DADC
127
D.A. Davidson & Co
Montana
$298K +$1.46K +56 +0.5%
MSA
128
Mason Street Advisors
Wisconsin
$296K +$26.1K +1,004 +11%
WB
129
WesBanco Bank
West Virginia
$291K +$260K +9,980 New
Truist Financial
130
Truist Financial
North Carolina
$273K +$243K +9,350 New
TNBTD
131
Trustmark National Bank Trust Department
Mississippi
$253K +$8.17K +314 +4%
ACP
132
Aviance Capital Partners
Florida
$234K
ProShare Advisors
133
ProShare Advisors
Maryland
$217K +$193K +7,422 New
PI
134
PineBridge Investments
New York
$192K +$7.8K +300 +5%
IMAS
135
ID Management A/S
Denmark
$169K
ASN
136
Advisory Services Network
Georgia
$162K +$3.07K +118 +2%
Victory Capital Management
137
Victory Capital Management
Texas
$143K +$55.3K +2,128 +77%
TRCT
138
Tower Research Capital (TRC)
New York
$121K +$108K +4,146 New
AG
139
Advisor Group
Arizona
$107K +$98.3K +3,778 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$88K -$13.7K -528 -15%
Creative Planning
141
Creative Planning
Kansas
$82K
US Bancorp
142
US Bancorp
Minnesota
$79K -$16K -616 -19%
SEI Investments
143
SEI Investments
Pennsylvania
$71K +$28.9K +1,112 +84%
FANJ
144
Financial Architects (New Jersey)
New Jersey
$58K +$52K +2,000 New
LIA
145
LS Investment Advisors
Michigan
$57K +$3.85K +148 +8%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$37K
AWM
147
Avior Wealth Management
Nebraska
$35K
MOACM
148
Mutual of America Capital Management
New York
$35K
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$31K +$5.93K +228 +27%
MFS
150
MSI Financial Services
Massachusetts
$18K +$1.14K +44 +8%