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Exponent
EXPO

Overview Fund Activity

177 hedge funds and large institutions have $1.38B invested in Exponent in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
60
Reduced
62
Closed
9
Calls
$52.8M
Puts
$6.03M
Net Calls
+$46.7M
Net Calls Change
+$46.7M

Top Buyers

1
RP
Riverbridge Partners
Minnesota
$32.8M
2
BFA
BlackRock Fund Advisors
California
$121M
3
SCM
Sandler Capital Management
New York
$8.97M
4
Morgan Stanley
Morgan Stanley
New York
$4.97M
5
AI
Axiom Investors
Connecticut
$5.62M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$0
2
DDC
DF Dent & Co
Maryland
$30.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$147M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$29.2M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$45K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$41K +$41K +1,372 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$30K -$1.09K -36 -3%
TF
154
Tompkins Financial
New York
$26K +$26K +868 New
TRCT
155
Tower Research Capital (TRC)
New York
$25K +$25K +844 New
MFS
156
MSI Financial Services
Massachusetts
$22K +$3.79K +128 +21%
VCM
157
Versant Capital Management
Arizona
$15K -$709 -24 -5%
GWM
158
Geneos Wealth Management
Colorado
$15K +$60 +2 +0.4%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +364 New
WA
160
WealthTrust-Arizona
Arizona
$11K +$11K +372 New
LF
161
Lee Financial
Texas
$10K +$10K +330 New
SWA
162
Sutton Wealth Advisors
Florida
$9.95K – – –
CG
163
Cutler Group
California
$9K -$2.26K -80 -20%
FHA
164
First Horizon Advisors
Tennessee
$8K – – –
GAM
165
Gemmer Asset Management
California
$6K – – –
QCG
166
Quadrant Capital Group
Ohio
$6K +$4.82K +180 +409%
AssetMark Inc
167
AssetMark Inc
California
$5K -$1.87K -56 -27%
FNBT
168
FineMark National Bank & Trust
Florida
$5K +$3.59K +112 +255%
WTC
169
WhitTier Trust Company
Nevada
$5K +$5K +150 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$5K +$5K +160 New
IA
171
IFP Advisors
Florida
$4K – – –
AA
172
Apriem Advisors
California
$4K – – –
ACS
173
Archford Capital Strategies
Illinois
$3K – – –
IUHSA
174
Itau Unibanco Holding S.A.
Brazil
$3K +$3K +100 New
QI
175
QS Investors
New York
$1K – – –
4 5 6
7
8