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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.

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
1
Kayne Anderson Rudnick Investment Management
California
$401M
2
Invesco
2
Invesco
Georgia
$50.9M
3
MAM
3
Montanaro Asset Management
United Kingdom
$17.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$39.3M
5
Wells Fargo
5
Wells Fargo
California
$75.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$25.6M
2
Millennium Management
2
Millennium Management
New York
$8.31M
3
FAM
3
Fred Alger Management
New York
$0
4
Northern Trust
4
Northern Trust
Illinois
$68.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
151
Isthmus Partners
Wisconsin
$1.19M -$187K -2,179 -14%
Ensign Peak Advisors
152
Ensign Peak Advisors
Utah
$1.18M – – –
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$1.13M +$342K +3,994 +43%
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$1.12M +$1.12M +13,116 New
Renaissance Technologies
155
Renaissance Technologies
New York
$1.12M +$1.12M +13,100 New
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$1.1M -$33.3K -389 -3%
VanEck Associates
157
VanEck Associates
New York
$1.09M +$326K +3,815 +43%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.07M +$17.7K +207 +2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$56.6K -662 -5%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$1.04M +$189K +2,199 +22%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.04M -$25.7K -300 -2%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$1.04M – – –
GT
163
Glenmede Trust
Pennsylvania
$1.01M -$49.3K -576 -5%
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$1M +$544K +6,359 +119%
BEAM
165
Baker Ellis Asset Management
Washington
$991K – – –
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$965K -$1.71K -20 -0.2%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$963K -$8.74K -102 -0.9%
CW
168
Connectus Wealth
Ohio
$942K – – –
American Century Companies
169
American Century Companies
Missouri
$940K -$1.2K -14 -0.1%
IWC
170
Integrated Wealth Concepts
Massachusetts
$927K +$179K +2,087 +24%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$902K -$16.8K -182 -2%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$882K – – –
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$881K -$1.22M -14,276 -58%
AO
174
Advisor OS
Illinois
$785K +$29.4K +344 +4%
Allianz Asset Management
175
Allianz Asset Management
Germany
$785K +$42.8K +500 +6%
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7
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