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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.17B invested in Exponent in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
43
Increased
117
Reduced
151
Closed
38
Calls
$2.57M
Puts
$1.8M
Net Calls
+$775K
Net Calls Change
-$56K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$160M
2
Ameriprise
2
Ameriprise
Minnesota
$96.9M
3
GCM
3
Geneva Capital Management
Wisconsin
$137M
4
Man Group
4
Man Group
United Kingdom
$10M
5
Barclays
5
Barclays
United Kingdom
$9.96M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$11.7M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$11.2M
4
EA
4
Emerald Advisers
Pennsylvania
$14.3M
5
Millennium Management
5
Millennium Management
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$1.07M – – –
SOMRS
152
State of Michigan Retirement System
Michigan
$1.07M -$8.8K -100 -0.8%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$1.05M -$115K -1,309 -10%
GT
154
Glenmede Trust
Pennsylvania
$1.04M -$1.23K -14 -0.1%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$1.03M -$64.2K -729 -6%
BEAM
156
Baker Ellis Asset Management
Washington
$1.02M – – –
VPIM
157
Vanguard Personalized Indexing Management
California
$1M +$332K +3,770 +50%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$992K -$1.32K -15 -0.1%
American Century Companies
159
American Century Companies
Missouri
$986K +$19.2K +218 +2%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$983K +$76.9K +873 +8%
Victory Capital Management
161
Victory Capital Management
Texas
$982K -$6.29M -71,456 -86%
ACM
162
Aquatic Capital Management
Illinois
$977K +$387K +4,400 +66%
CW
163
Connectus Wealth
Ohio
$969K – – –
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$911K -$3.26M -37,059 -78%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$907K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$905K -$190K -2,160 -17%
IWC
167
Integrated Wealth Concepts
Massachusetts
$894K -$59.6K -677 -6%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$889K -$703K -7,979 -44%
Pathstone Holdings
169
Pathstone Holdings
New Jersey
$852K +$852K +9,682 New
JF
170
Jump Financial
Illinois
$828K -$596K -6,768 -42%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$806K +$330K +3,753 +69%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$795K -$86K -956 -10%
TRCT
173
Tower Research Capital (TRC)
New York
$783K +$542K +6,156 +225%
TPI
174
Trust Point Inc
Wisconsin
$770K +$770K +8,751 New
HNB
175
Huntington National Bank
Ohio
$765K -$8.63K -98 -1%
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