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Exponent

328 hedge funds and large institutions have $3.88B invested in Exponent in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-25
Holders Change %
-7.08%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
105
Reduced
145
Closed
57
Calls
$2.98M
Puts
$1.69M
Net Calls
+$1.29M
Net Calls Change
+$514K
Name Holding Trade Value Shares
Change
Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$1.03M +$24.8K +300 +2%
BEAM
152
Baker Ellis Asset Management
Washington
$958K
NRD
153
Nebula Research & Development
New York
$942K +$942K +11,391 New
WG
154
Winton Group
United Kingdom
$940K +$506K +6,118 +117%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$934K +$2.4K +29 +0.3%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$928K -$40.3K -487 -4%
American Century Companies
157
American Century Companies
Missouri
$928K +$1.49K +18 +0.2%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$926K +$2.32K +28 +0.3%
CW
159
Connectus Wealth
Ohio
$910K
LCM
160
Legato Capital Management
California
$903K +$194K +2,348 +27%
Creative Planning
161
Creative Planning
Kansas
$902K +$404K +4,886 +81%
TPI
162
Trust Point Inc
Wisconsin
$891K +$167K +2,019 +23%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$883K -$190K -2,296 -18%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$868K +$17.5K +212 +2%
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$856K
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$852K
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$852K -$133K -1,603 -13%
HighTower Advisors
168
HighTower Advisors
Illinois
$783K -$949K -11,590 -55%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$781K +$151K +1,831 +24%
Corient Private Wealth
170
Corient Private Wealth
Florida
$779K +$298K +3,605 +62%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$743K -$81 -1 -0%
HNB
172
Huntington National Bank
Ohio
$711K -$7.53K -91 -1%
AO
173
Advisor OS
Illinois
$685K +$41.8K +506 +7%
Allianz Asset Management
174
Allianz Asset Management
Germany
$683K
Two Sigma Advisers
175
Two Sigma Advisers
New York
$678K +$397K +4,800 +141%