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Exponent
EXPO

Overview Fund Activity

203 hedge funds and large institutions have $1.63B invested in Exponent in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
81
Reduced
60
Closed
13
Calls
$547K
Puts
–
Net Calls
+$547K
Net Calls Change
+$8.78M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$36.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.1M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$69.2M
4
Millennium Management
4
Millennium Management
New York
$8.11M
5
LCM
5
Laurion Capital Management
New York
$6.31M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$36.8M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$854K
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$150M
5
Bank of America
5
Bank of America
North Carolina
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
Tompkins Financial
New York
$31K – – –
MOS
177
MGO One Seven
Ohio
$28K +$28K +798 New
OIA
178
OneDigital Investment Advisors
Kansas
$26K – – –
DCM
179
Delpha Capital Management
New York
$26K +$26K +730 New
FHA
180
First Horizon Advisors
Tennessee
$25K +$2.39K +68 +11%
SWA
181
Sutton Wealth Advisors
Florida
$25K – – –
Bessemer Group
182
Bessemer Group
New Jersey
$22K – – –
VCM
183
Versant Capital Management
Arizona
$18K – – –
GWM
184
Geneos Wealth Management
Colorado
$18K – – –
LF
185
Lee Financial
Texas
$14K +$1.84K +50 +15%
SWM
186
SeaCrest Wealth Management
New York
$14K +$14K +380 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +384 New
WA
188
WealthTrust-Arizona
Arizona
$13K – – –
PCP
189
Proficio Capital Partners
Massachusetts
$13K +$13K +376 New
SIAS
190
Shine Investment Advisory Services
Colorado
$11K – – –
BFEC
191
Benjamin F. Edwards & Company
Missouri
$9K – – –
PMFA
192
Plante Moran Financial Advisors
Michigan
$8K +$7.49K +206 +1,471%
GAM
193
Gemmer Asset Management
California
$7K – – –
IA
194
IFP Advisors
Florida
$5K – – –
WTC
195
WhitTier Trust Company
Nevada
$5K – – –
WAM
196
Wealthspire Advisors (Maryland)
Maryland
$5K +$3.31K +94 +196%
AssetMark Inc
197
AssetMark Inc
California
$4K -$825 -26 -17%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$4K – – –
BTIS
199
BB&T Investment Services
North Carolina
$4K +$2.41K +70 +152%
JWA
200
JFS Wealth Advisors
Pennsylvania
$4K +$4K +110 New
5 6 7
8
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