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Exponent
EXPO

Overview Fund Activity

365 hedge funds and large institutions have $4.23B invested in Exponent in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
4.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
52
Increased
121
Reduced
139
Closed
50
Calls
$2.03M
Puts
$214K
Net Calls
+$1.82M
Net Calls Change
-$188K

Top Buyers

1
BlackRock
1
BlackRock
New York
$556M
2
Barclays
2
Barclays
United Kingdom
$16.2M
3
State Street
3
State Street
Massachusetts
$171M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.64M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$476M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$193M
2
RP
2
Riverbridge Partners
Minnesota
$58.2M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
GKIM
4
GW&K Investment Management
Massachusetts
$38.5M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
176
Occudo Quantitative Strategies
Florida
$662K +$662K +7,428 New
SC
177
Saturna Capital
Washington
$659K – – –
HNB
178
Huntington National Bank
Ohio
$653K +$3.12K +35 +0.5%
ACM
179
Aquatic Capital Management
Illinois
$651K +$241K +2,702 +59%
NAS
180
Nicolet Advisory Services
Wisconsin
$648K -$56K -628 -8%
X
181
Xponance
Pennsylvania
$637K +$26.4K +296 +4%
ACP
182
Aviance Capital Partners
Florida
$624K – – –
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$608K +$48.7K +547 +9%
Nomura Holdings
184
Nomura Holdings
Japan
$599K +$599K +6,723 New
BEAM
185
Baker Ellis Asset Management
Washington
$586K -$100K -1,125 -15%
MPPW
186
Mitchell & Pahl Private Wealth
Oklahoma
$583K +$52K +584 +10%
Federated Hermes
187
Federated Hermes
Pennsylvania
$579K -$891 -10 -0.2%
IWC
188
Integrated Wealth Concepts
Massachusetts
$578K -$15.1K -170 -3%
HighTower Advisors
189
HighTower Advisors
Illinois
$574K -$31.9K -358 -5%
CG
190
Cynosure Group
Utah
$572K -$50.9K -571 -8%
Aviva
191
Aviva
United Kingdom
$567K +$29.9K +336 +6%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$551K -$111K -1,247 -17%
PTC
193
Petrus Trust Company
Texas
$548K – – –
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$541K +$374K +4,254 +223%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$533K -$24.4K -274 -4%
VI
196
Versor Investments
New York
$526K +$178K +2,000 +51%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$515K -$6.67K -75 -1%
PAS
198
Park Avenue Securities
New York
$502K -$26.5K -298 -5%
CCM
199
Coldstream Capital Management
Washington
$495K +$35K +393 +8%
LA
200
LVW Advisors
New York
$494K -$43.9K -493 -8%
6 7
8
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