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Exponent
EXPO

Overview Fund Activity

248 hedge funds and large institutions have $2.36B invested in Exponent in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+21
Holders Change %
+9.25%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
44
Increased
93
Reduced
82
Closed
23
Calls
$315K
Puts
–
Net Calls
+$315K
Net Calls Change
+$139K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$70.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$272M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.62M
4
Marshall Wace
Marshall Wace
United Kingdom
$7.73M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.53M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$36M
2
WG
Winton Group
United Kingdom
$14.8M
3
Goldman Sachs
Goldman Sachs
New York
$13.8M
4
ACM
Atlanta Capital Management
Georgia
$48.9M
5
GKIM
GW&K Investment Management
Massachusetts
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
201
First Hawaiian Bank
Hawaii
$56K +$32K +630 +133%
BTNA
202
Bremer Trust National Association
Minnesota
$55K +$55K +1,086 New
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$47K +$40.1K +790 +581%
CFGS
204
Concourse Financial Group Securities
Alabama
$42K -$5K -99 -11%
TF
205
Tompkins Financial
New York
$40K – – –
OIA
206
OneDigital Investment Advisors
Kansas
$38K – – –
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$36K – – –
SWA
208
Sutton Wealth Advisors
Florida
$35.6K – – –
FHA
209
First Horizon Advisors
Tennessee
$35K +$49 +1 +0.1%
AIC
210
Ameritas Investment Company
Nebraska
$34K +$34K +672 New
Bessemer Group
211
Bessemer Group
New Jersey
$32K – – –
GWM
212
Geneos Wealth Management
Colorado
$25K +$49 +1 +0.2%
VCM
213
Versant Capital Management
Arizona
$24K – – –
Macquarie Group
214
Macquarie Group
Australia
$23K -$1.89K -38 -8%
EWM
215
Executive Wealth Management
Michigan
$22K +$22K +442 New
ASN
216
Advisory Services Network
Georgia
$21K +$10.9K +221 +108%
WA
217
WealthTrust-Arizona
Arizona
$17K -$104 -2 -0.6%
FANJ
218
Financial Architects (New Jersey)
New Jersey
$17K – – –
S
219
SignatureFD
Georgia
$17K – – –
LF
220
Lee Financial
Texas
$16K -$3K -60 -16%
TFA
221
Toth Financial Advisory
Virginia
$15K – – –
SIAS
222
Shine Investment Advisory Services
Colorado
$13K -$2.77K -53 -18%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$13K – – –
LFA
224
Legacy Financial Advisors
Kentucky
$13K +$13K +250 New
SWM
225
SeaCrest Wealth Management
New York
$10K -$18.7K -379 -65%
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