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Exponent
EXPO

Overview Fund Activity

263 hedge funds and large institutions have $2.71B invested in Exponent in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
101
Reduced
76
Closed
32
Calls
$2.86M
Puts
$1.05M
Net Calls
+$1.81M
Net Calls Change
+$710K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$34.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$26.6M
3
Morgan Stanley
Morgan Stanley
New York
$21M
4
Ameriprise
Ameriprise
Minnesota
$74.7M
5
CCA
Conestoga Capital Advisors
Pennsylvania
$142M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$34.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$22.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$89M
4
CCM
Copeland Capital Management
Pennsylvania
$18.7M
5
Goldman Sachs
Goldman Sachs
New York
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
201
HighTower Advisors
Illinois
$240K +$240K +4,100 New
VF
202
Virtu Financial
New York
$239K +$239K +4,079 New
MIM
203
Marco Investment Management
Georgia
$237K – – –
CWA
204
Clarus Wealth Advisors
Arizona
$235K +$11.3K +194 +5%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$225K +3,836 New
CG
206
Cutler Group
California
$222K +$216K +3,700 +3,700%
Creative Planning
207
Creative Planning
Kansas
$211K – – –
CCM
208
Coldstream Capital Management
Washington
$204K -$9.19K -157 -4%
CL
209
CIM LLC
New York
$200K +$200K +3,425 New
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$177K – – –
LIA
211
LS Investment Advisors
Michigan
$164K – – –
Victory Capital Management
212
Victory Capital Management
Texas
$159K -$277K -4,733 -63%
QT
213
Quantamental Technologies
New York
$139K +$3.39K +58 +3%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$132K -$3.39K -58 -3%
NIPH
215
NN Investment Partners Holdings
Netherlands
$91K +$91K +1,551 New
EIP
216
Ellis Investment Partners
Pennsylvania
$91K +$91K +1,576 New
CMBA
217
C.M. Bidwell & Associates
Hawaii
$90K -$20.8K -355 -19%
AF
218
Advisornet Financial
Minnesota
$79K – – –
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$72K -$23.3K -399 -24%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$67K – – –
PCG
221
Private Capital Group
Connecticut
$51K -$3.69K -77 -7%
CFGS
222
Concourse Financial Group Securities
Alabama
$43K -$13K -224 -23%
OIA
223
OneDigital Investment Advisors
Kansas
$43K – – –
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$42K – – –
SWA
225
Sutton Wealth Advisors
Florida
$41.1K – – –
7 8
9
10 11