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Exponent
EXPO

Overview Fund Activity

271 hedge funds and large institutions have $3.19B invested in Exponent in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
93
Reduced
97
Closed
36
Calls
$1.42M
Puts
$89K
Net Calls
+$1.33M
Net Calls Change
+$624K

Top Buyers

1
RP
Riverbridge Partners
Minnesota
$63.6M
2
Federated Hermes
Federated Hermes
Pennsylvania
$32.6M
3
RI
Redwood Investments
Massachusetts
$12.8M
4
BlackRock
BlackRock
New York
$536M
5
SAM
Silvercrest Asset Management
New York
$25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$27.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$83.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.61M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.3M
5
SCM
Sandler Capital Management
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$248K – – –
GH
202
GAM Holding
Switzerland
$247K -$238K -3,452 -49%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K -$18.5K -268 -7%
MWM
204
Meridian Wealth Management
Kentucky
$229K +$229K +3,332 New
CCM
205
Coldstream Capital Management
Washington
$228K -$3.1K -45 -1%
IUHSA
206
Itau Unibanco Holding S.A.
Brazil
$215K +$215K +3,120 New
PCS
207
Personal CFO Solutions
New Jersey
$213K +$213K +3,095 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$209K – – –
CP
209
Covenant Partners
Tennessee
$203K – – –
JFA
210
Johanson Financial Advisors
California
$186K +$186K +12,825 New
CAL
211
Capital Analysts LLC
Pennsylvania
$181K +$181K +2,630 New
LIA
212
LS Investment Advisors
Michigan
$163K -$18.4K -266 -10%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$147K -$41.6K -604 -22%
CG
214
Cutler Group
California
$138K +$131K +1,900 +1,900%
DCM
215
Dupont Capital Management
Delaware
$131K +$131K +1,899 New
AIM
216
Aigen Investment Management
New York
$125K +$125K +1,805 New
EIP
217
Ellis Investment Partners
Pennsylvania
$110K – – –
HNB
218
Huntington National Bank
Ohio
$95K -$595K -8,643 -86%
AF
219
Advisornet Financial
Minnesota
$94K – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$93K +$83.6K +1,210 +890%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$90K +$5.23K +76 +6%
PCG
222
Private Capital Group
Connecticut
$74K +$5.64K +82 +8%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$73K -$12.3K -180 -14%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$57K -$39.8K -580 -41%
CFGS
225
Concourse Financial Group Securities
Alabama
$52K +$20.1K +290 +63%
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