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Exponent
EXPO

Overview Fund Activity

357 hedge funds and large institutions have $5.06B invested in Exponent in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 146 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
146
Reduced
115
Closed
41
Calls
$2.83M
Puts
$216K
Net Calls
+$2.61M
Net Calls Change
+$1.49M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$447M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$259M
3
Wells Fargo
3
Wells Fargo
California
$62.5M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.3M
5
Millennium Management
5
Millennium Management
New York
$22M

Top Sellers

1
AAM
1
Ardevora Asset Management
United Kingdom
$0
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.98M
3
Polen Capital Management
3
Polen Capital Management
Florida
$485K
4
DCM
4
Driehaus Capital Management
Illinois
$17.8M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$4.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
OneDigital Investment Advisors
Kansas
$576K +$576K +5,333 New
CAAS
202
Capital Asset Advisory Services
Michigan
$563K +$67.6K +626 +14%
RFC
203
Regions Financial Corp
Alabama
$561K -$11.7K -108 -2%
Brown Advisory
204
Brown Advisory
Maryland
$553K +$121K +1,115 +28%
TAM
205
Tocqueville Asset Management
New York
$550K – – –
CAC
206
Certified Advisory Corp
Florida
$544K – – –
JF
207
Jump Financial
Illinois
$540K +$540K +5,000 New
CGH
208
Crossmark Global Holdings
Texas
$518K +$3.24K +30 +0.6%
ACM
209
Argent Capital Management
Missouri
$518K +$186K +1,725 +56%
ACM
210
AlphaCrest Capital Management
New York
$514K +$171K +1,585 +50%
B
211
BetterWealth
California
$504K – – –
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$497K -$1.48M -13,742 -75%
AO
213
Advisor OS
Illinois
$495K +$56.3K +521 +13%
Polen Capital Management
214
Polen Capital Management
Florida
$485K -$19.9M -183,834 -98%
AIP
215
Ameritas Investment Partners
Nebraska
$476K – – –
PA
216
Profund Advisors
Maryland
$469K -$49.3K -456 -10%
LA
217
LVW Advisors
New York
$453K -$33.6K -311 -7%
EWA
218
EverSource Wealth Advisors
Alabama
$441K +$232K +2,145 +111%
LIP
219
Liontrust Investment Partners
United Kingdom
$432K – – –
Fidelity Investments
220
Fidelity Investments
Massachusetts
$422K -$6.52M -60,547 -94%
HR
221
Hardy Reed
Mississippi
$408K +$38.9K +360 +11%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$394K +$85.7K +793 +28%
LA
223
Lindenwold Advisors
Pennsylvania
$391K +$73.4K +680 +23%
UAML
224
US Asset Management LLC
Pennsylvania
$383K – – –
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$373K +$43.8K +405 +13%
7 8
9
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