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Exponent
EXPO

Overview Fund Activity

350 hedge funds and large institutions have $4.5B invested in Exponent in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
5.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
121
Reduced
127
Closed
39
Calls
$1.75M
Puts
$1.44M
Net Calls
+$316K
Net Calls Change
-$560K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
BlackRock
BlackRock
New York
$794M
3
Norges Bank
Norges Bank
Norway
$51.6M
4
Goldman Sachs
Goldman Sachs
New York
$27M
5
State Street
State Street
Massachusetts
$175M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$31.5M
2
EIP
Epoch Investment Partners
New York
$0
3
TD Asset Management
TD Asset Management
Ontario, Canada
$0
4
Millennium Management
Millennium Management
New York
$2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$62.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
201
Crossmark Global Holdings
Texas
$441K -$14.2K -144 -3%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$440K +$26.2K +264 +6%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$438K +$15.6K +157 +4%
YIH
204
Y-Intercept (HK)
Hong Kong
$431K -$192K -1,934 -31%
AIP
205
Ameritas Investment Partners
Nebraska
$431K – – –
WA
206
Wealth Alliance
New York
$420K +$13K +131 +3%
CAN
207
Cetera Advisor Networks
California
$409K +$409K +4,129 New
SSA
208
Schonfeld Strategic Advisors
New York
$406K -$1.31M -13,200 -76%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$397K -$22.6K -228 -5%
LIP
210
Liontrust Investment Partners
United Kingdom
$396K – – –
TF
211
TIAA FSB
Florida
$388K -$1.29K -13 -0.3%
LA
212
Lindenwold Advisors
Pennsylvania
$372K +$1.49K +15 +0.4%
HR
213
Hardy Reed
Mississippi
$370K -$1.69K -17 -0.5%
Bessemer Group
214
Bessemer Group
New Jersey
$366K +$237K +2,399 +184%
UAML
215
US Asset Management LLC
Pennsylvania
$356K +$356K +3,590 New
EWA
216
EverSource Wealth Advisors
Alabama
$348K -$242K -2,446 -41%
Squarepoint
217
Squarepoint
New York
$347K -$5.55M -56,043 -94%
PA
218
Profund Advisors
Maryland
$342K -$9.02K -91 -3%
API
219
Advisor Partners II
California
$336K +$49.1K +496 +17%
MPPW
220
Mitchell & Pahl Private Wealth
Oklahoma
$333K +$26.4K +266 +9%
HWAM
221
Hennion & Walsh Asset Management
New Jersey
$331K -$3.47K -35 -1%
AWAU
222
Alliance Wealth Advisors (Utah)
Utah
$331K +$331K +3,336 New
Creative Planning
223
Creative Planning
Kansas
$329K +$329K +3,321 New
CCIA
224
Campbell & Co Investment Adviser
Maryland
$326K -$238K -2,398 -42%
X
225
Xponance
Pennsylvania
$320K +$2.78K +28 +0.9%
7 8
9
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