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Exponent

355 hedge funds and large institutions have $4.28B invested in Exponent in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-5
Holders Change %
-1.39%
% of All Funds
5.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
121
Reduced
145
Closed
40
Calls
$1.52M
Puts
$187K
Net Calls
+$1.33M
Net Calls Change
+$207K
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
201
Brown Advisory
Maryland
$542K -$53.3K -571 -9%
RJT
202
Raymond James Trust
Florida
$533K +$28.1K +301 +6%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$529K -$54.2K -581 -9%
VF
204
Virtu Financial
New York
$515K +$515K +5,519 New
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$498K -$4.16M -44,575 -89%
WG
206
Winton Group
United Kingdom
$486K -$775K -8,305 -61%
VPIM
207
Vanguard Personalized Indexing Management
California
$486K -$15.5K -166 -3%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$486K -$110K -1,174 -18%
CAC
209
Certified Advisory Corp
Florida
$470K
EF
210
Empowered Funds
Pennsylvania
$461K +$42K +450 +10%
EST
211
EA Series Trust
Pennsylvania
$461K +$461K +4,936 New
IWA
212
Intercontinental Wealth Advisors
Texas
$458K +$15.9K +170 +4%
IWP
213
Icon Wealth Partners
Texas
$447K -$71.9K -770 -14%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$445K +$6.25K +67 +1%
CP
215
CenterBook Partners
Connecticut
$445K +$445K +4,768 New
CI
216
CX Institutional
Indiana
$439K -$1.09M -11,727 -71%
B
217
BetterWealth
California
$435K
RFC
218
Regions Financial Corp
Alabama
$423K -$7.56K -81 -2%
SAM
219
Securian Asset Management
Minnesota
$423K -$10.5K -112 -2%
CC
220
Centiva Capital
New York
$421K -$54.9K -588 -12%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$421K +$17.6K +189 +4%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$417K +$4.01K +43 +1%
WA
223
Wealth Alliance
New York
$410K +$6.91K +74 +2%
IFU
224
iSAM Funds (UK)
United Kingdom
$402K +$402K +4,307 New
AWAU
225
Alliance Wealth Advisors (Utah)
Utah
$386K +$44.5K +477 +13%