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Exponent
EXPO

Overview Fund Activity

355 hedge funds and large institutions have $3.96B invested in Exponent in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
–
Holders Change %
0%
% of All Funds
5.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
142
Reduced
124
Closed
33
Calls
$916K
Puts
$85K
Net Calls
+$831K
Net Calls Change
-$502K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$401M
2
Invesco
Invesco
Georgia
$50.9M
3
MAM
Montanaro Asset Management
United Kingdom
$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.3M
5
Wells Fargo
Wells Fargo
California
$75.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$25.6M
2
Millennium Management
Millennium Management
New York
$8.31M
3
FAM
Fred Alger Management
New York
$0
4
Northern Trust
Northern Trust
Illinois
$68.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$528K -$105K -1,230 -17%
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$525K +$79.9K +933 +18%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$524K -$394K -4,603 -43%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$517K -$21.8K -255 -4%
LA
205
LVW Advisors
New York
$501K -$44.2K -516 -8%
PSCM
206
Per Stirling Capital Management
Texas
$498K – – –
Brown Advisory
207
Brown Advisory
Maryland
$497K +$171 +2 +0%
RJT
208
Raymond James Trust
Florida
$489K +$685 +8 +0.1%
Franklin Resources
209
Franklin Resources
California
$486K -$458K -5,354 -49%
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$485K +$485K +5,666 New
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$478K -$27.9K -326 -6%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$474K -$3.69M -43,139 -89%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$463K +$463K +5,405 New
EF
214
Empowered Funds
Pennsylvania
$460K +$37.2K +435 +9%
CP
215
CenterBook Partners
Connecticut
$444K +$36.1K +422 +9%
CAC
216
Certified Advisory Corp
Florida
$431K – – –
Federated Hermes
217
Federated Hermes
Pennsylvania
$428K -$222K -2,593 -34%
CCIA
218
Campbell & Co Investment Adviser
Maryland
$420K -$178K -2,075 -30%
MPPW
219
Mitchell & Pahl Private Wealth
Oklahoma
$412K +$86.5K +1,011 +27%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$408K -$599 -7 -0.1%
QCM
221
QRG Capital Management
Illinois
$407K +$407K +4,758 New
B
222
BetterWealth
California
$399K – – –
AWAU
223
Alliance Wealth Advisors (Utah)
Utah
$397K +$43.7K +510 +12%
LWAM
224
Legacy Wealth Asset Management
Minnesota
$397K -$111K -1,292 -22%
RFC
225
Regions Financial Corp
Alabama
$388K +$342 +4 +0.1%
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9
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