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Exponent
EXPO

Overview Fund Activity

328 hedge funds and large institutions have $3.88B invested in Exponent in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-25
Holders Change %
-7.08%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
105
Reduced
145
Closed
57
Calls
$2.98M
Puts
$1.69M
Net Calls
+$1.29M
Net Calls Change
+$514K

Top Buyers

1
Invesco
1
Invesco
Georgia
$86.6M
2
BAMCO Inc
2
BAMCO Inc
New York
$25.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$437M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$222M
5
RA
5
Royce & Associates
New York
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$360M
3
TCM
3
TimesSquare Capital Management
New York
$21.2M
4
BlackRock
4
BlackRock
New York
$487M
5
NIG
5
NFJ Investment Group
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
201
Certified Advisory Corp
Florida
$416K – – –
CAN
202
Cetera Advisor Networks
California
$397K -$84.1K -1,017 -17%
B
203
BetterWealth
California
$386K – – –
CICI
204
Capital Investment Counsel Inc
North Carolina
$385K – – –
QC
205
Quadrature Capital
United Kingdom
$377K +$59.1K +715 +19%
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$360K -$72.3K -874 -17%
II
207
Inspire Investing
Idaho
$358K -$744 -9 -0.2%
RFC
208
Regions Financial Corp
Alabama
$354K -$7.03K -85 -2%
SAM
209
Securian Asset Management
Minnesota
$340K -$8.27K -100 -2%
GCM
210
Graham Capital Management
Connecticut
$338K +$108K +1,309 +47%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$335K -$337K -4,065 -50%
TIAA Trust, National Association
212
TIAA Trust, National Association
North Carolina
$332K – – –
JF
213
Jump Financial
Illinois
$331K -$447K -5,401 -57%
PS
214
Portfolio Strategies
New York
$328K +$328K +3,970 New
HR
215
Hardy Reed
Mississippi
$328K +$328K +3,970 New
LA
216
Lindenwold Advisors
Pennsylvania
$324K +$26K +315 +9%
FA
217
FDx Advisors
Illinois
$319K -$108K -1,306 -25%
PSCM
218
Per Stirling Capital Management
Texas
$316K -$165K -1,998 -34%
WA
219
Wealth Alliance
New York
$310K -$60K -725 -16%
Federated Hermes
220
Federated Hermes
Pennsylvania
$309K -$39.8K -481 -11%
IWA
221
Icon Wealth Advisors
Texas
$307K -$28K -339 -8%
BHCM
222
Brevan Howard Capital Management
Jersey
$303K +$303K +3,668 New
UAML
223
US Asset Management LLC
Pennsylvania
$294K – – –
HAG
224
HighPoint Advisor Group
Illinois
$292K +$10.6K +112 +4%
CGH
225
Crossmark Global Holdings
Texas
$287K -$330 -4 -0.1%
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