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Exponent
EXPO

Overview Fund Activity

353 hedge funds and large institutions have $4.47B invested in Exponent in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 145 increasing their positions, 119 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+25
Holders Change %
+7.62%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
56
Increased
145
Reduced
119
Closed
28
Calls
$2.08M
Puts
$38K
Net Calls
+$2.05M
Net Calls Change
+$756K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$441M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22M
3
BlackRock
BlackRock
New York
$569M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$137M
5
UBS AM
UBS AM
Illinois
$13.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$49.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
3
EA
Emerald Advisers
Pennsylvania
$0
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$520K – – –
LA
202
LVW Advisors
New York
$518K +$36.8K +387 +8%
FRM
203
Fox Run Management
Connecticut
$503K +$503K +5,290 New
P
204
&Partners
Tennessee
$501K +$501K +5,266 New
Brown Advisory
205
Brown Advisory
Maryland
$485K – – –
Federated Hermes
206
Federated Hermes
Pennsylvania
$479K +$124K +1,307 +35%
CAC
207
Certified Advisory Corp
Florida
$479K – – –
JF
208
Jump Financial
Illinois
$476K +$95.2K +1,001 +25%
Allianz Asset Management
209
Allianz Asset Management
Germany
$447K -$339K -3,565 -43%
B
210
BetterWealth
California
$444K – – –
CICI
211
Capital Investment Counsel Inc
North Carolina
$442K – – –
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$438K +$128K +1,346 +41%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$420K -$444K -4,707 -51%
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$404K -$9.32K -98 -2%
RFC
215
Regions Financial Corp
Alabama
$401K -$6.75K -71 -2%
QT
216
Quantbot Technologies
New York
$386K -$354K -3,725 -48%
TIAA Trust, National Association
217
TIAA Trust, National Association
North Carolina
$381K – – –
SAM
218
Securian Asset Management
Minnesota
$381K -$9.51K -100 -2%
CA
219
Clearstead Advisors
Ohio
$379K +$303K +3,185 +398%
HR
220
Hardy Reed
Mississippi
$378K – – –
CG
221
Cynosure Group
Utah
$374K -$2.26M -23,726 -86%
LA
222
Lindenwold Advisors
Pennsylvania
$373K – – –
VI
223
Versor Investments
New York
$372K +$372K +3,915 New
Lazard Asset Management
224
Lazard Asset Management
New York
$365K +$365K +3,846 New
WA
225
Wealth Alliance
New York
$356K -$666 -7 -0.2%
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