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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

ECHO was delisted on the 22nd of November, 2021.

122 hedge funds and large institutions have $317M invested in Echo Global Logistics, Inc. in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

10% more funds holding

Funds holding: 111122 (+11)

4% more capital invested

Capital invested by funds: $306M → $317M (+$11.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
122
Holders Change
+11
Holders Change %
+9.91%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
23
Increased
51
Reduced
39
Closed
12
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$44.4M +$1.38M +75,000 +3%
RP
2
Riverbridge Partners
Minnesota
$44.2M +$1.24M +67,382 +3%
TAM
3
Tiverton Asset Management
Delaware
$17.9M
SIMG
4
Stephens Investment Management Group
Texas
$13.7M +$591K +32,200 +5%
BFA
5
BlackRock Fund Advisors
California
$11M +$1.3M +70,798 +14%
Franklin Resources
6
Franklin Resources
California
$10.5M -$6.81M -371,080 -40%
OCM
7
OMT Capital Management
California
$10.4M -$2.33M -126,920 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.43M +$1.65M +90,183 +22%
Lazard Asset Management
9
Lazard Asset Management
New York
$9.37M +$1.66M +90,341 +23%
Vanguard Group
10
Vanguard Group
Pennsylvania
$9.1M +$458K +24,962 +6%
NSAM
11
North Star Asset Management
Wisconsin
$8.29M +$464K +25,295 +6%
KCM
12
Kennedy Capital Management
Missouri
$7.67M +$975K +53,180 +15%
GCM
13
Geneva Capital Management
Wisconsin
$7.33M -$2.95M -161,027 -30%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.21M -$944K -51,474 -12%
AAM
15
AMI Asset Management
California
$7.02M -$170K -9,258 -2%
Northern Trust
16
Northern Trust
Illinois
$5.76M -$3.79M -206,609 -41%
BIT
17
BlackRock Institutional Trust
California
$5.55M +$1.48M +80,730 +39%
State Street
18
State Street
Massachusetts
$5.46M -$146K -7,946 -3%
RHJA
19
Rice Hall James & Associates
California
$4.69M +$227K +12,352 +5%
IMOV
20
Investment Management of Virginia
Virginia
$4.61M -$35.8K -1,950 -0.8%
FAM
21
Fenimore Asset Management
New York
$4.08M
RFC
22
Russell Frank Company
Washington
$3.45M +$1.13M +61,557 +65%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$2.78M +$147K +7,990 +6%
RA
24
Royce & Associates
New York
$2.71M +$574K +31,289 +28%
NC
25
Nicholas Company
Wisconsin
$2.66M -$8.71K -475 -0.3%

ECHO Hedge Fund Activity: Q2 2014 in Review

122 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q2 2014, worth a combined $317M — up 3.6% from $306M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ECHO positions and 12 closed out — a net gain of 11 holders — while 51 added to existing stakes and 39 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $2.01M. The largest seller was Franklin Resources, cutting an estimated $6.81M.

  • 122 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q2 2014, up from 111 in Q1 2014.
  • Funds reported $317M of Echo Global Logistics, Inc. stock for Q2 2014, up 3.6% quarter-over-quarter.
  • 23 funds opened new Echo Global Logistics, Inc. positions in Q2 2014 and 12 closed out, a net change of +11 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q2 2014 was Jacobs Levy Equity Management, an estimated $2.01M added.
  • The largest Echo Global Logistics, Inc. seller in Q2 2014 was Franklin Resources, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2014.