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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

142 hedge funds and large institutions have $553M invested in Echo Global Logistics, Inc. in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $485K

24% more capital invested

Capital invested by funds: $445M → $553M (+$108M)

4% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 143142 (-1)

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
55
Reduced
53
Closed
18
Calls
$1.44M
Puts
$485K
Net Calls
+$952K
Net Calls Change
+$585K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.8M +$724K +38,525 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.6M -$350K -18,647 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.6M -$493K -26,250 -1%
ACH
4
ArrowMark Colorado Holdings
Colorado
$31.6M +$586K +31,169 +2%
State Street
5
State Street
Massachusetts
$20.5M +$133K +7,070 +0.7%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.6M -$503K -26,750 -3%
RHJA
7
Rice Hall James & Associates
California
$17.2M -$1.44M -76,798 -9%
Goldman Sachs
8
Goldman Sachs
New York
$15.5M -$1.27M -67,773 -9%
EA
9
Emerald Advisers
Pennsylvania
$13.9M +$12.1M +644,590 New
RCMC
10
RK Capital Management (Colorado)
Colorado
$13M +$2.98M +158,500 +36%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.7M +$11M +587,448 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$12.7M -$2.56M -136,252 -19%
Northern Trust
13
Northern Trust
Illinois
$12.6M -$399K -21,218 -4%
SIMG
14
Stephens Investment Management Group
Texas
$12M +$2.39M +127,282 +30%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$10.2M +$5.86M +311,880 +194%
SCA
16
Summit Creek Advisors
Minnesota
$9.75M +$3.66M +194,661 +76%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$9.55M +$751K +39,967 +10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.73M +$128K +6,815 +2%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$7.85M +$57.9K +3,082 +0.9%
Charles Schwab
20
Charles Schwab
California
$7.68M -$692K -36,841 -9%
Federated Hermes
21
Federated Hermes
Pennsylvania
$7.28M -$150K -8,002 -2%
N
22
Nuveen
North Carolina
$7.18M -$374K -19,884 -6%
Lazard Asset Management
23
Lazard Asset Management
New York
$6.88M +$365K +19,444 +7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$6.66M +$3.27M +173,900 +129%
Ameriprise
25
Ameriprise
Minnesota
$6.44M -$1.14M -60,562 -17%

ECHO Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q2 2020, worth a combined $553M — up 24% from $445M a quarter earlier.

Fund positioning in ECHO was balanced in Q2 2020: 18 funds opened new positions, 18 closed out, 55 added to existing stakes and 53 trimmed.

The largest buyer was Emerald Advisers, opening a new position worth an estimated $12.1M. The largest seller was Aberdeen Group, exiting entirely with an estimated $15.1M sold.

  • 142 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q2 2020, down from 143 in Q1 2020.
  • Funds reported $553M of Echo Global Logistics, Inc. stock for Q2 2020, up 24% quarter-over-quarter.
  • 18 funds opened new Echo Global Logistics, Inc. positions in Q2 2020 and 18 closed out, a net change of 0 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q2 2020 was Emerald Advisers, an estimated $12.1M added.
  • The largest Echo Global Logistics, Inc. seller in Q2 2020 was Aberdeen Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2020.