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ECHO

Echo Global Logistics, Inc.
ECHO

Delisted

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

150 hedge funds and large institutions have $654M invested in Echo Global Logistics, Inc. in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $994K | Put options by funds: $355K

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $553M → $654M (+$101M)

6% more funds holding

Funds holding: 142150 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 59

Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
36
Reduced
59
Closed
17
Calls
$994K
Puts
$355K
Net Calls
+$639K
Net Calls Change
-$313K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$121M +$11.7M +456,160 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.9M -$1.89M -73,627 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.1M -$1.66M -64,513 -3%
ACH
4
ArrowMark Colorado Holdings
Colorado
$33.5M -$4.09M -159,394 -11%
State Street
5
State Street
Massachusetts
$24.2M -$302K -11,760 -1%
RHJA
6
Rice Hall James & Associates
California
$21M +$569K +22,159 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$20.3M -$2.26M -88,064 -10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$17M +$1.89M +73,683 +13%
EA
9
Emerald Advisers
Pennsylvania
$16.4M -$234K -9,099 -1%
Goldman Sachs
10
Goldman Sachs
New York
$16.1M -$2.36M -92,098 -13%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.1M
Northern Trust
12
Northern Trust
Illinois
$14.6M -$366K -14,253 -2%
SIMG
13
Stephens Investment Management Group
Texas
$14M -$312K -12,155 -2%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$11.9M +$352K +13,704 +3%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$10.6M -$1.62M -63,050 -13%
SCA
16
Summit Creek Advisors
Minnesota
$10.6M -$1.05M -41,058 -9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.4M -$24.2K -944 -0.2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$9.01M +$2.29M +89,374 +34%
RCMC
19
RK Capital Management (Colorado)
Colorado
$8.99M -$6.44M -250,900 -42%
N
20
Nuveen
North Carolina
$8.99M +$429K +16,728 +5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$8.76M +$74.7K +2,910 +0.9%
Charles Schwab
22
Charles Schwab
California
$8.69M -$461K -17,945 -5%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$8.6M -$748K -29,148 -8%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$8.08M +$8.05M +313,665 New
Renaissance Technologies
25
Renaissance Technologies
New York
$7.57M +$1.01M +39,500 +16%

ECHO Hedge Fund Activity: Q3 2020 in Review

150 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Echo Global Logistics, Inc. (ECHO) for Q3 2020, worth a combined $654M — up 18% from $553M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ECHO positions and 17 closed out — a net gain of 8 holders — while 36 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $11.7M. The largest seller was RK Capital Management (Colorado), cutting an estimated $6.44M.

  • 150 institutional investors held Echo Global Logistics, Inc. (ECHO) as of Q3 2020, up from 142 in Q2 2020.
  • Funds reported $654M of Echo Global Logistics, Inc. stock for Q3 2020, up 18% quarter-over-quarter.
  • 25 funds opened new Echo Global Logistics, Inc. positions in Q3 2020 and 17 closed out, a net change of +8 holders.
  • The largest Echo Global Logistics, Inc. buyer in Q3 2020 was BlackRock, an estimated $11.7M added.
  • The largest Echo Global Logistics, Inc. seller in Q3 2020 was RK Capital Management (Colorado), an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2020.