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ECHO

EchoStar

201 hedge funds and large institutions have $946M invested in EchoStar in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

14% more call options, than puts

Call options by funds: $4.34M | Put options by funds: $3.81M

2.92% more ownership

Funds ownership: 89.59%92.51% (+2.9%)

3% more funds holding

Funds holding: 196201 (+5)

0% more capital invested

Capital invested by funds: $943M → $946M (+$3.59M)

16% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 67

Holders
201
Holders Change
+5
Holders Change %
+2.55%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
39
Increased
56
Reduced
67
Closed
30
Calls
$4.34M
Puts
$3.81M
Net Calls
+$532K
Net Calls Change
-$649K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$9.12M +$6.18M +233,910 +209%
BCM
27
Bridgeway Capital Management
Texas
$9.06M +$9.08M +343,800 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$7.86M +$1.41M +53,434 +22%
Two Sigma Investments
29
Two Sigma Investments
New York
$7.3M +$1.67M +63,298 +30%
DWM
30
Dorchester Wealth Management
Quebec, Canada
$7.03M +$183K +6,945 +3%
LFCM
31
Long Focus Capital Management
Puerto Rico
$6.79M +$6.8M +257,500 New
FWC
32
First Washington Corp
Washington
$6.68M -$33K -1,250 -0.5%
RJA
33
Raymond James & Associates
Florida
$6.64M +$1.09M +41,387 +20%
SCM
34
SG Capital Management
Illinois
$6.42M +$1.47M +55,828 +30%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$6.09M +$1.2M +45,442 +24%
Citadel Advisors
36
Citadel Advisors
Florida
$6.05M +$3.11M +117,810 +105%
ILCM
37
Ivy Lane Capital Management
Florida
$6.01M +$581K +22,000 +11%
PCM
38
Potomac Capital Management
New York
$5.74M +$5.75M +217,700 New
GI
39
GAMCO Investors
Connecticut
$5.7M +$138K +5,242 +2%
MOACM
40
Mutual of America Capital Management
New York
$5.65M +$691K +26,168 +14%
Hudson Bay Capital Management
41
Hudson Bay Capital Management
Connecticut
$4.76M +$4.77M +180,715 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$4.32M +$2.13M +80,790 +97%
American Century Companies
43
American Century Companies
Missouri
$3.82M +$2.04M +77,404 +115%
VIA
44
Vident Investment Advisory
Georgia
$3.81M +$998K +37,791 +35%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.81M +$34.9K +1,320 +0.9%
ACM
46
AlphaCrest Capital Management
New York
$3.66M +$682K +25,841 +23%
Prudential Financial
47
Prudential Financial
New Jersey
$3.64M -$464K -17,570 -11%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.43M -$835K -31,608 -20%
CSS
49
Cubist Systematic Strategies
Connecticut
$3.29M +$1.51M +57,028 +84%
PCM
50
Penserra Capital Management
California
$3.21M -$2.83M -107,280 -47%

ECHO Hedge Fund Activity: Q4 2021 in Review

201 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2021, worth a combined $946M — up 0.38% from $943M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ECHO positions and 30 closed out — a net gain of 9 holders — while 56 added to existing stakes and 67 trimmed.

The largest buyer was Epoch Investment Partners, adding an estimated $22.9M. The largest seller was Greenlight Capital, cutting an estimated $25.1M.

  • 201 institutional investors held EchoStar (ECHO) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $946M of EchoStar stock for Q4 2021, up 0.38% quarter-over-quarter.
  • 39 funds opened new EchoStar positions in Q4 2021 and 30 closed out, a net change of +9 holders.
  • The largest EchoStar buyer in Q4 2021 was Epoch Investment Partners, an estimated $22.9M added.
  • The largest EchoStar seller in Q4 2021 was Greenlight Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2021.