We are live on ! Find out more
ECHO

EchoStar

165 hedge funds and large institutions have $497M invested in EchoStar in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more call options, than puts

Call options by funds: $5.67M | Put options by funds: $3.93M

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

2% more funds holding

Funds holding: 162165 (+3)

3.95% less ownership

Funds ownership: 86%82.04% (-4%)

8% less capital invested

Capital invested by funds: $538M → $497M (-$41.5M)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
165
Holders Change
+3
Holders Change %
+1.85%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
46
Reduced
55
Closed
26
Calls
$5.67M
Puts
$3.93M
Net Calls
+$1.74M
Net Calls Change
+$917K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.1M -$8.32M -440,248 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58M +$632K +33,451 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.6M -$1.64M -86,777 -4%
BCM
4
Beryl Capital Management
California
$36.1M +$40.7M +2,154,611 New
Renaissance Technologies
5
Renaissance Technologies
New York
$28.6M +$1.48M +78,400 +5%
QCI
6
Quaker Capital Investments
Pennsylvania
$16.3M -$21.7M -1,145,759 -54%
State Street
7
State Street
Massachusetts
$13.8M +$49K +2,591 +0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.2M +$400K +21,181 +3%
Morgan Stanley
9
Morgan Stanley
New York
$13M +$1.05M +55,695 +8%
Charles Schwab
10
Charles Schwab
California
$11.9M +$258K +13,627 +2%
GF
11
Gabelli Funds
New York
$11.7M +$2.64M +139,930 +25%
TSW
12
Thompson Siegel & Walmsley
Virginia
$11.7M -$2.28M -120,760 -15%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$11.5M +606,255 New
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$9.81M +$583K +30,850 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$9.54M -$6.15M -325,336 -36%
BCM
16
Bridgeway Capital Management
Texas
$9.3M +$2.06M +109,196 +24%
American Century Companies
17
American Century Companies
Missouri
$7.94M +$748K +39,575 +9%
N
18
Nuveen
North Carolina
$6.24M -$15.5K -820 -0.2%
GI
19
GAMCO Investors
Connecticut
$5.72M +$2.64M +139,890 +69%
Northern Trust
20
Northern Trust
Illinois
$5.12M +$8.01K +424 +0.1%
LFCM
21
Long Focus Capital Management
Puerto Rico
$4.55M -$945K -50,000 -16%
Marshall Wace
22
Marshall Wace
United Kingdom
$4.42M +$2.12M +112,290 +74%
MF
23
Magnetar Financial
Illinois
$4.28M +$4.83M +255,544 New
EF
24
Empowered Funds
Pennsylvania
$3.98M +$1.12M +59,196 +33%
PCM
25
Potomac Capital Management
New York
$3.91M +$81K +4,286 +2%

ECHO Hedge Fund Activity: Q3 2023 in Review

165 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q3 2023, worth a combined $497M — down 7.7% from $538M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ECHO positions and 26 closed out — a net gain of 5 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $40.7M. The largest seller was Quaker Capital Investments, cutting an estimated $21.7M.

  • 165 institutional investors held EchoStar (ECHO) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $497M of EchoStar stock for Q3 2023, down 7.7% quarter-over-quarter.
  • 31 funds opened new EchoStar positions in Q3 2023 and 26 closed out, a net change of +5 holders.
  • The largest EchoStar buyer in Q3 2023 was Beryl Capital Management, an estimated $40.7M added.
  • The largest EchoStar seller in Q3 2023 was Quaker Capital Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2023.