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Emcor
EME

Overview Fund Activity

655 hedge funds and large institutions have $15.1B invested in Emcor in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 191 increasing their positions, 261 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+91
Holders Change %
+16.13%
% of All Funds
9.5%
Holding in Top 10
24
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+118.18%
% of All Funds
0.35%
New
141
Increased
191
Reduced
261
Closed
48
Calls
$97.7M
Puts
$42.9M
Net Calls
+$54.9M
Net Calls Change
+$63.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.58B
2
Select Equity Group
2
Select Equity Group
New York
$477M
3
Invesco
3
Invesco
Georgia
$427M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$137M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$125M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$1.05B
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$4.8M
4
BlackRock
4
BlackRock
New York
$1.81B
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
376
Southeast Asset Advisors
Georgia
$670K +$670K +1,914 New
Walleye Capital
377
Walleye Capital
New York
$655K +$165K +471 +34%
PA
378
Profund Advisors
Maryland
$653K +$118K +338 +22%
CMF
379
Counterpoint Mutual Funds
California
$652K +$652K +1,863 New
QCM
380
QRG Capital Management
Illinois
$651K -$140K -399 -18%
PA
381
PFW Advisors
Georgia
$649K – – –
TPI
382
Trust Point Inc
Wisconsin
$649K -$50.1K -143 -7%
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$627K -$1.57M -4,136 -72%
CIP
384
Convergence Investment Partners
Florida
$622K +$166K +475 +37%
MOS
385
MGO One Seven
Ohio
$620K -$272K -776 -30%
RSWM
386
Robertson Stephens Wealth Management
California
$613K +$613K +1,750 New
CP
387
Covenant Partners
Tennessee
$610K -$57.4K -164 -9%
Brown Advisory
388
Brown Advisory
Maryland
$607K +$10.5K +30 +2%
AWG
389
Altus Wealth Group
Colorado
$597K -$5.95K -17 -1%
PWG
390
Portside Wealth Group
Utah
$595K -$69.3K -198 -10%
DC
391
Davenport & Co
Virginia
$585K +$94.6K +270 +19%
FIM
392
Freedom Investment Management
Connecticut
$582K -$35.7K -102 -6%
FFM
393
Forum Financial Management
Illinois
$565K +$1.75K +5 +0.3%
MFG
394
Menard Financial Group
Texas
$563K +$563K +1,607 New
LWAM
395
Legacy Wealth Asset Management
Minnesota
$561K -$78.4K -224 -12%
PCMH
396
Polymer Capital Management (HK)
Hong Kong
$560K +$560K +1,600 New
AWAU
397
Alliance Wealth Advisors (Utah)
Utah
$544K -$93.9K -268 -15%
William Blair & Company
398
William Blair & Company
Illinois
$540K +$127K +363 +31%
HPC
399
HM Payson & Co
Maine
$535K +$126K +360 +31%
WS
400
Wedbush Securities
California
$520K +$520K +1,484 New
14 15
16
17 18